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Table Of Contents

About This PeopleBook Preface
PeopleSoft Application Prerequisites
PeopleSoft Application Fundamentals
Documentation Updates and Printed Documentation
Obtaining Documentation Updates
Ordering Printed Documentation
Additional Resources
Typographical Conventions and Visual Cues
Typographical Conventions
Visual Cues
Notes
Warnings
Cross-References
Country, Region, and Industry Identifiers
Currency Codes
Comments and Suggestions
Common Elements Used in PeopleBooks
PeopleSoft Enterprise Benefits Administration Preface
PeopleSoft Products
PeopleSoft Enterprise HRMS Application Fundamentals
PeopleBook Structure
CHAPTER 1
Getting Started with Benefits Administration
Benefits Administration Overview
Benefits Administration Integrations
Benefits Administration Implementation
CHAPTER 2
Understanding Benefits Administration
Common Elements Used in This Chapter
Benefit Information Automation
Benefit Administration Business Processes
Automated Benefits Enrollment Setup
Open Enrollment and Event Maintenance Preparation
Flexible Spending Account (FSA) Administration
FSAs
(CAN) Canadian Flexible Credit Allocations
CHAPTER 3
Setting Up Flexible Credits
Defining Flexible Credit Earnings
Setting Up Credit Amounts
Setting Up Excess Credit Calculations
Understanding Excess Credit Calculation Setup
Page Used to Set Up Excess Credit Calculations
Entering Excess Credit Calculation Plan Types and Deductions
Excess Credit Tbl page
Understanding How Changes in Job Data Affect Eligibility
Setting Up Eligibility Rules
Pages Used to Set Up Eligibility Rules
Defining Benefits Administration Eligibility Parameters
Using Modified Eligibility Parameters
Grandfathering In Coverage
Changing Eligibility Flags
Setting Up Geographic Location Eligibility Rules
Understanding Geographic Location Eligibility Rules
Pages Used to Set Up Geographic Location Eligibility Rules
Entering Geographic Location Rules
CHAPTER 5
Creating Event Rules
Understanding Event Rules
Understanding Evaluation of Event Rules
Defining Benefits Administration Actions for Event Rules
Specifying Event Classes
Page Used to Specify Event Classes
Defining Event Classes
Access the BenAdmin Event Class Table page
BenAdmin Event Class Table page
Defining Trigger Events
Understanding Event Triggers
Pages Used to Define Trigger Events
Inserting Events into the BAS Activity Table
BenAdmin Activity page
Defining Passive Events
Defining Event Rules
Understanding Event-Rule Definition
Pages Used to Define Event Rules
Specifying Basic Rules for Event Classes
Electable Options
Coverage Code Control
Defining Start and End Dates for Coverage, Deductions, and Flex Credits
Processing Events for COBRA Administration
Defining Rules for Benefits Billing
Understanding Event Processing for Benefits Billing
Removing Participants from Benefits Billing
Pages Used to Define Rules for Benefits Billing
Setting Up Benefits Billing Enrollments
Rate Qualifier
(USF) Setting Up Multiple, Concurrent Open Seasons
CHAPTER 6
Setting Up Flexible Spending Account Administration
Understanding the Setup Procedure
Setting Up the Flexible Spending Account Administration Component
Pages Used to Set Up the Flexible Spending Account Administration Component
Activating FSA Claims Administration
Setting Up Form IDs
Adding Business Rules for Benefit Programs
CHAPTER 7
Building Automated Benefit Programs
Understanding Benefit Programs
Building Benefit Programs with the Benefit Program Table
Understanding Building Benefit Programs with the Benefit Program Table
Pages Used to Build the Benefit Program Table
Defining Benefit Programs
Setting Up Plan Types and Options
Calculating Costs and Credits
Working with Flexible Credits
Understanding Flexible Credits
Pages Used to Work with Flexible Credits
Using Flexible Credits to Achieve Your Benefits Administration Goals
Setting Up Cross-Plan Validation
Pages Used to Set Up Cross-Plan Validation Checks
Setting Up Cross-Plan Validation Checks for Plan Types
Using the Load Cross Plan Values Page
Setting Up and Adding Cross-Plan Validation for Domestic Partners
CHAPTER 8
Administering Flexible Spending Accounts
Understanding FSA Administration
Payment Processing
FSA Administration Processes
(USA) Entering Healthcare Claims
Understanding Claims Processing
Pages Used to Enter Healthcare Claims
Entering Healthcare Claim Data
(CAN) Entering Claims
Pages Used to Enter Claims
Entering Claim Data
Processing FSA Claim Payments
Understanding Payment Cycle Activities
Pages Used to Process FSA Claim Payments
Printing Checks
Printing the Check Register
Viewing Claim and Payment Details
Understanding Claim and Payment Details
Pages Used to View Claim and Payment Details
(CAN) Viewing FSA Claim Information
Viewing Payment Details
Viewing Year-To-Date Employee Data
Reversing Checks and Claims
Understanding Reversals
Pages Used to Reverse Checks and Claims
Reversing Erroneous Payments
Access the FSA Check Reversal Process page
FSA Check Reversal Process page
Entering Claim Reversal Parameters
Reporting and Closing FSAs
Understanding the Reporting Process
Pages Used to Report and Close FSAs
Closing Prior Year FSAs
Access the FSA Account Closure Process page
FSA Account Closure Process page
CHAPTER 9
(CAN) Handling Canadian Credit Allocations
Understanding Credit Allocations
Payroll Calculations for Variable Taxation Benefit Plan Reviews
Creating Deductions
Pages Used to Create Deductions
Setting Up Deduction Classifications
Defining General Deduction Rules for Tax Alteration Deductions
Linking Tax Alteration Deductions with Company General Deductions
Setting Up the Credit Allocation Table
Understanding the Credit Allocation Table
Page Used to Set Up the Credit Allocation Table
Setting Up Credit Allocation Tables
Reviewing Taxable Benefits for Tax Alteration Deduction Codes
Understanding Taxable Benefits for Tax Alteration Deduction Codes
Page Used to Review Taxable Benefits for Tax Alteration Deduction Codes
CHAPTER 10
Preparing for Open Enrollment and Event Maintenance
Understanding the Benefits Administration Preparation Process
Reviewing Your Benefit Program Architecture
Building Pay Calendars
Running the Base Benefits Audit
Identifying Benefits Administration Groups
Understanding Benefits Administration Groups
Pages Used to Identify Benefits Administration Groups
Assigning Participants to a Benefits Group
(USF) Defining Multiple, Concurrent Open Enrollment IDs
Setting Up a Snapshot ID
Using a Snapshot ID to Run the Snapshot Process
Establishing a Processing Schedule
Understanding Processing Schedules
Page Used to Establish a Processing Schedule
Using the BenAdmin Schedule to Control Your Processing Schedule
CHAPTER 11
Running the Benefits Administration Process
Understanding the Benefits Administration Process
The Benefits Administration Process
Open Enrollment
Event Maintenance
The Snapshot Process
Understanding Benefits Administration Process Flow
Process Flow Details
Understanding Benefits Administration Process Status
Process Status and Schedule Assignment
Process Status and Benefit Program Assignment
Process Status and Entering, Validating, and Loading Elections
Process Status and Reprocessing Finalized Events
Multiple Event Scheduling
Understanding Multiple Event Scheduling
Event Status and Retroactive Events
Setting Up the Benefits Administration Run Control Process
Pages Used to Set Up the Benefits Administration Run Control
Specifying a Process to Run
Adding Participants to a Schedule
Participant Lists page
Setting Up Open Enrollment or Snapshot Routines
Processing Passive Events
Reviewing Benefits Administration Process Results
Pages Used to Review Benefits Administration Process Results
Reviewing Error Messages
Categories of Errors
Reviewing Process Results for Schedules
Entering Search Criteria to Review Process Results for Participant Events
Reviewing Processing Results for Participant Events
Reviewing Event Information for Participants
Reviewing Plan Type Details for Participant Events
Reviewing Cost and Credit Information for Plan Types
Reviewing Passive Event Processing History
Viewing a Participant’s Benefits Summary
Scheduling Events and Assigning Benefit Programs
Page Used to Schedule Events and Assign Benefit Programs
Scheduling Events and Assigning Programs for Event Maintenance
Managing Unprocessed Activities for Event Maintenance
Manually Updating Event Status
Analyzing Disconnected Events
Understanding Event Disconnection
Investigating and Voiding Disconnected Events
Reconnecting Open Enrollment or Snapshot Events
Performing Options Processing
Investigating Participant Eligibility
Understanding Participant Eligibility Processing
Pages Used to Investigate Participant Eligibility Processing Issues
Reviewing Eligibility Checks
Reviewing Job Eligibility Evaluations
Processing Flagged Participants
Printing Enrollment Statements
Understanding Enrollment Statements
Pages Used to Print Enrollment Statements
Running Enrollment Statements
BenAdmin Enrollment Form page
Creating Print IDs for Enrollment Statement Reprinting
Entering Participant Benefit Elections
Understanding Participant Benefit Elections Data Entry
Pages Used to Enter Participant Benefit Elections
Selecting Schedule or Participant Mode
Entering Benefit Elections
Plan-Specific Election Fields
Health Plans
Life and ADD Plans
Savings Plans
FSA Plans
Pension Plans
Vacation Plans
Enrolling Dependents and Assigning Beneficiaries
Entering Dependent or Beneficiary Data
Validating and Loading Elections
Understanding Validation and Loading
Force-Finalizing Participant Events
Finding Prepared Participants Who Qualify for Termination
Finding Employees with Late Enrollment Forms
Posting Elections to Base Benefit Tables
Printing Confirmation Statements
Understanding Confirmation Statements
Page Used to Print Confirmation Statements
Running Confirmation Statements
Reprocessing Events
Understanding Event Reprocessing
Reprocessing Flow
Pages Used to Reprocess Events
Reprocessing for Individual Participants
Reprocessing Events for Selected Groups
Reprocessing Open Enrollment Schedules
CHAPTER 12
Processing Event Maintenance On Demand
Understanding On-Demand Event Maintenance Processing
On-Demand Event Scenarios
Beginning the On-Demand Event Maintenance Process
Pages Used to Begin the On-Demand Maintenance Process
Starting the On-Demand Event Maintenance Process
Selecting an Activity to Process
Moving Events Through the Process
Scheduling and Assigning Activities
Preparing Options
Printing Enrollment Statements for On-Demand Event Maintenance
Entering Elections
Validating and Finalizing Elections
Generating Confirmation Statements
Reprocessing Participant Events
Setting Up and Managing On-Demand Event Maintenance
Pages Used to Set Up and Manage On-Demand Event Maintenance
Setting Print Options
Reviewing Changed Elections
Reviewing and Updating Event Status
APPENDIX A
Benefits Administration Delivered Workflows
Delivered Workflows for PeopleSoft Benefits Administration
Late Enrollment
Leave Request
Termination
APPENDIX B
Benefits Administration Reports
Benefits Administration Reports: A to Z
Benefits Administration Selected Reports
Glossary of PeopleSoft Terms
Index
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Published by Suresh Subramaniam

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Published by: Suresh Subramaniam on Sep 17, 2010
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