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

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.
Benefits Summary Pages Benefits Summary Page Deduction Summary Page	BEN_SUMM_GRID_FL BEN_SUMM_DEDN_FL	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).
Update Event Status Page	BAS_PARTIC_STS	Reprocess individual participant events.
Manage Benefits Instances Page	W3EB_LE_INSTANCE	Delete benefits Instances (for example, Life Events and Open Enrollment activity guide instances) that are no longer needed.
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: Limit Table Page for 401(a) Limits Limit Table Page for 402(g) Limits Limit Table Page for 403(b) Limits Limit Table Page for 415 Limits Limit Table Page to Set Up 415(c) Limits for 403(b) Plans Limit Table Page for 457 Limits 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.

Navigation

The Benefits Administrator tile is delivered as part of the Workforce Administrator home page, but the location can change if you change the delivered home pages or if administrators personalize their home pages.

(Smartphone) Benefits Administration tile

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

(Tablet) 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 Manage Benefits Instances page (W3EB_LE_INSTANCE) to delete benefits instances (for example, Life Events and Open Enrollment activity guide instances) which are no longer needed.

Navigation

In the Workforce Administrator fluid homepage, select the Benefits Administrator tile. From the Benefits Administrator navigation collection, select Benefits Management and then select Manage Benefits Instances.
Benefits > Manage Benefits Instances > Manage Benefits Instances

Filters

Field or Control	Definition
Template	Select the template on which the benefits instances to be filtered are based on.
Display Instances with Items On or Older Than	Enter a date to filter benefits instances with event dates on or before the specified date.
Display Instances Created By	Select to filter benefits instances created by a specific employee.
Display Instances Administered By	Select to filter benefits instances administered by a specific Benefits Administrator.
Active	Select to include active benefits instances in the filter.
Inactive	Select to include inactive benefits instances in the filter.
Filter	Click to filter benefits instances based on the specified criteria.
Reset	Reset the fields to create a new filter.

Activity Guide Instances

Field or Control	Definition
Title	Title of the benefits instance.
Template	Template on which the benefits instance is based.
Status	Status of the benefits instance.
User ID	User ID of the employee who created the benefits instance.
Last Updated Date	Date on which the benefits instance was last updated.

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

Navigation

In the Workforce Administrator fluid homepage, select the Benefits Administrator tile. From the Benefits Configuration navigation collection, select Administrative Contacts.

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

Navigation

In the Workforce Administrator fluid homepage, select the Benefits Administrator tile. From the Benefits Configuration navigation collection, select Enrollment Contact Assignment.

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

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

Benefits Administrator Tile

Manage Benefits Instances Page

Filters

Activity Guide Instances

Administrative Contacts Page

Enrollment Contacts Page