Understanding the Loading of Historical Data

To use Pension Administration, you must load historical data from an employee's entire career into PeopleSoft tables. You must do this even if you are already using PeopleSoft HCM.

You must move two types of historical employee data into Pension Administration:

• General information that is not specific to a pension plan, including descriptive data about employees, their job histories, and their beneficiaries.

• Plan-specific information that consists of values for plan components that are calculated according to plan rules. This category includes service accruals, cash balance accounts, and employee contributory accounts. The tables that hold this data are always keyed to a plan and function result.

Payroll data can go into either category. If you load raw payroll information (such as earnings, hours, and contributions), Pension Administration can consolidate that data using consolidation rules that you define. Alternatively, you can load data that you have already consolidated.