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PeopleSoft Base Benefits
By
Raju PvkPeoplsoftdev.blogspot.com
7/30/2019 PeopleSoft Base Benefits
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Agenda
Base Benefits Overview
Base Benefits Business Process
Building Blocks In Base Benefits
Introduction to Vendor, Benefit Plan, Benefit Plan Type, Benefit
Program Types of Benefit Plans
Implementing Base Benefits & Employee Enrollment
Base Benefits Table Information
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Base Benefits Overview
PeopleSoft Base Benefits Provides you tools that you need to manage entire
benefits to employees In an Organization
Create unlimited Benefit plans and we can group them into a particular Benefit
type
(ex: Benefit plans are like health, savings, pension etc)
Track Information on Benefit providers
Enroll employee dependents into payroll process
Base Benefits can be integrated to other PeopleSoft applications like NA Payroll ,
Benefits Administration, Pension Administration etc
Administer COBRA (Consolidated Omnibus Budget Reconciliation Act) coverage
for qualified participants
Print HIPAA (Health Insurance Portability and Accountability Act) reports.
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Base Benefits Business Process
The Manage Base Benefits business process includes four core phases of operation:
1. Set up supporting tables and benefit plans.
( i.e. Based on business needs we can set up Benefit providers, dependent Info, coverage
codes, coverage group codes and etc )
2. Build benefit programs.
3. Assign employees to benefit programs and enroll them in plans for which their
program enrollment
4. Calculate rates and benefit deductions.
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Base Benefits Structure
BenefitProgram
Benefit
PlanType
BenefitPlan
Core
Benefit
Tables
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Complete Core Tables Information
Core Tables are initial parameters need to set up before implementing
base benefits
Some of the core tables that we can set up are
Benefit Providers Benefit Certifications
Dependents Leave Vacation / Buy Sell Earnings
Coverage Codes
Coverage Group Codes
Benefit Rates
FEGLI Codes(Federal Employee Group Life Insurance Codes)
Calculation Rules
Deduction Codes
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Benefit Provider Information
Benefit Provider is also known as Vendor
Benefit provider is the entity that sponsors the benefit plan that your
company offers to your employees
Benefit Provider can be Vendor ,Garnishment payees ,Tax collectors
Navigation :
Set Up HRMS /Product Related/Base Benefits/Plans and
Providers /Provider/Vendor Table
SetID : Related to country code Vendor Id : Give Benefit
Provider Name
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Vendor Implementation Continues
Page : Addresses
Navigation:
Set Up HRMS /Product Related/Base Benefits/Plans and Providers /Provider/Vendor
Table/Addresses
Address Type: Enter
the one or moreaddresses for the
vendor.
If you are using
PeopleSoft Payables at
least one address
should be theremittance address.
This is the address that
is used when creating
payment
vouchers.
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Vendor Implementation Continues
Page :Locations ,Contacts
Navigation:
Set Up HRMS /Product Related/Base Benefits/Plans and Providers /Provider/Vendor
Table/
Remit Vendor : To Whom Payments aremade
Link Bank accounts, Comments, Payment
Options
Sequence No: Automatically Generated
Select Type Of Contact
Map Address to contacts
Enter company web site info
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Vendor Implementation Continues
Page :Policy Information
Navigation:
Set Up HRMS /Product Related/Base Benefits/Plans and Providers /Provider/VendorTable/Policy Information
General Policy URL ID :Select the
vendor's website address that provides
general policy information.
Authorized Providers URL ID :Select
the vendor's website address that
contains a list of authorized
participating
providers
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Benefit Plans
Benefit Plans are benefits that you are offering to your employees
A plan is always subordinate to a plan type
Navigation :
Set Up HRMS /Product Related/Base Benefits/Plans and
Providers /Benefit Plan
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Types Of Benefit Plans
Health Plans
Life Insurance Plans
Savings Plan
Leave Plans
Retirement Plans
Pension Plans
FMLA Plans (Family Medical Leave Act Plan)
Disability Plan
FSA Plan (Flexible Spending Accounts)
Vacation Buy/Sell Plan
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Benefit Plan Type
Plan types are essential in a benefit program They group individual plans or options that may be elected by an
employee for a particular type of benefit
Benefit Plan Type :10
(Medical)
Benefit Plan Name :A1
Fill Set Id, Vendor Id
(Core Tables)
Pay Mode
(Fill the Pay Mode Optionswhen using NA Payroll)
EDI Options(Enter a value that is included
in the HIPAA file)
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Benefit Program
A benefit program is a collection of benefits that are offered to a groupof employees
Use the Benefit Program Table to establish a program for employees, link
the appropriate plan types to it, and associate a variety of rules
The Benefit Program Table brings together all of the information that
relates to a benefit program Navigation : Set Up HRMS / Product Related / Base Benefits / Program
Structure / Benefit Program Table
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Implementation Of Benefit Program
Navigation :
Page : Benefit Program
Set Up HRMS / Product Related / Base Benefits / Program Structure /
Benefit Program Table / Benefit Program
Benefit Program Name : BAS
Program Type :Automated/Manual
Currency Code : Select From PromptDependent Limits :This group box
defines the age at which dependents
are no longer eligible for health
benefits
Remaining all are different core
tables & COBRA related options
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Implementation Of Benefit Program Continues
Navigation:
Page : Plan Type and Option
Set Up HRMS / Product Related / Base Benefits / Program Structure /
Benefit Program Table / Plan Type and Option
Plan Type: Select the plan type that you want to add or display
Option Eligibility Tab
Enter the options available to the employee for the designated
plan type in this section.
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Implementation Of Benefit Program Continues
Navigation:
Page : Cost
Set Up HRMS / Product Related / Base Benefits / Program Structure /
Benefit Program Table / Cost
Rate type: Identifies the type of rate (flat amount, age-graded, etc.) associatedwith this plan type and benefit option combination.
Calc TbLID : Identifies the calculation rule linked to the plan type and benefit
option combination.
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Enrollment
Navigation:
Benefits /Enroll In Benefits /Assign to Benefit Program
Benefit Program : Enter the Benefit Program
Currency Code will be displayed Automatically based on
selection of benefit program
Once done with benefit program enrollment , Enrollemployees into benefit plans
Note : If you run a payroll before you enter a benefit program,
payroll cannot process the employee.
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Enrollment Summary
Page :Benefit Enrollment Summary
Navigation : Benefits /Review Employee Benefits / Current Benefits Summary
/Benefit Enrollment Summary
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Table Information
PS_VENDOR
PS_BENEF_COMMENT
PS_BN_RATE_TBL PS_DEPENDENT_BENEF
PS_BN_RATE_DATA
PS_DEPENDENT_BENEF
PS_CALC_RULES_TBL
PS_DEP_BEN_EFF
PS_COVRG_CD_TBL
PS_DEP_BENEF_VW
PS_DEDUCTION_TBL,
PS_DEP_BEN_ADDR
PS_BENEF_PLAN_TBL
PS_BEN_NAME
PS_BEN_DEFN_PGM
PS_DEP_BENEF_NID
PS_BEN_PROG_PARTIC
PS_DEPENDENT_PHONE PS_BENEFIT_PARTICl
PS_HEALTH_PLAN_TBL
PS_BENEF_COMMENT
PS_HEALTH_PLAN_VW
PS_HEALTH_PLAN_LNG
PS_HEALTH_BENEFIT
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Summary & Conclusion
Base Benefits is a step by step process in organizing benefits to employees
Four typical steps are
Make core tables ready
Attach all core details to benefit plans
Attach benefit plans to Benefit program
Enroll Employee
Peoplesofts provides different ways to organizations to offer complete end-to-end benefit solution for their employees
e Benefits
Benefits Administration
Base Benefits
Suppliers
Run the payroll to process the Employee Benefits
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P. V. KRISHNAM RAJU
WWW.ENVYTEE.COM
PEOPLSOFTDEV.BLOGSPOT.COM
Thank You
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