Base Benefits - U.S. Rel 8.9

Description:

The Base Benefits course teaches you how to set up and manage a variety of different benefits plans, such as health plans, domestic partner plans, life insurance plans, disability plans, savings and pension plans, leave plans, and flexible spending accounts. Learn how to set up payroll deductions for your benefits plans, including determining the tax effects of a deduction.

Get experience enrolling employees, dependents, and beneficiaries in plans, and see how to manage track all the relevant information for a person's enrollment. Discover how to set up deduction calculations and confirm them online and process leave accruals. Learn how to use Base Benefits to keep your benefit programs compliant with government regulations and take advantage of Base Benefits' integration with eBenefits to enable your workforce to manage their enrollments online.

Learn to:

• Set up benefit programs and plans, including plan providers, rates, available coverage, and calculation rules
• Enroll employess and their dependents into benefit programs and plans
• Process employee benefit enrollments and changes

Audience:

Functional Implementer

Objectives:

• Establishing and maintaining benefit plans
• Processing employee benefit enrollments and changes
• Identifying plan providers and defining benefit plans, rates, available coverage, and calculation rules
• Establishing benefits-related payroll deductions and employer contributions
• Enrolling employees and their dependents in benefit plans

Prerequisites:

Required Prerequisites:
Understanding of basic navigation and PeopleSoft concepts.
Use of control tables to enforce business rules.
Able to run processes and reports.
  Human Resources Rel 8.9

Suggested Prerequisites:
Knowledge of HR control tables
Understanding of HR employee data

Topics:

Setting UP Benefits Control Tables
Setting Up Payroll Deductions
Setting Up benefit Plans, Health Plans, and Benefit Programs
(USA) Setting Up Domestic Partner Plans
Setting Up Life Insurance Plans
Setting Up Disability Plans
(USA) Setting Up Savings Plans
(CAN) Setting Up Pension Plans
Setting Up Leave Plans

Adding New Employees, Dependents, and Beneficiaries
Viewing Job-Related Information for an Employee
Setting Up Dependent and Beneficiary Data

Enrolling Employees
Assigning Employees to Benefit Programs
Viewing Employee Benefit Enrollments
Overriding Deduction Information

Calculating Deductions
Setting Up Tables Used to Calculate Deductions
Viewing Calculated Deductions Online
Confirming Deduction Amounts

Processing Leave Accruals
Viewing Employee Leave Accrual Balances Online

Changing Benefit Programs and Employee Enrollments
Running the Benefit Program Report
Creating a New Benefit Program Using the Benefit Program Clone Utility
Changing Employee Enrollments in Benefit Plans

(USA) Managing HIPAA Regulations
Designating a Health Insurance Portability and Accountability Act Plan
Processing HIPAA Certificates

Using eBenefits Self Service Functionality with Base Benefits
Setting Up eBenefits
Describing Security Considerations For eBenefits

Using Multiple Jobs Within Benefits
Grouping Jobs with Benefit Record Numbers
Identifying Primary Jobs
Calculating Benefits Deductions for Multiple Jobs