Using the PeopleSoft Fluid User Interface to Manage Benefits Administration as an Administrator

This topic discusses how administrators use the PeopleSoft Fluid User Interface to configure, manage and view benefits-related transactions.

For general information about fluid pages in PeopleSoft HCM, see Understanding PeopleSoft Fluid User Interface Home Pages.

PeopleSoft Fluid User Interface Experience in HCM

Page Name

Definition Name

Usage

Benefits Administrator Tile

HC_BENEFITSADMIN_FL (cref for the tile)

Access a collection of frequently used benefits-related administrative components.

Update Dependent/Beneficiary Pages

Dependent Information - Name Page

Dependent Information - Address Page

Dependent Information - Personal Profile Page

DEPEND_BENEF1

DEPEND_BENEF_ADDR

DEPEND_BENEF2

Enter or update information about a dependent or beneficiary.

Enter or update information about a dependent or beneficiary's address.

Enter or update information about a dependent or beneficiary.

Update ABBRs Page

BN_ANNL_BENEF_BASE

Enter and maintain multiple Annual Benefit Base Rates (ABBRs) for an employee.

Maintain Certifications Page

BN_CERTIF_PARTC

Updating employee benefit certifications.

Health Benefits Page

HEALTH_BENEFITS1

Enroll employees and dependents in health plan types, like medical, dental and vision.

Life and AD/D Benefits Page

LIFE_ADD_BENEF1

Enroll participants in life and AD/D plans and assign beneficiaries to those plans.

Current Benefits Summary Pages

Benefit Enrollment Summary Page

Benefit Deduction Summary Page

BN_ENRL_SUMMARY

BN_DEDN_SUMMARY

View benefit enrollment/deduction summaries for employees.

Savings Plans Page

SAVINGS_PLANS1

Enroll employees in savings benefit plans, assign beneficiaries, and identify investment elections.

Approve Document Upload Page

W3EB_APPR_SUMMARY

Approve or deny life event documents uploaded by employees.

Review Employee Statements Page

BAS_STMT_LIST_FL

Review fluid benefits statements of employees.

Online Confirmation Statements Page

RUNCTL_BAS_STMT

Run the process to generate confirmation statements for both online viewing and printing.

FMLA Page

RUNCTL_FGFMLA

Generate FMLA reports.

Review BAS Activity Page

BAS_ACTIVITY

Add events into the BAS Activity table. You manually insert events to be processed according to event rules that map to the BAS action that you enter when you run the Benefits Administration process. You can also delete unwanted, but automatically triggered, events.

On-Demand Event Maintenance Page

BAS_ON_DEM_EM

Process a single participant through all stages of the Benefits Administration process.

Review Processing Messages Page

PA_MESSAGE_LOG

View warnings or errors generated during the calculation (or during periodic processing).

Event Status Page

EOAW_NEM_STATUS

View the status of an event.

Assign to Benefit Program Page

BEN_PROG_PARTICPTN

View the benefit programs in which an employee is enrolled.

Benefit Rates Page

BN_RATE_TABLE

Enter benefit rate information.

Open Enrollment Definition Page

BAS_OE_DEFINITION

Set up the parameters of the open enrollment.

Benefit Program Table - Benefit Program Page

BEN_PROG_DEFN1

Define benefit program information.

Benefit Plan Table Page

BENEFIT_PLAN_TABLE

Enter benefit plan information.

Event Rules Page

RUNCTL_BAS703B

Print event rule definitions.

Eligibility Rules Page

RUNCTL_BAS703A

Print the eligibility rule definitions.

Life Event Rules Page

W3EB_LE_RULES

Set up rules that control how data and information is processed for life events such as changes in marital status, birth, or adoption.

Understanding 401 Limit

LIMIT_TBL1

Identify the rules that apply to the 401, 402, 403, 415, and 457 limits, using the:

  1. Limit Table Page for 401(a) Limits

  2. Limit Table Page for 402(g) Limits

  3. Limit Table Page for 403(b) Limits

  4. Limit Table Page for 415 Limits

  5. Limit Table Page to Set Up 415(c) Limits for 403(b) Plans

  6. Limit Table Page for 457 Limits

  7. Limit Table Page for User Defined Limits

Schedule Table Page

BAS_SCHEDULE

Control your processing schedule.

Benefits Statement Options Page

BAS_STMT_OPTIONS

Set up a report templates for benefits statements.

Administrative Contacts Page

BENEF_ADM_CONTACTS

Add or update the Benefits Administrator contact details.

Enrollment Contacts Page

BNE_CONTACT_GRP

Assign a contact person to each of the benefits plan enrollment pages that displays the Contact Information group box.

Administrators use the Benefits Administrator tile (HC_BENEFITSADMIN_FL) to access a collection of frequently used benefits-related administrative components.

Image: (Tablet) Benefits Administrator tile

This example illustrates the fields and controls on the (Tablet) Benefits Administrator tile.

Benefits Administrator tile

Image: (Smartphone) Benefits Administrator tile

This example illustrates the fields and controls on the (Smartphone) Benefits Administrator tile.

(Smartphone) Benefits Administration tile

Click the Benefits Administrator tile to access the Benefits Administrator application start page.

Image: (Tablet) Benefits Administrator application start page

This example illustrates the fields and controls on the (Tablet) Benefits Administrator application start page.

(Tablet) Benefits Administrator application start page

Image: (Smartphone) Benefits Administrator application start page

This example illustrates the fields and controls on the (Smartphone) Benefits Administrator application start page.

(Smartphone) Benefits Administrator application start page

This application start page is a navigation collection that enables administrators to access frequently used Benefits Administration components from one location. The left panel of this page lists the components collected under five categories:

  • Employee/Dependent Information

  • Enroll in Benefits

  • Review Employee Benefits

  • Benefits Management

  • Benefits Configuration

The right panel displays the component selected in the left panel.

Use the Administrative Contacts page (BENEF_ADM_CONTACTS) to add or update the Benefits Administrator contact details.

Image: Administrative Contacts Page

This example illustrates the fields and controls on the Administrative Contacts page.

Administrative Contacts Page

Use the Enrollment Contacts page (BNE_CONTACT_GRP) to add or update the contact information in each of the Benefit Plan pages.

Image: Enrollment Contacts page

This example illustrates the fields and controls on the Enrollment Contacts page.

Enrollment Contacts Page