PeopleSoft Base Benefits -U.S. Rel 9.1

Student Guide

D61130GC10

1.0

September 2009

D62816

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Contents

Lesson 1Course Overview ............................................................................................................................................. 1Agenda ............................................................................................................................................................... 2

Lesson 2Business Process Overview ............................................................................................................................. 5Describing How PeopleSoft Enterprise Human Resources Base Benefits Fits into PeopleSoft HRMS .......... 6Describing the Phases of the Benefits Process .................................................................................................. 8Describing the Relationship Between Benefit Tables and Employee Data .................................................... 18Describing the Base Benefits Components ..................................................................................................... 19Listing Sources of Information About PeopleSoft Enterprise Human Resources Base Benefits in PeopleBooks.......................................................................................................................................................................... 26

Lesson 3Setting Up Payroll Deductions ..................................................................................................................... 31Setting Up Payroll Deduction Codes for Benefit Plans .................................................................................. 32Determining Deduction Classifications ........................................................................................................... 36Specifying Deduction Tax Effects .................................................................................................................. 43Determining Settings for Specific Processing ................................................................................................. 46Specifying the Frequency of Benefit Deductions ............................................................................................ 48Activity 1: Setting Up Payroll Deductions ...................................................................................................... 50

Lesson 4Setting Up Benefit Plans, Health Plans, and Benefit Programs ................................................................ 65Identifying Health Plan Components .............................................................................................................. 66Adding a Plan Provider ................................................................................................................................... 67Setting Up a Benefit Plan and a Health Plan ................................................................................................... 71Defining Coverage Codes ............................................................................................................................... 75Setting Up Benefit Rate Types ........................................................................................................................ 77Establishing Rates for a Benefit Plan .............................................................................................................. 79Activity 2: Defining Health Plans ................................................................................................................... 81Adding a Health Plan to a Benefit Program .................................................................................................... 97Adding a Health Plan to a Benefit Program (continued) ............................................................................... 101Activity 3: Creating a Benefit Program ......................................................................................................... 103

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Lesson 5Setting Up Life Insurance Plans ................................................................................................................. 111Identifying Life Insurance Plan Components ................................................................................................ 112Defining a Life Insurance Plan ...................................................................................................................... 113Defining Coverage Rates ............................................................................................................................... 119Defining Calculation Rules ........................................................................................................................... 122Adding a Life Insurance Plan to a Benefit Program ..................................................................................... 126Activity 4: Setting Up Life Insurance Plans .................................................................................................. 128

Lesson 6Setting Up Disability Plans ......................................................................................................................... 137Identifying Disability Plan Components ....................................................................................................... 138Setting Up a Formula .................................................................................................................................... 139Creating a Disability Plan .............................................................................................................................. 142Establishing Coverage Rates Based on Length of Service ............................................................................ 144Adding a Disability Plan to a Benefit Program ............................................................................................. 146Activity 5: Setting Up Disability Plans ......................................................................................................... 148

Lesson 7(USA) Setting Up Savings Plans ................................................................................................................. 157Identifying Savings Plan Components .......................................................................................................... 158Defining a Savings Plan ................................................................................................................................ 160Setting Up the Service Step Table ................................................................................................................. 167Setting Up Savings Plan Limits ..................................................................................................................... 172Setting Up Age 50 Catch-Up Contributions .................................................................................................. 176Adding a Savings Plan to a Benefit Program ................................................................................................ 178Activity 6: (USA) Setting Up a Savings Plan ............................................................................................... 180

Lesson 8(CAN) Setting Up Pension Plans ................................................................................................................ 189Identifying Pension Plan Components .......................................................................................................... 190Setting Up Pension Plans .............................................................................................................................. 191Adding a Pension Plan to a Benefit Program ................................................................................................ 193Activity 7: (CAN) Setting Up an Executive Pension Plan ............................................................................ 195

Lesson 9Setting Up Leave Plans ............................................................................................................................... 201Identifying Leave Plan Components ............................................................................................................. 202Defining a Leave Plan ................................................................................................................................... 203

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Establishing Earning Codes for Leave Categories ........................................................................................ 208Adding a Leave Plan to a Benefit Program ................................................................................................... 210Activity 8: Setting Up a Vacation Leave Plan .............................................................................................. 212

Lesson 10Setting Up Flexible Spending Accounts ..................................................................................................... 219Identifying the Components of Flexible Spending Account Plans .............................................................. 220Creating and Defining FSA Plans ................................................................................................................. 221Creating and Defining FSA Plans (continued) .............................................................................................. 223Adding FSA Plans to a Benefit Program ....................................................................................................... 224Activity 9: Setting Up Flexible Spending Accounts ..................................................................................... 226

Lesson 11Adding New Employees, Dependents, and Beneficiaries ......................................................................... 233Identifying the Pages Used to Hire an Employee .......................................................................................... 234Viewing Job-Related Information for an Employee ..................................................................................... 235Setting Up Dependent and Beneficiary Data ................................................................................................ 237Activity 10: Adding Dependent and Beneficiary Data ................................................................................. 244

Lesson 12Enrolling Employees ................................................................................................................................... 255Assigning Employees to Benefit Programs ................................................................................................... 256Activity 11: Assigning Employees to Benefit Programs ............................................................................... 258Enrolling Employees in Benefit Plans ........................................................................................................... 261Viewing Employee Benefit Enrollments ....................................................................................................... 278Activity 12: Enrolling Employees ................................................................................................................. 282Overriding Deduction Information ................................................................................................................ 292

Lesson 13Calculating Deductions ............................................................................................................................... 295Setting Up Tables Used to Calculate Deductions ......................................................................................... 296Activity 13: Assigning Pay Calendars ........................................................................................................... 307Activity 14: Creating and Linking the Pay Run ID ....................................................................................... 311Calculating Deductions ................................................................................................................................. 315Activity 15: Calculating Deductions in PeopleSoft Payroll Interface ........................................................... 317Viewing Calculated Deductions Online ........................................................................................................ 320Activity 16: Viewing Calculated Deductions Online .................................................................................... 322Confirming Deduction Amounts ................................................................................................................... 327

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Lesson 14Processing Leave Accruals ......................................................................................................................... 329Processing Leave Accruals ............................................................................................................................ 330Viewing Employee Leave Accrual Balances Online .................................................................................... 332Activity 17: Running the Leave Accrual Process ......................................................................................... 334

Lesson 15Changing Benefit Programs and Employee Enrollments ........................................................................ 339Generating the Benefit Program Report ........................................................................................................ 340Activity 18: Generating the Benefit Program Report .................................................................................... 341Creating a New Benefit Program Using the Benefit Program Clone Utility ................................................ 344Activity 19: Cloning a Benefit Program ........................................................................................................ 346Changing Employee Enrollments in Benefit Plans ....................................................................................... 352Activity 20: Updating Employee Benefit Records ........................................................................................ 353

Lesson 16(USA) Managing HIPAA Regulations ....................................................................................................... 361Designating a HIPPA Plan ............................................................................................................................ 362Processing HIPAA Certificates ..................................................................................................................... 364Activity 21: Generating a HIPAA Certificate ............................................................................................... 366

Lesson 17Using eBenefits Self-Service Functionality with PeopleSoft Base Benefits ............................................ 371Explaining Self-Service Benefits Functionality ............................................................................................ 372Setting Up eBenefits ...................................................................................................................................... 374Describing Security Considerations for eBenefits ........................................................................................ 386Activity 22: Viewing Benefits Summary Using Self-Service ....................................................................... 387

Lesson 18Using Multiple Jobs Within Benefits ......................................................................................................... 391Describing Multiple Jobs ............................................................................................................................... 392Grouping Jobs with Benefit Record Numbers .............................................................................................. 394Identifying Primary Jobs ............................................................................................................................... 396Calculating Benefits Deductions for Multiple Jobs ...................................................................................... 399Activity 23: Implementing Multiple Jobs ..................................................................................................... 403