Viewing Employee Benefits Summary Data as an Administrator

Benefits Administrators can use the benefits summary pages to view a summary of employee benefits data and the most recent payroll deduction, regardless of whether the organization uses PeopleSoft Benefits Administration or Base Benefits.

This section lists the pages used by a Benefits Administrator to view employees’ benefits summary data and the latest benefits deductions.

Note:

The deduction summary information is available only for organizations using Payroll for North America or Payroll Interface.

Pages Used to View Benefits Summary Data as an Administrator

Page Name	Definition Name	Usage
Benefits Summary Page	BEN_SUMM_GRID_FL	View benefit enrollment summaries for employees.
Benefit Plans	BEN_SUMM_DTL_FL	Review information on the employee’s benefit plan pages.
Deduction Summary Page	BEN_SUMM_DEDN_FL	Display the latest benefits deductions of a selected employee.

Benefits Summary Page

Use the Benefits Summary page (BEN_SUMM_GRID_FL) to view benefit enrollment summary for employees.

Navigation:

Workforce Administrator, and then Manage Benefits, and then Benefits WorkCenter, and then Links, and then Employee/Dependent Information, and then Review Benefits Summary
Benefits, and then Review Employee Benefits, and then Benefits Summary

This example illustrates the fields and controls on the Benefits Summary page.

Note:

To configure the display of the Contact and Resources panel in the Benefits Summary page, see PeopleSoft Human Resources Manage Base Benefits: Enrollment Contact Assignment Page.

Field or Control	Description
Return to Select Employee link	Click this link to return to the search page and select a different employee.
Benefits On	By default, the page displays benefits as of the current date. To view benefits as of a different date, choose a new date and click the Refresh button.
Benefits Plans	You can choose to see the selected employee’s benefit plans in either the card or grid view. In the card view, each benefit plan card shows the plan type, employee’s coverage or participation information, and the number of dependents/beneficiaries. You can click the card to access the corresponding employee’s benefit plan page to review the plan details. The grid view shows the enrollment types, a brief description of the benefit, the employee’s coverage or participation, number of dependents/beneficiaries, the coverage begin date, and a Review button. You can click the Review button to access the corresponding employee’s benefit plan page to review the plan details.

Field or Control

Description

Return to Select Employee link

Click this link to return to the search page and select a different employee.

Benefits On

By default, the page displays benefits as of the current date. To view benefits as of a different date, choose a new date and click the Refresh button.

Benefits Plans

You can choose to see the selected employee’s benefit plans in either the card or grid view.

In the card view, each benefit plan card shows the plan type, employee’s coverage or participation information, and the number of dependents/beneficiaries. You can click the card to access the corresponding employee’s benefit plan page to review the plan details.

The grid view shows the enrollment types, a brief description of the benefit, the employee’s coverage or participation, number of dependents/beneficiaries, the coverage begin date, and a Review button. You can click the Review button to access the corresponding employee’s benefit plan page to review the plan details.

Related Topics

Reviewing Benefit Plans Using the PeopleSoft Fluid User Interface

Deduction Summary Page

Use the Deduction Summary page (BEN_SUMM_DEDN_FL) to display the latest benefits deductions of a selected employee.

Note:

The Deduction Summary page is available only for organizations using Payroll for North America or Payroll Interface.

Navigation:

Workforce Administrator, and then Manage Benefits, and then Benefits WorkCenter, and then Links, and then Employee/Dependent Information, and then Review Benefits Summary

Click on the Deduction Summary tab.
Benefits, and then Review Employee Benefits, and then Benefits Summary

This example illustrates the fields and controls on the Deduction Summary page.

Note:

To configure the display of the Contact and Resources panel in the Deduction Summary page, see PeopleSoft Human Resources Manage Base Benefits: Enrollment Contact Assignment Page.