Setting Up Page Display Information
With the exception of text tables used by benefits enrollment, all controls for how and what the eBenefits pages display have been added to existing setup tables within the Manage Base Benefits business process in PeopleSoft HR.
Before implementing eBenefits, you must define the organization's benefit programs, plans, and plan types.
The fields that control how benefit plan information appears on the eBenefits plan summary and detail pages and on the enrollment form are located in one of the following pages or components:
Benefit Program - Plan Type and Option at the plan level.
Benefit Plan Table.
Event Rules.
The Collect Dep/Ben check box appears on these pages:
Benefit Program - Plan Type and Option at the plan level.
Event Rules.
Benefit Program - Plan Type and Option
When the Collect Dep/Ben check box is selected on the Benefit Program-Plan Type and Option page, the system collects the information pertaining to dependents and beneficiaries and displays that information on the eBenefit Summary and eBenefit Detail Information pages.
Event Rules
When the Collect Dep/Ben check box is selected on the Event Rules page, the system displays the dependent and beneficiary information on the eBenefits Enrollment pages.
For health plans on the enrollment form, the system collects elections at the plan level. The employee selects which dependents to cover under the plan by selecting a check box next to each individual's name. The system derives the coverage code based on the dependents that are selected.
When the check box is deselected, the system hides the dependent or beneficiary sections and does not collect dependent or beneficiary elections. For health plans on the enrollment form, the system collects elections at the coverage code level when the check box is deselected.
The Collect Dep/Ben field works with theIgnore Dep/Ben Edits field for the event rule. If theCollect Dep/Ben check box is selected, theIgnore Dep/Ben Edits check box should not be selected.
Self-Service Group Box
To indicate that an employee can add new dependents through the eBenefits enrollment process, select Allow Dep/Ben Additions (allow dependent or beneficiary additions).
As the administrator, you can specify a certificate to be presented to the employee when he or she elects the specified plan type within eBenefits; enter this value in the Certification ID field.
Dependent Workflow
Each time a user of eBenefits modifies dependent data, the benefits administrator can monitor certain fields. If a participant changes a particular field value, then you are notified via email. The Dependent Workflow page enables you to select which fields trigger an email to be sent to the benefits administrator. The email notification contains both the old and new values of the fields modified.
The Collect Funds Allocations check box appears on three pages:
Benefit Program Table - Program.
Benefit Program Table - Plan Type and Option at the plan level.
Event Rules.
Benefit Program - Plan Type and Option
When the Collect Funds Allocations check box is selected on the Benefit Program-Plan Type and Option page, the system collects the information pertaining to savings plans and displays that information on the eBenefit Savings Summary and the Detail Information pages.
Event Rules
When the Collect Funds Allocations check box is selected on the Event Rules page, the system displays the dependent and beneficiary information on the eBenefits Enrollment pages.
This field works in concert with the Ignore Investment Edits check box for the event rule. If the Collect Funds Allocations check box is selected, then the Ignore Investment Edits check box should be deselected.
The Show if no choice check box is located on the Benefit Program Table - Plan Type and Option page for all plan types.
This check box controls whether a plan type appears on the enrollment when the employee has no option to choose and cannot waive out of the option. A good example is paid vacation. Employees receive the benefit, but you do not display it on the enrollment form.
If the check box is selected, the system displays the plan type in the enrollment form summary. When the check box is deselected, the system does not display the plan type.
This setting is not relevant to 6x plans (flexible spending accounts) and 9x plans (vacation buy/sell), which are always shown.
The Cost Freq on Enrollment Form field is located on the Benefit Program Table - Benefit Program page at the program level. This field controls whether the annual costs or the per-period costs (deductions) appear on the enrollment form.
The Show Credits on Enrollment Form check box is located on the Benefit Program Table - Benefit Program page at the program level. If selected, this check box specifies that the system display total cost and credits on the pages.
When setting up benefit plans for health, disability, leave, or retirement benefit plan types, you can enter a description about the plan on the Benefit Plan Table that appears on the enrollment pages.