Viewing Employee Benefits Summary Data as an Administrator
Benefits Administrators can use the benefits summary pages to view a summary of employee benefits data and the most recent payroll deduction, regardless of whether the organization uses PeopleSoft Benefits Administration or Base Benefits.
This section lists the pages used by a Benefits Administrator to view employees’ benefits summary data and the latest benefits deductions.
Note: The deduction summary information is available only for organizations using Payroll for North America or Payroll Interface.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
BEN_SUMM_GRID_FL |
View benefit enrollment summaries for employees. |
|
|
Benefit Plan pages |
BEN_SUMM_DTL_FL |
Review information on the employee’s benefit plan pages. For more information on these pages, refer the topic Reviewing Benefit Plans Using the PeopleSoft Fluid User Interface. |
|
BEN_SUMM_DEDN_FL |
Display the latest benefits deductions of a selected employee. |
Use the Benefits Summary page (BEN_SUMM_GRID_FL) to view benefit enrollment summaries for employees.
Navigation
In the Workforce Administrator fluid homepage, select the Benefits Administrator tile. From the Benefits Administrator navigation collection, select Review Employee Benefits and then select Benefits Summary.
Image: Benefits Summary page
This example illustrates the fields and controls on the Benefits Summary page.
|
Field or Control |
Definition |
|---|---|
| Return to Select Employee link |
Click this link to return to the search page and select a different employee. |
| Benefits On |
By default, the page displays benefits as of the current date. To view benefits as of a different date, choose a new date and click the Refresh button. |
| Benefits Plans |
You can choose to see the selected employee’s benefit plans in either the card or grid view. In the card view, each benefit plan card shows the plan type, employee’s coverage or participation information, and the number of dependents/beneficiaries. You can click the card to access the corresponding employee’s benefit plan page to review the plan details. The grid view shows the enrollment types, a brief description of the benefit, the employee’s coverage or participation, number of dependents/beneficiaries, the coverage begin date, and a Review button. You can click the Review button to access the corresponding employee’s benefit plan page to review the plan details. |
Use the Deduction Summary page (BEN_SUMM_DEDN_FL) to display the latest benefits deductions of a selected employee.
Note: The Deduction Summary page is available only for organizations using Payroll for North America or Payroll Interface.
Navigation
In the Workforce Administrator fluid homepage, select the Benefits Administrator tile. From the Benefits Administrator navigation collection, select Review Employee Benefits and then select Benefits Summary.
Image: Deduction Summary page
This example illustrates the fields and controls on the Deduction Summary page.
