PeopleSoft Benefits Administration Rel 9.2 Ed 2 Virtual Classroom Live May 12, 2025

Course Overview

• ​Reviewing the Benefits Business Process
• Setting Up Automated Benefits Programs
• Setting Up Eligibility for Automated Benefits Programs
• Setting Up Events for Automated Benefit Programs
• Creating an Automated Benefit Program Table
• Setting Up Health Plans
• Setting Up Life Insurance and Disability Plans
• Defining Credits
• Setting Up Savings Plans
• Setting Up Flexible Spending Accounts
• Setting Up Vacation Buy and Sell Plans
• Reviewing Employee Records in Benefits Administration
• Preparing for Open Enrollment
• Examining the Benefits Administration Process
• Running Open Enrollment
• Using Cross Plan Validation
• Preparing and Running the Event Maintenance Process
• Running the Snapshot Process
• Coordinating Multiple Events and Benefits Administration Troubleshooting
• Using eBenefits with Benefits Administration
• Using Multiple Jobs with Benefits Administration
• Identifying the differences between Base Benefits and Benefits Administration
• Explaining the Base Benefits Process
• Identifying the Base Benefits Foundation Tables
• Describing the Base Benefits Building Blocks
• Defining a Benefit Program and Listing the Benefit Program Records
• Describing the Components that make up a Benefits Adminstration Progr
• Explaining Flexible Credits
• Defining Cross-Plan Validation

Setting Up Automated Benefits Programs

• Activating Benefits Administration
• Determining the Benefits Administration Start Date
• Identifying the Fields Activated with Benefits Administration

Setting Up Eligibility for Automated Benefits Programs

• Defining Benefit Eligibility Rules
• Setting Up Employee Eligibility Criteria
• Using Configurable Parameters
• Identifying Employee Eligibility Overrides

Setting Up Events for Automated Benefit Programs

• Defining Events in Benefits Administration
• Identifying Benefits Administration Actions
• Identifying Event Classes
• Defining Event Rules
• Examining Default Methods
• Setting Up Event Rules for Open Enrollment

Creating an Automated Benefit Program Table

• Building an Automated Benefit Program
• Defining Plan Type and Options for a Program
• Defining Costs and Credits for a Program

Setting Up Health Plans

• Defining Eligibility Based on Employees’ Geographic Location
• Creating Eligibility Criteria at the Benefit Option Level
• Defining Event Processing Rules for Health Plans
• Controlling the Display of Plan Types and Options

Setting Up Life Insurance and Disability Plans

• Setting Up Event Rules for Life Insurance and Disability Plans
• Cloning an Event Rule

Defining Credits

• Defining Flexible Credits
• Identifying Earning Codes and Programs Used for Flexible Credits
• Setting Up Program General Credits
• Setting Up Plan Type General Credits
• Setting Up Option-Based Credits
• Reviewing Employee Additional Pay Data

Setting Up Savings Plans

• Defining Savings Plan Event Rules

Setting Up Flexible Spending Accounts

• Defining a Conbtribution Frequency and Annual Limits
• Defining Event Rules for Flexible Spending Accounts

Setting Up Vacation Buy and Sell Plans

• Setting Up Vacation Buy and Sell Deductions
• Describing the Impact of Vacation Buy and Sell Plans on Leave Accrual Balances
• Defining Earnings Codes for Vacation Buy and Sell
• Viewing Employee Vacation Benefit Enrollment
• Reviewing Eligibility Rules for Vacation Buy and Sell

Reviewing Employee Records in Benefits Administration

• Reviewing the Benefits Administration Process
• Defining a Default Benefit Program
• Describing the Difference Between Base Benefits and Benefits Administration Enrollments
• Reviewing Employees’ Benefits Elections

Preparing for Open Enrollment

• Creating Pay Calendars
• Reviewing the Base Benefits Audit Report
• Defining Benefits Administration Processing Groups
• Setting Up an Open Enrollment Definition
• Creating Benefits Administration Processing Schedules

Examining the Benefits Administration Process

• Identifying Process Statuses at Each Phase of the Benefits Administration Process
• Identifying Benefits Administration Processing Records
• Describing Each Phase of the Benefits Administration Process

Running Open Enrollment

• Identifying Open Enrollment Steps
• Defining the Run Control Options for the Benefits Administration Process
• Producing Benefits Enrollment Statements, Reprocessing Open Enrollment, and Reprinting Statements
• Viewing Benefits Processing Records for Employees
• Performing Employee Election Entry
• Printing Confirmation Statements
• Finalizing Open Enrollment
• Preparing for Next Year's Open Enrollment

Using Cross Plan Validation

• Setting Up Cross Plan Validation in a Benefit Program
• Creating Domestic Partner or Non-Qualified Dependent Benefit Plans

Preparing and Running the Event Maintenance Process

• Reviewing Event Classes and Identifying Event Triggers
• Defining Benefit Statuses and Actions
• Defining Event Classes
• Defining and Updating Event Rules
• Triggering Events for Event Maintenance
• Identifying Event Maintenance Process Phases
• Validating Elections and Finalizing Event Maintenance
• Processing On-Demand Event Maintenance

Running the Snapshot Process

• Defining the Snapshot Event Class
• Defining the Snapshot Event Rules
• Defining the Snapshot Definition
• Defining the Snapshot Schedule
• Running the Snapshot Process

Coordinating Multiple Events and Benefits Administration Troubleshooting

• Coordinating Event Maintenance and Open Enrollment
• Coordingating Multiple Benefits Events
• Troubleshooting Errors in Benefits Administration

Using Multiple Jobs with Benefits Administration

• Defining Multiple Jobs
• Setting Benefit Record Numbers for Employees
• Specifying Multiple Job Processing Options
• Setting Multiple Job Options for Eligibility Rules
• Setting Multiple Job Options for Geographic Location
• Reviewing Eligibility with Multiple Jobs
• Calculating Benefits Deductions for Multiple Jobs
• Reviewing Processing Results

Using Multiple Jobs with Benefits Administration

• Defining Multiple Jobs
• Setting Benefit Record Numbers for Employees
• Specifying Multiple Job Processing Options
• Setting Multiple Job Options for Eligibility Rules
• Setting Multiple Job Options for Geographic Location
• Reviewing Eligibility with Multiple Jobs
• Calculating Benefits Deductions for Multiple Jobs
• Reviewing Processing Results

Prerequisites

Suggested Prerequisite

• PeopleSoft Base Benefits - U.S. Rel 9.2 Ed 2
• Practical experience with open enrollment & benefits process

Required Prerequisite

• Thorough understanding of Benefits control tables
• Experience with enrolling employees into benefit programs and plans
• Basic understanding of payroll processing