Benefits Administration Rel 8.8

Description:

This five-day course covers the establishment and maintenance of automated benefits programs in PeopleSoft Benefits Administration. Participants will learn to manage complex eligibility and event requirements, employee enrollment into benefit programs and the processing of these employees through Open Enrollment, and on-going Event Maintenance. In addition, participants will run an eligibility Snapshot, review Event Coordination and set up PeopleSoft eBenefits to process enrollments via self-service.

Learn to:

• Establish and maintain automated benefits programs
• Manage eligibility and event requirements
• Manage employee enrollment
• Process open enrollment and on-going event maintenance
• Set up eBenefits to process enrollments

Audience:

Functional Implementer

Objectives:

• Setting up automated benefits programs
• Defining eligibility rules based on factors such as age, status, employee type, job or group of jobs, duration of service, company, and pay
• Defining event rule parameters that control how and when an event is processed
• Enrolling employees automatically into benefit plans
• Creating employee communications such as enrollment forms and confirmation letters
• Changing elections and coverage
• Processing an Open Enrollment and perform Event Maintenance
• Establishing validation across plan types
• Using eBenefits to make benefit changes

Prerequisites:

Required Prerequisites:
Thorough understanding of Benefits control tables
Experience with enrolling employees into benefit programs and plans
Base Benefits - U.S. Rel 8.9
 
Suggested Prerequisites:
Practical experience with open enrollment & benefits process
Basic Understanding of payroll processing
   

Topics:

Reviewing the Base Benefits Process
Explaining the Base Benefits Process
Identifying the Base Benefits Foundation Tables
Describing the Base Benefits Building Blocks
Defining a Benefit Program
Listing the Benefit Program Records

Reviewing the Benefits Administration Process
Identifying the differences between Base Benefits and Benefits Administration
Identifying the Benefits Administration Components Required by the Benefit Program
Explaining Flexible Credits
Defining Cross-Plan Validation

Setting Up Automated Benefits Programs
Activating Benefits Administration
Determining the Benefits Administration Start Date
Identifying the Fields Activated with Benefits Administration

Setting Up Eligibility for Automated Benefits Programs
Defining Benefits Eligibility Rules
Setting Up Employee Eligibility Criteria
Using Configurable Parameters
Defining Benefits Status

Setting Up Events for Automated Benefit Programs
Identifying Benefits Administration Actions
Identifying Event Classes
Defining Event Rules
Examining Default Methods
Setting Up Event Rules for Open Enrollment

Creating an Automated Benefit Program Table
Building a Benefit Program
Defining Plan Type and Options for a Program
Defining Costs and Credits for a Program

Setting Up Health Plans
Defining Eligibility Based on Employees' Geographic Location
Creating Eligibility Criteria at the Benefit Option Level
Defining Event Processing Rules for Health Plans
Controlling the Display of Plan Types and Options

Setting Up Life Insurance and Disability Plans
Setting Up Event Rules for Life Insurance and Disability Plans
Cloning an Event Rule

Defining Credits
Defining Flexible Credits
Identifying Earning Codes and Programs Used for Flexible Credits
Setting Up Program General Credits
Reviewing Employee Additional Pay Data
Setting Up Plan-Based General Credits
Setting Up Plan-Based General Credits

Setting Up Savings Plans
Defining Savings Plan Event Rules

Setting Up Flexible Spending Accounts
Defining Event Rules for Flexible Spending Accounts
Defining Annual Contribution Limits

Setting Up Vacation Buy and Sell Plans
Setting Up Vacation Buy and Sell Deductions
Describing the Impact of Vacation Buy and Sell Plans on Leave Accrual Balances
Defining Earnings Codes for Vacation Buy and Sell
Viewing Employee Vacation Benefit Enrollment
Reviewing Eligibility Rules

Reviewing Employee Records in Benefits Administration
Reviewing the Benefits Administration Process
Defining a Default Benefit Program
Describing the Difference Between Base Benefits and Benefits Administration Enrollments
Reviewing Employees' Benefits Elections

Preparing for Open Enrollment
Creating Pay Calendars
Reviewing the Base Benefits Audit Report
Defining Benefits Administration Processing Groups
Setting Up an Open Enrollment Definition
Creating Benefits Administration Processing Schedules

Examining the Benefits Administration Process
Identifying Process Statuses at Each Phase of the Benefits Administration Process
Identify Benefits Administration Processing Records
Describing Each Phase of the Benefits Administration Process

Running Open Enrollment
Identify Open Enrollment Steps
Defining the Run Control Options for the Benefits Administration Process
Reviewing Processing Results
Preparing Enrollment Statements
Reprocessing Open Enrollment
Viewing Benefits Processing Records for Employees
Entering Employee Elections
Printing Confirmation Statements

Using Cross Plan Validation
Setting Up Cross Plan Validation in a Benefit Program
Creating Domestic Partner/Non-Qualified Dependent Benefit Plans

Preparing to Run the Event Maintenance Process
Reviewing Event Classes
Identifying Event Triggers
Defining Action Reasons
Defining Event Classes
Defining and Updating Event Rules
Triggering Events for Event Maintenance
Identifying Event Maintenance Process Phases
Validating Elections

Running the Snapshot Process
Defining the Snapshot Event Class
Defining the Snapshot Event Rules
Defining the Snapshot Definition
Defining the Snapshot Schedule

Coordinating Multiple Events and Benefits Administration Troubleshooting
Coordinating Event Maintenance and Open Enrollment
Troubleshooting Errors in Benefits Administration

Using eBenefits and Benefits Administration
Explaining eBenefits Functionality
Setting Up eBenefits
Defining Event Rules for Self Service
Customizing Self-Service Text
Describing Security Considerations for eBenefits

Using Multiple Jobs with Benefits Administration
Activating Multiple Jobs
Setting Benefit Record Numbers
Setting Multiple Job Options for Eligibility Rules
Setting Multiple Job Options for the Geographic Location Table
Reviewing Eligibility with Multiple Jobs
Specifying Multiple Job Processing Options