Benefits Administration Rel 9

This five-day course covers the establishment and maintenance of automated benefits programs in PeopleSoft Benefits Administration.

Participants will learn to define eligibility rules based on factors such as age, status, employee type, job or group of jobs, duration of service, company, and pay. They will also define event rule parameters that control how and when an event is processed. They will set up automated benefits programs, enroll employees automatically into benefit plans, create employee communications such as enrollment forms and confirmation letters, change elections and coverage, process an Open Enrollment and perform Event Maintenance. In addition, participants will establish validation across plan types, run an eligibility Snapshot, review Event Coordination, troubleshoot errors, and set up PeopleSoft eBenefits to process enrollments via self-service.

Learn To:

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

Audience

• Business Analysts
• Functional Implementer
• Project Manager

Course Topics Reviewing the Benefits Business Process

• Identifying the differences between Base Benefits and Benefits Administration
• Explaining the Base Benefits Process
• Identifying the Base Benefits Foundation Tables
• Describing the Base Benefits Building Blocks
• Defining a Benefit Program and Listing the Benefit Program Records
• Describing the Components that make up a Benefits Adminstration 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 Benefit Eligibility Rules
• Setting Up Employee Eligibility Criteria
• Using Configurable Parameters
• Identifying Employee Eligibility Overrides

Setting Up Events for Automated Benefit Programs

• Defining Events in Benefits Administration
• 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 an Automated 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
• Setting Up Plan Type General Credits
• Setting Up Option-Based Credits
• Reviewing Employee Additional Pay Data

Setting Up Savings Plans

• Defining Savings Plan Event Rules

Setting Up Flexible Spending Accounts

• Defining a Conbtribution Frequency and Annual Limits
• Defining Event Rules for Flexible Spending Accounts

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 for Vacation Buy and Sell

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
• Identifying Benefits Administration Processing Records
• Describing Each Phase of the Benefits Administration Process

Running Open Enrollment

• Identifying Open Enrollment Steps
• Defining the Run Control Options for the Benefits Administration Process
• Producing Benefits Enrollment Statements, Reprocessing Open Enrollment, and Reprinting Statements
• Viewing Benefits Processing Records for Employees
• Performing Employee Election Entry
• Printing Confirmation Statements
• Finalizing Open Enrollment
• Preparing for Next Year's Open Enrollment

Using Cross Plan Validation

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

Preparing and Running the Event Maintenance Process

• Reviewing Event Classes and Identifying Event Triggers
• Defining Benefit Statuses and Actions
• Defining Event Classes
• Defining and Updating Event Rules
• Triggering Events for Event Maintenance
• Identifying Event Maintenance Process Phases
• Validating Elections and Finalizing Event Maintenance
• Processing On-Demand Event Maintenance

Running the Snapshot Process

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

Coordinating Multiple Events and Benefits Administration Troubleshooting

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

Using eBenefits with Benefits Administration

• Explaining eBenefits Functionality
• Definig eBenefits Setup
• Using eBenefits for Enrollment

Using Multiple Jobs with Benefits Administration

• Defining Multiple Jobs
• Setting Benefit Record Numbers for Employees
• Specifying Multiple Job Processing Options
• Setting Multiple Job Options for Eligibility Rules
• Setting Multiple Job Options for Geographic Location
• Reviewing Eligibility with Multiple Jobs
• Calculating Benefits Deductions for Multiple Jobs
• Reviewing Processing Results

Course Objectives

• Describing Benefits Administration
• Setting up automated benefit programs with eligibility and event rules
• Enrolling employees automatically into benefit plans
• Administering and manage open enrollment
• Establishing validations across plan types
• Processing Event Maintenance
• Running the Snapshot eligibility process
• Managing employee benefits with multiple events, self-service, and multiple jobs