The Snapshot Process

Before you begin using PeopleSoft Benefits Administration, you should establish an initial snapshot of your employees' current benefits eligibility. You can use the Open Enrollment process for this purpose. But if your first process is Event Maintenance, you need to use the Snapshot process first to establish a basis for managing subsequent changes in eligibility.

Essentially, the snapshot:

• Compares employees' current data to the defined eligibility rules.

• Records the options for which participants are currently eligible.

• Flags instances in which employees are ineligible for their current enrollments.

The process finishes in a single run of the Benefits Administration background process and does not calculate costs or change current benefit enrollment information. It assigns all employees a snapshot event that the system closes with a finalized status at the end of processing.

Other Uses of the Snapshot

Because the Snapshot process looks at your entire workforce, you can also use the Snapshot process to:

• Test your eligibility rule setup to find employees considered ineligible for their current benefits.

• Establish default coverages and credits for which employee input isn't necessary (because the Snapshot process can optionally update employee election data).

• Perform a final check of cost calculations by randomly selecting participants and coverages to track.

• Validate the loading of legacy benefits data by comparing current enrollments established by your old system against eligible options determined by Benefits Administration.

Provided extensions to the Snapshot process can help accomplish these tasks. You can specify the features that you want on the Snapshot Definition page. If you have limited time for your conversion activity, then you can use these features on a test database and go to the basic version when you make your actual conversion to Benefits Administration.