PeopleSoft Benefits Administration Rel 9.2 Ed 2

Module 1: Course Introduction

• Lesson 1: Course Overview
• Agenda
• Lesson 2: Business Process Overview
• Differences Between Base Benefits and Benefits Administration
• Base Benefits Process
• Base Benefits Foundation Tables and Benefit Programs
• Benefits Administration Process
• Benefits Administration Components Within the Benefit Program Table
• Sources of Information About Benefits Administration
• Review

Module 2: Automated Benefits Programs Setup

• Lesson 3: Setting Up Automated Benefits Programs
• Benefits Administration Course Activity Scenario Overview
• Activating Benefits Administration
• Determining Benefits Administration Start Date
• Benefit Program Fields Activated with Benefits Administration
• Review
• Lesson 4: Setting Up Eligibility for Automated Benefits Programs
• Defining Benefit Eligibility Rules
• Setting Up Employee Eligibility Criteria
• Using Configurable Parameters
• Identifying Employee Eligibility Overrides
• Activity 1: Setting Up Eligibility Rules
• Review
• Lesson 5: Setting Up Events for Automated Benefit Programs
• Defining Events in Benefits Administration
• Benefits Administration Actions
• Event Classes
• Defining Event Rules
• Activity 2: Adding Event Rules
• Review

Module 3: Automated Benefit Program Creation

• Lesson 6: Creating an Automated Benefit Program
• Defining an Automated Benefit Program
• Plan Types and Options
• Defining Costs and Credits for a Program
• Activity 3: Modifying an Automated Benefit Program
• Review

Module 4: Health Plans

• Lesson 7: Setting Up Health Plans
• Setting Up Health Plans
• Activity 4: Setting Up Medical and Dental Plans
• Eligibility Based on Geographic Location
• Activity 5: Setting Up a Geographic Location
• Eligibility Criteria at the Benefit Option Level
• Event Processing Rules for Health Plans
• Controlling the Display of Plan Types and Options
• Activity 6: Setting Up Eligibility and Event Rules
• Activity 7: Adding Health Plans to the Benefit Program Table
• Review

Module 5: Life Insurance and Disability Plans

• Lesson 8: Setting Up Life Insurance and Disability Plans
• Life Insurance and Disability Plans
• Event Rules for Life Insurance and Disability Plans
• Cloning Event Rules
• Activity 8: Setting Up Life Insurance and Long-Term Disability Plans
• Review

Module 6: Defining Credits

• Lesson 9: Defining Credits
• Flexible Credits
• Earning Codes and Programs Used for Flexible Credits
• Program General Credits
• Activity 9: Adding Program General Credits
• Plan Type General Credits
• Activity 10: Adding a Plan Type-Based General Credit
• Option-Based Credits
• Activity 11: Setting Up Option-Based Credits
• Reviewing Employee Additional Pay Data
• Review

Module 7: Savings and Flexible Spending Accounts

• Lesson 10: Setting Up Savings Plans
• Defining Savings Plans
• Savings Plan Event Rules
• Activity 12: Setting Up a Savings Plan
• Review
• Lesson 11: Setting Up Flexible Spending Accounts
• Flexible Spending Account (FSA) Plans
• Event Rules for FSA Plans
• Activity 13: Setting Up FSA Plans
• Review

Module 8: Vacation Buy and Sell Plans

• Lesson 12: Setting Up Vacation Buy and Sell Plans
• Vacation Buy and Sell Deductions
• Vacation Buy and Sell Plan Definitions
• Impact on Leave Accrual Balances
• Earnings Codes for Vacation Buy and Sell
• Viewing Employee Vacation Benefit Enrollment
• Review

Module 9: Reviewing Employee Records

• Lesson 13: Reviewing Employee Records in Benefits Administration
• Benefits Administration Process Overview
• Defining a Default Benefit Program
• Differences Between Base Benefits and Benefits Administration Enrollments
• Reviewing Employee Benefits Elections
• Review

Module 10: Preparing for Open Enrollment

• Lesson 14: Preparing for Open Enrollment
• Creating Pay Calendars
• Reviewing Base Benefits Audit Report
• Defining Benefits Administration Processing Groups
• Activity 14: Adding a BAS Group ID and Updating Employee Records
• Setting Up an Open Enrollment Definition
• Activity 15: Setting Up an Open Enrollment Definition
• Creating Benefits Administration Processing Schedules
• Activity 16: Creating a Benefits Administration Processing Schedule
• Review

Module 11: Benefits Administration Process

• Lesson 15: Examining the Benefits Administration Process
• Explaining the Benefits Administration Process
• Process Statuses at Each Phase
• Benefits Administration Processing Records
• Describing Each Phase of the Process
• Review

Module 12: Running Open Enrollment

• Lesson 16: Running Open Enrollment
• Open Enrollment Steps Overview
• Run Control Options for the Benefits Administration Process
• Activity 17: Running the Benefits Administration Process
• Activity 18: Hiring an Employee After Open Enrollment Begins
• Activity 19: Adding New Participants to the Open Enrollment Schedule
• Reviewing Processing Results
• Activity 20: Running and Analyzing the Eligible Participants Report
• Producing Benefits Enrollment Statements
• Reprocessing Open Enrollment and Reprinting Statements
• Viewing Benefits Processing Records for Employees
• Performing Election Entry
• Activity 22: Performing Election Entry
• Activity 23: Entering Participant Elections
• Activity 24: Validating Participant Elections
• Activity 25: Correcting Errors and Rerunning Benefits Administration
• Printing Confirmation Statements
• Activity 26: Generating Confirmation Statements
• Responding to Participant Changes
• Activity 27: Changing Elections
• Finalizing Open Enrollment
• Activity 28: Finalizing Open Enrollment
• Preparing for Next Year’s Open Enrollment
• Review