PeopleSoft Base Benefits - U.S. Rel 9.1

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Description

This course covers the activities and functions required to set-up and administer benefits through PeopleSoft Human Resources Base Benefits. The course encompasses the structure and set-up of benefit plans, benefit programs and payroll deductions. The types of benefit plans you'll examine in this course include health (medical, dental, vision), life (group life, supplemental life, dependent life), disability (LTD, STD), savings (401k, profit sharing), leave (vacation, sick, personal), and flexible spending accounts (FSA). Activities also include enrolling employees in benefit plans, setting up dependent and beneficiary data, running the Payroll Interface program to calculate benefit deductio…

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This course covers the activities and functions required to set-up and administer benefits through PeopleSoft Human Resources Base Benefits. The course encompasses the structure and set-up of benefit plans, benefit programs and payroll deductions. The types of benefit plans you'll examine in this course include health (medical, dental, vision), life (group life, supplemental life, dependent life), disability (LTD, STD), savings (401k, profit sharing), leave (vacation, sick, personal), and flexible spending accounts (FSA). Activities also include enrolling employees in benefit plans, setting up dependent and beneficiary data, running the Payroll Interface program to calculate benefit deduction amounts, and creating and retrieving historical benefit data. Additional benefits related topics and activities cover: creating and tracking HIPAA certificates; understanding imputed income calculations; and QMCSO requirements.

Learn To:

  • Define and manage benefit plans and programs.
  • Set up payroll deductions for benefit plans.
  • Calculate benefit deduction amounts.
  • Enroll employees, dependents, and beneficiaries in benefit plans.
  • Calculate benefit deduction amounts.
  • Use eBenefits self-service functionality.

Audience
  • Functional Implementer
  • System Analysts
  • Reports Developer
  • Developer

Course Topics Business Process Overview
  • Describing How Base Benefits Fits Into PeopleSoft HRMS
  • Describing the Phases of the Benefits Process
  • Describing the Relationship Between Benefit Tables and Employee Data
  • Describing the PeopleSoft Human Resources Base Benefits Components
  • Describing Sources of Information About PeopleSoft Human Resources Base Benefits in PeopleBooks
Setting Up Payroll Deductions
  • Setting Up Payroll Deduction Codes for Benefit Plans
  • Determining Deduction Classifications
  • Specifying Deduction Tax Effects
  • Determining Settings for Specific Processing
  • Specifying the Frequency of Benefit Deductions
Setting Up Benefit Plans, Health Plans, and Benefit Programs
  • Identifying Health Plan Components
  • Adding a Plan Provider
  • Setting Up a Benefit Plan and a Health Plan
  • Defining Coverage Codes
  • Establishing Rates for a Benefit Plan
  • Adding a Health Plan to a Benefit Program
Setting Up Life Insurance Plans
  • Identifying Life Insurance Plan Components
  • Defining a Life Insurance Plan
  • Defining Coverage Rates
  • Defining Calculation Rules
  • Adding a Life Insurance Plan to a Benefit Program
Setting Up Disability Plans
  • Identifying Disability Plan Components
  • Setting Up a Formula
  • Creating a Disability Plan
  • Establishing Coverage Rates Based on Length of Service
  • Adding a Disability Plan to a Benefit Program
(USA) Setting Up Savings Plans
  • Identifying Savings Plan Components
  • Defining a Savings Plan
  • Setting Up the Service Step Table
  • Setting Up Savings Plan Limits
  • Setting Up Age 50 Catch-up Contributions
  • Adding a Savings Plan to a Benefit Program
(CAN) Setting Up Pension Plans
  • Identifying Pension Plan Components
  • Setting Up Pension Plans
  • Adding a Pension Plan to a Benefit Program
Setting Up Leave Plans
  • Identifying Leave Plan Components
  • Defining Leave Plans
  • Establishing Earnings Codes for Leave Categories
  • Adding a Leave Plan to a Benefit Program
Setting Up Flexible Spending Accounts
  • Identifying Flexible Spending Account Plan Components
  • Creating and Defining FSA Plans
  • Adding an FSA Plan to a Benefit Program
Adding New Employees, Dependents, and Beneficiaries
  • Identifying the Pages Used to Hire an Employee
  • Viewing Job Related Information for an Employee
  • Setting Up Dependent and Beneficiary Data
Enrolling Employees
  • Assigning Employees to Benefit Programs
  • Enrolling Employees in Benefit Plans
  • Viewing Employee Benefit Enrollments
  • Overriding Deduction Information
Calculating Deductions
  • Setting Up Tables Used to Calculate Deductions
  • Calculating Deductions
  • Viewing Calculated Deductions Online
  • Confirming Deduction Amounts
Processing Leave Accruals
  • 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 (HIPAA) Plan
  • Processing HIPAA Certificates
  • Using eBenefits Self Service Functionality with Base Benefits
Using eBenefits Self Service Functionality with Base Benefits
  • Explaining Self-Service Benefits Functionality
  • Setting Up eBenefits
  • Describing Security Considerations for eBenefits
Using Multiple Jobs Within Benefits
  • Describing Multiple Jobs
  • Grouping Jobs with Benefit Record Numbers
  • Identifying Primary Jobs
  • Calculating Benefit Deductions for Multiple Jobs

Course Objectives
  • Describe the PeopleSoft Human Resources Base Benefits business process
  • Set up payroll deductions for benefit plans
  • Define and manage benefit plans and programs
  • Enroll employees, dependents, and beneficiaries in benefit plans
  • Calculate benefit deduction amounts
  • Use eBenefits self-service functionality
  • Use multiple jobs within Benefits

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