D41076 PDF

Base Benefits
Volume I • Student Guide
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Copyright © 2004, 2005, Oracle. All rights reserved.
This document contains proprietary information and is protected by copyright and other intellectual property laws. You may
copy and print this document solely for your own use in an Oracle training course. The document may not be modified or
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The information contained in this document is subject to change without notice. If you find any problems in the document,
please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This
document is not warranted to be error-free.
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The U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are
restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract.
Oracle, JD Edwards, and PeopleSoft are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be
trademarks of their respective owners.
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CONTENTS
Preface Base Benefits ................................................................................................................... vii

Typographical Conventions and Visual Cues ....................................................................ix
Related Documentation and Resources ..............................................................................xi
Lesson 1 Course Overview ...............................................................................................................1

Course Objectives ...............................................................................................................1
Agenda: Day One ...............................................................................................................2
Agenda: Day One (continued).............................................................................................3
Agenda: Day Two ...............................................................................................................4
Lesson 2 Business Process Overview ...............................................................................................5

Describing How PeopleSoft Enterprise Human Resources Base Benefits Fits Into
PeopleSoft HRMS ...............................................................................................................6
Describing the Phases of the Benefits Process ....................................................................9
Describing the Relationship Between Benefit Tables and Employee Data.......................15
Describing the PeopleSoft Enterprise Human Resources Base Benefits Components .....16
Describing Sources of Information About PeopleSoft Enterprise Human Resources
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Base Benefits in PeopleBooks...........................................................................................22
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Lesson 3
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Setting Up Payroll Deductions .......................................................................................25
Setting Up Payroll Deduction Codes for Benefit Plans.....................................................26
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Determining Deduction Classifications.............................................................................30
Specifying Deduction Tax Effects ....................................................................................35
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Determining Settings for Specific Processing...................................................................38
Specifying the Frequency of Benefit Deductions..............................................................40
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Activity 1: Setting Up Payroll Deductions ....................................................................41
Lesson 4
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Setting Up Benefit Plans, Health Plans, and Benefit Programs ..................................43
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Identifying Health Plan Components ................................................................................44
Adding a Plan Provider .....................................................................................................45
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Setting Up a Benefit Plan and a Health Plan.....................................................................49
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Defining Coverage Codes .................................................................................................52
Establishing Rates for a Benefit Plan ................................................................................54
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Activity 2: Defining Health Plans..................................................................................55
Adding a Health Plan to a Benefit Program ......................................................................56
r a Activity 3: Creating a Benefit Program .........................................................................61
Lesson 5
O (USA) Setting Up Domestic Partner Plans....................................................................63
Identifying Domestic Partner Plan Components ...............................................................64
Setting Up Plans for Nonqualified Dependents.................................................................65
Setting Up Tax Classifications and Rates for Nonqualified Dependent Plans..................68
PeopleSoft Proprietary and Confidential iii

Base Benefits Contents
Adding A Domestic Partner Plan to a Benefit Program....................................................70

Activity 4: (USA) Setting Up Domestic Partner Plans..................................................72
Lesson 6 Setting Up Life Insurance Plans.....................................................................................75

Identifying Life Insurance Plan Components....................................................................76
Defining a Life Insurance Plan..........................................................................................77
Defining Coverage Rates...................................................................................................81
Defining Calculation Rules ...............................................................................................83
Adding a Life Insurance Plan to a Benefit Program..........................................................87
Activity 5: Setting Up Life Insurance Plans ..................................................................89
Lesson 7 Setting Up Disability Plans .............................................................................................91

Identifying Disability Plan Components ...........................................................................92
Creating a Disability Plan..................................................................................................93
Establishing Coverage Rates Based on Length of Service................................................95
Adding a Disability Plan to a Benefit Program .................................................................96
Activity 6: Setting Up Disability Plans..........................................................................98
Lesson 8 (USA) Setting Up Savings Plans...................................................................................101

Identifying Savings Plan Components ............................................................................102
Defining a Savings Plan ..................................................................................................104
Setting Up the Service Step Table...................................................................................110
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Setting Up Savings Plan Limits.......................................................................................112
Setting Up Age 50 Catch-up Contributions ....................................................................116
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Adding a Savings Plan to a Benefit Program ..................................................................118
Activity 7: (USA) Setting Up a Savings Plan..............................................................120
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Lesson 9
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(CAN) Setting Up Pension Plans..................................................................................123
Identifying Pension Plan Components ............................................................................124
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Setting Up Pension Plans ................................................................................................125
Adding a Pension Plan to a Benefit Program ..................................................................127
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Activity 8: (CAN) Setting Up an Executive Pension Plan ..........................................129
Lesson 10
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Setting Up Leave Plans .................................................................................................131
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Identifying Leave Plan Components ...............................................................................132
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Defining a Leave Plan .....................................................................................................133
Establishing Earning Codes for Leave Categories ..........................................................138
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Adding a Leave Plan to a Benefit Program .....................................................................140
Activity 9: Setting Up a Vacation Leave Plan .............................................................142
Lesson 11
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Setting Up Flexible Spending Accounts.......................................................................145
r a Identifying the Components of Flexible Spending Account Plans..................................146
O Creating FSA Plans .........................................................................................................147

Defining FSA Plans.........................................................................................................149
Adding FSA Plans to a Benefit Program.........................................................................150
Activity 10: Setting Up Flexible Spending Accounts ...............................................152
iv PeopleSoft Proprietary and Confidential

Contents Base Benefits
Adding New Employees, Dependents, and Beneficiaries ...........................................155

Lesson 12
Identifying the Pages Used to Hire an Employee............................................................156
Viewing Job-Related Information for an Employee .......................................................157
Setting Up Dependent and Beneficiary Data...................................................................159
Activity 11: Adding Dependent and Beneficiary Data..............................................166
Lesson 13 Enrolling Employees .....................................................................................................169

Assigning Employees to Benefit Programs.....................................................................170
Activity 12 Assigning Employees to Benefit Programs...........................................172
Enrolling Employees in Benefit Plans.............................................................................173
Viewing Employee Benefit Enrollments.........................................................................188
Activity 13: Enrolling Employees .............................................................................192
Overriding Deduction Information..................................................................................193
Lesson 14 Calculating Deductions .................................................................................................195

Setting Up Tables Used to Calculate Deductions............................................................196
Activity 14: Assigning Pay Calendars.......................................................................204
Activity 15: Creating and Linking the Pay Run ID ...................................................205
Calculating Deductions ...................................................................................................206
Activity 16: Calculating Deductions in PeopleSoft Payroll Interface .......................208
Viewing Calculated Deductions Online ..........................................................................209
Activity 17: Viewing Calculated Deductions Online ................................................210
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Confirming Deduction Amounts .....................................................................................211
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Lesson 15
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Processing Leave Accruals ...........................................................................................213
Processing Leave Accruals..............................................................................................214
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Activity 18:
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Viewing Employee Leave Accrual Balances Online ......................................................215
Running the Leave Accrual Process......................................................217
Lesson 16
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Changing Benefit Programs and Employee Enrollments ..........................................219
Running the Benefit Program Report ..............................................................................220
Activity 19: O
Running the Benefit Program Report....................................................221
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Creating a New Benefit Program Using the Benefit Program Clone Utility...................222
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Activity 20:
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Cloning a Benefit Program....................................................................224
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Changing Employee Enrollments in Benefit Plans .........................................................225
Activity 21:
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Updating Employee Benefit Records ....................................................226
Lesson 17
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(USA) Managing HIPAA Regulations .........................................................................229
Designating a Health Insurance Portability and Accountability Act Plan.......................230
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Processing HIPAA Certificates .......................................................................................231
r a Activity 22: Generating a HIPAA Certificate ...........................................................233
Lesson 18
O Using eBenefits Self Service Functionality with Base Benefits..................................235
Explaining Self-Service Benefits Functionality ..............................................................236
Setting Up eBenefits........................................................................................................238
Describing Security Considerations For eBenefits..........................................................247
PeopleSoft Proprietary and Confidential v

Base Benefits Contents
Activity 23: Viewing Benefits Summary Using Self-Service ...................................248
Lesson 19 Using Multiple Jobs Within Benefits ...........................................................................251

Describing Multiple Jobs.................................................................................................252
Grouping Jobs with Benefit Record Numbers.................................................................254
Identifying Primary Jobs .................................................................................................256
Calculating Benefits Deductions for Multiple Jobs.........................................................258
Activity 24 Implementing Multiple Jobs..................................................................262
Lesson 20 Course Review ...............................................................................................................265

Completed Objectives .....................................................................................................265
Describing the PeopleSoft Enterprise Human Resources Base Benefits
Business Process .............................................................................................................266
Setting Up Payroll Deductions for Benefit Plans ............................................................267
Defining and Managing Benefit Plans and Programs .....................................................268
Enrolling Employees, Dependents, and Beneficiaries in Benefit Plans ..........................269
Calculating Benefit Deduction Amounts.........................................................................270
Using eBenefits Self-Service Functionality ....................................................................271
Using Multiple Jobs Within Benefits ..............................................................................272
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vi PeopleSoft Proprietary and Confidential

Preface
Base Benefits
Typographical Conventions and Visual Cues

This section discusses:
• Typographical conventions.
• Visual cues.
• Country, region, and industry identifiers.
• Currency codes.
Typographical Conventions
This table contains the typographical conventions that are used in this guide:
Typographical Convention
Bold
Description
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Indicates PeopleCode function names, method names, language
literally in the function call.

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constructs, and PeopleCode reserved words that must be included
Italics
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Indicates field values, emphasis, and PeopleSoft or other book-
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length publication titles. In PeopleCode syntax, italic items are
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placeholders for arguments that your program must supply.
We also use italics when we refer to words as words or letters as
KEY+KEY O
letters, as in the following: Enter the letter O.
Indicates a key combination action. For example, a plus sign (+)
l & between keys means that you must hold down the first key while
you press the second key. For ALT+W, hold down the ALT key
n a while you press the W key.

Monospace font
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“ ” (quotation marks)
r Indicates a PeopleCode program or other code example.
Indicate lesson and chapter titles in cross-references and words that
I n are used differently from their intended meanings.
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. . . (ellipses) Indicate that the preceding item or series can be repeated any
number of times in PeopleCode syntax.
r a { } (curly braces) Indicate a choice between two options in PeopleCode syntax.

Options are separated by a pipe ( | ).
O [ ] (square brackets) Indicate optional items in PeopleCode syntax.
PeopleSoft Proprietary and Confidential vii

Base Benefits Preface
Typographical Convention Description

& (ampersand) When placed before a parameter in PeopleCode syntax, an
ampersand indicates that the parameter is an already instantiated
object.
Ampersands also precede all PeopleCode variables.
Visual Cues
Training courses contain the following visual cues.
Notes
Notes indicate information that you should pay particular attention to as you work with
the PeopleSoft system.
Note. Example of a note.
If the note is preceded by Important!, the note is crucial and includes information that
concerns what you must do for the system to function properly.
Important! Example of an important note.
Warnings
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Warnings indicate crucial configuration considerations. Pay close attention to warning
messages.
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Warning! Example of a warning.
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Cross-References
U s
A I
Training guides provide cross-references either under the heading “See Also” or on a
separate line preceded by the word See. Cross-references lead to other documents, such
O
as PeopleBooks, that are pertinent to the immediately preceding documentation.
Example:
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Example of cross-reference to a PeopleBook
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Country, Region, and Industry Identifiers
r a Information that applies only to a specific country, region, or industry is preceded by a

standard identifier in parentheses. This identifier typically appears at the beginning of a
O section heading, but it may also appear at the beginning of a note or other text.
Example of a country-specific heading: “(FRA) Hiring an Employee”
Example of a region-specific heading: “(Latin America) Setting Up Depreciation”
viii PeopleSoft Proprietary and Confidential

Preface Base Benefits
Country Identifiers
Countries are identified with the International Organization for Standardization (ISO)
country code. The following country identifiers appear in this guide:
• USA (United States)
• CAN (Canada)
Currency Codes
Monetary amounts are identified by the ISO currency code. The following currency
codes appear in this guide:
• USD (U.S. dollars)
• CAD (Canadian dollars)
Related Documentation and Resources

PeopleSoft applications are documented in PeopleBooks, which are delivered on the
PeopleBooks CD-ROM. You can also order printed, bound versions of PeopleBooks
through the Documentation section of the PeopleSoft Customer Connection website. You
can find updates and additional documentation for each release on the PeopleSoft
Customer Connection website.
See PeopleSoft Customer Connection, http://www.peoplesoft.com/corp/en/login.jsp.
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The following resources are located on the PeopleSoft Customer Connection website:l y
Resource Navigation
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Application maintenance information
Business process diagrams
U s
Updates + Fixes
Support, Documentation, Business Process Maps
Hardware and software requirements
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Implement, Optimize + Upgrade, Implementation
Guide, Implementation Documentation and
O Software, Hardware and Software Requirements

Installation guides
l & Implement, Optimize + Upgrade, Implementation

Guide, Implementation Documentation and
a Software, Installation Guides and Notes
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Interactive Services Repository
PeopleBook documentation updates
Interactive Services Repository
Support, Documentation, Documentation Updates
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PeopleSoft support policy
Product release roadmap
Support, Support Policy
Support, Roadmaps + Schedules
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Release notes Implement, Optimize + Upgrade, Upgrade Guide,
r a Upgrade Documentation and Software, Release

Notes
O Troubleshooting information
Upgrade documentation
Support, Troubleshooting
Implement, Optimize + Upgrade, Upgrade Guide
PeopleSoft Proprietary and Confidential ix

Base Benefits Preface
Note. For data models, please contact the Global Support Center.
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x PeopleSoft Proprietary and Confidential

Lesson 1
Course Overview
Course Objectives
By the end of this course, you will be able to:
• 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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PeopleSoft Proprietary and Confidential 1

Course Overview Lesson 1
Agenda: Day One

On day one, we will provide an overview of Base Benefits and discuss these topics:
• Setting up payroll deductions.
• Setting up health plans.
• (USA) Setting up domestic partner plans.
• Setting up life insurance plans.
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Student Notes
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2 PeopleSoft Proprietary and Confidential

Lesson 1 Course Overview
Agenda: Day One (continued)

On day one, we will discuss these topics:
• Setting up disability plans.
• (USA) Setting up savings plans.
• (CAN) Setting up pension plans.
• Setting up leave plans.
• Setting up flexible spending accounts.
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Student Notes
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Course Overview Lesson 1
Agenda: Day Two

On day two, we will discuss these topics:
• Adding new employees, dependents, and beneficiaries.
• Enrolling employees.
• Calculating deductions.
• Processing leave accruals.
• Managing changes to plans, programs, and employee enrollments.
• (USA) Managing HIPAA regulations.
• Using eBenefits self-service functionality with Base Benefits.
• Using multiple jobs within benefits.
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Student Notes
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Lesson 2
Business Process Overview
Objectives
By the end of this lesson, you will be able to describe:
• How PeopleSoft Enterprise Human Resources Base Benefits fits into PeopleSoft
HRMS.
• The phases of the benefits process.
• The relationship between benefit tables and employee data.
• The PeopleSoft Enterprise Human Resources Base Benefits components.
• Sources of information about PeopleSoft Enterprise Human Resources Base Benefits

in PeopleBooks.
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Business Process Overview Lesson 2
Describing How PeopleSoft Enterprise Human Resources Base Benefits

Fits Into PeopleSoft HRMS
The Relationship Between PeopleSoft Enterprise Human Resources Base

Benefits and PeopleSoft HRMS
This diagram illustrates how Base Benefits fits into PeopleSoft HRMS:
PeopleSoft Enterprise
Human Resources
PeopleSoft PeopleSoft
Enterprise Human Enterprise
Resources Benefits
Base Benefits Administration
PeopleSoft
Enterprise Payroll
for North America
PeopleSoft
Enterprise n l y
Payroll
Interface
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Student Notes
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Lesson 2 Business Process Overview
Describing How PeopleSoft Enterprise Human Resources Base Benefits

Fits Into PeopleSoft HRMS (continued)
The Difference Between Base Benefits and PeopleSoft Enterprise Benefits

Administration
This table lists the differences between Base Benefits and Benefits Administration:
Base Benefits PeopleSoft Benefits Administration

• Manual. The benefits administrator must do the • Automated. You set up the rules in PeopleSoft so
thinking and determine who is eligible for what the system does the thinking. The eligibility is
and how to process the information. The eligibility internal.
is external. • Purchased as a separate product.
• Delivered with PeopleSoft Human Resources. • Designed to maintain a flexible credit program.
• Automates cross-plan validation
Slide 10 _______________________________________________________________________________________________________
Student Notes
Understanding Flexible Credits
Many organizations offer employees credits that can be applied towards their benefits. n l y
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PeopleSoft Benefits Administration enables you to define three types of flexible credits:
e
•
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General credits that apply when an employee is enrolled in a benefit program.
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•
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Plan-based credits that apply when an employee enrolls in a specific benefit plan
type.
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•
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Option-based credits that apply when an employee enrolls in a specific benefit
option.
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After you have defined the flexible credit earnings, use the Benefit Program Table to link
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the credit to the benefit program, benefit plan type, or benefit option.
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The PeopleSoft Benefits Administration process sums all credits for an employee and
passes the totals by earnings code to payroll. The total credits are treated as additional
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earnings for employees.
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Understanding Cross-Plan Validation
In administering benefits, situations might arise in which an employee’s or dependent’s
r a ability to elect one type of plan coverage depends upon enrollment in another plan. You
can define cross-plan validation when you create your benefit plans, determining cross-
O plan validation rules based on:
• Combinations of plan types and benefit plans.
• Dependent enrollments.

• Coverage percentage limits for life and accidental death and dismemberment (AD/D)
benefit plan enrollments.
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Describing the Phases of the Benefits Process
Benefits Process Phases

The benefits process has four phases:
1. Set up benefit plans and supporting tables.
2. Include benefit plans in one or more benefit programs.
3. Assign employees to benefit programs and enroll them into benefit plans.
4. Calculate benefit-related deductions.
Slide 11 _______________________________________________________________________________________________________
Student Notes
Defining the Benefits Process Phases
This table lists the tasks performed in each of the benefits process phases:
Phase Tasks
Set up benefit plans and supporting tables. • Set up benefit plans and providers.
• Define available coverage.
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• Establish rates, calculation rules, and payroll
Include benefit plans in benefit programs.

deductions.
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Include benefit plans in one or more benefit
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programs. A benefit program is a collection of
benefit plans that your company offers to a group of
Assign employees to benefit programs and enroll

them into benefit plans.
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employees.
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• Determine the benefit program in which an
employee can participate.
O • Enroll employee in selected benefit elections.
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• Designate dependents or beneficiaries.
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Calculate benefit related deductions
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• If your company uses PeopleSoft Enterprise
Payroll for North America, the payroll process
t e r automatically calculates deductions.

• If you use another payroll system, you can run a
In
stand-alone deduction calculation process to
produce an interface file using PeopleSoft
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Describing the Phases of the Benefits Process (continued)
Phase One: Setting Up Benefit Plans and Supporting Tables

This diagram shows the benefit plan and supporting tables that you set up in phase one:
Deduction Providor/ Benefit Plan Rate Calculation

Plan Type
Table Vendor Table Table Table Rules Table
Plan Attribute (USA)

Table Limit Table
Slide 12 _______________________________________________________________________________________________________
Student Notes
Available Plan Types by Category
Within each category, PeopleSoft offers a set of predefined benefit plan types. The
the table in which to find the processing rules.

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system looks for this number during the benefit deduction calculation phase to determine
Category Numbering Sequence

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This table provides the number sequencing for the delivered plan categories:
Health
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10-19, 1A-1Zs
Life
Disability
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20-29, 2A-2Z
30-39, 3A-3Z
Savings
O 40-49, 4A-4Z
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Leave 50-59, 5A-5Z
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Flexible spending accounts (FSA) 60-69, 6A-6Z
Retirement
Pension
t e r 70-79, 7A-7Z
80-89, 8A-8Z
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Vacation buy and sell 90-99, 9A-9Z
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r a Defining and Adding Plan Types
Benefit plans are the benefits that you want to offer to your employees. Benefit plans are
O divided into categories. To identify the categories, PeopleSoft uses a two-digit,
alphanumeric numbering sequence. Nine categories are already set up in the Base
Benefits system.

Plan types are a high-level key field to the Benefit Plan and Deduction tables. They
determine proper COBOL processing and the page appearance of the plan attribute
tables. You can change or add new plan types, but do not delete the delivered plan types.
Note. You should work within the PeopleSoft plan type series. If you add plan types that
do not conform to the provided series, you must update the associated processing logic.
Benefit Supporting Tables

Benefit Supporting Table Description
Plan Type Plan types are:
• Two-character, alphanumeric codes.
• Stored in the Translate Table.
Deduction table In this table, you define:
• Payroll processing rules.
• Deduction frequencies.
• Special rules regarding deduction priority,
taxation, arrears processing, year-to-date limits,
and general ledger account numbers.
Provider/Vendor table In this table, you define:
• Effective dates.
• Carrier information and contacts.
• Group numbers.
Benefit Plan table In this table, you define:
• Effective dates
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• Plan description
• Plan providers
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• Default deduction codes
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Plan Attribute tables
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In the plan attribute tables, you define additional
processing information about a specific benefit plan.
The plan attribute tables are a continuation of the
O Benefit Plan Table.
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Rate tables In these tables, you define:
• Coverage costs.
r na • Who pays for a plan—the employer, the employee,

or both
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Calculation Rules table In this table, you define:
e I • As of dates for age, service, premium, and

coverage calculations.
c l • Rounding rules.
• Minimum and maximum coverage levels.
r a • Which salary field to use: Annual Rate or Benef
O (USA) Limit table

Base Rate.
In this table, you define rules for 401(a), 402(g),
403(b), 415, and 457 plans.

Phase Two: Including Benefit Plans in Benefit Programs

Two important concepts in Base Benefits are the benefit program and the benefit plan:
Benefit Program Benefit Plan

• A collection of benefit plans. • A specific benefit offering within a plan type, such
• Differs by groups of employees (union, nonunion, as basic dental, or enhanced dental.
executives, and so on). • Defined through multiple components such as rate
tables and calculation rules.
• Offered in benefit programs.
Slide 13 _______________________________________________________________________________________________________
Student Notes
Definition of a Benefit Program
A benefit program is a collection of benefit plans that your company offers to a group of
employees. For example, your company might set up one benefit program for hourly
employees and another for salaried employees.
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Example: Benefit Plans in Benefit Programs
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This table illustrates how various benefit plans can be combined into different benefit
programs:
Benefit Plan Hourly Benefit Program

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Salary Benefit Program
Medical
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200 USD deductible, 80 percent
reimbursement.
I 200 USD deductible, 80 percent
reimbursement.
Dental O
No deductible, 50 percent or 60 No deductible, 50 percent or 60 percent
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percent reimbursement. reimbursement.
Life
a
6 months’ pay. 1 year’s salary.
Short-term disability
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Long-term disability rn 67 percent for 6 months.
50 percent.
100 percent for 52 weeks.
60 percent.
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Vacation 1 week, increasing to 6 after 30 years. 3 weeks, increasing to 6 after 30 years.
Savings Maximum pretax 7 percent of salary. Company matches 50 percent (up to 5
c l e percent of salary).
r a
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Phase Three: Assigning Employees to a Program and Enrolling in Plans

This diagram shows an employee’s assignment to a benefit program and the employee’s
plan enrollments in the program:
Employee
Benefits Program
Med Med Life Ins. Life Ins. Savings

Plan 1 Plan 2 Plan 1 Plan 2 Plan
Slide 14 _______________________________________________________________________________________________________
Student Notes
Assigning Employees to Programs and Enrolling Plans
n l y
Each benefit program can have multiple plans of each plan type. After employees are
program.
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assigned to a benefit program, they can select any combination of the plans within the
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Phase Four: Calculate Benefits Related Deductions

This diagram illustrates the difference between calculating benefit deductions using
PeopleSoft Enterprise Payroll for North America and PeopleSoft Enterprise Payroll
Interface:
Benefits and PeopleSoft

Deduction Deduction
Deduction Payroll
Calculation Confirmation
Tables Interface
PeopleSoft Payroll for

North America
Deduction Deduction
Calculation Confirmation
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Processing Deductions
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Deductions can be processed through PeopleSoft Enterprise Payroll for North America or
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PeopleSoft Enterprise Payroll Interface. When an employee is paid through Payroll for
North America, deductions and coverage are processed through payroll. If you use
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Payroll Interface (or another interface to a third-party payroll provider), you need to run
the Deduction Calculation process.
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Describing the Relationship Between Benefit Tables and Employee Data
Relationship Between Benefits Tables and Employee Data

This diagram shows the two parts that make up the PeopleSoft HRMS benefits package,
benefits tables and employee data:
Benefits
Benefits Tables Employee Data

y Types of plans y Choose plans and providers
y Premium costs y Elect coverage
y Coverage amounts y Identify dependents
y Enrollment rules y Designate beneficiaries
Slide 16 _______________________________________________________________________________________________________
Student Notes
The Relationship Between Benefit Tables and Employee Data
Benefits tables store information about the benefit plans that a company offers, such as
types of plans, premium costs, and enrollment rules for the plans.
n l y
Employee data includes employee benefit plan enrollments, coverage levels, dependents,
and beneficiaries.
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Components
The Relationship Between Scroll Areas and Tables

This diagram illustrates the multiple scroll areas found on pages used in benefits
processing:
1st Table
2nd Table
3rd Table
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Slide 17 _______________________________________________________________________________________________________
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Scroll Areas
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Most pages used in benefits processing have multiple scroll areas. Each scroll area
scroll area controls.

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represents a different, but related, database table. A group box surrounds the fields that a
Scroll areas enable you to:

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•
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Insert and delete rows of data in a table.
•
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View multiple rows of data in a table or view one row at a time.
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Multiple scroll areas enable you to maintain multiple records for related tables.
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Because pages are structured to access more than one table, insert and delete buttons
appear inside scroll areas to ensure that you modify rows in the proper table.
c l e
Key Structure
r a The key structure determines how you maintain your tables in terms of inserting,
deleting, or changing rows of data. For example, if you insert a row of data into the
O second table, key fields are transferred from the first table. If you insert a row of data into
the third table, key fields are transferred from the first and second tables.

Note. Some pages are structured to allow access to more than one table. To ensure that
you are modifying rows within the proper table, make sure to use the insert and delete
buttons within the corresponding scroll area.
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Components (continued)
Payroll Related Tables

This table describes the payroll-related tables that you set up to process benefits
information:
Table Use
Deduction table Establish payroll deductions for benefit plans and to specify:
• The deduction frequency.
• The affect of the deduction on taxable gross income.
• Arrears processing.
• The associated general ledger expense and liability accounts.
Earnings table Define earnings codes for leave categories to track holidays, vacations, sick time,
jury duty, and personal time.
Pay Group table Link a benefit program to a pay group so that when you hire new employees or
assign them to a pay group, the system automatically assigns them to a benefit
program.
Slide 18 _______________________________________________________________________________________________________
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Student Notes
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Setting Default Pay Groups
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program at the employee level.
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You can override the default from the Pay Group table by entering the appropriate benefit
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Base Benefit Tables

This table describes the core tables that you set up to establish your benefit programs and
plans:
Table Use
Provider/Vendor table Identify plan providers.
Benefit Plan table Define a benefit plan and assign a provider to the plan.
Plan Attribute tables Define the details of a specific plan type such as a health plan or a life insurance
plan.
Rate tables Identify who pays for the plan and how much is paid.
Calculation Rules table Define the basis for premiums, coverage, and service calculations.
Benefit Program table Define a benefit program and attach benefit plans to the program.
Slide 19 _______________________________________________________________________________________________________
Student Notes
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Plan Attribute Tables
The plan attribute tables are:
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• Health Plan table
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• Life and AD/D table
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• Disability Plan table
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• Savings Plan table
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•
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• Retirement Plan table
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O • Vacation Buy/Sell table


Workforce Administration Pages

This table describes the pages used to hire a new employee and enroll the employee in a
benefit program:
Component Use
Add a Person Enter a person’s biographical and contact information into the database.
Job Data Enter the employee’s work location, job status, payroll and salary plan
information, and compensation details.
Benefit Program Assign the employee to a benefit program.
Participation
Slide 20 _______________________________________________________________________________________________________
Student Notes
Using Biographical Information for Benefits
Biographical information includes employee gender and age, both of which can be used
as the basis for calculating benefit premiums. Age can also be used to determine n l y
eligibility for benefit plans.
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Using Job Data
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Job data such as employee status, full or part-time, regular or temporary, standard hours,
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job code, and company can determine employee eligibility for benefit programs.
Eligibility for benefit plans is based on the benefit program the employee is in. In
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addition, coverage in some plans is based on the employee’s annual compensation rate. If
you need to use a different annual rate (for example, with commission sales employees),
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plans can be based on an alternate rate, the Annual Benefits Base Rate.
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Benefit Enrollment Pages

This table describes the pages used to enroll employees, dependents, and beneficiaries in
benefit plans:
Page Use
Update Enter an employee’s dependents and beneficiaries into the database.
Dependent/Beneficiary
• Health Benefits Enroll employees and dependents in individual plans.
• Life and AD/D
Benefits
• Disability Benefits
• Savings Plans
• Pension Plans
• Leave Plans
• FSA Plans
Slide 21 _______________________________________________________________________________________________________
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Student Notes
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Benefit Enrollment Pages
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Use the components in the Benefits menu to enroll employees in benefit plans.
Employees can elect benefit plan coverage and specify dependents and beneficiaries.
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Describing Sources of Information About PeopleSoft Enterprise Human

Resources Base Benefits in PeopleBooks
Using the Help Link

You can access related material by clicking the Help link in the top right corner of the
application page. This takes you to the relevant information in the appropriate
PeopleBook.
Slide 22 _______________________________________________________________________________________________________
Student Notes
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Describing Sources of Information About PeopleSoft Enterprise Human

Resources Base Benefits in PeopleBooks (continued)
Implementation and Business Process Information

Use the PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Manage Base Benefits
to find implementation and business process information for PeopleSoft Base Benefits,
including:
• Information about beginning an implementation.
• Navigation information.
• Implementation concepts and tasks.
• Business process concepts and tasks.
• Appendixes and report samples.
Slide 23 _______________________________________________________________________________________________________
Student Notes
Additional Information
This table lists the locations of additional information in the PeopleSoft Human 8.9
n l y
Resources PeopleBook: Manage Base Benefits:
Location Type of Information

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Getting Started chapter
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This chapter provides general implementation information and references to
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additional sources of pertinent information.
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The release of PeopleSoft Setup Manager has eliminated the need to provide
an overview of the implementation steps that was included in previous
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Getting Started chapters. With this release, the Getting Started chapters now
contain:
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• General information about PeopleSoft Setup Manager.
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• A list of setup components for which a component interface exists that can
be used with the Excel to Component Interface utility.
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Implementation chapters These chapters discuss implementation concepts and tasks:
• Setting Up Core Human Resources Base Benefits Tables
I n • Setting Up Benefit Plans
c l e • Building Base Benefit Programs

• Setting Up Additional Human Resources Base Benefits Features
r a Business process chapters The chapters that follow the implementation chapters discuss business process
considerations that are helpful to both implementers and power users.
O Appendixes and report

samples
The appendixes provide reference information about the reports and
workflows that are delivered with the system. Samples of reports appear at the
end of the appendixes.

Review
In this chapter, you learned that:
• Base Benefits is delivered as part of PeopleSoft Enterprise Human Resources.
• The benefits process has four phases.
• The system can store an unlimited number of benefit records for employees,
dependents, and retirees.
• You must hire employees through the components in the Workforce Administration
menu before you can enroll them in benefit plans.
• The PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Manage Base Benefits
contains information for implementing PeopleSoft Base Benefits.
Slide 24 _______________________________________________________________________________________________________
Student Notes
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Lesson 3
Setting Up Payroll Deductions
Objectives
By the end of this lesson, you will be able to:
• Set up payroll deduction codes for benefit plans.
• Determine deduction classifications.
• Specify deduction tax effects.
• Determine settings for specific processing.
• Specify the frequency of benefit deductions.
Slide 26 _______________________________________________________________________________________________________
Student Notes
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Setting Up Payroll Deductions Lesson 3
Setting Up Payroll Deduction Codes for Benefit Plans
Setting Up Deductions
These are three options for setting up deductions:
• One deduction for each plan type.
• One deduction for each plan type and benefit plan combination.
• One deduction for each plan provider.
Slide 27 _______________________________________________________________________________________________________
Student Notes
Note. When you set up your tables, remember that the description on the pay earnings
statement is the deduction description on the deduction code table.
Example of Deduction Codes by Plan Type

This table shows deduction codes by plan type:
Plan
Type
Benefit
Plan
Plan Description Deduction
Code
Deduction
Description
n l yGeneral
Ledger Acct
20
20
2x
3x
Coverage is 2 times the base pay.
LIFINS
LIFINS
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Life
Life
1111-1111
1111-1111
20 FLTRT Coverage is a flat rate of 50,000
USD. s
LIFINS
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Life 1111-1111
20 FBBF Factor × Base + Flat Amount –
A
Coverage is 3 times the benefitsI LIFINS Life 1111-1111
20 FBBF2
base plus 10,000 USD.
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Factor × Base + Flat Amount – LIFINS Life 1111-1111
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Coverage is 3 times the benefits
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Example of Deduction Descriptions that Differ by Plan
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This table shows that the deduction description can also differ by plan:
cl e
Plan Benefit Plan Description Deduction Deduction General
r a Type
20
Plan
2x Coverage is 2 times the base pay.
Code
LIFINS1
Description
2X Life
Ledger Acct
1111-1111
O 20
20
3x
FLTRT
Coverage is a flat rate of 50,000
LIFINS2
LIFINS3
3X Life
50K Life
2222-2222
3333-3333
USD.
20 FBBF Factor × Base + Flat Amount – LIFINS4 3X + 10K 4444-4444

Lesson 3 Setting Up Payroll Deductions

Type Plan Code Description Ledger Acct
Coverage is 3 times the benefits Life
20 FBBF2 Factor × Base + Flat Amount – LIFINS5 3X + 20K 5555-5555
Coverage is 3 times the benefits Life
Example of Deduction Codes by Plan Provider

This table shows deduction codes by plan provider:

Type Plan Code Description Ledger Acct
20 2x Coverage is 2 times the base pay. LONDON Life 1111-1111
20 3x Coverage is 3 times the base pay. LONDON Life 1111-1111
20 FLTRT Coverage is a flat rate of 50,000 STNDRD 50K Life 2222-2222
USD.
20 FBBF Factor × Base + Flat Amount – MIRASOU 3X Life 3333-3333
20 FBBF2 Factor × Base + Flat Amount – MIRASOU 3X Life 3333-3333
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Setting Up Payroll Deduction Codes for Benefit Plans (continued)
Using the Deduction Table

This diagram illustrates how the pages within the Deduction Table component are
associated:
Deduction Table - Setup page
Tax Class page Tax Class page Tax Class page

Deduction Class 1 Deduction Class 2 Deduction Class 3
Tax Effect page Tax Effect page Tax Effect page

Ded. 1 Ded. 2 Ded. 3
Effect 1 Effect 2 Effect 3
Process page Process page Process page

Ded. 1 Ded. 2 Ded. 3
Process 1 Process 2 Process 3
Deduction Table - Schedule page
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Slide 28 _______________________________________________________________________________________________________
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Student Notes
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Page Used to Set Up Deduction Information
Page Name Navigation
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Deduction Table - Setup
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Set Up HRMS, Product Related, Payroll for North America, Deductions,
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Deduction Table
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Use this page to set up deduction information:
Deduction Table-Setup page
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Determining Deduction Classifications
(USA) Setting Up Tax Classifications

This diagram shows the options to select for various tax classifications:
After Tax
Employee Rows
Before Tax
Nontaxable benefit
Employer Rows
Nontaxable before tax benefit
Domestic Partner
Taxable benefit
Life Insurance
Slide 29 _______________________________________________________________________________________________________
Student Notes
Page Used to Indicate Tax Classification Type
Deduction Table-Tax Class Set Up HRMS, Product Related, North American Payroll, Deductions,
Deduction Table, Tax Class
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Use this page to indicate the type of tax classification that is used by this deduction code:
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Tax Classification
Each deduction requires at least one tax classification, but it can have multiple
classifications. The system processes deductions according to priority within a
classification. A before-tax deduction is applied prior to an after-tax deduction with one
exception. If an after-tax deduction cannot be applied completely, the system considers
all before-tax deductions and does not apply a before-tax deduction with a lower priority
(higher number).
The following table describes tax classifications:
Tax Classification Description

After-Tax Calculated after taxable gross and reduces employee
net pay. An example is a monthly disability
deduction. After tax is the default option.
Before-Tax Calculated before taxable gross and reduces both
taxable gross and employee net pay. An example is
an employee contribution to a retirement plan, such
as 401(k) plan in the U.S., and RRSP or Pension in
Canada.
Nontaxable Benefit Has no effect on taxable gross or employee net pay.
The employer contribution to an employee benefit,
such as a health plan or retirement plan is an
example. Use this option to track the employer
contribution through the payroll system.
(USA) Nontaxable Before-Tax Benefit
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Has no effect on taxable gross or employee net pay.
Currently used only for the before-tax matching
contributions to savings plan. Employer matching to
Taxable Benefit
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savings plans in U.S. only.
Calculated before taxable gross and added to taxable
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gross. The system reduces employee net pay by the
amount of the tax. A U.S. example of a taxable
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benefit is an employer contribution to the cost of
group term life insurance for coverage in excess of
50,000 USD. In Canada, the entire employer portion
O for life insurance is designated as taxable.
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Determining Deduction Classifications (continued)
(CAN) Setting Up Tax Classifications

This diagram shows the options to select for various tax classifications:
After Tax
Employee Rows
Before Tax
Nontaxable benefit
Nontaxable before tax benefit
Employer Rows
Taxable benefit
QC taxable benefit
Slide 30 _______________________________________________________________________________________________________
Student Notes
Page Used to Indicate Tax Classification Type
Deduction Table-Tax Class
Deduction Table, Tax Class
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Set Up HRMS, Product Related, North American Payroll, Deductions,
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Deduction Classification Scenarios (continued)

The following scenarios are examples of how to determine deduction classifications:
Scenario Deduction Classification Option

Employee pays entire medical premium with after- Select After-Tax only.
tax dollars.
Employee and employer pay for medical premium. Select either:
• After-Tax and Nontaxable Benefit.
• (USA) Before-Tax and Nontaxable Benefit.
Slide 31 _______________________________________________________________________________________________________
Student Notes
Defining Special Accumulators
If you want to roll together specific deduction codes to be used later during payroll
processing, enter a special accumulator code here. This code enables you to designate
which deductions should add to or subtract from earnings.
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Deduction Classification Scenarios

The following scenarios are examples of how to determine deduction classifications:
Scenario Deduction Classification Option

Employer pays entire life insurance premium. (USA) Select Nontaxable Benefit and Taxable
Benefit (this might affect imputed income).
(CAN) Select Taxable.
(USA) A 401(k) plan whereby employees may If your organization offers after-tax and before-tax
contribute before–tax-only or a combination of employee contributions and matches both types of
before- and after-tax. contributions, select:
• After-Tax.
Note. If After-Tax is not selected, the employee’s • Before-Tax.
after-tax contribution is not calculated. • Nontaxable Benefit.
• Nontaxable, Before-tax Benefit.
Slide 32 _______________________________________________________________________________________________________
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Specifying Deduction Tax Effects
(USA) Tax Effects

Before setting up the information on this page, consider the effect of the tax classification
that you specified:
U.S. Options Description

Effect on FICA Gross and FUT Gross Should be used only on taxable benefit and before-
tax deductions.
Taxable Gross Comp ID Used to define a taxable gross base that is different
from federal when calculating state and local taxes.
Only available if Taxable Benefit or Before Tax on
the Deduction Table is selected.
Withhold FWT Available if Taxable Benefit or Before Tax on the
Deduction Table is selected.
GTL/DPL Available if Taxable Benefit on the Deduction Table
is selected.
Slide 33 _______________________________________________________________________________________________________
Student Notes n l y
Page Used to Indicate Tax Calculations Effect
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Page Name
Deduction Table-Tax Effect
Navigation
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Deduction Table, Tax Effect
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Use this page to indicate how the tax classification affects tax calculations:
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Deduction Table-Tax Effect page
(USA) Considerations for Specifying Tax Effects

When specifying tax effects for a deduction code, consider these questions:
• Does the deduction add to, subtract from, or have any effect on Federal Insurance
Contributions Act (FICA ) or Federal Unemployment Tax (FUT ) gross?
•
Are taxes calculated differently at the federal, state, and local level?
n l y
How is imputed income processed for this deduction code?
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Specifying Deduction Tax Effects (continued)
(CAN) Tax Effects

The system uses Effect on Canadian Pension Plan (CPP) Gross, Effect on Employment
Insurance (EI) Gross, Effect on Quebec Income Tax (QIT) Gross, and Effect on Quebec
Pension Plan (QPP) Gross to determine the taxable gross for these taxes:
Canadian Options Description

Eff on True T4 Gross and Eff on True RL Gross Selected for deductions that are taxable benefits. In
most cases, before-tax deductions are set to No
Effect, because you would not want to reduce the
gross amount by the amount of the before-tax
deduction.
Eff on Payroll Tax Gross Applies only to the Northwest Territories and
Nunavut Taxable Gross calculations for employees
designated Subject to Payroll Tax.
Slide 34 _______________________________________________________________________________________________________
Student Notes
Understanding Deduction Tax Effects
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This is an important page for setting up the tax effect on your taxable gross buckets. If
this page is set up incorrectly, it could cause a reconciliation problem for year end slips
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and tax calculation that would be difficult to resolve. For example, if you are setting up
life insurance as a taxable benefit, Canadian Income Tax is already affected by indicating
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taxable benefit, but you have to ensure that the effect on CPP is indicated as “Adds To”
but not the effect on employment insurance. Employment insurance remains as “No
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Effect”. Employment insurance is only indicated for Board and Lodging and Group
RRSP taxable benefits. If you have Quebec employees, you have to indicate that QPP and
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QIT is “Adds To.” T4 and RL Grosses needs to be “Adds to” in case you want to report
on those buckets to review what your Box 14 on T4 and Box A on Releve 1 would be.
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Determining Settings for Specific Processing
Deduction Options
On the Process page, you can select combinations of these deduction options for each tax
class:
• Partial deduction allowed.
• Deduction arrears allowed.
• Deductions taken from separate check.
• Stop deductions at termination.
Slide 35 _______________________________________________________________________________________________________
Student Notes
Page Used to Define Specific Processing Settings
Deduction Table-Process Set Up HRMS, Product Related, North American Payroll, Deductions,
Deduction Table, Process
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account numbers:
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Use this page to specify deduction method, deduction maximum, and general ledger
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For each deduction code, answer these questions:

• Can partial deductions be taken for benefit deductions?
• Will you allow for arrears?
• Will this deduction be deducted from checks other than regular paychecks (for
example, bonus checks) that are issued during the same pay period?
• Should the deduction continue after an employee is terminated?
The system considers both the Deduction Arrears Allowed and the Partial Deduction
Allowed options when determining how to apply a deduction whose amount is greater
than net pay.
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Specifying the Frequency of Benefit Deductions
How to Collect Deductions in Different Pay Periods

This table shows the pay periods that you need to select on the Deduction Table-Schedule
page to create the deduction frequency:
Frequency Pay Periods Selected

Weekly First through fifth or any combination.
Biweekly First through third or any combination.
Semi-monthly First or second.
Monthly No selection required.
Slide 36 _______________________________________________________________________________________________________
Student Notes
Page Used to Specify Frequency Deductions
Page Name
Deduction Table-Schedule
Navigation
n l y
Deduction Table, Schedule
e O
s
Use this page to specify the frequency in which the system applies deductions:
U
A I
O
l &
n a
te r
I n
c l e
Deduction Table-Schedule page
r a ______________________________________________________________________
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Activity 1: Setting Up Payroll Deductions

In this activity, you will review the activity overview and:
1. Set up a medical deduction.
2. Set up a life insurance deduction code.
3. (USA) Add a saving plan deduction code.
4. (CAN) Add a pension plan deduction code.
See Base Benefits: Activity Guide, lesson 3, “Setting Up Payroll Deductions,” Activity 1:
Setting Up Payroll Deductions.
Slide 37 _______________________________________________________________________________________________________
Student Notes
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Review
In this lesson, you learned that:
• Payroll deductions are set up on the Deduction table.
• Each deduction has at least one tax classification.
• If an employee’s net pay is insufficient to cover taxes and deductions, you can track
and collect outstanding balances.
• You can specify the tax effects of the deduction.
• Deductions are applied at the same frequency for all tax classifications.
Slide 38 _______________________________________________________________________________________________________
Student Notes
Additional Resources
This table lists additional resources that provide more details about the topics that we
have discussed in this lesson:
Topic
Deduction tax effects, frequency of
benefit deductions, and settings for
Cross-Reference
n l y
PeopleSoft Enterprise Payroll for North America 8.9 PeopleBook,
“Defining Deductions”
specific processing
e O
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Lesson 4
Setting Up Benefit Plans, Health

Plans, and Benefit Programs
Objectives
• Identify health plan components.
• Add a plan provider.
• Set up a benefit plan and a health plan.
• Define coverage codes.
• Establish rates for a benefit plan.
• Add a health plan to a benefit program.
n l y
Slide 40 _______________________________________________________________________________________________________
Student Notes
e O
U s
A I
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&
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Setting Up Benefit Plans, Health Plans, and Benefit Programs Lesson 4
Identifying Health Plan Components
Components of a Health Benefit Plan:

This diagram illustrates the components that we will use to create a health plan:
Rate Tables
Plan Type Deduction Providor/ Benefit Plan
(Flat Rate
(1X) Table Vendor Table Table
Table)
Health Plan
Table
Slide 41 _______________________________________________________________________________________________________
Student Notes
Making Planning Decisions
Before creating the actual tables for your benefit plans, you must consider these
questions:
• Which plan type category does this plan best fit into?
n l y
• How will the deduction be processed?
e O
• Who is sponsoring the plan?
U s
•
•
What best describes this health plan?
What type of rate will I need to use? A I

O
•
&
Will I need to specify calculation rules for this type of rate?
l
n a
Not all plan types or plans require the use of the Calculation Rules table, such as health
plans that use the Flat Rate table to determine costs. For example, if you use the age-
te r
graded rate table for life insurance, you would use the calculations rules table to specify
age as of what date.
I n
Note. You should set up a worksheet to organize your information before you begin
c l e
entering data into the system.
r a ______________________________________________________________________
O ______________________________________________________________________
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Lesson 4 Setting Up Benefit Plans, Health Plans, and Benefit Programs
Adding a Plan Provider
Considerations Before Making Planning Decisions

Before modifying the actual tables, you must consider these questions:
• Who is providing the policy?
• Where do we send payments?
• What are some plans that might not have a provider (keeping in mind that most plans
have a provider)?
Slide 42 _______________________________________________________________________________________________________
Student Notes
Pages Used to Enter Provider/Vendor Information
Provider/Vendor Table- Set Up HRMS, Product Related, Base Benefits, Plans and Providers,
Vendor Information Provider/Vendor Table, Vendor Information
Provider/Vendor Table- Set Up HRMS, Product Related, Base Benefits, Plans and Providers,
Addresses Provider/Vendor Table, Addresses
Provider/Vendor Table-
Locations l y
Set Up HRMS, Product Related, Base Benefits, Plans and Providers,
Provider/Vendor Table, Locations
n
Contacts Provider/Vendor Table, Contacts
e O
Policy Information
U s
Provider/Vendor Table, Policy Information
• A I
Use this page to enter a provider’s information:
O
l &
n a
te r
I n
c l e
r a
O

Provider/Vendor Table-Vendor Information page
• Use this page to enter the provider’s address:

n l y
e O
U s
A I
O
l &
n a
te r
Provider/Vendor Table-Addresses page
I n
c l e
• Use this page to enter the provider’s location:
r a
O

Provider/Vendor Table-Locations page
• Use this page to enter the provider’s contact information:
n l y
e O
U s
A I
O
&
Provider/Vendor Table-Contacts page
l
•
a
Use this page to enter policy information:
n
te r
I n
c l e
r a
O

Provider/Vendor Table-Policy Information page
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Setting Up a Benefit Plan and a Health Plan
Benefit Plan Table Fields and Their Source Tables

This table lists the source tables for fields on the Benefit Plan Table page:
Field Source Table

Vendor ID Provider/Vendor
Group Number Provider/Vendor
Default Deduction Code Deduction
Contact ID Administrative Contacts
Slide 43 _______________________________________________________________________________________________________
Student Notes
Page Used to Define Benefit Plans
Benefit Plan Table
l y
Set Up HRMS, Product Related, Base Benefits, Plans and Providers, Benefit
Plan Table, Benefit Plan Table
n
e O
s
Use this page to define the name of the plan that your company offers:
U
A I
O
l &
n a
te r
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c l e
r a
O Benefit Plan Table page

Setting Up a Benefit Plan and a Health Plan (continued)
Defining a Health Plan

This diagram shows the shared keys between the Benefit Plan table and the Health Plan
table:
Benefit Plan Table

Plan Type 10
Benefit Plan KCMDBC
Health Plan Table

Plan Type 10
Benefit Plan KCMDBC
Slide 44 _______________________________________________________________________________________________________
Student Notes
n l y
Page Used to Define a Health Plan
e O
Health Plan Table
s
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Health Plan
Table
U
A I
O
Use this page to define attributes that control enrollment validation and processing for
self-service users:
l &
n a
te r
I n
c l e
r a
O Health Plan Table page

Describing the Relationship Between the Benefit Plan Table and a Plan
Attribute Table
The Benefit Plan table and the plan attribute tables share the same key field structure.
Plan attribute tables can’t be built without first building the Benefit Plan table. Because
of this, you can consider the plan attribute tables as a continuation of the Benefit Plan
table.
Note. When the system retrieves information from the Benefit Plan table, it also checks
the plan attribute table. Because SQL often joins these tables, if the values are not defined
in the tables or if a row is missing, the system might not know that a benefit plan type is
defined.
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Defining Coverage Codes
Coverage Codes
This table lists the coverage codes delivered with PeopleSoft Human Resources Base
Benefits:
Coverage Code Description

1 Employee Only
2 Employee + Spouse
3 Employee + Dependents
4 Family
5 (USA) Domestic Partner Adult
6 (USA) Domestic Partner Child (ren)
7 (USA) Dom Partner Adult + Child (ren)
Slide 45 _______________________________________________________________________________________________________
Student Notes
Page Used to Define Coverage Codes n l y
e O
Coverage Code Tbl
s
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Health
Coverage Codes
U
A I
O
Use this page to define coverage codes that determine who can be covered in your benefit
&
plans and specify the number of dependents allowed:
l
n a
te r
I n
c l e
r a
O

Coverage Code Tbl page
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Establishing Rates for a Benefit Plan
Associating a Flat Rate Table With a Coverage Code

This diagram shows an example of linking a flat rate table to a coverage code when you
assign the plan to a benefit program.
Benefit Program
Health Plan
Coverage Deduction
Rate
code code
Slide 46 _______________________________________________________________________________________________________
Student Notes
Page Used to Establish Rates for Benefit Plan
n l y
e O
Flat Rate Table
s
Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Flat Rate
Table
U
A I
O
Use this page to establish a rate when the premium has no variable:
l &
n a
te r
I n
c l e
r a
O
Flat Rate Table page

Activity 2: Defining Health Plans

1. Set up a plan provider
2. Set up plans in the Benefit Plan table.
3. Set up plans in the Health Plan table.
4. Set up rates in the Flat Rate table.
See Base Benefits Activity Guide, lesson 4. “Setting Up Health Plans,” Activity 2:
Defining Health Plans.
Slide 47 _______________________________________________________________________________________________________
Student Notes
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Adding a Health Plan to a Benefit Program
Embedded Scroll Areas

This diagram illustrates the embedded scroll areas in the Benefit Program component:
Ben Prog Plan Type and Option Cost
Plan Type Plan Type
Options Options
Cost
Slide 48 _______________________________________________________________________________________________________
Student Notes
Page Used to Define a Benefit Program
n l y
Benefit Program
O
Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit
Program Table
e
U s
Use this page to define the general parameters of the benefit program:
A I
O
l &
n a
te r
I n
c l e
r a
O

Benefit Program page
Important! Be sure that the effective date is correct when you add a benefit program.
After you save a benefit program, you can correct the effective date only through SQL.
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Adding a Health Plan to a Benefit Program (continued)
Source Tables for the Plan Type Fields

This table lists the source tables for the different plan type fields:
Field Source Table

Optn Type (option type) Translate (the option type selected determines the remaining fields that you
need to complete).
Use option O for Base Benefits.
Benefit Plan Benefit Plan
Covrg Code (coverage code) Coverage Code
PeopleSoft delivers seven basic coverage codes.
Deductn Cd (deduction code) Deduction Code
Defines how to process payroll deductions.
Slide 49 _______________________________________________________________________________________________________
Student Notes
Page Used to Define Benefit Program Plans and Options
n l y
Plan Type and Option
O
Program Table
e
U s
the payroll deduction rules and coverage code options:
A I
Use this page to associate the benefit plans that you set up with a program and to identify
O
l &
n a
te r
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r a
O

Benefit Program Table-Plan Type and Option page
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Adding a Health Plan to a Benefit Program (continued)
Source Tables for the Plan Type Fields (continued)

This table lists the source tables for the different plan type fields:
Field Source Table

Cost Type Translate (Price/Credit)
Rate Type Translate (Age Graded, Flat Rate, Salary Percent, Service Rate)
Rate TblID Dependent upon the value selected in the Rate Type field
Calc TblID Calculation Rules
Slide 50 _______________________________________________________________________________________________________
Student Notes
Page Used to Define Benefit Program Costs
Cost
l y
Program Table
n
e O
combination:
U s
Use this page to identify the rates and calculation rules for each plan type and option
A I
O
l &
n a
te r
I n
c l e
r a Benefit Program Table-Cost page
O Note. Pay close attention to which plan and coverage code you are viewing. (See the
Benefit Plan and Coverage Code fields.)

Activity 3: Creating a Benefit Program

1. Create a benefit program.
2. Insert the medical plans with employee-only and family coverage codes.
3. Insert the dental plan with employee-only and family coverage codes.
See Base Benefits: Activity Guide, lesson 4, “Setting Up Health Plans,” Activity 3:
Creating a Benefit Program.
Slide 51 _______________________________________________________________________________________________________
Student Notes
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Review
• To create a health plan, you use data that is set up in the Plan Type table, the
Deduction Code table, the Provider/Vendor table, the Benefit Plan table, the Health
Plan table, and the Flat Rate table.
• The Provider/Vendor Table page can interface with PeopleSoft Enterprise Payables.
• The Benefit Plan and Health Plan tables share the same key structure.
• You link the coverage codes to rates in a benefit program.
• You use the Flat Rate Table page to establish a rate when the premium contains no
variable.
• A benefit program is set up in three levels: benefit program effective date, plan type,
and plan options.
Slide 52 _______________________________________________________________________________________________________
Student Notes
n l
y
e O
s
Topic See
Health plan components and
associating benefit plans with benefit
I U
PeopleSoft Enterprise Human Resources 8.9 PeopleBook,
“Manage Base Benefits,” Building Base Benefit Programs
programs
Plan providers
O A
PeopleSoft Enterprise HRMS 8.9 Application Fundamentals
PeopleBook, “Setting Up Vendors”
l
Benefit plan tables and plan-specific
& PeopleSoft Enterprise Human Resources 8.9 PeopleBook,
tables
a “Manage Base Benefits,” Setting Up Benefit Plans
rn
Coverage code definition and rates for PeopleSoft Enterprise Human Resources 8.9 PeopleBook,
a benefit plan “Manage Base Benefits,” Setting Up Core Human Resources Base
t e Benefits Tables
e In
Relationships that qualify as
dependents
“Manage Base Benefits,” Entering Dependents and Beneficiary
c l Information
r a
O

Lesson 5
(USA) Setting Up Domestic

Partner Plans
Objectives
• Identify domestic partner plan components.
• Set up plans for nonqualified dependents.
• Set up tax classifications and rates for nonqualified dependent plans.
• Add a domestic partner plan to a benefit program.
Slide 54 _______________________________________________________________________________________________________
Student Notes
n l y
O
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(USA) Setting Up Domestic Partner Plans Lesson 5
Identifying Domestic Partner Plan Components
Domestic Partner Health Plan Components

This diagram illustrates the components that we will use to create a domestic partner
health plan:
Rate Tables
(Flat Rate
(15, 16, 17) Table Vendor Table Table
Table)
Health Plan
Table
Slide 55 _______________________________________________________________________________________________________
Student Notes
Plan Types for Nonqualified Dependents
To enroll nonqualified dependents in health plans, employees and their qualified
l y
dependents should be enrolled in a regular health plan. Domestic partners should be
enrolled in a corresponding nonqualified health plan.
n
O
For example, to cover a domestic partner, an employee should be enrolled in a type 10
e
s
medical plan, and the domestic partner should be enrolled in a type 15 medical plan. Both
plans should offer identical benefits through the same provider.
U
A I
Note. If you implement PeopleSoft Benefits Administration, you can use that
application’s cross-plan validation feature to perform a validation check during the
O
Benefits Administration process. This ensures that employees who attempt to enroll in a
&
domestic partner health plan type are already enrolled in a regular health plan type.
l
n a
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Lesson 5 (USA) Setting Up Domestic Partner Plans
Setting Up Plans for Nonqualified Dependents
1x Series Plan Types

The following plan types are available in the 1x series for nonqualified dependents:
• 15—Domestic Partner Medical
• 16—Domestic Partner Dental
• 17—Domestic Partner Vision
Slide 56 _______________________________________________________________________________________________________
Student Notes
Pages Used to Define Nonqualified Dependent Health Plans
Benefit Plan Table Set Up HRMS, Product Related, Base Benefits, Plans and Providers, Benefit
Plan Table
Health Plan Table Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Health Plan
Table
n l y
•
O
Use this page to define the name of the plan that your company offers:
e
U s
A I
O
l &
n a
te r
I n
c l e
r a
O Benefit Plan Table page
• Use this page to define the health plans for nonqualified dependents:

Health Plan Table page
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Setting Up Plans for Nonqualified Dependents (continued)
Nonqualified Dependents Coverage Codes

PeopleSoft delivers these coverage codes for nonqualified dependents:
• 5: Domestic Partner Adult
• 6: Domestic Partner Child(ren)
• 7: Domestic Partner Adult + Child(ren)
Slide 57 _______________________________________________________________________________________________________
Student Notes
Nonqualified Dependent Coverage Codes
All of the nonqualified dependent coverage codes require nonqualified dependent
coverage, but do not allow spouse coverage.
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Setting Up Tax Classifications and Rates for Nonqualified Dependent Plans
Tax Classification for Nonqualified Plans

Nonqualified plans might use different tax classifications than your qualified plans, as
shown in this table:
Benefit Type Contribution Deduction Classification

Health Plans Employee After-Tax
Health Plans Employer Taxable
Dependent Life Employee After-Tax
Dependent Life Employer Taxable
Slide 58 _______________________________________________________________________________________________________
Student Notes
Note. The IRS considers benefits received by nonqualified dependents to be taxable

income. The IRS taxes employees for the employer-paid portions of domestic partner
l y
health benefits, and it also taxes all of the benefits that nonqualified dependents receive
from dependent life plans. In both cases, the system performs imputed income
n
calculations.
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Setting Up Tax Classifications and Rates for Nonqualified Dependent Plans

(continued)
Rate Tables for Nonqualified Dependents

Use one of the following rate tables to define the cost to cover your nonqualified
dependents:
• Flat Rate
• Age-Graded Rate
• Service Rate
• Salary Rate
Slide 59 _______________________________________________________________________________________________________
Student Notes
On the Calculation Rules table, rates can be calculated based on the age of an employee,
a spouse, or other dependent.
l y
Note. You will set up separate rate tables for your nonqualified dependent plans. The
rates are based on data received from your provider.
n
after-tax basis, no taxable component exists.
e O
If the employee pays 100 percent of the premium for all domestic partner benefits on an
U s
I
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Adding A Domestic Partner Plan to a Benefit Program
Adding to a Benefit Program

This diagram shows the plans that we will have in our benefit program after completing
the activity for this lesson:
Benefit Program
Health Plans: (USA) Domestic

Medical Plan Partner Medical
Dental Plan Plan
Slide 60 _______________________________________________________________________________________________________
Student Notes
Pages Used to Add a Domestic Partner Plan to a Benefit Program
Page Name
Benefit Program Table-Plan
Navigation
n l y
Type and Option
Benefit Program Table-Cost
Program Table, Plan Type and Option
e O
Program Table, Cost
U s
• A I
Use this page to associate a domestic partner health or life insurance plan with a
benefit program:
O
l &
n a
te r
I n
c l e
r a
O

• Use this page to indicate the rate and calculation rules for domestic partner health
plans used in the benefit program:
n l y
e O
U s
A I
O
&
Benefit Program Table-Cost page
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n a
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Activity 4: (USA) Setting Up Domestic Partner Plans

1. Update a domestic partner benefit plan with a new provider.
2. Add a domestic partner plan to the executive benefit program.
See Base Benefits: Activity Guide, lesson 5, “(USA) Setting Up Domestic Partner Plans,”
Activity 4: (USA) Setting Up Domestic Partner Plans.
Slide 61 _______________________________________________________________________________________________________
Student Notes
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Review
• Domestic partner (or nonqualified dependent) plans use the same attributes as regular
health or life insurance plans.
• The PeopleSoft system is delivered with domestic partner health plan types for
medical, dental, and vision.
• The Internal Revenue Service taxes employer-paid portions of domestic partner

health benefits and all benefits that nonqualified dependents receive from dependent
life plans.
• You can associate a domestic partner plan with any benefit program.
Slide 62 _______________________________________________________________________________________________________
Student Notes
Topic See
n l y
O
Plans for nonqualified dependents PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Manage
Base Benefits, “Setting Up Benefit Plans”
s e
I U
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Notes
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Lesson 6
Setting Up Life Insurance Plans
Objectives
• Identify life insurance plan components.
• Define a life insurance plan.
• Define coverage rates.
• Define calculation rules.
• Add a life insurance plan to a benefit program.
Slide 64 _______________________________________________________________________________________________________
Student Notes
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Setting Up Life Insurance Plans Lesson 6
Identifying Life Insurance Plan Components
Components of a Life Insurance Plan

This diagram illustrates the components that we will use to create a life insurance plan:
Plan Type Deduction Providor/ Benefit Plan Age-Graded Calculation

(2X) Table Vendor Table Table Rate Table Rules Table
Life AD&D
Plan Table
Slide 65 _______________________________________________________________________________________________________
Student Notes
Key Points for Life Insurance Plans
When setting up life insurance plans, keep the following in mind:
• The plan type is the 2X series (plan type 20).

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•
•
(USA) Consider GTL/DPL on the Deduction Table component.
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Use the Life and AD/D Plan Table – Life/Accidental page to define plan-specific
information.
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Tables that Share the Same Keys
A I
The benefit plan table and the Life and AD&D Plan table share the same high-level key.
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Lesson 6 Setting Up Life Insurance Plans
Defining a Life Insurance Plan
Setting Up the Life and AD/D Table

This diagram illustrates how the Benefit Plan table shares the same keys as the Life and
AD/D table:
Benefit Plan Table

Plan Type 20
Benefit Plan LIFBAS
Life and AD/D Plan Table

Plan Type 20
Benefit Plan LIFBAS
Slide 66 _______________________________________________________________________________________________________
Student Notes
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Pages Used to Define Coverage Amounts
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Life and AD/D Plan Table –
Life/Accidental
U
AD/D Plan Table, Life/Accidental
s
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Life and
A I
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Use this page to define the coverage amount of your life insurance plans:
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Defining a Life Insurance Plan (continued)
Reduction of AD/D Coverage Due to Group Maximum

This diagram illustrates how to set up a coverage maximum for a group of plans:
Total Group Coverage = $1,000,000
Life Supplemental Life AD/D

Plan Type 20 Plan Type 21 Plan Type 22
Maximum: $400,000 Maximum: $400,000 Maximum: $400,000

Group Coverage: GBI Group Coverage: GBI Group Coverage: GBI
Three plans in a group with a maximum of $1,000,000
Life Supplemental Life AD/D

Plan Type 20 Plan Type 21 Plan Type 22
Election: $400,000 Election: $400,000 Election: $400,000

Coverage: $400,000 Coverage: $400,000 Coverage: $200,000
Slide 67 _______________________________________________________________________________________________________
Student Notes
Page Used to Define Coverage Maximums
n l y
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Coverage Code Table
s
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Life and
AD/D Coverage Groups
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Use this page to define a limit on a group of plans through the Coverage Group code:
l &
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te r
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O Coverage Group Tbl page
Example: Reduction of AD/D Coverage

A company offers the following life insurance and AD/D plans to its employees:

• Life
• Supplemental Life
• AD/D
The individual maximum coverage, specified on the calculation rules table for each plan,
is $400,000. However, if you enroll in all plans, you can be covered only up to
$1,000,000. Using the coverage group code of GBI, the plans are set up like the first row
in the diagram.
If you selected life insurance for $400,000, plus supplemental life for $400,000, plus
AD/D for $400,000, the total coverage would be $1,200,000. However, because the
maximum coverage for the group is $1,000,000, your AD/D is automatically reduced to
$200,000.
Important! Only NA Payroll actually reduces the ultimate coverage. Coverage is

allocated in deduction-code-priority order, so the last deductions (benefit plans) to be
calculated are the ones that are reduced. In addition, the coverage recorded for an
employee on the benefit election page is not modified by Payroll. The coverage will
always stay at the level that the employee desires.
The sum of the coverage for plans that reference a coverage group code cannot exceed a
specified limit. The limit may be less than the sum of the individual limits. If coverage is
selected that exceeds the group limit, the system automatically reduces coverage to meet
the limit. The system calculates coverages in order of priority, adjusting the lower-
priority coverages if they exceed the group coverage maximum.
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Defining Coverage Rates
Defining the Age-Graded Rate Tables

To have the system calculate the employee cost using the age-graded rate table, you must
fill out the total cost on the General tab and the employer-paid portion on the Employer
Portion tab for these categories:
• Gender
• Age category
• Smoker status
Slide 68 _______________________________________________________________________________________________________
Student Notes
Pages Used to Set Up Rates for Medical Plans
Age-Graded Rate Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Age-Graded
Rate Table
Flat Rate Table
l y
Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Flat Rate
Table
n
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•
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Use this page to establish coverage rates that vary based on the employee’s age,
gender, and smoker status:
U
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Age-Graded Rate Table page

• Use this page to establish a rate when the premium has no variable such as age or
gender:
Flat Rate Table page
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Defining Calculation Rules
Specifying Salary and Service As Of Dates

If the plan premium or coverage is based on employee age, salary or service, you need to
specify the as of date using one of these parameters:
• A specific day and month for the current year.
• A specific day and month for the previous year.
• The current pay period.
• The next pay period.
Slide 69 _______________________________________________________________________________________________________
Student Notes
Page Used to Define Calculation Rules
Calculation Rules Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Calculation
Rules Table
n l y
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Use this page to define additional processing rules needed to calculate the premium for
e
plans using the age-graded, service, or salary rate tables:
U s
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O Calculation Rules page (1 of 2)

Calculation Rules page (2 of 2)
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Defining Calculation Rules (continued)
Annual Benefits Base Rates (ABBR)

To use multiple ABBRs, you must:
1. Define your ABBR types on the ABBR Type page.
2. Indicate the ABBR type to use for a plan on the calculation rules table.
3. Define the multiple ABBRs for an employee on the Update Annual Ben Base Rates
page.
Slide 70 _______________________________________________________________________________________________________
Student Notes
Page Used to Define Annual Benefits Base Rate Types
ABBR Type Set Up HRMS, Product Related, Base Benefits, Rates and Rules, ABBR Type
Table
Update Annual Ben Base Benefits, Employee/Dependent Information, Update ABBRs
Rates
n l y
• Use this page to define annual benefit base rates:
e O
U s
A I
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te r
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ABBR Type page
cl e
• Use this page to enter and maintain multiple ABBRs for an employee:
r a
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Update Annual Ben Base Rates page
Understanding Annual Benefits Base Rates

In many benefit plans, most commonly life, ADD, and disability plans, the benefit levels
are determined based on a certain definition of the employee’s salary. Using different
definitions of salary for different benefit plans is common.
You can define and use an unlimited number of annual benefits base rates.
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Adding a Life Insurance Plan to a Benefit Program
Building a Benefit Program

Benefit Program
Health Plans:
Medical Plan Life AD/D Plans
Dental Plan
(USA) Domestic
Partner Medical
Plan
Slide 71 _______________________________________________________________________________________________________
Student Notes n l y
Page Used to Add Life Insurance Plans to a Benefit Program
e O
Page Name
Navigation
U s
Type and Option
A I
O
Program Table, Cost
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•
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Use this page to bring the components of a life plan together:
te r
I n
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O

• Use this page to add the cost type and rate to a life insurance plan:
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Activity 5: Setting Up Life Insurance Plans

1. Set up the benefit plan table.
2. Set up the Life and AD/D Plan table.
3. Set up the age-graded rate table.
4. Set up the calculation rules table.
5. Add the new life insurance plan to the executive benefit program.
See Base Benefits: Activity Guide, lesson 6, “Setting Up Life Insurance Plans,” Activity
5: Setting Up Life Insurance Plans.
Slide 72 _______________________________________________________________________________________________________
Student Notes
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Review
• You can define a minimal spousal allocation percent in the Benefit Plan component
for plans in the life, savings, or pension categories to enforce or monitor compliance
with mandated limits assigned to a spouse.
• You use the Life and AD/D page to define coverage for life insurance and accidental
death plans.
• Life insurance plans can use many different rate tables.
• You use calculation rules to identify as of dates, coverage minimums and maximums,
benefits base, and rounding rules.
• Life insurance plans can be added to any benefit program.
Slide 73 _______________________________________________________________________________________________________
Student Notes

n l y
Topic
Life insurance plan components
Cross-Reference
e O
PeopleSoft Human Resources 8.9 PeopleBook: Manage Base
Benefit plan and plan-specific tables

U s
Benefits, “Building Base Benefit Programs”
Coverage rates and calculation rules

A I
Benefits, “Setting Up Benefit Plans”
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Benefits, “Setting Up Core Human Resources Base Benefits
Tables”
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Lesson 7
Setting Up Disability Plans
Objectives
• Identify disability plan components.
• Create a disability plan.
• Establish coverage rates based on length of service.
• Add a disability plan to a benefit program.
Slide 75 _______________________________________________________________________________________________________
Student Notes
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Setting Up Disability Plans Lesson 7
Identifying Disability Plan Components
Components of a Disability Benefit Plan

This diagram illustrates the components that we will use to create a disability benefit
plan.
Rate Tables
Plan Type Deduction Providor/ Benefit Plan Calculation
(Service Rate
(3X) Table Vendor Table Table Rules Table
Table)
Disability Plan
Table
Slide 76 _______________________________________________________________________________________________________
Student Notes
Determining Coverage Rates
table.
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If coverage rates are variable depending on the length of service, use the Service Rate
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Lesson 7 Setting Up Disability Plans
Creating a Disability Plan
Setting Up the Disability Plan Table

This diagram illustrates how the Benefit Plan table shares the same keys as the Disability
Plan table:
Benefit Plan Table

Plan Type 31
Benefit Plan KCLTD1
Disability Plan Table

Plan Type 31
Benefit Plan KCLTD1
Slide 77 _______________________________________________________________________________________________________
Student Notes
n l y
Page Used to Define Disability Plans
e O
Disability Plan
s
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Disability
Plan Table
U
A I
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Use this page to define the maximum benefit amount and the salary replacement percent
for disabled employees:
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Disability Plan page

Disability Deduction Calculations

Premiums are based on employee salary or covered salary, whichever is lower.
Covered Salary = Maximum Monthly Benefit ÷ Salary Replacement Percentage.
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Establishing Coverage Rates Based on Length of Service
Defining Rates for Deduction Calculations

The following equation shows how disability plan deductions are calculated:
Annualized Premium = (Calculated Base ÷ Unit) × (Calculation Rate) × (Premium

Frequency)
Disability Deduction = Annualized Premium ÷ Payroll Frequency
Slide 78 _______________________________________________________________________________________________________
Student Notes
Page Used to Define Service Rates
Service Rate Table Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Service Rate
Table
Use this page if coverage rates vary based on the employee’s length of service:
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Adding a Disability Plan to a Benefit Program

Benefit Program
Health Plans:
Medical Plan Life AD/D Plans Disability Plans
Dental Plan
(USA) Domestic
Partner Medical
Plan
Slide 79 _______________________________________________________________________________________________________
Student Notes n l y
Pages Used to Add a Disability Plan to a Benefit Program
e O
Page Name
Navigation
U s
Type and Option
A I
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Program Table, Cost
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Use this page to bring the components of a disability plan together:
te r
I n
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O

• Use this page to define the options costs:
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U s
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Activity 6: Setting Up Disability Plans

1. Set up the Benefit Plan table.
2. Set up the Disability Plan table.
3. Set up the Service Rate table.
4. Set up the Calculation Rules table.
5. Add the new disability plan to the executive benefit program.
See Base Benefits: Activity Guide, lesson 7, “Setting Up Disability Plans,” Activity 6:
Setting Up Disability Plans.
Slide 80 _______________________________________________________________________________________________________
Student Notes
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Review
• Disability plans require the use of the Calculations Rules table.
• You use the Disability Plan table to define the plan’s maximum monthly benefit and
salary replacement percentage.
• The Service Rate Table page is similar to the age-graded and flat rate tables.
Each of these tables has a premium frequency field, a rate per unit field, total
portions, employer portions, and system-calculated employee portions.
• Disability plans can be added to any benefit program.
Slide 81 _______________________________________________________________________________________________________
Student Notes
Topic
Disability plan components
See
n l y
PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Manage
The Disability Plan-Specific table

e O
Base Benefits, “Building Base Benefit Programs”
Coverage rates based on length of

U s
service
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Base Benefits, “Setting Up Core Human Resources Base Benefits
Tables”
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Notes
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Lesson 8
(USA) Setting Up Savings Plans
Objectives
• Identify savings plan components.
• Define a savings plan.
• Set up the Service Step table.
• Set up savings plan limits.
• Set up Age 50 catch-up contributions.
• Add a savings plan to a benefit program.
l y
Slide 83 _______________________________________________________________________________________________________
Student Notes n
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(USA) Setting Up Savings Plans Lesson 8
Identifying Savings Plan Components
Components of a Savings Plan

This diagram illustrates the components that we will use to create a savings plan:
Plan Type Deduction Providor/ Benefit Plan Calculation

(4X) Table Vendor Table Table Rules Table
Savings Plan (USA)

Table Limit Table
Service Step
Table
Slide 84 _______________________________________________________________________________________________________
Student Notes
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Defining a Savings Plan
e O
When defining a savings plan, you need to consider both plan-specific and federally
regulated limits.
U s
This table specifies where you define plan limits set by your organization:
Type Description
A I Page
Employee limit
O
Defines the maximum amount Savings Plan Table – Employee
Employer match limit

l & that an employee can contribute.
Defines the maximum amount
Limit on Investment
Savings Plan Table – Employer
a that the employer will match. Contribution/Match

Employer match options
t e rn Defines how much the employer

will match the employee’s
contribution, up to the employer
Savings Plan Table – Employer
Contribution/Match
e In match limit.
c l
O ra This table specifies where you define plan limits set by federal regulations:
Type Description Page

401 (a) limit Defines the maximum amount of employee Limit Table
compensation that can be used to calculate
contributions to a plan.

Lesson 8 (USA) Setting Up Savings Plans
402 (g) limit Defines the total amount (before taxes) that an Limit Table
employee can have deducted for all applicable
plans.
403(b) limit Determines the maximum amount that an Limit Table
employee can contribute to 403(b) savings
plans. This is also known as Maximum
Exclusion Allowance (MEA).
415(c) limit Defines the limits that apply to the total amount Limit Table
that an employee can contribute to all
applicable plans.
457 limit Defines the lesser of a flat amount or a Limit Table
percentage (currently one-third) of the
employee’s taxable income that can be deferred
annually.
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Defining a Savings Plan
The Savings Plan Table – Employee Limit on Investments Page

This diagram illustrates how the Benefit Plan Table shares the same keys as the Savings
Plan table:
Benefit Plan Table

Plan Type 40
Benefit Plan KU401
Savings Plan Table

Plan Type 40
Benefit Plan KU401
Slide 85 _______________________________________________________________________________________________________
Student Notes
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Page Used to Define Employee Contributions
e O
Savings Plan Table -
Employee Limit on Table
U s
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Savings Plan
Investments
A I
O
l &
Use the Employee Limit on Investments page to define how much an employee can
contribute to the plan and to set up investment options:
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te r
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Employee Limit on Investments page (1 of 2)
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U s
Employee Limit on Investments page (2 of 2)
A I
Setting Up Investment Options O
l
To set up investment options:&
n a
1. Enter a code for the money market fund in the Investment Option field.
te r
2. Enter an appropriate description in the Description field.
I n
3. Click the Row Insert button to enter a new row of investment data.
c l e
4. Repeat these steps for each type of investment option.
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Defining a Savings Plan (continued)
The Savings Plan Table – Employer Contribution/Match Page

This page defines:
• Employer mating rules.
• Employer contribution limits.
Slide 86 _______________________________________________________________________________________________________
Student Notes
Page Used to Define Employer Matching Rules
Employer Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Savings Plan
Contribution/Match Table, Employer Contribution/Match
Use the Employer Contribution/Match page to define employer matching rules on before-
and after-tax contributions, and to define employer investments limits:
n l y
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U s
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Employer Contribution/Match page (1 of 2)
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Employer Contribution/Match page (2 of 2)
Note. The system applies the limits defined in the Rollover of Funds page before
applying the employer match options defined on this page.
Employer Investment Limits

You can define the maximum amount that the employer contributes to a savings plan,
either on a matching or a nonmatching basis. When defining a plan that has an employer
match, you specify this amount to define the maximum amount of employee funds
eligible for matching, rather than defining the amount of the employer match itself.
For example, your organization might match 50 percent of an employee’s contributions,

but only on a before-tax basis, up to 6 percent of earnings or 1,000 USD per pay period,
whichever is less. You would enter 6% in the Before-Tax field and 1000 in the Maximum
Total Employee Contributions eligible for matching per Pay Period field.
n l y
When defining a nonmatching contribution plan, you use this value to define the actual
amount that an employer contributes.
e O
For example, your organization might fund savings plans with before-tax dollars at 3
U s
percent of the employee’s earnings, up to 500 USD per pay period. You would enter 3%
in the Before-Tax field and 500 in the Maximum Total Employee Contributions eligible
for matching per Pay Period field.
A I
Note. You should not combine matching and nonmatching funds in the same plan.
O
l &
The combination of percentage amounts for before-tax matching and after-tax matching
cannot be greater than the total employee contributions.
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Defining a Savings Plan (continued)
Savings Plan Table – Rollover of Funds Page

The rollover takes effect within a pay period. If the employee reaches the maximum
yearly deduction limit but has 125 USD of a before-tax deduction left to apply, that
amount posts to the deduction classification specified in this table:
Rollover From Rollover To Plan

Before-tax After-tax Same plan
Before-tax Before-tax Different plan
Before-tax After-tax Different plan
After-tax After-tax Different plan
Slide 87 _______________________________________________________________________________________________________
Student Notes
Page Used to Define Rollover of Funds
Page Name
Rollover of Funds
Navigation
n l y
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Savings Plan
Table, Rollover of Funds
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U s
are met in the plan:
A I
Use this page to define direct rollover contributions when regulatory or plan-based limits
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Rollover of Funds page

Note. Employer-only plans cannot receive rollovers from another plan, because rollovers
are a form of employee contribution.
The Specified at Plan Level and Specified at Employee Level options require that the
employee be enrolled in the specified rollover savings plan before the actual rollover
event occurs during a payroll run. If you want a savings plan to receive rollover funds
without active employee contributions, set up the plan as Employee Contribution
Optional on the Employee Limit on Investments page and enroll employees with a zero
contribution amount.
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Setting Up the Service Step Table
Scroll Areas on the Service Step Table Page

The Service Step Table page has multiple scroll areas.
Scroll Area Location Usage

Outer Controls the effective date.
Middle Controls the after months of service categories.
Inner Controls the deduction classes and matching rates for
the service month category.
Slide 88 _______________________________________________________________________________________________________
Student Notes
Page Used to Define Employer Matching Based On Employee’s Months of
Service
Service Step Table
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Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Service Step
Table
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employee has served:
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Use this page to define employer matching based on the number of months that an
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Service Step Table page
Note. If your organization offers a company match based on length of service, you must
set up Service Step scales. The values that are defined on the Service Step Table page
prompt values on the Savings Plan page.
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Setting Up Savings Plan Limits
Defining Federally Regulated Limits

This table describes the savings plan limits that the PeopleSoft software supports:
Limit Description
401(a) Eliminates the tax advantage of highly compensated employees participating in
qualified plans.
402(g) Imposes a flat annual currency limit on the amount that an employee can contribute as
an elective deferral.
403(b) Determines the maximum amount that an employee can contribute to 403(b) savings
plans.
415(c ) Restricts the total amount that an employee can contribute to savings plans.
457 Defines the deferred compensation plans offered by state and local governments and
employers that are exempt from federal income tax.
Slide 89 _______________________________________________________________________________________________________
Student Notes
Page Used to Define Limit Table Values n l y
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Limit Table
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Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Limit Table
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Note. If you use PeopleSoft Payroll for North America, establish limit table values for
your saving plan using the limit type as the key.
The limit type determines which fields are available on the Limit Table page.
Limits
Limits are associated with deduction codes. When the payroll department runs the pay
calculation process, the system determines whether a deduction is associated with any
limits. If it is, the system runs the testing calculations and makes the limit adjustments to
all affected employees’ records. If a deduction cannot be taken, it is reported with the
appropriate reason-not-taken code.
Certain qualified benefit savings plans might be subject to government regulations. These
regulations are usually designed to place limits on the amount that employees can
contribute each year, to prevent the qualified plan from being used as a tax shelter, and to
define the amount that an individual can receive at retirement.
Each limit that you set up is associated with a limit type and benefit program.
401 Limit
The 401 limit eliminates the tax advantage that highly compensated employees have by
participating in qualified plans. This limit sets up a maximum amount (or cap) on the
employee’s annual earnings during the calculation of the employee’s contribution. When
the system calculates the employee annual earnings, it applies the 401 limit to the Special
Accumulator field defined in the Savings Plan Table component, not to the Special
Accumulator field on the Limit Table page.
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For example, the limit is set up so that (as of 2002) only the first 200,000 USD of each
employee’s compensation can be taken into account in a qualified plan’s contribution
e
formula. If an employee earns 300,000 USD per year and this employee is enrolled in a
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401 (k) savings plan with a 10 percent contribution rate, the maximum amount that this
employee can contribute for the year 2002 is 20,000 USD (10 percent of 200,000 USD,
not 10 percent of 300,000 USD).
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Note. Benefit plans entered on the Limit Table page are entered under Deductions
Subject to Limit and typically include 4x deductions (minus 4A employee stock purchase
plans) for all tax classes.
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402 Limit
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The 402 limit imposes a flat annual limit on the amount that an employee can contribute
as an elective deferral.
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The maximum amount that an employee can contribute on a before-tax basis for the year
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2002 is 11,000 USD. It has increased to 12,000 USD for 2003.
r a The employee in the previous example can contribute 17,000 USD total, but the
maximum amount on a before-tax basis (for the year 2002) is 11,000 USD (a difference
O of 5,000 USD). The deduction process will stop taking the deduction when the 11,000
USD limit is met. Unless the employee is enrolled in a rollover account, the excess
amount is refunded to the employee’s paycheck.

Note. Benefit plans are entered under Deductions Subject to Limit and typically include
4x and 8x deductions (minus 4A employee stock purchase plans) as a before-tax class.
403 Limit
The 403 limit (also known as MEA) determines the maximum amount that an employee
can contribute to 403(b) savings plans. In addition to the 403 limits, 403(b) savings plans
are also subject to 402 and 415 limits.
To calculate this amount:
1. Multiply the employee’s eligible earnings by 20 percent.
2. Multiply the figure by the employee’s total years of service.
3. Subtract the prior year’s pretax contributions.
415 Limit
The 415 limit restricts the total amount that an employee can contribute to defined
savings plans. 401(k) plans are the most common type of defined savings plans to be
within Section 415, but other types include profit-sharing, money purchase pensions,
stock bonuses, thrift savings, and target benefit plans.
Employee year-to-date contributions cannot exceed either a specific percentage amount

of the employee’s eligible earnings or a specific flat annual amount.
must be reduced to be within the limits.

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If, for a given payroll, the employee’s contribution exceeds the limits, the contribution
e O
Note. 415 limit types on the Limit Table page would include benefit plans under
Deductions Subject to Limit (typically including 4x and 8x deductions, but not 4a plans,
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for all tax classes). They would also include Deductions Which Add to Special
Accumulator (which are typically plans apart from the 4x and 8x plans that are taxable)
plans other than 4x and 8x).

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and Deductions Which Subtract From Special Accumulator (consisting of before-tax
457 Limit O
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Section 457 plans are deferred compensation plans offered by state and local
n a
governments and employers that are exempt from federal income tax. The amount
deferred annually by an employee cannot exceed a specific flat amount or one-third of the
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employee’s taxable income, whichever is less.
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Setting Up Age 50 Catch-up Contributions
Managing 401(k) Limit Extensions

The Age 50 Extension process:
• Identifies employees in PeopleSoft Payroll for North America who are age 50 and
over.
• Creates Age-50 limit extension records that extend the savings plan limits for elective
deferrals.
Slide 90 _______________________________________________________________________________________________________
Student Notes
Pages Used to Manage 401(k) Limit Extensions
Bn Age50 Runctl Benefits, Monitor Savings Pln Extensions, Identify Age-50 Extensions
Savings Mgt Benefits, Enroll in Benefits, Savings Extensions/Overrides
• Use this page to generate 402(g) or 457 Age 50 Limit extension records:
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• Use this page to manage 402(g) limit extension overrides for 401(k) savings plans:
Savings Mgt page
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Adding a Savings Plan to a Benefit Program

Benefit Program
Health Plans:
Dental Plan
(USA) Savings
(USA) Domestic
Plans
Partner Medical
(CAN) Pension
Plan
Plans
Slide 91 _______________________________________________________________________________________________________
Student Notes n l y
Pages Used to Identify Components of a Savings Plan
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Page Name
Benefit Program Table -
Navigation
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Cost
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Program Table, Cost
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Use this page to bring the components of a savings plan together:
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Benefit Program Table – Plan Type and Option page
• Use this page to define the cost and calculation rule for a savings plan:
n l y
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Benefit Program Table – Cost page
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Activity 7: (USA) Setting Up a Savings Plan

1. Set up the Benefit Plan Table page.
2. Set up the Service Step Table page.
3. Set up the Savings Plan Table component.
4. Set up the Calculation Rules Table page.
5. Include the savings plan in the executive benefit program.
See Base Benefits: Activity Guide, lesson 8, “(USA) Setting Up Savings Plans,” Activity
7: (USA) Setting Up a Savings Plan.
Slide 92 _______________________________________________________________________________________________________
Student Notes
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Review
• You do not define rate tables for savings plans because premium amounts are not
required.
• You use the Savings Plan Table component to define employee contribution limits
and employer matching rules.
• You use the Service Step table to define employer matching based on the number of
months that an employee has served.
• You can define plan limits based on your organization’s rules and based on federal
regulations.
• The Age-50 Catch-up process identifies employees who are age 50 or over and
generates the savings management pages used to monitor their catch-up
contributions.
• You can add savings plans to any benefit program.
Slide 93 _______________________________________________________________________________________________________
Student Notes
Additional Resources n l y
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Topic Cross-Reference
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Savings plan components.
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Contribution limits and employer
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matching options.
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Employer matching based on length of
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service, and Rules for 401(a), 402(g), Base Benefits, “Setting Up Core Human Resources Base Benefits
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403(b), 415(c), and 457 limits. Tables”
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Lesson 9
(CAN) Setting Up Pension Plans
Objectives
• Identify pension plan components.
• Set up pension plans.
• Add a pension plan to a benefit program.
Slide 95 _______________________________________________________________________________________________________
Student Notes
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(CAN) Setting Up Pension Plans Lesson 9
Identifying Pension Plan Components
Components of a Pension Plan

This diagram illustrates the components that we will use to define a pension plan:

Pension Plan
Table
Slide 96 _______________________________________________________________________________________________________
Student Notes
How to Define a Pension Plan
A company can offer pension plans under specific conditions to enable its employees to
to receive money upon an employee’s death.

n l y
receive money following their retirement from service or to enable surviving dependents
O
Before you define a pension plan in PeopleSoft HRMS, determine which tables are
needed and then define each one with the specific information about your pension plan.
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Lesson 9 (CAN) Setting Up Pension Plans
Setting Up Pension Plans
Example of Setting Up a Pension Plan

This table provides an example of earning limits and contributions that are used for fixed
or slide calculations for pension plans:
Earning Limits Contributions Up to YMPE Contributions Over YMPE

Employee Percent Employer Percent Employee Percent Employer Percent
20,000 CAD 2.2 3.2 4.2 5.2
40,000 CAD 2.3 3.3 4.3 5.3
60,000 CAD 2.4 3.4 4.4 5.4
80,000 CAD 2.5 3.5 4.5 5.5
Slide 97 _______________________________________________________________________________________________________
Student Notes
Page Used to Define Pension Plans
Page Name
Pension Plan Table 1
Navigation
n l y
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Pension Plan
Table CAN
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employee and employer contribution percentages:
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Use this page to define pension plans offered by your employers, and to define the
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Pension Plan Table 1 page (1 of 2)
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Pension Plan Table 1 page (2 of 2)
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Note. When you define a pension contribution as a before-tax deduction, the system
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calculates the amount to deduct before it performs the normal tax calculation.
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Adding a Pension Plan to a Benefit Program

Benefit Program
Health Plans:
Dental Plan
(USA) Savings
(USA) Domestic
Plans
Partner Medical
(CAN) Pension
Plan
Plans
Slide 98 _______________________________________________________________________________________________________
Student Notes n l y
Page Used to Identify Pension Plan Components
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Page Name
Navigation
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Program Table
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Use this page to link the parts of a pension plan:
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Activity 8: (CAN) Setting Up an Executive Pension Plan

2. Set up the Pension Plan table.
3. Update the Benefit Program table.
See Base Benefits: Activity Guide, lesson 9, “(CAN) Setting Up Pensions Plans,” Activity
8: (CAN) Setting Up an Executive Pension Plan.
Slide 99 _______________________________________________________________________________________________________
Student Notes
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Review
• Pension plans do not require rate tables.
• The Pension Plan table is where you define pension types (for example, Money
Purchase or Defined Benefit Plan) and employer matching.
• You can add pension plans to any benefit program.
Slide 100 ______________________________________________________________________________________________________
Student Notes
Topic See
Pension plan components PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Manage
Pension plan setup
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Lesson 10
Setting Up Leave Plans
Objectives
• Identify leave plan components.
• Define a leave plan.
• Establish earnings codes for leave categories.
• Add a leave plan to a benefit program.
Slide 102 ______________________________________________________________________________________________________
Student Notes
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Setting Up Leave Plans Lesson 10
Identifying Leave Plan Components
Components of a Leave Plan

This diagram illustrates the components that we will use to create a leave plan:
Plan Type Provider / Benefit Plan

(5X) Vendor Table Table
Leave Plan
Table
Slide 103 ______________________________________________________________________________________________________
Student Notes
Defining Leave Plans
A company can offer leave plans to enable its employees to take time off without losing
pay for reasons such as vacations, health, or personal business.
n l y
Before defining a leave plan in PeopleSoft HRMS, determine which tables are needed
O
and then define each one with specific information about your leave plan.
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Lesson 10 Setting Up Leave Plans
Defining a Leave Plan
Setting Up the Leave Plan Table

This diagram illustrates how the Benefit Plan table shares the same keys as the Leave
Plan table:
Benefit Plan Table

Plan Type 51
Benefit Plan KUVACN
Leave Plan Table

Plan Type 51
Benefit Plan KUVACN
Slide 104 ______________________________________________________________________________________________________
Student Notes
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Page Used to Set Up Leave Time Accrual
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Leave Plan Table
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Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Leave Plan
Table
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Use this page to define how your leave time will accrue, to identify accrual processing
information and first year award values, and to identify your leave accrual rates and
service bonus values:
Leave Plan Table page (1 of 2)
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Leave Plan Table page (2 of 2)

Creating a Leave Plan

Each plan has only one maximum leave balance and one maximum leave carryover. If
you need any other option, you might need to either set up a new plan or customize the
software.
Manual accrual processing fields are for informational purposes and do not initiate
automatic processes.
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Defining a Leave Plan (continued)
Accrual Processing
This table lists which accrual rate units to select based on the award frequency of your
leave plan:
Accrual Rate Units Award Frequency

Hours per Hour Every accrual run.
Hours per Month First run of the month.
Hours per Pay Period (USF) First run of the pay period (USF).
Hours per Week First run of the week.
Hours per Year First run of the year.
Slide 105 ______________________________________________________________________________________________________
Student Notes
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Defining a Leave Plan (continued)
First Year Accrual Process Setup

This table provides an example of how newly hired employees accrue vacation hours
based on the month of hire for a leave plan that awards vacation hours per year:
Employment Month Vacation Hours Earned Eligibility Month

1 72 3
2 72 4
3 72 5
4 56 6
5 56 7
6 56 8
7-12 0 NA
Slide 106 ______________________________________________________________________________________________________
Student Notes
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otherwise, you will need to customize the software.
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Note. The system bases leave on a calendar year. If you require leave to be set up
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Establishing Earning Codes for Leave Categories
How Earnings are Calculated

This diagram shows the tables from which the earnings calculation process retrieves data:
Earnings Calculation
Special Pay
Company Earnings Shift
Accumulator Group
Table Table Table
Table Table
Slide 107 ______________________________________________________________________________________________________
Student Notes
Page Used to Identify Special Processing
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Set Up HRMS, Product Related, North American Payroll, Compensation and
Earnings, Earnings Table
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Use the Special Process page to identify which leave plans the earnings code will affect,
and to identify which earnings codes track service hours for your leave plans:
Earnings Table-Special Process page
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Adding a Leave Plan to a Benefit Program

Benefit Program
Health Plans:
Dental Plan
(USA) Savings
(USA) Domestic
Plans Leave Plans
Partner Medical
(CAN) Pension
Plan
Plans
Student Notes n l y
Slide 108 ______________________________________________________________________________________________________
Page Used to Identify Leave Plan Components

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Page Name
Navigation
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Program Table
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Use this page to bring the components of a leave plan together:
Plan Type and Option page
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Activity 9: Setting Up a Vacation Leave Plan

2. Set up the Leave Plan table.
3. Set up the Benefit Program table.
See Base Benefits: Activity Guide, lesson 10, “Setting Up Leave Plans,” Activity 9:
Setting Up a Vacation Leave Plan.
Slide 109 ______________________________________________________________________________________________________
Student Notes
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Review
• Leave plans do not contain deductions because leave is accrued.
• You access the Leave Plan table from the Base Benefits menu.
• You define earnings codes to increase or reduce leave balances.
• You can add a leave plan to any benefit program.
Slide 110 ______________________________________________________________________________________________________
Student Notes
Topic See
Leave plan components PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Manage
Leave Plan Specific table
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Earnings codes for leave categories
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Base Benefits, “Managing Leave Plans”
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PeopleSoft Enterprise Payroll for North America 8.9 PeopleBook,
“Defining Earnings Codes and Earnings Programs”
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Lesson 11
Setting Up Flexible Spending

Accounts
Objectives
• Identify the components of flexible spending account (FSA) plans.
• Create FSA plans.
• Add FSA plans to a benefit program.
Slide 112 ______________________________________________________________________________________________________
Student Notes
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Setting Up Flexible Spending Accounts Lesson 11
Identifying the Components of Flexible Spending Account Plans
Components of the FSA Benefit Plan

This diagram illustrates the components that we will use to create a flexible spending
account plan:

FSA Plan
Table
Slide 113 ______________________________________________________________________________________________________
Student Notes
Identifying the Delivered Plan Types for FSAs
The delivered plan types for FSAs are:
• (USA) Flexible Spending Health (60).

n l y
• Flexible Spending Dependent Care (61).
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• (CAN) Flexible Spending Health (65).
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• Retirement Counseling (66).
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Lesson 11 Setting Up Flexible Spending Accounts
Creating FSA Plans
Setting Up the FSA Benefit Plan Table

This diagram illustrates how the Benefit Plan table shares the same keys as the FSA
Benefit Plan table:
Benefit Plan Table

Plan Type 61
Benefit Plan KUDFSA
FSA Benefit Plan Table

Plan Type 61
Benefit Plan KUDFSA
Slide 114 ______________________________________________________________________________________________________
Student Notes
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Page Used to Identify Contribution Frequency and Employer Contributions
FSA Benefit Plan

s
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, FSA Benefits
Table, FSA Benefit Plan
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Use this page to identify a contribution frequency and employer contributions:
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O FSA Benefit Plan page

Using Balance IDs

Consider Balance IDs as buckets into which the system places balances. The SetID and
Balance ID specified on this page indicate the bucket name that will be used to gather
FSA-calculated deduction information. The bucket starts and stops based on the dates
specified on the Balance ID table in Payroll. Example: CY January 1 – December 31. The
balances clear and start over on January 1 of each year.
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Defining FSA Plans
Deduction Calculations
This table describes how deductions are calculated using PeopleSoft Payroll for North
America and PeopleSoft Payroll Interface:
Product (USA) Calculation (CAN) Calculation

PeopleSoft Payroll for Deduction Amount = (Annual Pledge – Deduction Amount = (Annual
North America YTD Balance) ÷ Unconfirmed On-Cycle Pledge* or Employer Contribution
Pay Periods Remaining in the Balance or both – YTD Balance) ÷ Pay
Year. Periods Remaining in the Balance
Year.
*Annual Pledge applies only if you
are using credits with Benefits
Administration.
PeopleSoft Payroll Deduction Amount = (Employee Deduction Amount = Employer
Interface Contribution × FSA Contribution Contribution × FSA Contribution
Frequency) ÷ Deduction Frequency Frequency ÷ Deduction Frequency
Slide 115 ______________________________________________________________________________________________________
Student Notes n l y
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Note. Use Balance-ID on the FSA Benefit table to determine the limits of the "Balance
U s
Year" and to determine what to use as the end date (such as pay end date or check date).
However, if the Employee Contribution Override field has been populated on the
Payroll Interface system.

A I
employee's election record, then the calculation is the same as used in the PeopleSoft
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Adding FSA Plans to a Benefit Program

Benefit Program
Health Plans:
Dental Plan
(USA) Savings
(USA) Domestic
Plans
Partner Medical Leave Plans
(CAN) Pension
Plan
Plans
Flexible Spending
Account Plans
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Student Notes
Page Used to Identify FSA Plan Components:
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Plan Type and Option O
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Use this page to bring the components of an FSA plan together:
Cost Information
You don’t enter cost information on the Benefit Program table because:
• (USA) Employees specify their pledge they enroll.

n l y
• O
(CAN) The employer contribution is specified either on the FSA Plan table or
e
through credits with Benefits Administration. In fact, Canadian Base Benefits clients
the information for tracking purposes only.

U s
might want to specify no Employer Contribution on the FSA Plan table, and set up
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Activity 10: Setting Up Flexible Spending Accounts

2. Set up the FSA Benefit Plan table.
3. Add the new FSA plan to the executive benefit program.
See Base Benefits: Activity Guide, lesson 11, “Setting Up Flexible Spending Accounts,”
Activity 10: Setting Up Flexible Spending Accounts.
Slide 117 ______________________________________________________________________________________________________
Student Notes
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Review
• (USA) FSA plans are funds where employees contribute pretax money to pay for
eligible expenses such as health care and dependent care.
• (CAN) FSA plans are funds whereby the employer contributes to health care
spending and retirement counseling. Employer contributions are defined either on the
FSA Benefit Plan table or, if you are using Benefits Administration, through flexible
credits.
• You use the FSA Benefits Plan page to define FSA plans.
• You can add an FSA plan to any benefit program.
Slide 118 ______________________________________________________________________________________________________
Student Notes
Topic See
n l y
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Components of FSA plans PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Manage
(USA) The FSA Plan-Specific table
s e
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Lesson 12
Adding New Employees,

Dependents, and Beneficiaries
Objectives
• Identify the pages used to hire an employee.
• View job-related information for an employee.
• Set up dependent and beneficiary data.
Slide 120 ______________________________________________________________________________________________________
Student Notes
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Adding New Employees, Dependents, and Beneficiaries Lesson 12
Identifying the Pages Used to Hire an Employee
Hire Employee Pages

This table lists the pages used to hire a new employee and assign the employee to a
benefit program:
Component Pages Use

Add a Person • Biographical Details Use these pages to enter personal information for a
• Contact Information new employee.
• Regional
• Organizational Relationships
Job Data • Work Location Use these pages to enter job information for a new
• Job Information employee.
• Job Labor
• Payroll
• Salary Plan
• Compensation
Benefit Program Participation Use this page to enroll an employee in a benefit
program.
n l y
O
Slide 121 ______________________________________________________________________________________________________
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Lesson 12 Adding New Employees, Dependents, and Beneficiaries
Viewing Job-Related Information for an Employee
Reviewing Employee Eligibility

Use the employee data summary to view an employee’s:
• Personal information.
• Job information.
• Significant dates.
Slide 122 ______________________________________________________________________________________________________
Student Notes
Page Used to View Employee’s Current Job Information
Employee Data Summ Benefits, Employee/Dependent Information, Review HR/Job/Payroll Data
n l y
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Use the Employee Data Summary page to view current job-related information for the
employee:
n l y
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Employee Data Summ (employee data summary) page
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Setting Up Dependent and Beneficiary Data
Dependent Relationships
This diagram shows how you use the Dependent Relationship page to group relationships
by covered person type:
Covered Person Type

Child
Foster
Daughter Son Foster Son
Daughter
Slide 123 ______________________________________________________________________________________________________
Student Notes
Page Used to Define Dependent Relationships
Page Name
Dep. Relationship
Navigation
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Set Up HRMS, Product Related, Base Benefits, Dependent Relationships
Table
e O
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Use this page to define relationships that qualify as dependents according to your
organization rules:
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Setting Up Dependent and Beneficiary Data (continued)
Entering Dependents and Beneficiaries

Entering dependent and beneficiary data, ensures that you will be able to:
• Simplify benefit enrollments for dependents and beneficiaries.
• Process claims quickly and correctly.
• Track court-ordered benefit requirements.
Slide 124 ______________________________________________________________________________________________________
Student Notes
Pages used to Record Dependent/Beneficiary Information
Update Dependent/Beneficiary – Benefits, Employee/Dependent Information, Update
Name Dependent/Beneficiary
Update Dependent/Beneficiary – Benefits, Employee/Dependent Information, Update
Address Dependent/Beneficiary, Address
Update Dependent/Beneficiary,
Personal Profile
Benefits, Employee/Dependent Information, Update
Dependent/Beneficiary, Personal Profile
n l y
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•
s
Use this page to record the name of the employee's dependents and beneficiaries:
U
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Update Dependent/Beneficiary - Name page
c l •
e Use this page to identify the address for your dependents and beneficiaries:
r a
O

Update Dependent/Beneficiary - Address page
• Use this page to enter the relationship to the employee and personal data for
dependents and beneficiaries:
n l y
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r a Update Dependent/Beneficiary - Personal Profile page (1 of 2)

Update Dependent/Beneficiary – Personal Profile page (2 of 2)
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Court-Ordered Benefit Flags

A system-generated check box is available that indicates whether court orders have been
established for dependents and beneficiaries on these enrollment pages:
• Health Benefits
• Life and AD/D Benefits
• Savings Plans
• Pension
Slide 125 ______________________________________________________________________________________________________
Student Notes
Page Used to Identify Riders/Orders Information
Dependent/Beneficiary Riders Click the Riders/Orders link on the Personal Profile page.
n l y
Use this page to enter court-ordered benefit information:
e O
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r a Dependent/Beneficiary Riders page

Tracking Additional Dependent and Beneficiary Data

In addition to tracking personal benefit information, PeopleSoft Enterprise Human
Resources Base Benefits enables you to:
• Enter informational comments about dependents and beneficiaries.
• View a summary list of an employee’s dependents.
Slide 126 ______________________________________________________________________________________________________
Student Notes
Page Used to Record Benefit Comments
Benefit Comments Benefits, Employee/Dependent Information, Record Dep/Ben Comments
Dependent/Benef. Benefits, Employee/Dependent Information, Review Dep/Ben Summary
•
l y
Use this page to record any comments associated with dependents and beneficiaries:
n
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U s
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Benefit Comments page
I n
c l e
Note. The Benefit Comments page is informational only and can be used in whatever
way that your organization deems appropriate. For example, some organizations use this
r a page to record phone conversations.
O • Use this page to view a list of the employee's dependents and/or beneficiaries and
their relationships to the employee:

Dependent/Benef. page
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Activity 11: Adding Dependent and Beneficiary Data

In this activity, you will review the activity overview and enter dependent and beneficiary
data.
See Base Benefits: Activity Guide, lesson 12, “Adding New Employees, Dependents, and
Beneficiaries,” Activity 11: Adding Dependent and Beneficiary Data.
Slide 127 ______________________________________________________________________________________________________
Student Notes
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Review
• You can enroll a new employee and dependents in benefits using the same
component that you used to hire the employee.
• You can use the Employee Data Summary page to obtain the data used to determine
benefits coverage eligibility for an employee.
• You can view dependent and beneficiary information for the entire family on the
Dependent/Benef. page.
Slide 128 ______________________________________________________________________________________________________
Student Notes
Topic See
Job Related Information for an PeopleSoft Enterprise Human Resources 8.9 PeopleBook,
Employee
Dependent and Beneficiary Data l
“Manage Base Benefits,” Enrolling Participants
n y
Resources Records
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“Administer Workforce,” Entering Additional Data in Human
s
“Manage Base Benefits,” Entering Dependent and Beneficiary
Information
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Lesson 13
Enrolling Employees
Objectives
• Assign employees to benefit programs.
• Enroll employees in benefit plans.
• View employee benefit enrollments.
• Override deduction information.
Slide 130 ______________________________________________________________________________________________________
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Enrolling Employees Lesson 13
Assigning Employees to Benefit Programs
Using Benefit Programs

This diagram shows the plans that employees can enroll in after they have been assigned
to our benefit program:
Benefit Program
Health Plans Life AD/D Plans Disability Plans
(USA) Domestic (USA)

Partner Savings Plans Leave Plans
Health Plans (CAN)
Pension Plans
Flexible Spending
Account Plans
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Slide 131 ______________________________________________________________________________________________________
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Student Notes
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Page Used to Associate Employees to Benefit Programs
Page Name Navigation O
Benefits Program
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Benefits, Enroll in Benefits, Assign to Benefit Program
Participation
n a
te r
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Use this page to associate an employee with a benefit program:
I
c le
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Benefit Program Participation page

Lesson 13 Enrolling Employees
Note. This page is also part of the Hire and Job Data components but can be accessed
through Benefits, Enroll in Benefits
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Activity 12 Assigning Employees to Benefit Programs

In this activity, you will review the activity overview and modify an employee’s benefit
program.
See Base Benefits: Activity Guide, lesson 13, “Enrolling Employees” Activity 12:
Assigning Employees to Benefit Programs.
Slide 132 ______________________________________________________________________________________________________
Student Notes
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Enrolling Employees in Benefit Plans
Health Benefits
Employees assigned to a benefit program can enroll in any of the health plans within the
program, as shown in this diagram:
Benefit Program

Health Plans (CAN)
Pension Plans
Flexible Spending
Account Plans
n l y
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Slide 133 ______________________________________________________________________________________________________
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Student Notes
Page Used to Enroll Employees in Health Plans
U s
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Health Benefit Elections
O
Benefits, Enroll in Benefits, Health Benefits
l &
a
Use this page to enroll employees and dependents in health plans such as medical, dental,
n
and vision:
te r
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Health Benefit Elections page (1 of 2)
Health Benefit Elections page (2 of 2)
Validating Covered Dependents

n l y
dependent age limits established on the benefit program.
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The list of covered dependents is validated against the coverage code and against the
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Enrolling Employees in Benefit Plans (continued)
Example: Deduction Calculation Based on Pay Calendar

The deduction begin date works with the pay period end date from the pay calendar to
determine if the deduction is taken during the payroll process, as shown in this table:
Pay Calendar Table Value Deduction Begin Deduction Taken

Field Date
Pay Period Begin Date 01/01/2000 01/01/2000 Yes
Pay Period End Date 01/15/2000 01/15/2000 Yes
Paycheck Issue Date 01/20/2000 01/16/2000 No
Slide 134 ______________________________________________________________________________________________________
Student Notes
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Example: Deduction Calculation Based on Pay Calendar

If the deduction begin date is after the pay period end date and coverage is waived or
terminated, the benefit deduction is also considered active and is taken, as shown in this
table:
Pay Calendar Table Value Deduction Begin Deduction Taken

Field Date
Pay Period Begin Date 01/01/2000 01/01/2000 No
Pay Period End Date 01/15/2000 01/15/2000 No
Paycheck Issue Date 01/20/2000 01/16/2000 Yes
Slide 135 ______________________________________________________________________________________________________
Student Notes
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Life and AD/D Benefits

Employees assigned to a benefit program can enroll in any of the life and accidental
death and dismemberment (AD/D) plans within the program, as shown in this diagram:
Benefit Program

Health Plans (CAN)
Pension Plans
Flexible Spending
Account Plans
n l y
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Slide 136 ______________________________________________________________________________________________________
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Page Used to Enroll Employees in Life and AD/D Plans
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Life/ADD Elections
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Benefits, Enroll in Benefits, Life and AD/D Benefits
l &
a
Use this page to enroll employees in life plans, such as life, supplemental life, and AD/D,
n
r
and to identify the beneficiaries:
te
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Life/ADD Elections page (1 of 2)
n l y
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U s
Life/ADD Elections page (2 of 2)
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O
Note. Be sure that hard copies of critical records exist for legal purposes. Some
companies allow online signatures, but this is an exception. Most providers require hard-
copy records.
l &
a
For life insurance, the system validates against the Minimal Spousal Allocation % field
n
Benefits.
te r
on the Benefit Plan Table page when you update beneficiary information in Base
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Disability Benefits
Employees assigned to a benefit program can enroll in any of the disability plans within
the program, as shown in this diagram:
Benefit Program

Health Plans (CAN)
Pension Plans
Flexible Spending
Account Plans
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Slide 137 ______________________________________________________________________________________________________
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Student Notes
Page Used to Enroll Employees in Disability Benefit Plans
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Disability Benefit
O
Benefits, Enroll in Benefits, Disability Benefits
l &
a
Use this page to enroll employees in disability plans, such as short-term disability and
n
r
long-term disability:
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Disability Benefit page
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Savings and Pension Plans

Employees assigned to a benefit program can enroll in any of the savings plans within the
Benefit Program

Health Plans (CAN)
Pension Plans
Flexible Spending
Account Plans
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Slide 138 ______________________________________________________________________________________________________
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Student Notes
Pages Used to Enroll Employees in Savings or Pension Plans
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Savings Plan Elections
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Benefits, Enroll in Benefits, Savings Plans, Savings Plan Elections
Pension Plan Elections
&
Benefits, Enroll in Benefits, CAN-Pension Plans, Pension Plan Elections
l
n a
•
r
Use this page to enroll employees in savings plans, assign beneficiaries, and
te
designate investment and rollover options:
I n
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Savings Plan Elections page (1 of 2)

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Savings Plan Elections page (2 of 2)
r a • Use this page to enroll employees in Canadian pension plans:

Pension Plan Elections page
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Leave Plans
Employees assigned to a benefit program can enroll in any of the leave plans within the
Benefit Program

Health Plans (CAN)
Pension Plans
Flexible Spending
Account Plans
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Slide 139 ______________________________________________________________________________________________________
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Page Used to Enroll Employees in Leave Plans
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Leave Plans (USA)
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Benefits, Enroll in Benefits, Leave Plans – Leave Plans (USA)
Leave Plans
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Benefits, Enroll in Benefits, Leave Plans - CAN/INT – Leave Plans
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(USA) Use this page to enroll the employee in leave plans such as for sick leave and
te
vacation leave:
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Leave Plans (USA) page
• (CAN) Use this page to enroll employees in Canadian leave plans.
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Leave Plans page
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FSA Benefits
Employees assigned to a benefit program can enroll in any of the flexible spending
account (FSA) plans within the program, as shown in this diagram:
Benefit Program

Health Plans (CAN)
Pension Plans
Flexible Spending
Account Plans
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Student Notes
Pages Used Enroll Employees in FSA Benefits:
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Benefits, Enroll in Benefits, USA-FSA Benefits
FSA Benefits (CAN)
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Benefits, Enroll in Benefits, CAN-FSA Benefits
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•
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(USA) Use this page to record employee participation in flexible spending accounts,
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such as health care and dependent care, which allows employees to contribute pretax
I n
dollars to a fund from which they can later draw to pay eligible expenses, including
health care and dependent care:
c le
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FSA Benefits (USA) page
• (CAN) Use this page to record employee participation in flexible spending accounts,
such as health care and retirement counseling:
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Viewing Employee Benefit Enrollments
Reviewing Benefit Summaries

After you enroll employees in their elected benefit plans, you can view a summary of
their current enrollments on the following pages:
• Benefits Summary (w/Pay Dedns)
This page is used with PeopleSoft Enterprise Payroll for North America.
• Benefits Summary (w/PI Dedns)
This page is used with PeopleSoft Enterprise Payroll Interface.
Slide 141 ______________________________________________________________________________________________________
Student Notes
Pages Used to View Benefit Summaries
Benefits Summary (w/Pay Benefits, Review Employee Benefits, Benefits Summary (w/Pay Dedns)
Dedns)
Benefits Summary (PI
DedCalc)
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Benefits, Review Employee Benefits, Benefits Summary (w/PI Dedns)
e O
• s
Use this page to view an employee’s current enrollments when using PeopleSoft
U
Enterprise Payroll for North America:
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Benefits Summary page (1 of 2)
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r a Benefits Summary page (2 of 2)
O • Use this page to view an employee’s current enrollments when using PeopleSoft
Enterprise Payroll Interface:

Benefits Summary (PI DedCalc) page (1 of 2)
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Viewing Employee Benefit Enrollments (continued)
Base Benefits Consistency Audit Report

Run the Base Benefits Consistency Audit report to list the following types of errors:
• Employees without employment or job records.
• Employees less than 16 years old.
• Employees and spouses (or other dependents) who both elect health benefits.
• Employees with over-age dependent coverage or unusual dependents.
• Employees with incorrect health plans set up on the Benefit Program page.
Slide 142 ______________________________________________________________________________________________________
Student Notes
Page Used to Audit Benefits
Base Benefits Consistency Benefits, Reports, Audits, Base Benefit Consistency Audit
Audit
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Use the Base Benefits Consistency Audit page to run the Base Benefits Consistency
Audit report.
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Activity 13: Enrolling Employees

• Enroll an employee and dependents in health plans.
• Enroll an employee and dependents in other benefit plans.
See Base Benefits: Activity Guide, lesson 13, “Enrolling Employees” Activity 13:
Enrolling Employees.
Slide 143 ______________________________________________________________________________________________________
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Overriding Deduction Information
Overriding Deduction Processing

You can override:
• The frequency in which a deduction is taken.
• Maximum arrears payback amount.
Slide 144 ______________________________________________________________________________________________________
Student Notes
Page Used to Override Deduction Processing:
Benefit Arrears/Frequency Benefits, Enroll in Benefits, Set Max Arrears/Frequency Ovrd
Ovrd
Use this page to override deduction processing for a specific employee:
n l y
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Benefit Arrears/Frequency Ovrd page
r a Note. This page is not effective-dated. Changes that you make here remain in effect until
O you make other changes.

Review
• Employees are first associated with a benefit program, and then enrolled in plans that
belong to that program.
• You can enroll an employee in multiple plans (for example, medical, dental, and
vision) in the same category using the same page. You do not have to save between
enrollments.
• You can view employee enrollment information using summary pages or reports.
• You can override the frequency in which a deduction is taken or the maximum
arrears payback amount.
Slide 145 ______________________________________________________________________________________________________
Student Notes
Topic See
n l y
O
Benefit program assignment and PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Manage
benefit plan enrollment Base Benefits, “Enrolling Participants”
Employee benefit enrollment review
s e
Base Benefits, “Reviewing Enrollments and Benefit Calculations”
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Lesson 14
Calculating Deductions
Objectives
• Set up tables used to calculate deductions.
• Calculate deductions.
• View calculated deductions online.
• Confirm deduction amounts.
Slide 147 ______________________________________________________________________________________________________
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Calculating Deductions Lesson 14
Setting Up Tables Used to Calculate Deductions
This table describes the tables that the system uses when calculating deductions:
Table Details
Installation Select Payroll for North America or Payroll Interface to specify which process
the system uses when calculating deductions.
Balance ID Specify start and end dates for each type of balance year (calendar, fiscal, or
any other period) that you set up.
Pay Calendar Define a pay calendar for every pay group to determine employee benefit costs
for each pay frequency.
Pay Run Define pay run IDs and associate them with one or more pay calendars.
Slide 148 ______________________________________________________________________________________________________
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Lesson 14 Calculating Deductions
Setting Up Tables Used to Calculate Deductions (continued)
Selecting Payroll Processing on the Installation Table

This diagram illustrates the process flow for calculating benefit deductions:
Installation Table: Pay

Balance ID Pay Run
Payroll for NA or Calendar
Table ID
Payroll Interface Table
Slide 149 ______________________________________________________________________________________________________
Student Notes
Page Used to Define Benefit Deduction Calculations Processing
Installation Table-Products Set Up HRMS, Install, Installation Table
n
Use this page to define which payroll system to use to process benefit deduction
l y
calculations:
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r a Installation Table-Products page

Defining Earnings Balances

This diagram shows that you need to define earnings balances before creating pay
calendars:

Balance ID Pay Run
Table ID
Slide 150 ______________________________________________________________________________________________________
Student Notes
Pages Used to Define Months, Quarters, and Years for Maintaining Earning
Balances
Balance ID Table 1
Table
n l y
• Set Up HRMS, Product Related, Payroll Interface, Payroll, Balance ID
Processing Controls, Balance ID Table
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• Set Up HRMS, Product Related, Payroll for North America, Payroll
Balance ID Table 2
Table
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Processing Controls, Balance ID Table
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• Use this page to view the months and years for which you want to maintain earning
balances:
Balance ID Table 1 page
• Use this page to view the quarters for which you want to maintain earning balances:
n l y
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Balance ID Table 2 page
r a Maintaining Balances
O PeopleSoft Payroll for North America enables you to maintain balances (earnings,
deductions, etc), not only by calendar year, but also by fiscal year, benefit year, or any
other method. PeopleSoft delivers CY (calendar year). To create a new balance year type,
enter the new year and click the Create button. The system populates both pages.

You specify the start and end dates for each type of balance year that you set up, as well
as the quarters, periods, and date ranges for each year. You can update, adjust, and report
on balance information by various year types.
Note. When defining balances to be maintained, you can create a calendar year or a
noncalendar year.
How To Use the Balance ID Table 2 Page

Use the Balance ID Table 2 page to define the actual quarter by year for each balance ID.
If you selected the Bal for Calendar Year check box and clicked the Create button on the
Balance ID Table 1 page, the system populates field information for the Balance ID
Table 2 page.
If you did not specify a balance type with a calendar year in the Balance ID Table 1 page,
you must enter a value for the Year, Qtr, Period Name, Abbrev, From Period, and Thru
Period fields. For each row that you add after the first, the From Period field is set
automatically based on the value in Quarters in a Year.
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Creating Pay Calendars

This diagram shows the next step in preparing to calculate payroll benefit deductions in
to define your pay calendars:

Balance ID Pay Run
Table ID
Slide 151 ______________________________________________________________________________________________________
Student Notes
Pages Used to Establish Pay Periods and Create Pay Calendars
Pay Calendar Creation • Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Calendar
Creation
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Pay Calendar Table O

Processing Controls, Pay Calendar Creation
• Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Calendar
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Table
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Processing Controls, Pay Calendar Table
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Use this page to create pay calendars automatically:
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O Pay Calendar Creation page
• Use this page to manually create calendars or to attach the pay run IDs to the
calendars:

Pay Calendar Table page
Defining Pay Calendars

You use the Pay Calendar Table component to establish pay periods for each pay group.
Each entry on a pay calendar corresponds to a specific pay period for a pay group. For
example, if you have a weekly pay group, you have fifty-two pay calendars per year.
n l
Month field in conjunction with the Deduction table to determine when deductions
should be taken.
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A pay period is defined by its begin and end dates. The system uses the Pay Period of the
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Defining Pay Run IDs

This diagram shows the tables from which the system retrieves the data needed to run
payroll benefit deductions:

Balance ID Pay Run
Table ID
Slide 152 ______________________________________________________________________________________________________
Student Notes
Page Used to Establish Pay Run IDs
Pay Run Table • Set Up HRMS, Product Related, Payroll for North America, Payroll
Processing Controls, Pay Run Table
n l y
• Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Run Table
e O
Use this page to establish Pay Run IDs:
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Activity 14: Assigning Pay Calendars

1. Assign pay groups.
2. Verify the creation of pay calendars.
See Base Benefits: Activity Guide, lesson 14, “Calculating Deductions,” Activity 14:
Assigning Pay Calendars.
Slide 153 ______________________________________________________________________________________________________
Student Notes
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Activity 15: Creating and Linking the Pay Run ID

1. Create a pay run ID.
2. Link the pay run ID to the pay calendar table.
Creating and Linking the Pay Run ID.
Slide 154 ______________________________________________________________________________________________________
Student Notes
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Running the Process

The following table describes the differences between employee- and plan-level changes:
Level of Change Example Action

Employee Level Personal data, benefits enrollment Recalculate only where needed.
pages.
Plan Level Rate table, calculation rules. Recalculate all.
Slide 155 ______________________________________________________________________________________________________
Student Notes
Page Used to Calculate Deductions For Payroll Interface
Deduction Calculation Payroll Interface, Pay Period Deductions, Calculate Deductions
Use this page to calculate deductions when using PeopleSoft Payroll Interface: n l y
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U s
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Deduction Calculation page
I n
Note. This process is run each pay period and can be run as many times as necessary to
c l e
ensure that valid data has been generated.
r a Running the Calculation Process
O The first time that you calculate deductions for a pay period, everyone in the group is
calculated. If you need to run subsequent calculations for the same pay period, you need
to consider whether any employee- or plan-level changes took place.

Page Element Use

Only Calculate Where Needed Select to process deductions for employees who:
• Were not yet calculated this pay period.
• Were calculated but for whom errors occurred during the calculation
process.
• Had benefit or job changes since the last deduction calculation for the
pay period.
(Re) Calculate All Select to calculate deductions for all eligible employees. Select this option
only if you’ve made table changes that affect the deduction calculation,
such as benefit premium adjustments on the benefits tables.
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Activity 16: Calculating Deductions in PeopleSoft Payroll Interface

In this activity, you will review the activity overview and run the Deduction Calculation
process.
Calculating Deductions in PeopleSoft Payroll Interface.
Slide 156 ______________________________________________________________________________________________________
Student Notes
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Viewing Calculated Deductions Online
Viewing an Employee’s Deductions

This flow chart illustrates the process of confirming deductions:
Review Confirm
Errors? No
Deductions Deductions
Yes
Fix Errors
Slide 157 ______________________________________________________________________________________________________
Student Notes
Page Used to View Calculated Deductions Online
Calculated Deductions
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Payroll Interface, Pay Period Deductions, Review Deductions
n
Use this page to view deduction calculation results:
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O Calculated Deductions page

Activity 17: Viewing Calculated Deductions Online

• View the calculated deductions online.
• Troubleshoot deduction calculation errors.
Viewing Calculated Deductions Online.
Slide 158 ______________________________________________________________________________________________________
Student Notes
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Confirming Deduction Amounts

Before you confirm deductions, you must:
1. Make any necessary modifications to deduction data for this pay period.
2. Run the Deduction or Pay Calculation process.
3. Review the results, make changes, and rerun the Deduction or Pay Calculation
process as necessary.
Slide 159 ______________________________________________________________________________________________________
Student Notes
Page Used to Run the Payroll Deduction Confirmation Process
Deduction Confirmation Payroll Interface, Pay Period Deductions, Confirm Deductions
Use the Deduction Confirmation page to run the deduction confirmation process.
l
Note. Using PeopleSoft Enterprise software, you build an interface that exports the
deduction amounts to your payroll system.
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Review
• The Pay Calendar table is used to establish pay periods for each pay group. A pay run
ID is then associated to that calendar for processing purposes.
• To run the Deduction and Pay Calculation processes, you enter a pay run ID on the
Process Parameters page.
• You can review calculated deductions for individual employees online.
• The Deduction Confirmation process (for PeopleSoft Payroll Interface) or the Pay
Confirmation process (for PeopleSoft Payroll for North America) is run after
reviewing and making changes to calculated deductions.
Slide 160 ______________________________________________________________________________________________________
Student Notes
Topic See
n l y
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Tables used to calculate deductions PeopleSoft Enterprise Human Resources Application
Fundamentals 8.9 PeopleBook, “Setting Up Pay Calendars”
Deduction calculation
s e
PeopleSoft Enterprise Payroll Interface 8.9 PeopleBook, “Running
Deductions”
Online view of calculated deductions
I U
PeopleSoft Enterprise Payroll Interface 8.9 PeopleBook,
A
“Exchanging Data Using Payroll Interface”
Deduction amount confirmation
O
PeopleSoft Enterprise Payroll Interface 8.9 PeopleBook,
“Preparing for Data Export”
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Lesson 15
Processing Leave Accruals
Objectives
• Process leave accruals.
• View employee leave accrual balances online.
Slide 162 ______________________________________________________________________________________________________
Student Notes
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Processing Leave Accruals Lesson 15
Processing Leave Accruals
When Leave Accrual is Posted

As shown in this table, the system credits an employee’s leave accrual balance based on
the accrual rate unit defined for the leave plan:
Accrual Rate Unit Award Frequency

Hours per hour Every accrual run.
Hours per month First run of the month.
Hours per pay period First run of the pay period.
Hours per week First run of the week.
Hours per year First run of the year.
Slide 163 ______________________________________________________________________________________________________
Student Notes
Page Used to Process Leave Accruals
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Leave Accrual Proc
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Benefits, Manage Leave Accruals, Calculate Periodic Accruals
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U s
Use this page to set up the operating parameters for an accrual cycle:
A I
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r a Leave Accrual Proc page
O Note. The Leave Accrual process processes all employees who are currently enrolled in
the selected plan type and benefit plan. It does not check the employee status of the
employee.

Lesson 15 Processing Leave Accruals
Viewing Employee Leave Accrual Balances Online
Example of Leave Accrual

This example shows an employee’s leave balance calculation for a leave award of 10
hours of leave a month:
Prior accrual process date January 1, 2002

Leave balance 20 hours
Leave used during January 2002 16 hours
Accrual process date February 1, 2002
Leave credited 10 hours
New leave balance 14 hours
Slide 164 ______________________________________________________________________________________________________
Student Notes
Page Used to View Employee Leave Accrual Balances
Page Name
Leave Accrual Balances
Navigation
n l
Benefits, Manage Leave Accruals, Review Accrual Balances
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e O
U s
Use this page to view the results of leave accrual processing for an employee:
A I
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Leave Accrual Balances page

Note. Balances might change with each payroll run, so if employees inquire about the
amount of time that they have accrued, let them know that the balances can be different
after payroll is run.
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Lesson 15 Processing Leave Accruals
Activity 18: Running the Leave Accrual Process

1. Run the leave accrual process for your vacation plan.
2. View leave accrual balances.
See Base Benefits: Activity Guide, lesson 15, “Processing Leave Accruals,” Activity 18:
Running the Leave Accrual Process.
Slide 165 ______________________________________________________________________________________________________
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Review
• You run a process to calculate leave accruals for employees once per accrual
frequency.
• You review leave accruals for an employee through the Benefits menu.
• When viewing the leave accrual balances, note that unprocessed data is updated by
the Pay Confirm process, and Accrual Balances – Hours is updated by the Leave
Accrual Process.
Slide 166 ______________________________________________________________________________________________________
Student Notes
Leave accrual process and online view PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Manage
of employee leave accrual balances Base Benefits, “Managing Leave Plans”
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Lesson 16
Changing Benefit Programs and

Employee Enrollments
Objectives
• Run the Benefit Program report.
• Create a new benefit program using the Benefit Program Clone utility.
• Change employee enrollments in benefit plans.
Slide 168 ______________________________________________________________________________________________________
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Managing Changes to Plans, Programs, and Employee Enrollments Lesson 16
Running the Benefit Program Report
The Benefit Program Report

The Benefit Program report serves as an audit trail for information defined on the Benefit
Program table, including:
• Associations between benefit programs and plans.
• Rates.
• Calculation rules.
• Payroll rules.
Slide 169 ______________________________________________________________________________________________________
Student Notes
Page Used to Print the Benefit Program Report
Benefit Program Set Up HRMS, Product Related, Base Benefits, Plan Reports, Benefit
Program
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Use this page to print information from the Benefit Program Table:
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Lesson 16 Managing Changes to Plans, Programs, and Employee Enrollments
Activity 19: Running the Benefit Program Report

In this activity, you will review the activity overview and run the Benefit Program report.
See Base Benefits: Activity Guide, lesson 16, “Changing Benefit Programs and Employee
Enrollments,” Activity 19: Running the Benefit Program Report.
Slide 170 ______________________________________________________________________________________________________
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Creating a New Benefit Program Using the Benefit Program Clone Utility
Cloning a Benefit Program

The Benefit Program Clone utility allows you to:
• Create new benefit programs using an existing program as a template.
• Create a benefit program with a new effective date to maintain history.
• Make minimal changes when creating a new benefit program that is similar to an
existing one.
Slide 171 ______________________________________________________________________________________________________
Student Notes
Page Used to Clone a Benefit Program
Benefits Clone Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit
Program Clone Utility
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Use this page to create a new benefit program by using an existing program as a template:
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Using the Benefit Program Clone Utility

The Benefit Program Clone utility enables you to create a new benefit program by using
an existing program as a template. You might use it to copy programs to make other
similar programs. Or, you might copy existing programs with new effective dates to keep
history.
For example, you can create a benefit program for hourly employees, clone it, and then
add or remove benefits to make it appropriate for salaried employees.
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Activity 20: Cloning a Benefit Program

1. Clone the executive benefits program.
2. Change the description and options for the new program.
3. Include a dependent life plan in the new program.
Enrollments,” Activity 20: Cloning a Benefit Program.
Slide 172 ______________________________________________________________________________________________________
Student Notes
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Changing Employee Enrollments in Benefit Plans
Updating Employee Enrollments

Remember these essential points:
• All benefits enrollment pages have multiple scroll areas.
• Make sure that you are updating enrollment information for the correct plan type.
• Use the second scroll area (key field is the effective date) to maintain a history of
enrollments within a plan type.
Slide 173 ______________________________________________________________________________________________________
Student Notes
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Activity 21: Updating Employee Benefit Records

1. Assign employees to the salaried benefit program.
2. (CAN) Enroll dependents in the dependent life insurance plan.
3. Enroll a family in the health plan.
4. (USA) Enroll an employee and domestic partner in the health and domestic partner
medical plans.
5. (CAN) Process family status changes.
Enrollments,” Activity 21: Updating Employee Benefit Records.
Slide 174 ______________________________________________________________________________________________________
Student Notes
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Review
In this chapter, you learned that:
• The Benefit Program Report serves as an audit trail for information defined on the
Benefit Program table.
• You can create a new benefit program quickly by using the Benefit Program Clone
utility.
• Clicking the correct Insert button when making employee enrollment changes is
important.
You must determine whether you need to insert a new plan type or just a new
coverage election within an existing plan type.
Slide 175 ______________________________________________________________________________________________________
Student Notes
Topic
Benefit Program Clone utility
See
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Lesson 17
(USA) Managing HIPAA

Regulations
Objectives
• Designate a Health Insurance Portability and Accountability Act (HIPAA) plan.
• Process HIPAA certificates.
Slide 177 ______________________________________________________________________________________________________
Student Notes
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(USA) Managing HIPAA Regulations Lesson 17
Designating a Health Insurance Portability and Accountability Act Plan
HIPAA Provisions
These provisions enacted through HIPAA have been in effect since June 1, 1997:
• Protects employees with preexisting conditions from health plan exclusionary

periods.
• Outlines creditable health coverage plans.
• Outlines the preexisting conditions that HIPAA governs.
• Prohibits discrimination against employees and dependents based on health status.
• Guarantees that health coverage is available and renewable immediately to certain

individuals.
Slide 178 ______________________________________________________________________________________________________
Student Notes
Page Used to Designate a HIPAA Plan
Page Name
Navigation
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Lesson 17 (USA) Managing HIPAA Regulations
Processing HIPAA Certificates
Providing HIPAA Certificates

HIPAA reports (BEN022 and BEN023):
• Create certificates of group health plan coverage for employees whose health plans
have been terminated.
• List all group health coverage for the 12-month period preceding the date on which
coverage ended.
• Are used by subsequent health coverage carriers to evaluate preexisting condition

clauses, if applicable.
Slide 179 ______________________________________________________________________________________________________
Student Notes
Page Used to Run the BENN022 and BEN023 Reports
HIPAA Medical Cert Benefits, Reports, Regulatory and Compliance, HIPAA
(HIPAA medical certificate)
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Use this page to print the Employee HIPAA Certificate and the Dependent HIPAA
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Certificate.
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HIPAA Medical Cert page
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Note. You can run both BEN022 (Employee HIPAA Certificate) and BEN0023
(Dependent HIPAA Certificate) from the same run control page.
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Processing HIPAA Certificates (continued)
HIPAA Scenarios
Some of the ways in which HIPAA affects employees and their families include:
• HIPAA limits the period of preexisting medical condition restrictions so that most
plans must cover an individual’s preexisting condition after 12 months.
Under HIPAA, your new employer’s plan is required to give you credit for the length
of time that you had continuous health coverage that reduces the 12-month exclusion
period.
• Not all preexisting conditions are covered under HIPAA.
Preexisting condition exclusions cannot be applied to pregnant women or to newborn

or adopted children.
• You may not impose a preexisting condition exclusion period for any condition for
which no medical advice, diagnosis, care, or treatment was recommended or received
more than 6 months before the enrollment date.
Slide 180 ______________________________________________________________________________________________________
Student Notes
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Page Used to View HIPAA Report Dates
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Notification Letters
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Benefits, Review Employee Benefits, Notification Letters
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Use this page to view HIPAA dates for an employee:
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Lesson 17 (USA) Managing HIPAA Regulations
Activity 22: Generating a HIPAA Certificate

In this activity, you will review the activity overview and generate HIPAA certificates.
Enrollments,” Activity 22: Processing a HIPAA Certificate.
Slide 181 ______________________________________________________________________________________________________
Student Notes
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Review
• HIPAA protects employees and their families from losing or being excluded from
health insurance coverage.
• PeopleSoft generates HIPAA certificates for employees and their dependents.
Slide 182 ______________________________________________________________________________________________________
Student Notes
Topic See
Health Insurance Portability and PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Manage
Accountability Act (HIPAA) plans Base Benefits, “Building Base Benefit Programs”
HIPAA certificate processing PeopleSoft Enterprise HRMS Application Fundamentals 8.9
PeopleBook, “PeopleSoft Application Fundamentals for HRMS
Reports”
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PeopleSoft 8.9 Human Resources PeopleBook: Manage Base
Benefits, “Enrolling Participants”
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Lesson 18
Using eBenefits Self Service

Functionality with Base Benefits
Objectives
• Explain self-service benefits functionality.
• Set up eBenefits.
• Describe security considerations for eBenefits.
Slide 184 ______________________________________________________________________________________________________
Student Notes
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Using eBenefits Self Service Functionality with Base Benefits Lesson 18
Explaining Self-Service Benefits Functionality
Self-Service Benefits Options

This table compares the self-service benefits options available with Base Benefits with
those available with Benefits Administration.
Base Benefits Benefits Administration

• Health • Health
• Savings • Savings
• Insurance • Insurance
• Flexible spending account • Flexible spending accounts
• Dependent/Beneficiary • Dependent/Beneficiary
• Life events (except enrollment) • Life events (including enrollment)
• Enrollments
Slide 185 ______________________________________________________________________________________________________
Student Notes
Page Used to Access Benefit Information
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Use this page as the starting place for employees to access their benefits information:
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PeopleSoft Self-Service Applications

PeopleSoft offers these self-service applications for employee use:

Lesson 18 Using eBenefits Self Service Functionality with Base Benefits
• Recruiting Activities
• Time Reporting
• Personal Information
• Payroll and Compensation
• Benefits
• Stock Activity
• Learning and Development
• Performance Management
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Setting Up eBenefits
Prerequisites for eBenefits

For eBenefits to function correctly, you must set up:
• Control tables
• Workflow
• Security
• Merchant integration (optional)
Slide 186 ______________________________________________________________________________________________________
Student Notes
Page Used to Select Installed Products
Installation Table Set Up HRMS, Install, Installation Table
Use the Installation Table-Products page to indicate which products are being used:
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Benefit plans, plan attribute tables, and benefit programs.

Setting Up eBenefits (continued)
Setting Up Access to Providers and Handbooks

You can provide employees with online access to provider websites and benefit
handbooks using these pages:
• URL Maintenance page
• Provider/Vendor Table-Policy Information page
Slide 187 ______________________________________________________________________________________________________
Student Notes
Pages Used to Create Online Access
URL Maintenance PeopleTools, Utilities, Administration, URLs, URL Maintenance
Provider/Vendor Table - Set Up HRMS, Product Related, Base Benefits, Plans and Providers,
Policy Information Provider/Vendor Table, Policy Information
• Use this page to create an identifying code for a web address:

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• Use this page to specify the uniform resource locator (URL) for policy and provider
information.
Provider/Vendor Table – Policy Information page
URL Identifiers
URL identifiers are set up to be used in the Provider/Vendor tables and the Benefit Plan
tables to allow access to providers, handbooks, and summary plan documents.
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Setting Self-Service Options in Plans and Programs

You indicate self-service plan options on these tables:
• Benefit Plan table
• Benefit Program table
Slide 188 ______________________________________________________________________________________________________
Student Notes
Pages Used to Indicate Self-Service Plan Options
Benefit Plan Table Set Up HRMS, Product Related, Base Benefits, Plans and Providers, Benefit
Plan Table
Benefit Program Table Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit
Program Table
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Self-Service Configuration
Select the Collect Dependent/Beneficiary check box when you want the system to collect
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information pertaining to dependents and benefits and display that information on the
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eBenefit Summary and the eBenefit Detail Information pages. This works in conjunction
with the Ignore Dep/Ben flag on the Event Rules page.
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When the Collect Fund Allocations check box is selected, the system collects the
information pertaining to savings plans and displays that information on the eBenefit
Savings Summary and the Detail Information pages.
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Note. If you enter URLs in multiple locations, the system invokes a hierarchy that
determines which URL is used on the self-service pages.
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Viewing Online Information

From the Benefit Summary page, you can access:
• Basic information for each of your benefit plans.
• Benefit providers’ home pages.
Slide 189 ______________________________________________________________________________________________________
Student Notes
Pages Used to View Details of an Elected Plan
Benefits Summary Self Service, Benefits, Benefits Summary
Medical Click the Medical link on the Benefits Summary page.
Provider home page Click the URL on the Medical summary page.
• Use this page to view a summary of all benefits:

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• Use this page to view the basic information about your medical plan and to access the
plan provider’s internet home page:
Benefits Summary-Medical page
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Note. The SPD URL (defined on the Benefit Plan table) has priority over the General
Policy URL (defined on the Vendor table). If both are specified, the SPD URL will
appear, not the General Policy URL.
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Kaiser Permanente home page

Life Event Transactions

You can carry out these two life event transactions using self service:
• Initiate a life event to record a marriage.
• Initiate a life event to record the birth or adoption of a child.
Slide 190 ______________________________________________________________________________________________________
Student Notes
Delivered Workflow
The system includes a delivered workflow for the life event of marriage. When a life
event transaction of marriage is posted in base benefits, the system routes information,
through workflow, to a human resources representative for review and processing.
Example: Workflow Notification

When employees change their marital status in the Life Event, the system invokes a
workflow notification, as shown in this diagram:
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Describing Security Considerations For eBenefits
Security Considerations
The following requirements must be met for employees to access eBenefits:
• All employees need user IDs to access the system.
• User IDs must be linked to employee IDs.
• All user IDs must be assigned a role.
• Roles must be assigned to a permission list.
Slide 191 ______________________________________________________________________________________________________
Student Notes
User IDs, Roles, and Permission Lists
Roles determine:
• Transactions that employees can access.
• Information that employees can view.
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Roles are attached to User IDs. Examples of roles are Employee, Benefits Administrator,
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and Manager. A user is frequently attached to multiple roles concurrently.
Permission lists are then attached to roles. Permission lists for self-service applications
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are delivered with the application. The eBenefits permission list must be associated with
roles to access benefits information online. The system is delivered with the Employee
role linked to the eBenefits permission list.
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Activity 23: Viewing Benefits Summary Using Self-Service

1. View Benefits Summary using self-service.
2. Update your life insurance beneficiary.
See Base Benefits: Activity Guide, lesson 18, “Using eBenefits Self Service Functionality
with Base Benefits,” Activity 23: Viewing Benefits Summary Using Self-Service.
Slide 192 ______________________________________________________________________________________________________
Student Notes
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Review
• Using Base Benefits with eBenefits allows employees to use self-service features to
view elections, update dependant and beneficiary information, update contributions
to savings, and process life event changes.
• Self-service configuration is available on these Base Benefits tables:
• Provider/Vendor
• Benefit Plan
• Health Plan
• Benefit Programs
• User IDs must be linked to roles and roles must be linked to permission lists to
enable employee access to eBenefits through self-service features.
Slide 193 ______________________________________________________________________________________________________
Student Notes
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eBenefits functionality
eBenefits setup
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PeopleSoft Enterprise eBenefits 8.9 PeopleBook, “Understanding
PeopleSoft eBenefits”
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PeopleSoft Enterprise HRMS Application Fundamentals 8.9
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PeopleBook, “Installing PeopleSoft HRMS”
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Benefits”
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Lesson 19
Using Multiple Jobs Within

Benefits
Objectives
• Describe multiple jobs.
• Group jobs with benefit record numbers.
• Identify primary jobs.
• Calculate benefits deductions for multiple jobs.
Slide 195 ______________________________________________________________________________________________________
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Using Multiple Jobs Within Benefits Lesson 19
Describing Multiple Jobs
Employee with Multiple Jobs

The following diagram shows one employee with four jobs:
Employee
Company: University Company: University Company: Hospital Company: University

Position: Professor Position: Researcher Position: Physician Position: Dean
Paid: Weekly Paid: Monthly Paid: Weekly Paid: Weekly
Employee Record #1 Employee Record #2 Employee Record #3 Employee Record #4
Slide 196 ______________________________________________________________________________________________________
Student Notes
Features of Multiple Jobs
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The Multiple Jobs feature enables you to hire an employee into more than one job at any
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given time. For this section, consider the example in the slide of an employee who works
at a university with a hospital. For tax and legal reasons, the university and hospital are
e
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set up as separate companies. The employee holds four concurrent jobs—professor, dean,
and researcher at the university, and physician at the teaching hospital.
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This is different from an employee simply moving from one job to another overtime, or
prorating salary expenses over different departments, because the jobs can be treated as
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separate entities for PeopleSoft Payroll for North America, Base Benefits, and reporting
purposes, or they can be logically grouped.
Using Multiple Jobs l &

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You must use the Multiple Jobs feature to accommodate:
Employees with multiple concurrent jobs in different companies.
I n In the US, this would mean multiple federal employer identification numbers.
c l •e Employees with multiple benefits eligibilities due to multiple jobs.
r a • The need to distribute all employee expenses (not just earnings) among different cost
O centers.
For benefits expenses, this is by benefit record, although, this can also be handled
through commitment accounting.

Lesson 19 Using Multiple Jobs Within Benefits
The real power of the Multiple Jobs feature lays in how jobs are processed in the back-
end modules such as PeopleSoft Payroll for North America, Base Benefits, and
PeopleSoft Pension Administration.
You might not need to use the Multiple Jobs feature if:
• Employees never hold multiple jobs concurrently.
• Proration of earnings expense without other expenses is acceptable.
• No issues with benefits eligibility exist.
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Grouping Jobs with Benefit Record Numbers
Employee with Four Jobs and Two Benefit Records

For benefit purposes, you can logically combine two or more concurrent jobs into a
single benefit track or program, identified by a benefit record number:
Employee
Company: University Company: University Company: University Company: Hospital

Position: Professor Position: Researcher Position: Dean Position: Physician
Paid: Weekly Paid: Monthly Paid: Weekly Paid: Weekly
Employe Record #1 Employee Record #2 Employee Record #4 Employee Record #3
Benefit Record #0
Benefit Program:
University l y
Benefit Record #1
Benefit Program:
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Hospital
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Slide 197 ______________________________________________________________________________________________________
Student Notes U s
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Page Used to Assign a Benefit Record Number to a Job
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Job Data-Benefit Program
Participation
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Participation
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Use this page to assign a benefit record number to a job:
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Benefit Program Participation page
Note. The Benefit Record Number is zero by default. You manually change this field
when appropriate.
Because you are maintaining an effective-dated history of primary jobs for benefits
according to a set of strict rules, don’t change the benefit record number of an existing
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job. Doing so invalidates the primary job indicators that reside on the effective-dated
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Primary jobs table and can result in erroneous processing within PeopleSoft Benefits
processes.
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Administration and Payroll for North America, resulting in abnormal termination of some
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Identifying Primary Jobs
Benefit Primary Jobs

For each benefit record number, only one job can be identified as the benefit primary job,
as shown in this table:
Employee Record Benefit Record Primary Job

0 (Professor) 0 No
2 (Researcher) 0 No
3 (Dean) 0 Yes
1 (Physician) 1 Yes
Slide 198 ______________________________________________________________________________________________________
Student Notes
Pages Used to Define Multiple Job Options and Maintain Primary Job Flags
Page Name
Multiple-Job Optns
Navigation
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Set Up HRMS, Product Related, Base Benefits, Multiple Job Options,
Multiple-Job Optns
Primary Jobs Flags
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Benefits, Maintain Primary Jobs, Maintain Flags, Primary Jobs Flags
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U s
•
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Use this page to define the rules for how the system sets the Primary Job Flags page
for the employee:
A
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Multiple-Job Optns page
• Use this page to view and update an employee’s Primary Job flag and Include
Deductions flags:
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Primary Jobs Flags page O
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Note. Use the Primary Jobs Audit report to identify errors in primary job designations.
Errors might include employees with either no active primary job or more than one active
primary job.
te r
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How the System Uses the Benefit Primary Job
c l e
The benefit primary job is used throughout the system to:
r a •
Determine to which job the system applies the benefit deduction.
Identify the job that will provide the service date and the termination date.
O Note. Do not confuse the Benefit Primary Job flag with the Primary Job Indicator, which
is used for Human Resource reporting.

Calculating Benefits Deductions for Multiple Jobs
Calculating Deduction and Coverage Amounts

You can calculate deduction and coverage amounts based on:
• Primary—the salary from the primary job.
• Flagged BR—the sum of the salaries from a group of jobs within the same benefit
record number selected for deduction processing.
• All Flagged—the sum of salaries across all benefit record numbers selected for
deduction processing.
Slide 199 ______________________________________________________________________________________________________
Student Notes
Page Used to Define Calculation Rules for Multiple Jobs
Calculation Rules Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Calculation
Rules Table, Calculation Rules
n l y
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Use this section of the Calculation Rules page to define rules for grouping jobs together
when the benefit deduction calculations are based on the employee’s salary:
e
U s
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Calculation Rules page
r a Calculating Deduction and Coverage Amounts

O When calculating benefit deductions or coverage amounts based on the employee’s
salary, you need to determine which job salaries to use.

Note. The Combine Salary for Multi Jobs check box and Group Method on the
Calculation Rules page along with the employee’s Include Deductions flag from the
Primary Jobs Flags page determine the deduction or coverage amount for salary-based
plans.
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Calculating Benefits Deductions for Multiple Jobs (continued)
Considerations for Benefit Deduction Process

You must also determine which job salaries will be considered for the benefit deduction
process, as shown in the Used in Deductions column below:
Benefit Record Primary Job Used in Deductions Compensation

0 No Yes 20,000
0 No No 10,000
0 Yes Yes 5,000
1 Yes Yes 50,000
Slide 200 ______________________________________________________________________________________________________
Student Notes
Example: Life Insurance Coverage Changes
In the Group Method field on the Calculation Rules page, you can select whether to
l y
include only the compensation within a specific benefit record number (Flagged BR), for
all benefit record numbers (All Flagged), or for only the primary job (Primary).
n
Deduction Calculations for Multiple Jobs
e O
s
For deduction processing to work, the system needs to know which jobs should
contribute salary information when calculating the deductions or coverage amount for
salary-based plans.
U
A I
To calculate the deduction or coverage amount for salary-based plans, the system needs
O
to know the jobs that contribute salary information. To keep track of this information, the
system uses the:
•
l &
Primary Jobs table, which is automatically created whenever a job is added using the
a
Add Concurrent Job pages and updated whenever a job is terminated, based upon
n
•
te r
rules that you define in the Multi-Job Optns page.
Multi-Job Optns page, which holds the rules that are used to automatically set the
I n flags in the Primary Jobs table.
c l e You can override these flags on the Primary Jobs Flags page.
r a • Calculation rules, which specify how to add the employee’s jobs together during the
deduction calculation process.

Calculating Benefits Deductions for Multiple Jobs (continued)
Insurance Coverage
This table shows life insurance coverage changes according to the selected grouping
method.
Group Method Option Benefit Record 0 Benefit Record 1

Primary 5,000 50,000
Flagged BR 35,000 50,000
All Flagged 85,000 85,000
Slide 201 ______________________________________________________________________________________________________
Student Notes
If the employee was enrolled in a plan for benefit record zero with a rule of Flagged BR,
and a separate plan for benefit record 1 that used a calculation rule of All Flagged, then
the employee would be covered for 25,000 in the first plan and 75,000 in the second.
l y
The following table shows what the coverage would be in this situation with a life plan of
two times salary.
n
Benefit Record
Number
Plan Calculation Rule
e O Coverage
0 2X Life
s
Flagged BR
U
70,000 (35,000 × 2)
1 2X Life
A I
All Flagged 170,000 (85,000 × 2)
O
With both plans, the employee’s total coverage is 200,000.
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Activity 24 Implementing Multiple Jobs

• Include multiple jobs in calculation rules.
• Define employee benefit options.
See Base Benefits: Activity Guide, lesson 19, “Working with Multiple Jobs,” Activity 24:
Implementing Multiple Jobs.
Slide 202 ______________________________________________________________________________________________________
Student Notes
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Review
In this lesson, you leaned that:
• You can logically combine two or more concurrent jobs into a benefits program
identified by a benefit record number.
• When you activate multiple jobs, you can change views using the Benefits Search
View Mgmt page.
• For each benefit record number, you must designate one job as the benefit primary
job.
Slide 203 ______________________________________________________________________________________________________
Student Notes
Topic See
Multiple jobs PeopleSoft Enterprise HRMS Application Fundamentals 8.9
Grouping jobs with benefit record

PeopleBook, “Setting Up PeopleSoft HRMS”
n l y
numbers
Primary jobs
e O
PeopleBook, “Working with Multiple Jobs”
U s
Base Benefits, “Managing Multiple Jobs”
A I
Base Benefits “Setting Up Additional Human Resources Base
Benefits Features”
Benefit deductions for multiple jobs
O
PeopleBook, “Working with Multiple Jobs”
l & PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Manage

Base Benefits, “Setting Up Benefit Support Tables”
n a PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Manage
te r Base Benefits, “Setting Up Multiple Jobs”
I n
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Notes
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Lesson 20
Course Review
Completed Objectives
In this course, you learned how to:
• 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.
n l y
Slide 205 ______________________________________________________________________________________________________
Student Notes
e O
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Course Review Lesson 20

Business Process
Using Base Benefits

The following is a list of the PeopleSoft Enterprise Human Resources Base Benefits
business processes:
• Set up foundation benefits information.
• Enroll in benefits.
• Manage COBRA.
• Benefits Billing.
• Administer FMLA.
• Interface with providers.
• Administer FSA.
Slide 206 ______________________________________________________________________________________________________
Student Notes
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Lesson 20 Course Review
Setting Up Payroll Deductions for Benefit Plans
Payroll Deductions
These are some key points to consider when setting up deduction codes:
• The Deduction table is used to calculate both general deductions and benefit-related
deductions.
• Deduction codes can be used multiple times as long as multiple plans use the same
payroll processing rules.
• Only one description per deduction code appears on the pay earnings statement.
• You can enter only one general ledger account number for each deduction
classification for each deduction code.
Slide 207 ______________________________________________________________________________________________________
Student Notes
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Defining and Managing Benefit Plans and Programs
Building Plans and Programs

This diagram illustrates the structure upon which benefit programs are built:
Benefit Program
Benefit Plan Type
Benefit Plan
Rates Calculation Rules
n l y
Slide 208 ______________________________________________________________________________________________________
Student Notes
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Enrolling Employees, Dependents, and Beneficiaries in Benefit Plans
Enrolling Participants
Using the Base Benefits business process to enroll participants consists of these two
parts:
1. Enroll a participant in a benefit program.
2. Using individual benefit pages, enroll the participant in all appropriate benefit plans
within the benefit program.
Slide 209 ______________________________________________________________________________________________________
Student Notes
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Calculating Benefit Deduction Amounts
Options for Calculating Deductions

To calculate benefit deductions, you can use either of these products:
• PeopleSoft Enterprise Payroll for North America.
• PeopleSoft Enterprise Payroll Interface.
Slide 210 ______________________________________________________________________________________________________
Student Notes
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Using eBenefits Self-Service Functionality
Using eBenefits with Base Benefits

PeopleSoft Enterprise eBenefits comprises self-service web transactions that interface
with PeopleSoft Enterprise Human Resources Base Benefits to allow employees to
review benefit information.
Slide 211 ______________________________________________________________________________________________________
Student Notes
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Using Multiple Jobs Within Benefits
Multiple Jobs and Benefits

This diagram shows an employee with multiple jobs and benefit records:
Employee
Job #1 Job #2 Job #3

University University Physician at the
Professor Dean University
EmplRcd = 0 EmplRcd = 1 EmplRcd = 2
BenefitRcd = 0 BenefitRcd = 0 BenefitRcd = 1
Job #1 and Job #2 are Job #3

combined for benefit is processed
enrollment purposes separately
n l y
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Student Notes
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Base Benefits

Volume I • Student Guide

U.S. GOVERNMENT RIGHTS

Preface Base Benefits ................................................................................................................... vii

Lesson 1 Course Overview ...............................................................................................................1

Lesson 2 Business Process Overview ...............................................................................................5

r a Activity 3: Creating a Benefit Program .........................................................................61

PeopleSoft Proprietary and Confidential iii

Adding A Domestic Partner Plan to a Benefit Program....................................................70

Lesson 6 Setting Up Life Insurance Plans.....................................................................................75

Lesson 7 Setting Up Disability Plans .............................................................................................91

Lesson 8 (USA) Setting Up Savings Plans...................................................................................101

r a Identifying the Components of Flexible Spending Account Plans..................................146

O Creating FSA Plans .........................................................................................................147

iv PeopleSoft Proprietary and Confidential

Adding New Employees, Dependents, and Beneficiaries ...........................................155

Lesson 13 Enrolling Employees .....................................................................................................169

Lesson 14 Calculating Deductions .................................................................................................195

r a Activity 22: Generating a HIPAA Certificate ...........................................................233

PeopleSoft Proprietary and Confidential v

Activity 23: Viewing Benefits Summary Using Self-Service ...................................248

Lesson 19 Using Multiple Jobs Within Benefits ...........................................................................251

Lesson 20 Course Review ...............................................................................................................265

vi PeopleSoft Proprietary and Confidential

Typographical Conventions and Visual Cues

• Country, region, and industry identifiers.

literally in the function call.

n a while you press the W key.

I n are used differently from their intended meanings.

r a { } (curly braces) Indicate a choice between two options in PeopleCode syntax.

O [ ] (square brackets) Indicate optional items in PeopleCode syntax.

PeopleSoft Proprietary and Confidential vii

Typographical Convention Description

Note. Example of a note.

Important! Example of an important note.

r a Information that applies only to a specific country, region, or industry is preceded by a

Example of a country-specific heading: “(FRA) Hiring an Employee”

Example of a region-specific heading: “(Latin America) Setting Up Depreciation”

viii PeopleSoft Proprietary and Confidential

• USA (United States)

• USD (U.S. dollars)

• CAD (Canadian dollars)

Related Documentation and Resources

See PeopleSoft Customer Connection, http://www.peoplesoft.com/corp/en/login.jsp.

O Software, Hardware and Software Requirements

l & Implement, Optimize + Upgrade, Implementation

a Software, Installation Guides and Notes

r a Upgrade Documentation and Software, Release

PeopleSoft Proprietary and Confidential ix

x PeopleSoft Proprietary and Confidential

• 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.

PeopleSoft Proprietary and Confidential 1

Agenda: Day One

• Setting up payroll deductions.

• Setting up health plans.

• (USA) Setting up domestic partner plans.

• Setting up life insurance plans.