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Getting Started with PeopleSoft Benefits Administration
PeopleSoft Benefits Administration Overview
PeopleSoft Benefits Administration Integrations
PeopleSoft Benefits Administration Implementation
Understanding PeopleSoft Benefits Administration
Common Elements Used for Benefits Administration
Benefit Information Automation
Benefit Administration Business Processes
Setting Up the Installation Table for Benefits Administration
Defining the Installation Settings for Benefits Administration
Setting Up Flexible Credits
Understanding Flexible Credits
Defining Flexible Credit Earnings
Setting Up Excess Credit Calculations
Defining Eligibility Rules
Understanding Eligibility Rules
Understanding How Changes in Job Data Affect Eligibility
Setting Up Eligibility Rules
Setting Up Geographic Location Eligibility Rules
Creating Event Rules
Understanding Event Rules
Understanding the Evaluation of Event Rules
Defining Benefits Administration Actions for Event Rules
Setting Up Event Classes
Defining Trigger Events
Defining Event Rules
Processing Events for COBRA Administration
Defining Rules for Benefits Billing
(USF) Setting Up Multiple, Concurrent Open Seasons
Setting Up FSA Administration
Understanding the Setup Procedure
Setting Up FSA Administration
Building Automated Benefit Programs
Understanding Benefit Programs
Building Benefit Programs with the Benefit Program Table
Working with Flexible Credits
Setting Up Cross-Plan Validation Checks
Administering Flexible Spending Accounts
Understanding FSA Administration
Common Elements Used for FSA Administration
(USA) Entering Health Care Claims
(CAN) Entering Claims
Processing FSA Claim Payments
Viewing Claim and Payment Details
Reversing Checks and Claims
Reporting and Closing FSAs
(CAN) Handling Canadian Credit Allocations
Understanding Credit Allocations
Payroll Calculations for Variable Taxation Benefit Plan Reviews
Understanding the Adult Child Benefit Taxability
Creating Deductions
Setting Up the Credit Allocation Table
Reviewing Taxable Benefits for Tax Alteration Deduction Codes
Setting Up Benefits Eligibility for US Same Sex Spouse
Understanding Benefits Eligibility for US Same Sex Spouse
Reviewing Benefits Setup for US Same-Sex Spouse
Setting Up US Same-Sex Spouse for Benefits Eligibility and Enrollment
Validating Personal Data
Enrolling in Benefits
Setting Up U.S. ACA Eligibility
Setting Up the Eligibility Rules Table
Reviewing Eligibility Results
Reviewing the Benefits Enrollment Snapshot
Reviewing the Eligibility Rules Report
Preparing for Open Enrollment and Event Maintenance
Understanding the Benefits Administration Preparation Process
Reviewing Your Benefit Program Architecture
Building Pay Calendars
Running the Base Benefits Audit
Identifying Benefits Administration Groups
Defining Open Enrollment and Snapshot IDs
Establishing a Processing Schedule
Working with Open Enrollment
Understanding Open Enrollment
Getting Started with the Activity Guide for Open Enrollment
Managing Open Enrollment
Using the Open Enrollment Activity Guide
Running the PeopleSoft Benefits Administration Process
Understanding the Benefits Administration Process
Understanding the Benefits Administration Process Flow
Understanding the Benefits Administration Process Status
Multiple Event Scheduling
Setting Up the Benefits Administration Run Control Process
Reviewing Benefits Administration Process Results
Scheduling Events and Assigning Benefit Programs
Analyzing Disconnected Events
Performing Options Processing
Investigating Participant Eligibility
Printing Enrollment Statements
Entering Participant Benefit Elections
Validating and Loading Elections
Printing Confirmation Statements
Reprocessing Events
Processing Event Maintenance On Demand
Understanding On-Demand Event Maintenance Processing
Beginning the On-Demand Event Maintenance Process
Moving Events Through the Process
Reprocessing Participant Events
Setting Up and Managing On-Demand Event Maintenance
Archiving Benefits Administration Data
Understanding the Delivered Data Archive Templates for Benefits Administration
Managing the Data Archive Manager
Running the Data Archive Manager
Managing Life Events
Understanding Life Events
Defining Life Event Rules
Configuring A Life Event
Configuring Fluid Life Event Document Upload
Setting Up the Life Event Selection Menu
Creating Life Event Descriptive Pages
Configuring the Employee Enrollment Summary Statement
Understanding Life Event Processing
Processing the Marriage Event
Processing the Child Birth Event
Processing the Adoption Event
Processing the Divorce Event
Using the PeopleSoft Fluid User Interface to Enter Life Events
Uploading Fluid Life Event Documents
Approving Life Event Documents
Approving Life Event Documents Using Fluid Approvals
Delegating Life Events Document Approval
Managing Benefits Instances
Using the PeopleSoft Fluid User Interface to Manage Benefits Administration
Using the PeopleSoft Fluid User Interface to Manage Benefits as an Administrator
Using the Fluid Benefits WorkCenter
Working With Benefit Details Tile Dashboard Using The PeopleSoft Fluid User Interface
Working with Benefit Details Navigation Collection Using the PeopleSoft Fluid User Interface
Using the PeopleSoft Fluid User Interface to Manage Benefits Enrollment as an Employee
Enrolling in Benefit Plans Using the PeopleSoft Fluid User Interface
Reviewing Benefit Plans Using the PeopleSoft Fluid User Interface
Viewing Employee Benefits Summary Data as an Administrator
Setting Up and Managing Fluid Benefits Statements as an Administrator
Viewing Benefits Utilization Insights
Viewing Open Enrollment Insights
Viewing Life Events Insights
Viewing Ben Admin Processing Insights
Viewing Fluid Benefit Statements as an Employee in Self Service
Configuring Text on Benefits Pages
Benefits Plan Comparison
Understanding Benefits Plan Comparison
Setting Up Benefits Plan Comparison
Using Plan Comparison In Benefits Enrollment
Benefits Assistant
Understanding Benefits Assistant
Setting Up Benefits Assistant
Communicating with Benefits Assistant
Benefits Administration Delivered Workflows
Delivered Workflows for PeopleSoft Benefits Administration
Benefits Administration Reports
Benefits Administration Reports: A to Z
Benefits Administration Selected Reports
Report Samples