Prerequisites

This section discusses Benefits Administration activation.

To activate PeopleSoft Benefits Administration:

  1. Access the Installation Table - Products page by navigating to Set Up HCM, and then Install, and then Installation Table.

  2. Select the Benefits Administration check box.

    The fields that you use to define flexible credits and automated enrollment processing will become available on the Benefit Program table. In addition, all new benefit programs that you create after Benefits Administration is selected will be identified with a program type of Automated on the Benefit Program page of the Benefit Program table.

  3. Select the Product Specific tab.

  4. Enter the start date for Benefits Administration to set the "look-back" window for your benefits processing.

Start Date for Purpose

Event qualification

The system will flag only changes to job data, birth date, service date, state, postal code, and union code if the job record that is being inserted, corrected, or deleted has an effective date greater than or equal to the Benefits Administration start date. The system will also not trigger event flags for passive events that occur before the start date.

Event maintenance scheduling

When you schedule event maintenance, Benefits Administration will review only event records with an effective date greater than or equal to the Benefits Administration start date. This review includes potentially flagging these event records for your review and determining the proper events to leave open for processing (BAS_PARTIC. EVENT_STATUS = 'O').

Pay calendar access

For event maintenance, when you set coverage and deduction begin dates, Benefits Administration will load pay calendar data starting with pay period end dates greater than or equal to the Benefits Administration start date.