PeopleSoft Base Benefits

7/30/2019 PeopleSoft Base Benefits

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PeopleSoft Base Benefits

By

Raju PvkPeoplsoftdev.blogspot.com


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Agenda

Base Benefits Overview

Base Benefits Business Process

Building Blocks In Base Benefits

Introduction to Vendor, Benefit Plan, Benefit Plan Type, Benefit

Program Types of Benefit Plans

Implementing Base Benefits & Employee Enrollment

Base Benefits Table Information


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Base Benefits Overview

PeopleSoft Base Benefits Provides you tools that you need to manage entire

benefits to employees In an Organization

Create unlimited Benefit plans and we can group them into a particular Benefit

type

(ex: Benefit plans are like health, savings, pension etc)

Track Information on Benefit providers

Enroll employee dependents into payroll process

Base Benefits can be integrated to other PeopleSoft applications like NA Payroll ,

Benefits Administration, Pension Administration etc

Administer COBRA (Consolidated Omnibus Budget Reconciliation Act) coverage

for qualified participants

Print HIPAA (Health Insurance Portability and Accountability Act) reports.


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Base Benefits Business Process

The Manage Base Benefits business process includes four core phases of operation:

1. Set up supporting tables and benefit plans.

( i.e. Based on business needs we can set up Benefit providers, dependent Info, coverage

codes, coverage group codes and etc )

2. Build benefit programs.

3. Assign employees to benefit programs and enroll them in plans for which their

program enrollment

4. Calculate rates and benefit deductions.


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Base Benefits Structure

BenefitProgram

Benefit

PlanType

BenefitPlan

Core

Benefit

Tables


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Complete Core Tables Information

Core Tables are initial parameters need to set up before implementing

base benefits

Some of the core tables that we can set up are

Benefit Providers Benefit Certifications

Dependents Leave Vacation / Buy Sell Earnings

Coverage Codes

Coverage Group Codes

Benefit Rates

FEGLI Codes(Federal Employee Group Life Insurance Codes)

Calculation Rules

Deduction Codes


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Benefit Provider Information

Benefit Provider is also known as Vendor

Benefit provider is the entity that sponsors the benefit plan that your

company offers to your employees

Benefit Provider can be Vendor ,Garnishment payees ,Tax collectors

Navigation :

Set Up HRMS /Product Related/Base Benefits/Plans and

Providers /Provider/Vendor Table

SetID : Related to country code Vendor Id : Give Benefit

Provider Name


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Vendor Implementation Continues

Page : Addresses

Navigation:

Set Up HRMS /Product Related/Base Benefits/Plans and Providers /Provider/Vendor

Table/Addresses

Address Type: Enter

the one or moreaddresses for the

vendor.

If you are using

PeopleSoft Payables at

least one address

should be theremittance address.

This is the address that

is used when creating

payment

vouchers.


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Page :Locations ,Contacts

Navigation:

Set Up HRMS /Product Related/Base Benefits/Plans and Providers /Provider/Vendor

Table/

Remit Vendor : To Whom Payments aremade

Link Bank accounts, Comments, Payment

Options

Sequence No: Automatically Generated

Select Type Of Contact

Map Address to contacts

Enter company web site info


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Page :Policy Information

Navigation:

Set Up HRMS /Product Related/Base Benefits/Plans and Providers /Provider/VendorTable/Policy Information

General Policy URL ID :Select the

vendor's website address that provides

general policy information.

Authorized Providers URL ID :Select

the vendor's website address that

contains a list of authorized

participating

providers


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Benefit Plans

Benefit Plans are benefits that you are offering to your employees

A plan is always subordinate to a plan type

Navigation :

Set Up HRMS /Product Related/Base Benefits/Plans and

Providers /Benefit Plan


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Types Of Benefit Plans

Health Plans

Life Insurance Plans

Savings Plan

Leave Plans

Retirement Plans

Pension Plans

FMLA Plans (Family Medical Leave Act Plan)

Disability Plan

FSA Plan (Flexible Spending Accounts)

Vacation Buy/Sell Plan


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Benefit Plan Type

Plan types are essential in a benefit program They group individual plans or options that may be elected by an

employee for a particular type of benefit

Benefit Plan Type :10

(Medical)

Benefit Plan Name :A1

Fill Set Id, Vendor Id

(Core Tables)

Pay Mode

(Fill the Pay Mode Optionswhen using NA Payroll)

EDI Options(Enter a value that is included

in the HIPAA file)


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Benefit Program

A benefit program is a collection of benefits that are offered to a groupof employees

Use the Benefit Program Table to establish a program for employees, link

the appropriate plan types to it, and associate a variety of rules

The Benefit Program Table brings together all of the information that

relates to a benefit program Navigation : Set Up HRMS / Product Related / Base Benefits / Program

Structure / Benefit Program Table


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Implementation Of Benefit Program

Navigation :

Page : Benefit Program

Set Up HRMS / Product Related / Base Benefits / Program Structure /

Benefit Program Table / Benefit Program

Benefit Program Name : BAS

Program Type :Automated/Manual

Currency Code : Select From PromptDependent Limits :This group box

defines the age at which dependents

are no longer eligible for health

benefits

Remaining all are different core

tables & COBRA related options


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Implementation Of Benefit Program Continues

Navigation:

Page : Plan Type and Option


Benefit Program Table / Plan Type and Option

Plan Type: Select the plan type that you want to add or display

Option Eligibility Tab

Enter the options available to the employee for the designated

plan type in this section.


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Implementation Of Benefit Program Continues

Navigation:

Page : Cost


Benefit Program Table / Cost

Rate type: Identifies the type of rate (flat amount, age-graded, etc.) associatedwith this plan type and benefit option combination.

Calc TbLID : Identifies the calculation rule linked to the plan type and benefit

option combination.


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Enrollment

Navigation:

Benefits /Enroll In Benefits /Assign to Benefit Program

Benefit Program : Enter the Benefit Program

Currency Code will be displayed Automatically based on

selection of benefit program

Once done with benefit program enrollment , Enrollemployees into benefit plans

Note : If you run a payroll before you enter a benefit program,

payroll cannot process the employee.


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Enrollment Summary

Page :Benefit Enrollment Summary

Navigation : Benefits /Review Employee Benefits / Current Benefits Summary

/Benefit Enrollment Summary


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Table Information

PS_VENDOR

PS_BENEF_COMMENT

PS_BN_RATE_TBL PS_DEPENDENT_BENEF

PS_BN_RATE_DATA

PS_DEPENDENT_BENEF

PS_CALC_RULES_TBL

PS_DEP_BEN_EFF

PS_COVRG_CD_TBL

PS_DEP_BENEF_VW

PS_DEDUCTION_TBL,

PS_DEP_BEN_ADDR

PS_BENEF_PLAN_TBL

PS_BEN_NAME

PS_BEN_DEFN_PGM

PS_DEP_BENEF_NID

PS_BEN_PROG_PARTIC

PS_DEPENDENT_PHONE PS_BENEFIT_PARTICl

PS_HEALTH_PLAN_TBL

PS_BENEF_COMMENT

PS_HEALTH_PLAN_VW

PS_HEALTH_PLAN_LNG

PS_HEALTH_BENEFIT


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Summary & Conclusion

Base Benefits is a step by step process in organizing benefits to employees

Four typical steps are

Make core tables ready

Attach all core details to benefit plans

Attach benefit plans to Benefit program

Enroll Employee

Peoplesofts provides different ways to organizations to offer complete end-to-end benefit solution for their employees

e Benefits

Benefits Administration

Base Benefits

Suppliers

Run the payroll to process the Employee Benefits


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P. V. KRISHNAM RAJU

WWW.ENVYTEE.COM

PEOPLSOFTDEV.BLOGSPOT.COM

Thank You
http://www.envytee.com/http://www.envytee.com/

Documents

PeopleSoft Base Benefits