Auditing Your Benefit Information

PeopleSoft software uses the same set of audits for both the Manage Base Benefits business process and PeopleSoft Benefits Administration.

Audits identify errors that would occur when you try to process enrollments or changes. Some of these audits can be used at any time and others are for a specific purpose, such as eligibility analysis or enrollment.

If you review the audits, you see the importance of auditing your data and making corrections before you process enrollments.

These tables list the PeopleSoft HR audits and corrective actions. Perform these audits regardless of whether you use the PeopleSoft Manage Base Benefits business process or PeopleSoft Benefits Administration to enroll participants.

Benefit Tables audit functions and corrective actions:

Audit Functions	Corrective Actions
Identifies vacation plans in the Benefit Program Table with an associated Calculation Rules code for which rounding rules are defined in the Calculation Rules Table.	Set up the Calculation Rules Table information without rounding rules.
Identifies health plans in the Benefit Program Table with a rate unit that is not set to None in the Rate Schedule Table.	Correct the information in the Rate Schedule Table.

Employee Data audit functions and corrective actions:

Audit Functions	Corrective Actions
Identifies employees with personal data but no employment data.	Enter employee employment data.
Identifies employees with personal and employment data but no job data.	Enter employee job data.
Identifies employees with birth dates fewer than or equal to 16 years from the current date.	Verify that the employee should be 16 years old or less or correct the error.

Enrollment Data audit functions and corrective actions:

Audit Functions	Corrective Actions
Identifies participants with a nonstandard dependent—not a spouse, child, parent—enrolled in health benefits.	Verify that the person should be a dependent or correct the error.
Identifies participants that work in the same company as their dependents, elect the same health coverage in the same plan type as their dependents, and cover the health benefits of their dependents. For the system to perform this check, enter both national IDs in employee personal data and dependent data.	Verify that the enrollments are correct or correct the error.
Identifies participants with dependents enrolled in health benefits who are older than 25 (or older than 19 and not a student), not a spouse, and not handicapped. The audit identifies persons who typically are not dependents.	Correct the dependent information.

Where Employee Benefits Data Is Controlled: PAR Versus the Individual Benefit Plan

The following table lists the plan types delivered with the Manage Base Benefits business process for the U.S. federal government and describes how benefit plan information is controlled by the PAR process and the individual benefit plan pages.

Note: Benefit plan enrollments for FEGLI and retirement are made in the PAR while benefit plan enrollments for FEHB, TSP, and leave are performed through the individual benefit plan pages.

Plan Type	Benefits Data Controlled in PAR	Benefits Data Controlled in Individual Plan Pages
FEHB	FEHB Eligibility	Coverage begin and end date (elections). Deduction begin and end date (elections). Plan type (FEHB election). Coverage code (elections). Dependent ID (dependents).
FEGLI	FEGLI Coverage Living Benefits Enrollment	FEGLI assignments (beneficiaries). Percent of benefit allocation (beneficiaries).
TSP		Coverage begin and end date (TSP employee/matching - elections). Deduction begin and end data (TSP employee/matching - elections). Benefit plan (TSP election, TSP employee/matching - elections). Before tax investment (TSP employee/matching - elections). After tax investment (TSP employee/matching - elections). Investment option/investment percent (TXP employee/matching - investments). Beneficiary ID/Percent of benefit (TSP employee/matching - beneficiaries).
Leave Plans		Effective date, end date (leave plans). Benefit plan (leave plan election, leave plans). Grandfathered carryover (leave plans).
Retirement Plans	Retirement Plan FERS Coverage Annuitant Indicator Previous Retirement Coverage CSRS Annuity Offset Amount	TSP 1% Agency Contribution (TSP Agency Basic).

Note: PeopleSoft software provides audits for your benefit information. Some audits are specifically for the Manage Base Benefits business process and others are for Benefits Administration. After you enroll participants, check your data using the HR audits.