PeopleSoft Base Benefits

By Raju Pvk Peoplsoftdev.blogspot.com

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

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.

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.

Base Benefits Structure

Benefit Program Benefit Plan Type

Benefit Plan Core Benefit Tables

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 Dependents Coverage Codes Coverage Group Codes Benefit Rates FEGLI Codes Calculation Rules Deduction Codes

Benefit Certifications Leave Vacation / Buy Sell Earnings

(Federal Employee Group Life Insurance Codes)

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

Vendor Implementation
Page : Vendor Information Navigation: Set Up HRMS /Product Related/Base Benefits/Plans and Providers /Provider/Vendor Table/Vendor Information

Name :Enter Payee Name Status :Select As Approved

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 more addresses for the vendor. If you are using PeopleSoft Payables at least one address should be the remittance address. This is the address that is used when creating payment vouchers.

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 are made Link Bank accounts, Comments, Payment Options

Sequence No: Automatically Generated Select Type Of Contact Map Address to contacts Enter company web site info

Vendor Implementation Continues

Page :Policy Information Navigation: Set Up HRMS /Product Related/Base Benefits/Plans and Providers /Provider/Vendor Table/ 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

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

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

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 Options when using NA Payroll) EDI Options (Enter a value that is included in the HIPAA file)

Benefit Program
A benefit program is a collection of benefits that are offered to a group of 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

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 Prompt Dependent 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

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.

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.) associated with this plan type and benefit option combination. Calc TbLID : Identifies the calculation rule linked to the plan type and benefit option combination.

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 , Enroll employees into benefit plans Note : If you run a payroll before you enter a benefit program, payroll cannot process the employee.

Enrollment Summary
Page :Benefit Enrollment Summary Navigation : Benefits /Review Employee Benefits / Current Benefits Summary /Benefit Enrollment Summary

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

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-toend benefit solution for their employees
e Benefits Benefits Administration Base Benefits Suppliers

Run the payroll to process the Employee Benefits

Thank You

P. V. KRISHNAM RAJU

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