PeopleSoft Base الفوائد – U.S. Rel 9.2 Ed 2

Module 1: Course Introduction

• Lesson 1: Course Overview
• Learning Objectives
• Course Agenda
• Lesson 2: Business Process Overview
• How PeopleSoft Human Resources Base Benefits Fits into PeopleSoft HCM
• Phases of the Benefits Process
• Relationship Between Benefit Tables and Employee Data
• Base Benefits Components
• Sources of Information About PeopleSoft HR Base Benefits

Module 2: Payroll Deductions

• Lesson 3: Setting Up Payroll Deductions
• Setting Up Payroll Deduction Codes for Benefit Plans
• Determining Deduction Classifications
• Specifying Deduction Tax Effects
• Settings for Specific Processing
• Frequency of Benefit Deductions
• Activity 1: Setting Up Payroll Deductions

Module 3: Benefit Plans and Health Plans

• Lesson 4: Setting Up Benefit Plans, Health Plans, and Benefit Programs
• Health Plan Components
• Adding a Plan Provider
• Setting Up a Benefit Plan and Health Plan
• Defining Coverage Codes
• Setting Up Benefit Rate Types
• Establishing Rates for a Benefit Plan
• Activity 2: Defining Health Plans
• Adding a Health Plan to a Benefit Program
• Activity 3: Creating a Benefit Program

Module 4: Life Insurance Plans

• Lesson 5: Setting Up Life Insurance Plans
• Life Insurance Plan Components
• Defining a Life Insurance Plan
• Coverage Rates
• Calculation Rules
• Adding a Life Insurance Plan to a Benefit Program
• Activity 4: Setting Up Life Insurance Plans

Module 5: Disability Plans

• Lesson 6: Setting Up Disability Plans
• Disability Plan Components
• Setting Up a Formula
• Creating a Disability Plan
• Coverage Rates Based on Length of Service
• Adding a Disability Plan to a Benefit Program
• Activity 5: Setting Up Disability Plans

Module 6: Savings and Pension Plans

• Lesson 7: (USA) Setting Up Savings Plans
• Savings Plan Components
• Defining a Savings Plan
• Service Step Table Setup
• Savings Plan Limits
• Age 50 Catch-Up Contributions
• Adding a Savings Plan to a Benefit Program
• Activity 6: Setting Up a Savings Plan
• Lesson 8: (CAN) Setting Up Pension Plans
• Pension Plan Components
• Setting Up Pension Plans
• Adding a Pension Plan to a Benefit Program
• Activity 7: Setting Up an Executive Pension Plan

Module 7: Leave Plans

• Lesson 9: Setting Up Leave Plans
• Leave Plan Components
• Defining a Leave Plan
• Establishing Earning Codes for Leave Categories
• Adding a Leave Plan to a Benefit Program
• Activity 8: Setting Up a Vacation Leave Plan

Module 8: Flexible Spending and Health Savings Accounts

• Lesson 10: Setting Up Spending and Savings Accounts
• Components of FSA and HSA Plans
• Creating and Defining FSA and HSA Plans
• Health FSA Carryover Setup
• Adding FSA Plans to a Benefit Program
• Activity 9: Setting Up Flexible Spending Accounts

Module 9: Employee and Dependent Setup

• Lesson 11: Adding New Employees, Dependents, and Beneficiaries
• Pages Used to Hire an Employee
• Viewing Job-Related Employee Information
• Setting Up Dependent and Beneficiary Data
• Activity 10: Adding Dependent and Beneficiary Data

Module 10: Employee Enrollment

• Lesson 12: Enrolling Employees
• Assigning Employees to Benefit Programs
• Activity 11: Assigning Employees to Benefit Programs
• Enrolling Employees in Benefit Plans
• Viewing Employee Benefit Enrollments
• Activity 12: Enrolling Employees
• Overriding Deduction Information

Module 11: Deduction Calculations

• Lesson 13: Calculating Deductions
• Tables Used to Calculate Deductions
• Activity 13: Assigning Pay Calendars
• Activity 14: Creating and Linking Pay Run ID
• Calculating Deductions in PeopleSoft Payroll Interface
• Activity 15: Calculating Deductions
• Viewing Calculated Deductions Online
• Activity 16: Viewing Calculated Deductions
• Confirming Deduction Amounts

Module 12: Leave Accrual Processing

• Lesson 14: Processing Leave Accruals
• Running Leave Accrual Process
• Viewing Employee Leave Accrual Balances Online
• Activity 17: Running Leave Accrual Process

Module 13: Changing Benefits and Employee Enrollments

• Lesson 15: Managing Benefit Programs and Employee Enrollments
• Generating Benefit Program Reports
• Activity 18: Generating Benefit Program Report
• Creating New Benefit Programs Using the Clone Utility
• Activity 19: Cloning a Benefit Program
• Updating Employee Enrollments in Benefit Plans
• Activity 20: Updating Employee Benefit Records

Module 14: USA Affordable Care Act (ACA) Compliance

• Lesson 16: Managing ACA Regulations
• ACA Employer Shared Responsibility Provision
• Managing ACA Regulations in Benefits
• Setting Up ACA Eligibility Tables
• Activity 21: Associating Company to ACA Common ID
• Recording ACA Eligibility Data for Employees
• Activity 22: Recording ACA Data for an Employee
• ACA Consent Processing
• ACA Safe Harbor Codes and Relief Groups

Module 15: eBenefits Self-Service

• Lesson 17: Using eBenefits Self-Service
• Self-Service Benefits Functionality
• Setting Up eBenefits
• Using PeopleSoft Fluid UI for Self-Service Benefits
• Viewing and Updating Benefit Information
• Managing Life Events
• (USA) Form 1095-C Consent
• Activity 23: Configuring and Using eBenefits

Module 16: Advanced Topics

• Appendix A: Multiple Jobs within Benefits
• Managing Multiple Jobs
• Grouping Jobs with Benefit Record Numbers
• Primary Jobs for Benefits
• Calculating Benefit Deductions for Multiple Jobs
• Additional Resources