Pension Usage with Other PeopleSoft Applications

The following are points to keep in mind when you use Pension Administration with other PeopleSoft applications.

• Human Resources.

  The termination workflow is not triggered when you enter a termination action in a retiree job record. However, the workflow is triggered if you enter a termination action in a retiree's active employment record.

• Payroll for North America.

  There are no default tax elections for pension payee jobs. When a pension payee moves from one state or locality to another, new tax elections are not automatically set up.

• PeopleSoft HR: Manage Base Benefits.

  COBRA processing does not occur when you enter a termination action on a payee job record. The only effect that a termination has on a payee job record is to change the employee status from Retired - Pension Administration to Retired - Pension Paid Out.

  A COBRA action does not occur when the employee status is Terminated Pension Pay Out or Retired-Pension Administration. This means that if a termination or retirement action for an active employment job occurs after a retiree record is established, COBRA is not triggered.

  WARNING:

  To ensure that COBRA processing is accurate, be sure to enter a termination or retirement action in an employee's active employment record before you establish a payee record.