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Getting Started with PeopleSoft Manage Base Benefits
PeopleSoft Manage Base Benefits Overview
PeopleSoft Manage Base Benefits Business Process
PeopleSoft Manage Base Benefits Integrations
PeopleSoft Manage Base Benefits Implementation
Setting Up the Installation Table for Base Benefits
Defining the Installation Settings for Base Benefits
Setting Up Base Benefits Core Tables
Understanding the Core Tables for PeopleSoft Manage Base Benefits
Setting Up Benefit Providers
Setting Up Dependent Relationships
Setting Up Coverage Codes
Setting Up Coverage Group Codes
Setting Up FEGLI Codes
Setting Up the Service Step Table
Setting Up Benefit Rates
Setting Up Annual Benefits Base Rates
Setting Up Calculation Rules
Setting Up Deduction Codes
Setting Up Special Accumulators
Setting Up Limits for Qualified Savings Plans
Setting Up Dependent Rules for Health Plans
Setting Up Earnings for Leave and Vacation Buy/Sell Plans
Setting Up Benefits Certifications
Setting Up Attachment Mapping
Setting Up Benefit Plans
Defining Benefit Plans
Setting Up Health Plans
Setting Up Simple Rate Plans
Setting Up Life Insurance and Accidental Death Plans
Setting Up Disability Plans
Setting Up Savings Plans
Setting Up Leave Plans
Setting Up FMLA Plans
Setting Up FSA Plans
Setting Up Retirement Plans
Setting Up Pension Plans
Setting Up Vacation Buy/Sell Plans
Building Base Benefit Programs
Understanding Benefit Programs
Building Benefit Programs
Cloning Benefit Programs, Coverage Formulas, Eligibility Rules, Event Rules, or Life Event Templates
Setting Up Additional Manage Base Benefits Features
Setting Up Benefits Billing
Setting Up Internal Administrative Contact Information
Setting Up Enrollment Contacts
Setting Up COBRA Administration
Setting Up HIPAA Tables
Setting Up Multiple Jobs
Setting Up Retroactive Benefits and Deductions
Entering Dependent and Beneficiary Information
Understanding Dependent and Beneficiary Information
Entering Dependent and Beneficiary Information
Entering Dependent and Beneficiary Comments
Updating Benefits Certifications
(USF) Designating Beneficiaries for a Final Check
Terminating Dependent Enrollments or Beneficiary Status
Entering Court Orders and Spousal Waivers
Approving Dependent Documents using Fluid Approval
Enrolling Participants
Reviewing Employee Eligibility
Enrolling Participants in Benefit Programs and Plans
(USF) Enrolling Employees in Benefit Programs and Plans
Terminating Dependent Enrollments or Beneficiary Status
Generating HIPAA Certificates
Reviewing Enrollments and Benefit Calculations
Auditing Your Benefit Information
Viewing Current Benefits Summary Data
Viewing Enrollment Statistics Using the Health Benefits Pagelet
Overriding the Frequency of Benefit Deductions
Performing Nondiscrimination Testing
Understanding Section 401 Nondiscrimination Tests
Defining Highly Compensated Earnings
Identifying Highly Compensated Employees
Setting Up Test Criteria and Plans
Defining the Nondiscrimination Test Run Control
Running Nondiscrimination Tests
Understanding Nondiscrimination Test Results
Viewing Nondiscrimination Test Results
Setting Limits to Comply with Test Results
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
Delegating Life Events Document Approval Using Fluid Delegations
Managing Savings Plans
Understanding Savings Plan Management
Calculating 403(b) and 457 Extensions
Identifying Savings Age Catch Up Extensions
Managing Savings Plan Limits
Managing FMLA Plans
Understanding FMLA Plan Administration
Entering FMLA Leave Requests
Determining FMLA Eligibility
Scheduling FMLA Leave
Tracking FMLA Activity
Managing Leave Plans
Understanding the Leave Process
Processing Leave Accruals
Viewing Employee Balances
Managing Vacation Buy/Sell Plans
Understanding the Vacation Buy/Sell Process
Reviewing Vacation Buy/Sell Calculation Results
Managing Benefits Billing
Understanding Benefits Billing
Understanding the Billing Calculation Process
Enrolling Participants
Calculating Charges
Reviewing Charges
Generating Benefits Billing Statements
Processing Payments
Adjusting Charges and Payments
Reviewing Charge and Payment History
Managing COBRA
Understanding COBRA Management
Determining Qualified COBRA Events
Running the COBRA Process
Creating Notification Letters
Entering COBRA Elections and Waivers
Processing Enrollments for Secondary Events
Managing COBRA Events
Managing COBRA Benefit Plan and Dependent Information
Managing Nonemployee COBRA Participants
Terminating COBRA Coverage
Enrolling Participants in COBRA Coverage Manually
Processing Retroactive Benefits and Deductions
Understanding Retroactive Benefits and Deductions
Triggering Individual Retroactive Benefit/Deduction Requests
Triggering Mass Retroactive Benefit/Deduction Requests
Handling Duplicate Requests
Viewing Retroactive Benefit/Deduction Requests
Calculating Retroactive Benefits and Deductions
Reviewing and Updating Calculated Retroactive Benefits and Deductions
Loading Calculations into PeopleSoft Payroll for North America
Managing Multiple Jobs
Understanding Multiple Jobs
Changing Primary Job Data
Automatically Building Primary Job Data for Multiple Employees
Sending Benefit Information
Understanding Benefit Data Extraction
Specifying the Data to Extract
Running the Enrollment Reporting Snapshot Process
Sending Data to Benefit Providers
Sending HIPAA Data to Providers
(USF) Sending FEHB Data to the OPM
Defining Benefit Rates for U.S. Same-Sex Spouse
Understanding the U.S. Same-Sex Spouse Relationship
Understanding Benefit Rate Enhancements for U.S. Same-Sex Spouse
Reviewing U.S. Same-Sex Spouse Benefit Rates Setup
Setting Up Health Insurance
Setting Up Spousal Life Insurance
Managing U.S. Health FSA Carryover
Understanding U.S. Health FSA Carryover
Setting Up U.S. Health FSA Carryover
Reviewing the Carryover Amount during Benefits Enrollment
Reviewing Available Claim Amounts
Reviewing Year-to-Date Activity
Adjusting the FSA Carryover Amount
Managing U.S. Affordable Care Act Regulations
Understanding ACA Eligibility
Setting Up ACA Eligibility Tables
Recording ACA Data
Setting Up ACA Consent Processing
Understanding ACA Safe Harbor Codes and Safe Harbor Relief Groups
Setting Up ACA Safe Harbors Codes and Safe Harbor Relief Groups
Understanding ACA Data Extraction, Transmittal, and Form 1095-C Printing
Setting Up and Managing Data Extraction for Forms 1094-C and 1095-C
Creating ACA Form Data for Forms 1094-C and 1095-C
Setting Up the Other Source Data Merge Process
Setting Up File Transmittal and Form 1095-C Printing
Setting Up and Managing Correction/Replacement of Forms 1094-C and 1095-C
Benefits Assistant
Understanding Benefits Assistant
Setting Up Benefits Assistant
Communicating with Benefits Assistant