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Base Benefits - U.S.

Rel 9.0
Student Guide

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D17591GC20
Edition 2.0
April 2007

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D50003

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Copyright 2007, Oracle. All rights reserved.


This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and
print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way.
Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display,
perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of
Oracle.
The information contained in this document is subject to change without notice. If you find any problems in the document, please report
them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to
be error-free.
If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States
Government, the following notice is applicable:
U.S. GOVERNMENT RIGHTS
The U.S. Government's rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by
the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract.
Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be
trademarks of their respective owners.

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Contents

Lesson 1
Course Overview ............................................................................................................................................. 1
Agenda ............................................................................................................................................................... 2

Lesson 2
Business Process Overview ............................................................................................................................. 5
Describing How PeopleSoft Enterprise Human Resources Base Benefits Fits Into PeopleSoft HRMS .......... 6
Describing the Phases of the Benefits Process .................................................................................................. 8
Describing the Relationship Between Benefit Tables and Employee Data .................................................... 18
Describing the Base Benefits Components ..................................................................................................... 19
Describing Sources of Information About PeopleSoft Enterprise Human Resources Base Benefits in
PeopleBooks .................................................................................................................................................... 26

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Lesson 3
Setting Up Payroll Deductions ..................................................................................................................... 31
Setting Up Payroll Deduction Codes for Benefit Plans .................................................................................. 32
Determining Deduction Classifications ........................................................................................................... 37
Specifying Deduction Tax Effects .................................................................................................................. 44
Determining Settings for Specific Processing ................................................................................................. 47
Specifying the Frequency of Benefit Deductions ............................................................................................ 49
Activity 1: Setting Up Payroll Deductions ...................................................................................................... 51

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Lesson 4
Setting Up Benefit Plans, Health Plans, and Benefit Programs ................................................................ 67
Identifying Health Plan Components .............................................................................................................. 68
Adding a Plan Provider ................................................................................................................................... 69
Setting Up a Benefit Plan and a Health Plan ................................................................................................... 73
Defining Coverage Codes ............................................................................................................................... 77
Setting Up Benefit Rate Types ........................................................................................................................ 80
Establishing Rates for a Benefit Plan .............................................................................................................. 83
Activity 2: Defining Health Plans ................................................................................................................... 85
Adding a Health Plan to a Benefit Program .................................................................................................. 102
Adding a Health Plan to a Benefit Program (continued) ............................................................................... 106
Activity 3: Creating a Benefit Program ......................................................................................................... 108

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Contents

Lesson 5
Setting Up Life Insurance Plans ................................................................................................................. 117
Identifying Life Insurance Plan Components ................................................................................................ 118
Defining a Life Insurance Plan ...................................................................................................................... 119
Defining Coverage Rates ............................................................................................................................... 127
Defining Calculation Rules ........................................................................................................................... 130
Adding a Life Insurance Plan to a Benefit Program ..................................................................................... 135
Activity 4: Setting Up Life Insurance Plans .................................................................................................. 138

Lesson 6
Setting Up Disability Plans ......................................................................................................................... 145
Identifying Disability Plan Components ....................................................................................................... 146
Setting Up a Formula .................................................................................................................................... 147
Creating a Disability Plan .............................................................................................................................. 150
Establishing Coverage Rates Based on Length of Service ............................................................................ 152
Adding a Disability Plan to a Benefit Program ............................................................................................. 154
Activity 5: Setting Up Disability Plans ......................................................................................................... 156

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Lesson 7
(USA) Setting Up Savings Plans ................................................................................................................. 163
Identifying Savings Plan Components .......................................................................................................... 164
Defining a Savings Plan ................................................................................................................................ 166
Setting Up the Service Step Table ................................................................................................................. 174
Setting Up Savings Plan Limits ..................................................................................................................... 179
Setting Up Age 50 Catch-up Contributions .................................................................................................. 184
Adding a Savings Plan to a Benefit Program ................................................................................................ 187
Activity 6: (USA) Setting Up a Savings Plan ............................................................................................... 190

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Lesson 8
(CAN) Setting Up Pension Plans ................................................................................................................
Identifying Pension Plan Components ..........................................................................................................
Setting Up Pension Plans ..............................................................................................................................
Adding a Pension Plan to a Benefit Program ................................................................................................
Activity 7: (CAN) Setting Up an Executive Pension Plan ............................................................................

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Lesson 9
Setting Up Leave Plans ............................................................................................................................... 211
Identifying Leave Plan Components ............................................................................................................. 212
Defining a Leave Plan ................................................................................................................................... 213

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Contents

Establishing Earning Codes for Leave Categories ........................................................................................ 218


Adding a Leave Plan to a Benefit Program ................................................................................................... 220
Activity 8: Setting Up a Vacation Leave Plan .............................................................................................. 222

Lesson 10
Setting Up Flexible Spending Accounts ..................................................................................................... 229
Identifying the Components of Flexible Spending Account Plans .............................................................. 230
Creating and Defining FSA Plans ................................................................................................................. 231
Creating and Defining FSA Plans (continued) .............................................................................................. 234
Adding FSA Plans to a Benefit Program ....................................................................................................... 235
Activity 9: Setting Up Flexible Spending Accounts ..................................................................................... 237

Lesson 11
Adding New Employees, Dependents, and Beneficiaries ......................................................................... 243
Identifying the Pages Used to Hire an Employee .......................................................................................... 244
Viewing Job-Related Information for an Employee ..................................................................................... 245
Setting Up Dependent and Beneficiary Data ................................................................................................ 247
Activity 10: Adding Dependent and Beneficiary Data ................................................................................. 255

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Lesson 12
Enrolling Employees ................................................................................................................................... 265
Assigning Employees to Benefit Programs ................................................................................................... 266
Activity 11: Assigning Employees to Benefit Programs ............................................................................... 268
Enrolling Employees in Benefit Plans ........................................................................................................... 269
Viewing Employee Benefit Enrollments ....................................................................................................... 288
Activity 12: Enrolling Employees ................................................................................................................. 292
Overriding Deduction Information ................................................................................................................ 301

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Lesson 13
Calculating Deductions ............................................................................................................................... 303
Setting Up Tables Used to Calculate Deductions ......................................................................................... 304
Activity 13: Assigning Pay Calendars ........................................................................................................... 313
Activity 14: Creating and Linking the Pay Run ID ....................................................................................... 316
Calculating Deductions ................................................................................................................................. 319
Activity 15: Calculating Deductions in PeopleSoft Payroll Interface ........................................................... 321
Viewing Calculated Deductions Online ........................................................................................................ 323
Activity 16: Viewing Calculated Deductions Online .................................................................................... 325
Confirming Deduction Amounts ................................................................................................................... 330

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Contents

Lesson 14
Processing Leave Accruals ......................................................................................................................... 333
Processing Leave Accruals ............................................................................................................................ 334
Viewing Employee Leave Accrual Balances Online .................................................................................... 336
Activity 17: Running the Leave Accrual Process ......................................................................................... 338

Lesson 15
Changing Benefit Programs and Employee Enrollments ........................................................................ 343
Running the Benefit Program Report ............................................................................................................ 344
Activity 18: Running the Benefit Program Report ........................................................................................ 345
Creating a New Benefit Program Using the Benefit Program Clone Utility ................................................ 347
Activity 19: Cloning a Benefit Program ........................................................................................................ 349
Changing Employee Enrollments in Benefit Plans ....................................................................................... 355
Activity 20: Updating Employee Benefit Records ........................................................................................ 356

Lesson 16
(USA) Managing HIPAA Regulations .......................................................................................................
Designating a HIPPA Plan ............................................................................................................................
Processing HIPAA Certificates .....................................................................................................................
Activity 21: Generating a HIPAA Certificate ...............................................................................................

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Lesson 17
Using eBenefits Self Service Functionality with Base Benefits ................................................................ 371
Explaining Self-Service Benefits Functionality ............................................................................................ 372
Setting Up eBenefits ...................................................................................................................................... 374
Describing Security Considerations For eBenefits ....................................................................................... 387
Activity 22: Viewing Benefits Summary Using Self-Service ....................................................................... 388

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Lesson 18
Using Multiple Jobs Within Benefits ......................................................................................................... 391
Describing Multiple Jobs ............................................................................................................................... 392
Grouping Jobs with Benefit Record Numbers .............................................................................................. 394
Identifying Primary Jobs ............................................................................................................................... 396
Calculating Benefits Deductions for Multiple Jobs ...................................................................................... 399
Activity 23: Implementing Multiple Jobs ..................................................................................................... 404

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Lesson 1

Course Overview
Objectives
By the end of this course, you will be able to:
Describe the PeopleSoft Human Resources Base Benefits business process.
Set up payroll deductions for benefit plans.
Define and manage benefit plans and programs.
Enroll employees, dependents, and beneficiaries in benefit plans.
Calculate benefit deduction amounts.

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Use eBenefits self-service functionality.


Use multiple jobs within Benefits.
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Course Overview

Lesson 1

Agenda
Day One
On day one, we will provide an overview of Base Benefits and discuss these topics:
Setting up payroll deductions.
Setting up health plans.
Setting up life insurance plans.
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Lesson 1

Course Overview

Agenda (continued)
Day One (continued)
On day one, we will discuss these topics:
Setting up disability plans.
(USA) Setting up savings plans.
(CAN) Setting up pension plans.
Setting up leave plans.
Setting up flexible spending accounts.
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Course Overview

Lesson 1

Agenda (continued)
Day Two
On day two, we will discuss these topics:
Adding new employees, dependents, and beneficiaries.
Enrolling employees.
Calculating deductions.
Processing leave accruals.
Managing changes to plans, programs, and employee enrollments.
(USA) Managing HIPAA regulations.
Using eBenefits self-service functionality with Base Benefits.
Using multiple jobs within benefits.

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Lesson 2

Business Process Overview


Objectives
By the end of this lesson, you will be able to:
Describe how PeopleSoft Enterprise Human Resources Base Benefits fits into PeopleSoft HRMS.
Describe the phases of the benefits process.
Describe the relationship between benefit tables and employee data.
Describe the PeopleSoft Enterprise Human Resources Base Benefits components.
List sources of information about PeopleSoft Enterprise Human Resources Base Benefits in PeopleBooks.

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Business Process Overview

Lesson 2

Describing How PeopleSoft Enterprise Human Resources Base


Benefits Fits Into PeopleSoft HRMS
The Relationship Between Base Benefits and PeopleSoft HRMS
This diagram illustrates how Base Benefits fits into PeopleSoft HRMS:

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Lesson 2

Business Process Overview

Describing How PeopleSoft Enterprise Human Resources Base


Benefits Fits Into PeopleSoft HRMS (continued)
The Difference Between Base Benefits and Benefits Administration
This table lists the differences between Base Benefits and Benefits Administration:
Base Benefits

Benefits Administration

Manual. The benefits administrator must do the

Automated. You set up the rules in PeopleSoft so the

thinking and determine who is eligible for what and


how to process the information. The eligibility is
external.

system does the thinking. The eligibility is internal.

Purchased as a separate product.

Delivered with PeopleSoft Human Resources.

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Business Process Overview

Lesson 2

Describing the Phases of the Benefits Process


Benefits Process Phases
The benefits process has four phases:
1. Set up benefit plans and supporting tables.
2. Include benefit plans in one or more benefit programs.
3. Assign employees to benefit programs and enroll them into benefit plans.
4. Calculate benefit-related deductions.
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Lesson 2

Business Process Overview

Student Notes
Defining the Benefits Process Phases
This table lists the tasks performed in each of the benefits process phases:
Phase

Tasks

Set up benefit plans and supporting tables.

Set up benefit plans and providers.


Define available coverage.
Establish rates, calculation rules, coverage formulas,
and payroll deductions.

Include benefit plans in benefit programs.

Include benefit plans in one or more benefit programs. A


benefit program is a collection of benefit plans that your
company offers to a group of employees.

Assign employees to benefit programs and enroll them


into benefit plans.

Determine the benefit program in which an employee


can participate.

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Enroll employee in selected benefit elections.


Designate dependents or beneficiaries.
Calculate benefit related deductions

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If your company uses Payroll for North America, the

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payroll process automatically calculates deductions.

If you use another payroll system, you can run a

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stand-alone deduction calculation process to produce an


interface file using PeopleSoft Enterprise Payroll
Interface.

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Business Process Overview

Lesson 2

Describing the Phases of the Benefits Process (continued)


Phase One: Setting Up Benefit Plans and Supporting Tables
This diagram shows the benefit plan and supporting tables that you set up in phase one:

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Lesson 2

Business Process Overview

Student Notes
Available Plan Types by Category
Within each category, PeopleSoft offers a set of predefined benefit plan types. The system looks for this
number during the benefit deduction calculation phase to determine the table in which to find the processing
rules.
This table provides the number sequencing for the delivered plan categories:
Category

Numbering Sequence

Simple Benefit

A0A9, AAAZ

Health

10-19, 1A-1Z

Life and Accidental Death

20-29, 2A-2Z

Disability

30-39, 3A-3Z

Savings

40-49, 4A-4Z

Leave

50-59, 5A-5Z

Flexible spending accounts (FSA)

60-69, 6A-6Z

Retirement

70-79, 7A-7Z

Pension

80-89, 8A-8Z

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Vacation buy and sell

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90-99, 9A-9Z

Defining and Adding Plan Types

Benefit plans are the benefits that you want to offer to your employees. Benefit plans are divided into
categories. To identify the categories, PeopleSoft uses a two-digit, alphanumeric numbering sequence. Ten
categories are already set up in the Base Benefits system.
Plan types are a high-level key field to the Benefit Plan and Deduction tables. They determine proper COBOL
processing and the page appearance of the plan attribute tables. You can change or add new plan types, but do
not delete the delivered plan types.

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Note. You should work within the PeopleSoft plan type series. If you add plan types that do not conform to
the provided series, you must update the associated processing logic.

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Business Process Overview

Lesson 2

Benefit Supporting Tables


Benefit Supporting Table

Description

Plan Type

Plan types are:

Two-character, alphanumeric codes.


Stored in the Translate Table.
Deduction table

In this table, you define:

Payroll processing rules.


Deduction frequencies.
Special rules regarding deduction priority, taxation,
arrears processing, year-to-date limits, and general
ledger account numbers.
Provider/Vendor table

In this table, you define:

Effective dates.
Carrier information and contacts.
Group numbers.
Benefit Plan table

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In this table, you define:

Effective dates
Plan description

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Plan providers

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Default deduction codes

Plan Attribute tables

In the plan attribute tables, you define additional


processing information about a specific benefit plan.
The plan attribute tables are a continuation of the Benefit
Plan Table.

Rate tables

In these tables, you define:

Coverage costs.

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Who pays for a plan-the employer, the employee, or


both.

Lesson 2

Business Process Overview

Benefit Supporting Table

Description

Coverage Formula tables

In these tables, you define:

Simple formulas to calculate coverage for both life and


disability insurance plans.

How the benefits compensation base is determined, a


formula to apply against that base to derive a coverage
amount, and limits on the coverage amount.

If the coverage is subject to reduction based on attained


age.
Calculation Rules table

In this table, you define:

As of dates for age, service, and compensation to be


used to determine rates.

Which salary field to use: Annual Rate or Benefit Base


Rate.
(USA) Limit table

In this table, you define rules for 401(a), 402(g), 403(b),


415, and 457 plans.

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Business Process Overview

Lesson 2

Describing the Phases of the Benefits Process (continued)


Phase Two: Including Benefit Plans in Benefit Programs
Two important concepts in Base Benefits are the benefit program and the benefit plan:
Benefit Program

Benefit Plan

A collection of benefit plans.

A specific benefit offering within a plan type, such as

Differs by groups of employees (union, nonunion,


executives, and so on).

basic dental, or enhanced dental.

Defined through multiple components such as rate


tables and calculation rules.

Offered in benefit programs.

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Lesson 2

Business Process Overview

Student Notes
Definition of a Benefit Program
A benefit program is a collection of benefit plans that your company offers to a group of employees. For
example, your company might set up one benefit program for hourly employees and another for salaried
employees.

Example: Benefit Plans in Benefit Programs


This table illustrates how various benefit plans can be combined into different benefit programs:
Benefit Plan

Hourly Benefit Program

Salary Benefit Program

Medical

200 USD deductible, 80 percent


reimbursement.

200 USD deductible, 80 percent


reimbursement.

Dental

No deductible, 50 percent or 60 percent


reimbursement.

No deductible, 50 percent or 60 percent


reimbursement.

Life

6 months' pay.

1 year's salary.

Short-term disability

67 percent for 6 months.

100 percent for 52 weeks.

Long-term disability

50 percent.

60 percent.

Vacation

1 week, increasing to 6 after 30 years.

3 weeks, increasing to 6 after 30 years.

Savings

Maximum pretax 7 percent of salary.

Company matches 50 percent (up to 5


percent of salary).

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Business Process Overview

Lesson 2

Describing the Phases of the Benefits Process (continued)


Phase Three: Assigning Employees to a Program and Enrolling in Plans
This diagram shows an employee's assignment to a benefit program and the employee's plan enrollments in
the program:

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Student Notes

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Assigning Employees to Programs and Enrolling Plans

Each benefit program can have multiple plans of each plan type. After employees are assigned to a benefit
program, they can select any combination of the plans within the program.

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Lesson 2

Business Process Overview

Describing the Phases of the Benefits Process (continued)


Phase Four: Calculate Benefits Related Deductions
This diagram illustrates the difference between calculating benefit deductions using Payroll for North
America and Payroll Interface:

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Student Notes

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Processing Deductions

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Deductions can be processed through Payroll for North America or Payroll Interface. When an employee is
paid through Payroll for North America, deductions and coverage are processed through payroll. If you use
Payroll Interface (or another interface to a third-party payroll provider), you need to run the Deduction
Calculation process.

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Business Process Overview

Lesson 2

Describing the Relationship Between Benefit Tables and Employee


Data
Relationship Between Benefits Tables and Employee Data
This diagram shows the two parts that make up the PeopleSoft HRMS benefits package, benefits tables and
employee data:

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Student Notes

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The Relationship Between Benefit Tables and Employee Data

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Benefits tables store information about the benefit plans that a company offers, such as types of plans,
premium costs, and enrollment rules for the plans.

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Employee data includes employee benefit plan enrollments, coverage levels, dependents, and beneficiaries.

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Lesson 2

Business Process Overview

Describing the Base Benefits Components


The Relationship Between Scroll Areas and Tables
This diagram illustrates the multiple scroll areas found on pages used in benefits processing:

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Business Process Overview

Lesson 2

Student Notes
Scroll Areas
Most pages used in benefits processing have multiple scroll areas. Each scroll area represents a different, but
related, database table. A group box surrounds the fields that a scroll area controls.
Scroll areas enable you to:
Insert and delete rows of data in a table.
View multiple rows of data in a table or view one row at a time.
Multiple scroll areas enable you to maintain multiple records for related tables.
Because pages are structured to access more than one table, insert and delete buttons appear inside scroll
areas to ensure that you modify rows in the proper table.

Key Structure
The key structure determines how you maintain your tables in terms of inserting, deleting, or changing rows
of data. For example, if you insert a row of data into the second table, key fields are transferred from the first
table. If you insert a row of data into the third table, key fields are transferred from the first and second tables.

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Note. Some pages are structured to allow access to more than one table. To ensure that you are modifying
rows within the proper table, make sure to use the insert and delete buttons within the corresponding scroll
area.

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Lesson 2

Business Process Overview

Describing the Base Benefits Components (continued)


Payroll Related Tables
Use these payroll-related tables to set up and process benefits information:
Deduction table
Earnings table
Pay Group table
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Student Notes
Using Payroll Related Tables
This table describes how these payroll tables relate to benefits information processing:
Table

Use

Deduction table

Establish payroll deductions for benefit plans and to specify:


The deduction frequency.
The affect of the deduction on taxable gross income.
Arrears processing.

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The associated general ledger expense and liability accounts.

Earnings table

Pay Group table

Define earnings codes for leave categories to track holidays, vacations, sick time, jury
duty, and personal time.
Link a benefit program to a pay group so that when you hire new employees or assign
them to a pay group, the system automatically assigns them to a benefit program.

Setting Default Pay Groups

You can override the default from the Pay Group table by entering the appropriate benefit program at the
employee level.

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Business Process Overview

Lesson 2

Describing the Base Benefits Components (continued)


Base Benefit Tables
The core tables that you set up to establish your benefit programs and plans include:
Provider/Vendor table.
Benefit Plan table.
Plan Attribute tables.
Rate tables.
Coverage Formula tables.
Calculation Rules table.
Benefit Program table.
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Lesson 2

Business Process Overview

Student Notes
Core Tables and Use
This table describes the core tables:
Table

Use

Provider/Vendor table

Identify plan providers.

Benefit Plan table

Define a benefit plan and assign a provider to the plan.

Plan Attribute tables

Define the details of a specific plan type such as a health plan or a life insurance plan.

Rate tables

Identify who pays for the plan and how much is paid.

Coverage Formula tables

Create simple formulas to define how coverage should be calculated for life and
disability insurance plans.

Calculation Rules table

Define the basis for premiums, coverage, and service calculations.

Benefit Program table

Define a benefit program and attach benefit plans to the program.

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Plan Attribute Tables


The plan attribute tables are:
Simple Plan table

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Health Plan table

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Life and AD/D table


Disability Plan table
Savings Plan table
Leave Plan table

FSA Benefits table

Retirement Plan table


Pension Plan table

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Vacation Buy/Sell table

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Business Process Overview

Lesson 2

Describing the Base Benefits Components (continued)


Workforce Administration Pages
This table describes the pages used to hire a new employee and enroll the employee in a benefit program:
Component

Use

Add a Person

Enter a person's biographical and contact information into the database.

Job Data

Enter the employee's work location, job status, payroll and salary plan information, and
compensation details.

Benefit Program
Participation

Assign the employee to a benefit program.

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Student Notes

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Using Biographical Information for Benefits

Biographical information includes employee gender and age, both of which can be used as the basis for
calculating benefit premiums. Age can also be used to determine eligibility for benefit plans.

Using Job Data

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Job data such as employee status, full or part-time, regular or temporary, standard hours, job code, and
company can determine employee eligibility for benefit programs. Eligibility for benefit plans is based on the
benefit program the employee is in. In addition, coverage in some plans is based on the employee's annual
compensation rate. If you need to use a different annual rate (for example, with commission sales employees),
plans can be based on an alternate rate, the Annual Benefits Base Rate.

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Lesson 2

Business Process Overview

Describing the Base Benefits Components (continued)


Benefit Enrollment Pages
Use the Update Dependent/Beneficiary page to enter an employee's dependents and beneficiaries into the
database.
Use these pages to enroll employees and dependents in individual plans:
Health Benefits
Life and AD/D Benefits
Disability Benefits
Savings Plans
Pension Plans
Leave Plans
FSA Plans

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Student Notes
Benefit Enrollment Pages

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Use the components in the Benefits menu to enroll employees in benefit plans. Employees can elect benefit
plan coverage and specify dependents and beneficiaries.

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Business Process Overview

Lesson 2

Describing Sources of Information About PeopleSoft Enterprise


Human Resources Base Benefits in PeopleBooks
Using the Help Link
You can access related material by clicking the Help link in the top right corner of the application page. This
takes you to the relevant information in the appropriate PeopleBook.
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Lesson 2

Business Process Overview

Describing Sources of Information About PeopleSoft Enterprise


Human Resources Base Benefits in PeopleBooks (continued)
Implementation and Business Process Information
Use the PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base Benefits to find
implementation and business process information for PeopleSoft Base Benefits, including:
Information about beginning an implementation.
Navigation information.
Implementation concepts and tasks.
Business process concepts and tasks.
Appendixes and report samples.
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Business Process Overview

Lesson 2

Student Notes
Additional Information
This table lists the locations of additional information in the PeopleSoft Human 9.0 Resources PeopleBook:
Manage Base Benefits:
Location

Type of Information

Getting Started chapter

This chapter provides general implementation information and references to


additional sources of pertinent information.
The release of PeopleSoft Setup Manager has eliminated the need to provide an
overview of the implementation steps that was included in previous Getting Started
chapters. With this release, the Getting Started chapters now contain:

General information about PeopleSoft Setup Manager.


A list of setup components for which a component interface exists that can be used
with the Excel to Component Interface utility.
Implementation chapters

These chapters discuss implementation concepts and tasks:

Setting Up Core Human Resources Base Benefits Tables


Setting Up Benefit Plans

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Building Base Benefit Programs

Setting Up Additional Human Resources Base Benefits Features

The chapters that follow the implementation chapters discuss business process
considerations that are helpful to both implementers and power users.

Appendixes and report samples

The appendixes provide reference information about the reports and workflows that
are delivered with the system. Samples of reports appear at the end of the
appendixes.

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Business process chapters

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Lesson 2

Business Process Overview

Review
In this chapter, you learned that:
Base Benefits is delivered as part of PeopleSoft Enterprise Human Resources.
The benefits process has four phases.
The system can store an unlimited number of benefit records for employees, dependents, and retirees.
You must hire employees through the components in the Workforce Administration menu before you can
enroll them in benefit plans.
ThePeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base Benefits contains information
for implementing PeopleSoft Base Benefits.
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Lesson 3

Setting Up Payroll Deductions


Objectives
By the end of this lesson, you will be able to:
Set up payroll deduction codes for benefit plans.
Determine deduction classifications.
Specify deduction tax effects.
Determine settings for specific processing.
Specify the frequency of benefit deductions.

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Setting Up Payroll Deductions

Lesson 3

Setting Up Payroll Deduction Codes for Benefit Plans


Setting Up Deductions
These are three options for setting up deductions:
One deduction for each plan type.
One deduction for each plan type and benefit plan combination.
One deduction for each plan provider.
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Lesson 3

Setting Up Payroll Deductions

Student Notes
Setting Up Deductions
Note. When you set up your tables, remember that the description on the pay earnings statement is the
deduction description on the deduction code table.

Example of Deduction Codes by Plan Type


This table shows deduction codes by plan type:
Plan
Type

Benefit
Plan

Plan Description

Deduction
Code

Deduction
Description

General Ledger
Acct

20

2x

Coverage is 2 times the base pay.

LIFINS

Life

1111-1111

20

3x

Coverage is 3 times the base pay.

LIFINS

Life

1111-1111

20

FLTRT

Coverage is a flat rate of 50,000


USD.

LIFINS

Life

1111-1111

20

FBBF

Factor x Base + Flat Amount Coverage is 3 times the benefits base


plus 10,000 USD.

LIFINS

Life

1111-1111

20

FBBF2

Factor x Base + Flat Amount Coverage is 3 times the benefits base


plus 20,000 USD.

LIFINS

Life

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1111-1111

Example of Deduction Descriptions that Differ by Plan

This table shows that the deduction description can also differ by plan:

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Setting Up Payroll Deductions

Lesson 3

Plan
Type

Benefit
Plan

Plan Description

Deduction
Code

Deduction
Description

General Ledger
Acct

20

2x

Coverage is 2 times the base pay.

LIFINS1

2X Life

1111-1111

20

3x

Coverage is 3 times the base pay.

LIFINS2

3X Life

2222-2222

20

FLTRT

Coverage is a flat rate of 50,000


USD.

LIFINS3

50K Life

3333-3333

20

FBBF

Factor x Base + Flat Amount Coverage is 3 times the benefits base


plus 10,000 USD.

LIFINS4

3X + 10K Life

4444-4444

20

FBBF2

Factor x Base + Flat Amount Coverage is 3 times the benefits base


plus 20,000 USD.

LIFINS5

3X + 20K Life

5555-5555

General Ledger
Acct

Example of Deduction Codes by Plan Provider


This table shows deduction codes by plan provider:
Benefit
Plan

Plan Description

Deduction
Code

Deduction
Description

20

2x

Coverage is 2 times the base pay.

LONDON

Life

20

3x

Coverage is 3 times the base pay.

LONDON

Life

20

FLTRT

Coverage is a flat rate of 50,000


USD.

STNDRD

50K Life

2222-2222

20

FBBF

Factor x Base + Flat Amount Coverage is 3 times the benefits base


plus 10,000 USD.

MIRASOU

3X Life

3333-3333

20

FBBF2

Factor x Base + Flat Amount Coverage is 3 times the benefits base


plus 20,000 USD.

MIRASOU

3X Life

3333-3333

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Plan
Type

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1111-1111
1111-1111

Lesson 3

Setting Up Payroll Deductions

Setting Up Payroll Deduction Codes for Benefit Plans (continued)


Using the Deduction Table
This diagram illustrates how the pages within the Deduction Table component are associated:

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Setting Up Payroll Deductions

Lesson 3

Student Notes
Page Used to Set Up Deduction Information
Page Name

Navigation

Deduction Table Setup

Set Up HRMS, Product Related, Payroll for North America, Deductions, Deduction
Table, Setup

Use this page to set up deduction information:

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Deduction Table Setup page

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Lesson 3

Setting Up Payroll Deductions

Determining Deduction Classifications


(USA) Setting Up Tax Classifications
This diagram shows the options to select for various tax classifications:

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Setting Up Payroll Deductions

Lesson 3

Student Notes
Page Used to Indicate Tax Classification Type
Page Name

Navigation

Deduction Table -Tax Class

Set Up HRMS, Product Related, North American Payroll, Deductions, Deduction


Table, Tax Class

Use this page to indicate the type of tax classification that is used by this deduction code:

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Deduction Table Tax Class page

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Lesson 3

Setting Up Payroll Deductions

Tax Classification
Each deduction requires at least one tax classification, but it can have multiple classifications. For example, a
deduction for a life insurance plan may use all tax classifications except for Nontaxable Benefit. Savings plan
deductions may use all five classifications.
The system processes deductions according to priority within a classification. A before-tax deduction is
applied prior to an after-tax deduction with one exception. If an after-tax deduction cannot be applied
completely, the system considers all before-tax deductions and does not apply a before-tax deduction with a
lower priority (higher number).
The following table describes tax classifications:
Tax Classification

Description

After-Tax

Calculated after taxable gross and reduces employee net


pay. An example is a monthly disability deduction. After
tax is the default option.

Before-Tax

Calculated before taxable gross and reduces both taxable


gross and employee net pay. An example is an employee
contribution to a retirement plan, such as 401(k) plan in
the U.S., and RRSP or Pension in Canada.

Nontaxable Benefit

Has no effect on taxable gross or employee net pay. The


employer contribution to an employee benefit, such as a
health plan or retirement plan is an example. Use this
option to track the employer contribution through the
payroll system.

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(USA) Nontaxable Before-Tax Benefit

Taxable Benefit

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Has no effect on taxable gross or employee net pay.


Currently used only for the before-tax matching
contributions to savings plan. Employer matching to
savings plans in U.S. only.

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Calculated before taxable gross and added to taxable


gross. The system reduces employee net pay by the
amount of the tax. A U.S. example of a taxable benefit is
an employer contribution to the cost of group term life
insurance for coverage in excess of 50,000 USD. In
Canada, the entire employer portion for life insurance is
designated as taxable.

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Setting Up Payroll Deductions

Lesson 3

Determining Deduction Classifications (continued)


(CAN) Setting Up Tax Classifications
This diagram shows the options to select for various tax classifications:

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Lesson 3

Setting Up Payroll Deductions

Student Notes
Page Used to Indicate Tax Classification Type
Page Name

Navigation

Deduction Table - Tax Class

Set Up HRMS, Product Related, North American Payroll, Deductions, Deduction


Table, Tax Class

Use this page to indicate the type of tax classification that is used by this deduction code:

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Deduction Table Tax Class page

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Setting Up Payroll Deductions

Lesson 3

Determining Deduction Classifications (continued)


(CAN) Setting Up Tax Classifications
The following scenarios are examples of how to determine deduction classifications:
Scenario

Deduction Classification Option

Employee pays entire medical premium with after-tax


dollars.

Select After-Tax only.

Employee and employer pay for medical premium.

Select either:

After-Tax and Nontaxable Benefit.


(USA) Before-Tax and Nontaxable Benefit.

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Student Notes

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Defining Special Accumulators

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If you want to roll together specific deduction codes to be used later during payroll processing, enter a special
accumulator code here. This code enables you to designate which deductions should add to or subtract from
earnings.

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Lesson 3

Setting Up Payroll Deductions

Determining Deduction Classifications (continued)


Deduction Classification Scenarios
Examples of the deduction classifications option are based on these scenarios:
The employer pays the entire life insurance premium.
(USA) A 401(k) plan, to which employees may contribute before-tax-only or a combination of before- and
after-tax.
Slide 32

Student Notes
Deduction Classification Options
This table lists the option based on these scenarios:

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Scenario

Deduction Classification Option

Employer pays entire life insurance premium.

(USA) Select Nontaxable Benefit and Taxable Benefit


(this might affect imputed income).
(CAN) Select Taxable.

(USA) 401(k) plan. (Employees may contribute


before-tax-only or a combination of before- and after-tax.)

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If your organization offers after-tax and before-tax


employee contributions and matches both types of
contributions, select:

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Note. If After-Tax is not selected, the employee's after-tax


contribution is not calculated.

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After-Tax.

Before-Tax.

Nontaxable Benefit.

Nontaxable, Before-tax Benefit.

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Setting Up Payroll Deductions

Lesson 3

Specifying Deduction Tax Effects


(USA) Tax Effects
Before setting up the information on this page, consider the effect of the tax classification that you specified:
U.S. Options

Description

Effect on FICA Gross and FUT Gross

Should be used only on taxable benefit and before-tax


deductions.

Taxable Gross Comp ID

Used to define a taxable gross base that is different from


federal when calculating state and local taxes. Only
available if Taxable Benefit or Before Tax on the
Deduction Table is selected.

Withhold FWT

Available if Taxable Benefit or Before Tax on the


Deduction Table is selected.

GTL/DPL

Available if Taxable Benefit on the Deduction Table is


selected.

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Lesson 3

Setting Up Payroll Deductions

Student Notes
Page Used to Indicate Tax Calculations Effect
Page Name

Navigation

Deduction Table - Tax Effect

Set Up HRMS, Product Related, North American Payroll, Deductions, Deduction


Table, Tax Effect

Use this page to indicate how the tax classification affects tax calculations:

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Deduction Table Tax Effect page

(USA) Considerations for Specifying Tax Effects

When specifying tax effects for a deduction code, consider these questions:
Does the deduction add to, subtract from, or have any effect on Federal Insurance Contributions Act (FICA
) or Federal Unemployment Tax (FUT ) gross?

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Are taxes calculated differently at the federal, state, and local level?

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How is imputed income processed for this deduction code?

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Setting Up Payroll Deductions

Lesson 3

Specifying Deduction Tax Effects (continued)


(CAN) Tax Effects
The system uses Effect on Canadian Pension Plan (CPP) Gross, Effect on Employment Insurance (EI) Gross,
Effect on Quebec Income Tax (QIT) Gross, Effect on Quebec Pension Plan (QPP) Gross, and Effect on
Quebec Parental Insurance Plan (QPIP) gross to determine the taxable gross for these taxes:
Canadian Options

Description

Eff on True T4 Gross and Eff on True RL Gross

Selected for deductions that are taxable benefits. In most


cases, before-tax deductions are set to No Effect, because
you would not want to reduce the gross amount by the
amount of the before-tax deduction.

Eff on Payroll Tax Gross

Applies only to the Northwest Territories and Nunavut


Taxable Gross calculations for employees designated
Subject to Payroll Tax.

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Student Notes
Understanding Deduction Tax Effects

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This is an important page for setting up the tax effect on your taxable gross buckets. If this page is set up
incorrectly, it could cause a reconciliation problem for yearend slips and tax calculation that would be
difficult to resolve. For example, if you are setting up life insurance as a taxable benefit, Canadian Income
Tax is already affected by indicating taxable benefit, but you have to ensure that the effect on CPP is
indicated as "Adds To" but not the effect on employment insurance. Employment insurance remains as "No
Effect." Employment insurance is only indicated for Board and Lodging and Group RRSP taxable benefits. If
you have Quebec employees, you have to indicate that QPP and QIT is "Adds To." T4 and RL Grosses needs
to be "Adds to" in case you want to report on those buckets to review what your Box 14 on T4 and Box A on
Releve 1 would be.

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Lesson 3

Setting Up Payroll Deductions

Determining Settings for Specific Processing


Deduction Options
On the Process page, you can select combinations of these deduction options for each tax class:
Partial deduction allowed.
Deduction arrears allowed.
Deductions taken from separate check.
Stop deductions at termination.
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Setting Up Payroll Deductions

Lesson 3

Student Notes
Page Used to Define Specific Processing Settings
Page Name

Navigation

Deduction Table - Process

Set Up HRMS, Product Related, North American Payroll, Deductions, Deduction


Table, Process

Use this page to specify deduction method, deduction maximum, and general ledger account numbers:

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Deduction Table Process page

Considerations Before Specifying Deduction Processing


For each deduction code, answer these questions:

Can partial deductions be taken for benefit deductions?


Will you allow for arrears?

Will this deduction be deducted from checks other than regular paychecks (for example, bonus checks) that
are issued during the same pay period?

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Should the deduction continue after an employee is terminated?

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The system considers both the Deduction Arrears Allowed and the Partial Deduction Allowed options when
determining how to apply a deduction whose amount is greater than net pay.

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Lesson 3

Setting Up Payroll Deductions

Specifying the Frequency of Benefit Deductions


How to Collect Deductions in Different Pay Periods
This table shows the pay periods that you need to select on the Deduction Table-Schedule page to create the
deduction frequency:
Frequency

Pay Periods Selected

Weekly

First through fifth or any combination.

Biweekly

First through third or any combination.

Semi-monthly

First or second.

Monthly

No selection required.

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Setting Up Payroll Deductions

Lesson 3

Student Notes
Page Used to Specify Frequency Deductions
Page Name

Navigation

Deduction Table - Schedule

Set Up HRMS, Product Related, North American Payroll, Deductions, Deduction


Table, Schedule

Use this page to specify the frequency in which the system applies deductions:

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Deduction Table Schedule page

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Lesson 3

Setting Up Payroll Deductions

Activity 1: Setting Up Payroll Deductions


In this activity, you will review the activity overview and:
1. Set up a medical deduction.
2. Set up a life insurance deduction code.
3. (USA) Add a saving plan deduction code.
4. (CAN) Add a pension plan deduction code.
Slide 37

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Setting Up Payroll Deductions

Lesson 3

Activity Overview
Global Business Institute (GBI) is adding a new benefit program for executive employees, effective January
1, 2002. You are on the implementation team, and it is your responsibility to set up the program. In
consecutive activities, you will set up the following plans so that they can be included in the executive benefit
program.
Plan Type

Description

Medical

Provides coverage for employees and eligible dependents.

Plan 1 provides comprehensive coverage and pays 100 percent of covered


hospital expenses with no deductible.

(USA) Plan 2 provides supplemental coverage and pays 80 percent of covered


hospital expenses with an annual deductible of 100 USD for each covered
individual.
Dental

Provides full coverage for preventive, minor and major restorative, and
orthodontia with a 100 USD deductible for each covered individual.

Life

Basic life insurance of two times the employee's annualized base pay is provided
at no cost.

Disability

Long Term Disability pays 66 2/3 percent of pre-disability pay (up to 7,500 USD
monthly) and remains level through out disability.

Savings

For U.S. employees, the company will match 50 percent of an employee's


before-tax contribution up to 6 percent of the employee's gross pay during the first
two years of service. After two years of service, the company will match 100
percent of the employee's before-tax contribution up to 6 percent of the
employee's gross pay. Employees may contribute up to 12 percent before or
after-tax, or any combination of the two, as long as the total does not exceed 12
percent.

Leave

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Employees will earn vacation leave.

FSA

For U.S. employees, set up a dependent care spending account to pay up to 5,000
USD of dependent care expenses on a before-tax basis.

Pension

Canadian employees may contribute 4 percent up to Yearly Maximum


Pensionable Earnings (YMPE ) and 6 percent over YMPE. The company will
match 50 percent.

In this activity, you will create three deduction codes to link to benefit plans in a subsequent lesson.

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Lesson 3

Setting Up Payroll Deductions

(USA) Creating Deduction Codes


Create a medical deduction with no maximum arrears payback and a before-tax classification. The deduction
should subtract from both FICA and FUT. Allow for partial and arrears deductions. Define a second,
nontaxable benefit tax effect with no partial or arrears deductions allowed. Set up weekly deductions.
Create a life insurance deduction with no maximum arrears payback with a nontaxable and a taxable benefit
option. The taxable option will add to FICA and have no effect on FUT. Partial and arrears deductions are not
allowed.
Create a 401(k) deduction with no maximum arrears payback and after-tax, nontaxable, and nontaxable
before-tax benefit options.
(CAN) Creating Deduction Codes
Create a medical deduction with no maximum arrears payback and an after-tax classification. The deduction
will have no tax effect. Allow for partial and arrears deductions. Define a second, nontaxable benefit tax
effect with no partial or arrears deductions allowed. Set up weekly deductions.
Create a life insurance deduction with no maximum arrears payback with a nontaxable and a taxable benefit
option. The taxable option will add to QIT, CPP, QPP, T4 and RL. Partial and arrears deductions are not
allowed.
Create a pension plan deduction with no maximum arrears payback and a before-tax option that subtracts
from QIT, CPP, QPP, and EI. Allow partial and arrears deduction processing.

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Deduction Codes Already Defined

Three deduction codes have already been defined for you. The following table describes the deduction tables
that are already created:
Plan Type

Dental

(USA) Tables

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(CAN) Tables

KUDMO

KCDMO

Long-Term Disability

KULTD9

KCLTD9

Flexible Spending Dependent Care

LFSADC

NA

Flex Spending Health - Canada


(flexible spending health-Canada)

NA

KCHFSA

Note. Use PS for the user name and password in this activity.

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Setting Up Payroll Deductions

Lesson 3

Activity Detailed Steps


Perform the detailed steps to complete the activity.

Setting Up a Medical Deduction


To set up a medical deduction:
1. Set up basic information.
2. Determine tax classifications.
3. Specify deduction tax implications.
4. Determine settings for partial deductions and arrears.
5. Add another tax classification.
6. Specify deduction tax implications.
7. Determine settings for partial deductions and arrears.
8. Specify the frequency of the benefit deduction.

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Lesson 3

Setting Up Payroll Deductions

Setting Up Basic Information


To set up basic information:
1. Select Set Up HRMS, Product Related, Payroll for North America, Deductions, Deduction Table.
2. Access the Add a New Value page, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Plan Type

Medical

Medical

Deduction Code

MED

MED

3. Click Add.
4. On the Setup page, enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1, 2002

January 1, 2002

Description

Medical Deduction

Medical Deduction

Short Description

Medical

Medical

Priority

500

510

Maximum Arrears Payback

No Maximum

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Determining Tax Classifications

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No Maximum

To determine tax classifications:


1. Access the Tax Class page.

2. Enter the following information:


Page Element

(USA) Value or Status

(CAN) Value or Status

Deduction Calculation

Before-Tax

After-Tax

Canadian Sales Tax

NA

None

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Setting Up Payroll Deductions

Lesson 3

Specifying Deduction Tax Implications


To specify deduction tax implications:
1. Access the Tax Effect page.
2. Enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Effect on FICA Gross

Subtracts

NA

Effect on FUT Gross

Subtracts

NA

Taxable Gross Comp ID

125

NA

Effect on QIT Gross

NA

No Effect

Effect on CPP Gross

NA

No Effect

Effect on QPP Gross

NA

No Effect

Effect on EI Gross

NA

No Effect

Effect on QPIP

NA

No Effect

Effect on True T4 Gross

NA

No Effect

Effect on True RL Gross

NA

Effect on T4A Gross

NA

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Effect on RL-2 Gross

NA

No Effect

Eff on Payroll Tax Gross

NA

No Effect

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No Effect
No Effect

Lesson 3

Setting Up Payroll Deductions

Determining Settings for Partial Deductions and Arrears


To determine settings for partial deductions and arrears, access the Process page and enter the following
information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Partial Deduction Allowed

Selected

Selected

Deduction Arrears Allowed

Selected

Selected

Deductions Taken From Sep Chk

Cleared

Cleared

Stop Deduction At Termination

Selected

Selected

Liability Accounts-Non Commitment


Accounting

DED01

DED01

Adding Another Tax Classification


To add another tax classification:
1. Access the Tax Class page.

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2. Insert a new row in the Tax Classifications scroll area and select Nontaxable Benefit.

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Specifying Deduction Tax Implications


To specify deduction tax implications:
1. Access the Tax Effect page.

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2. Accept the default effects on specific taxes for the nontaxable benefit deduction classification.

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Setting Up Payroll Deductions

Lesson 3

Determining Settings for Partial Deductions and Arrears


To determine settings for partial deductions and arrears:
1. Access the Process page.
2. In the Nontaxable Benefit row, enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Partial Deduction Allowed

Cleared

Cleared

Deduction Arrears Allowed

Cleared

Cleared

Deductions Taken From Sep Chk

Cleared

Cleared

Stop Deduction At Termination

Selected

Selected

Liability Accounts-Non Commitment


Accounting

DED01

DED01

Specifying the Frequency of the Benefit Deduction


To specify the frequency of the benefit deduction:

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1. Access the Schedule page.

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2. Accept the default frequency of Weekly and verify that all of the pay period check boxes are selected.
3. Click Save.

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Lesson 3

Setting Up Payroll Deductions

Setting Up a Life Insurance Deduction Code


To set up a life insurance deduction code:
1. Select Set Up HRMS, Product Related, Payroll for North America, Deductions, Deduction Table.
Note. You do not need to repeat the full navigation. To build a new deduction code, click the Add button
on the bottom of the page.
2. Access the Add a New Value page, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Plan Type

Life

Life

Deduction Code

LFIN

LFCN

3. Click Add, and enter the following information:


Page Element

(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1, 2002

January 1, 2002

Description

Life Insurance Deduction

Life Insurance Deduction

Short Description

Life

Life

Deduction Priority

500

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Maximum Arrears Payback

No Maximum

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500

No Maximum

4. Access the Tax Class page, and enter the following information:
Page Element

Deduction Classification

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(USA) Value or Status

(CAN) Value or Status

Nontaxable Benefit

Taxable Benefit

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Setting Up Payroll Deductions

Lesson 3

5. Access the Tax Effect page, and enter or verify the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Effect on FICA Gross

No Effect

NA

Effect on FUT Gross

No Effect

NA

Taxable Gross Comp ID

Blank

NA

Effect on QIT Gross

NA

Adds To

Effect on CPP Gross

NA

Adds To

Effect on QPP Gross

NA

Adds To

Effect on True T4 Gross

NA

Adds To

Effect on True RL Gross

NA

Adds To

6. Access the Process page, and enter the following information:

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Page Element

(USA) Value or Status

(CAN) Value or Status

Partial Deduction Allowed

Cleared

Cleared

Deduction Arrears Allowed

Cleared

Cleared

Deductions Taken From Sep Chk

Cleared

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Cleared

Stop Deduction at Termination

Cleared

Selected

Maximum Yearly Deduction

Blank

Blank

Liability Accounts - Non Commitment


Accounting

DED01

DED01

7. (USA) Access the Tax Class page.

8. (USA) Insert a new row in the Tax Classifications scroll area, and select the Taxable Benefit option.

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Lesson 3

Setting Up Payroll Deductions

9. (USA) Access the Tax Effect page, and enter the following information for the new tax classification:
Page Element

(USA) Value or Status

(CAN) Value or Status

Effect on FICA Gross

Adds To

NA

Effect on FUT Gross

No Effect

NA

Taxable Gross Component ID

GTL

NA

GTL/DPL

Add to GTL

NA

Withhold FWT

Selected

NA

10. (USA) Access the Process page, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Partial Deduction Allowed

Cleared

NA

Deduction Arrears Allowed

Cleared

NA

Deductions Taken From Sep Chk

Cleared

NA

Stop Deduction at Termination

Cleared

NA

Liability Accounts-Non Commitment


Accounting

DED01

NA

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11. Access the Schedule page and enter the following information:
Page Element

Pay Frequency

Deduction Frequency

12. Click Save.

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(USA) Value or Status

(CAN) Value or Status

Weekly

Weekly

Select each pay period

Select each pay period

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Setting Up Payroll Deductions

Lesson 3

Setting Up a Savings Plan or Pension Plan Deduction Code


To set up a savings plan deduction code:
1. Select Set Up HRMS, Product Related, North American Payroll, Deductions, Deduction Table.
Note. You do not need to repeat the full navigation. To build a new deduction code, click the Add button
on the bottom of the page.
2. Access the Add a New Value page, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Plan Type

401(k)

Standard Pension

Deduction Code

401

PNS

3. Click Add, and enter the following information:


Page Element

(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1, 2002

January 1, 2002

Description

401(k) Savings Plan Deduction

Standard Pension Plan

Short Description

401(k)

Pension

Deduction Priority

540

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Maximum Arrears Payback

No Maximum

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540

No Maximum

4. Access the Tax Class page, and enter the following information:
Page Element

Deduction Classification

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(USA) Value or Status

(CAN) Value or Status

After Tax

Before Tax

Lesson 3

Setting Up Payroll Deductions

5. Access the Tax Effect page, and enter or verify the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Effect on FICA Gross

No Effect

NA

Effect on FUT Gross

No Effect

NA

Taxable Gross Comp ID

Blank

NA

Effect on QIT Gross

NA

Subtracts

Effect on CPP Gross

NA

No Effect

Effect on QPP Gross

NA

No Effect

Effect on EI Gross

NA

No Effect

Eff on True T4 Gross

NA

No Effect

Eff on True RL Gross

NA

No Effect

Effect on T4A Gross

NA

No Effect

Effect on RL-2 Gross

NA

No Effect

Eff on Payroll Tax Gross

NA

No Effect

6. Access the Process page, and enter the following information:


Page Element

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(USA) Value or Status

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(CAN) Value or Status

Partial Deduction Allowed

Cleared

Cleared

Deduction Arrears Allowed

Cleared

Selected

Deductions Taken From Sep Chk

Cleared

Cleared

Stop Deduction at Termination

Cleared

Selected

Liability Accounts-Non Commitment


Accounting

DED01

DED01

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7. Access the Tax Class page.

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8. Insert a new row in the Tax Classifications scroll area, and select the Nontaxable Benefit option.

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Setting Up Payroll Deductions

Lesson 3

9. Access the Tax Effect page, and enter the following information for the new tax classification:
Page Element

(USA) Value or Status

(CAN) Value or Status

Effect on FICA Gross

No Effect

NA

Effect on FUT Gross

No Effect

NA

10. Access the Process page, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Partial Deduction Allowed

Cleared

Selected

Deduction Arrears Allowed

Cleared

Selected

Deductions Taken From Sep Chk

Cleared

Cleared

Stop Deduction at Termination

Cleared

Selected

Liability Accounts-Non Commitment


Accounting

DED01

DED01

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11. (USA) Access the Tax Class page.

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12. (USA) Insert a new row in the Tax Classifications scroll area, and select the Nontaxable Btax Benefit
option.

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13. (USA) Access the Tax Effect page, and accept the default effects on specific taxes for the third deduction
classification.

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14. (USA) Access the Process page, and enter the following information for the third deduction classification:
Page Element

(USA) Value or Status

(CAN) Value or Status

Partial Deduction Allowed

Cleared

NA

Deduction Arrears Allowed

Cleared

NA

Deductions Taken from Separate


Check

Cleared

NA

Stop Deduction at Termination

Cleared

NA

DED01

NA

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Liability Accounts-Non Commitment


Accounting

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Lesson 3

Setting Up Payroll Deductions

15. Access the Schedule page, and enter or verify the following information:
Grid Column Label

(USA) Value or Status

(CAN) Value or Status

Pay Frequency

Weekly

Weekly

Deduction Frequency

Select every pay period

Select First Pay Period only

16. (CAN) Add a new row, and enter the following information:
Grid Column Label

(USA) Value or Status

(CAN) Value or Status

Pay Frequency

NA

Biweekly

Deduction Frequency

NA

Select First Pay Period only

17. (CAN) Add a new row, and enter the following information:
Grid Column Label

(USA) Value or Status

(CAN) Value or Status

Pay Frequency

NA

Semimonthly

Deduction Frequency

NA

Select First Pay Period only

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18. (CAN) Add a new row, and enter the following information:
Grid Column Label

(USA) Value or Status

Pay Frequency

NA

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Deduction Frequency

19. Click Save.

NA

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(CAN) Value or Status

Monthly
Select First Pay Period only

This concludes the activity. Please do not continue.

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Setting Up Payroll Deductions

Lesson 3

Review
In this lesson, you learned that:
Payroll deductions are set up on the Deduction table.
Each deduction has at least one tax classification.
If an employee's net pay is insufficient to cover taxes and deductions, you can track and collect outstanding
balances.
You can specify the tax effects of the deduction.
Deductions are applied at the same frequency for all tax classifications.
Slide 38

Student Notes
Additional Resources

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This table lists additional resources that provide more details about the topics that we have discussed in this
lesson:
Cross-Reference

Deduction tax effects, frequency of benefit


deductions, and settings for specific
processing

PeopleSoft Enterprise Payroll for North America 9.0 PeopleBook,


"Defining Deductions"

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Topic

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Lesson 4

Setting Up Benefit Plans, Health Plans,


and Benefit Programs
Objectives
By the end of this lesson, you will be able to:
Identify health plan components.
Add a plan provider.
Set up a benefit plan and a health plan.
Define coverage codes.

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Set up benefit rate types.

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Establish rates for a benefit plan.


Add a health plan to a benefit program.
Slide 40

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Setting Up Benefit Plans, Health Plans, and Benefit Programs

Lesson 4

Identifying Health Plan Components


Components of a Health Benefit Plan:
This diagram illustrates the components that we will use to create a health plan:

Slide 41

Student Notes
Making Planning Decisions

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Before creating the actual tables for your benefit plans, you must consider these questions:
Which plan type category does this plan best fit into?
How will the deduction be processed?

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Who is sponsoring the plan?

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What best describes this health plan?


What type of rate will I need to use?

Will I need to specify calculation rules for this type of rate?

Not all plan types or plans require the use of the Calculation Rules table, such as health plans that use the Flat
Rate type table to determine costs. However, because an entry must be made in the Calc TblID field on the
Cost page of the Benefit Plan Table component, PeopleSoft delivers KNON as a dummy rule for entry in this
field when the Flat Rate option is selected in the Benefit Rate Type field.
An example of when you need to set up a calculation rule is when you use the age-graded rate table for life
insurance. The Calculations Rules table specifies age as of what date.

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Note. You should set up a worksheet to organize your information before you begin entering data into the
system.

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Lesson 4

Setting Up Benefit Plans, Health Plans, and Benefit Programs

Adding a Plan Provider


Considerations Before Making Planning Decisions
Before modifying the actual tables, you must consider these questions:
Who is providing the policy?
Where do we send payments?
What are some plans that might not have a provider (keeping in mind that most plans have a provider)?
Slide 42

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Setting Up Benefit Plans, Health Plans, and Benefit Programs

Lesson 4

Student Notes
Pages Used to Enter Provider/Vendor Information
Page Name

Navigation

Provider/Vendor Table-Vendor
Information

Set Up HRMS, Product Related, Base Benefits, Plans and Providers,


Provider/Vendor Table, Vendor Information

Provider/Vendor
Table-Addresses

Set Up HRMS, Product Related, Base Benefits, Plans and Providers,


Provider/Vendor Table, Addresses

Provider/Vendor
Table-Locations

Set Up HRMS, Product Related, Base Benefits, Plans and Providers,


Provider/Vendor Table, Locations

Provider/Vendor
Table-Contacts

Set Up HRMS, Product Related, Base Benefits, Plans and Providers,


Provider/Vendor Table, Contacts

Provider/Vendor Table-Policy
Information

Set Up HRMS, Product Related, Base Benefits, Plans and Providers,


Provider/Vendor Table, Policy Information

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Use this page to enter a provider's information:

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Provider/Vendor Table-Vendor Information page

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Lesson 4

Setting Up Benefit Plans, Health Plans, and Benefit Programs

Use this page to enter the provider's address:

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Provider/Vendor TableAddresses page

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Use this page to enter the provider's location:

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Provider/Vendor Table-Locations page

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Setting Up Benefit Plans, Health Plans, and Benefit Programs

Lesson 4

Use this page to enter the provider's contact information:

Provider/Vendor Table-Contacts page

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Use this page to enter policy information:

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Provider/Vendor Table-Policy Information page

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Lesson 4

Setting Up Benefit Plans, Health Plans, and Benefit Programs

Setting Up a Benefit Plan and a Health Plan


Benefit Plan Table Fields and Their Source Tables
This table lists the source tables for fields on the Benefit Plan Table page:
Field

Source Table

Vendor ID

Provider/Vendor

Group Number

Provider/Vendor

Default Deduction Code

Deduction

Contact ID

Administrative Contacts

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Setting Up Benefit Plans, Health Plans, and Benefit Programs

Lesson 4

Student Notes
Page Used to Define Benefit Plans
Page Name

Navigation

Benefit Plan Table

Set Up HRMS, Product Related, Base Benefits, Plans and Providers, Benefit Plan
Table, Benefit Plan Table

Use this page to define the name of the plan that your company offers:

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Benefit Plan Table page

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Lesson 4

Setting Up Benefit Plans, Health Plans, and Benefit Programs

Setting Up a Benefit Plan and a Health Plan (continued)


Defining a Health Plan
This diagram shows the shared keys between the Benefit Plan table and the Health Plan table:

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Setting Up Benefit Plans, Health Plans, and Benefit Programs

Lesson 4

Student Notes
Page Used to Define a Health Plan
Page Name

Navigation

Health Plan Table

Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Health Plan Table

Use this page to define attributes that control enrollment validation and processing for self-service users:

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Health Plan Table page

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Describing the Relationship Between the Benefit Plan Table and a Plan Attribute Table

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The Benefit Plan table and the plan attribute tables share the same key field structure.

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Plan attribute tables can't be built without first building the Benefit Plan table. Because of this, you can
consider the plan attribute tables as a continuation of the Benefit Plan table.
Note. When the system retrieves information from the Benefit Plan table, it also checks the plan attribute
table. Because SQL often joins these tables, if the values are not defined in the tables or if a row is missing,
the system might not know that a benefit plan type is defined.

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Lesson 4

Setting Up Benefit Plans, Health Plans, and Benefit Programs

Defining Coverage Codes


Coverage Codes
This table lists the coverage codes delivered with PeopleSoft Human Resources Base Benefits:
Employee Only (1)
Employee + Spouse (2)
Employee + Dependents (3)
Family (4)
(USA) Domestic Partner Adult (5)
(USA) Domestic Partner Child(ren) (6)
(USA) Domestic Partner Adult + Child(ren) (7)
Employee + Domestic Partner (12)
Employee + Domestic Partner + Child(ren) (14)

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Setting Up Benefit Plans, Health Plans, and Benefit Programs

Lesson 4

Student Notes
Page Used to Define Coverage Codes
Page Name

Navigation

Coverage Code Tbl

Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Health Coverage
Codes

Use this page to define coverage codes that determine who can be covered in your benefit plans and specify
the number of dependents allowed:

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Coverage Code Tbl page

Understanding Coverage Codes

On the Coverage Code table, you define the minimum and maximum enrollments allowed for multiple
covered person types.
You set up a rate on one of the rate tables that corresponds to the cost of a particular coverage code. The rate
and the coverage code are linked in the Benefit Program component.

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Lesson 4

Setting Up Benefit Plans, Health Plans, and Benefit Programs

Understanding Imputed Income


Imputed income is conceptual income that a company pays to a third party on behalf of an employee. The
employee does not actually receive the money. For example, premium amounts for life insurance in excess of
50,000 USD in coverage are considered taxable income. This conceptual income is added to the employee's
gross wages, and the employee is taxed on this amount.
The IRS considers benefits received by nonqualified dependents to be taxable income. For example, the IRS
taxes employees for the employer-paid portions of domestic partner health benefits, and it also taxes all of the
benefits that nonqualified dependents receive from dependent life plans. In both cases, the system performs
imputed income calculations.
Note. To correctly deduct and calculate imputed income, you must set up deduction codes that include a
taxable deduction classification.

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Setting Up Benefit Plans, Health Plans, and Benefit Programs

Lesson 4

Setting Up Benefit Rate Types


Delivered Fields
You can set up custom benefit rate types by combining these field names and matching operators on the
Benefit Rate Types page:
Age (in years)
Benefit Base
Benefit Plan
Coverage Code
Covered Person Type
Gender
Months of Service
Smoker Status

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Lesson 4

Setting Up Benefit Plans, Health Plans, and Benefit Programs

Student Notes
Page Used to Set Up a Benefit Rate Type
Page Name

Navigation

Benefit Rate Types

Setup HRMS, Product-Related, Base Benefits, Rates and


Rules, Benefit Rate Types

Use this page to set up benefit rate types:

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Benefit Rate Types page

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This table describes the delivered fields on which you can basa benefit rate type:

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Setting Up Benefit Plans, Health Plans, and Benefit Programs

Lesson 4

Field

Description

Age (in years)

The covered person's (employee, spouse, or other


dependent) age, calculated using their birthdate and the
Age-As-Of field on the Calculation Rules Table.

Benefit Base

The employee's compensation base, calculated using the


several benefit base-related attributes in the Calculation
Rules Table.

Benefit Plan

The employee's enrolled benefit plan.

Coverage Code

The employee's enrolled coverage code.

Covered Person Type

The covered person type (Employee, Spouse, Domestic


Partner, Child, etc) of the individual whose rate
component is being calculated.

Gender

The covered person's gender.

Months of Service

The employee's length of service, calculated using their


Service Date and the "Service-As-Of" attribute in the
Calculation Rules Table.

Smoker Status

The covered person's smoker status.

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Lesson 4

Setting Up Benefit Plans, Health Plans, and Benefit Programs

Establishing Rates for a Benefit Plan


Associating a Benefit Rate Table With a Coverage Code
This diagram shows an example of linking a benefit rate table to a coverage code when you assign the plan to
a benefit program.

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Setting Up Benefit Plans, Health Plans, and Benefit Programs

Lesson 4

Student Notes
Page Used to Establish Rates for Benefit Plan
Page Name

Navigation

Benefit Rate Table

Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Benefit Rates,
Benefit Rate Table

Use this page to establish a rate:

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Benefit Rate Table page

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Setting Up Benefit Plans, Health Plans, and Benefit Programs

Activity 2: Defining Health Plans


In this activity, you will review the activity overview and:
1. Set up a plan provider.
2. Set up plans in the Benefit Plan table.
3. Set up plans in the Health Plan table.
4. Set up flat rates in the Benefit Rate table.
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Setting Up Benefit Plans, Health Plans, and Benefit Programs

Lesson 4

Activity Overview
In this activity, you will set up the medical and dental plan options that are available for your executives.
Medical
You will set up the following medical plans:
Plan 1 provides comprehensive coverage and pays 100 percent of covered hospital expenses with no
deductible.
(USA) Plan 2 provides supplemental coverage and pays 80 percent of covered hospital expenses with an
annual deductible of 100 USD for each covered individual.
Dental
The dental plan provides full coverage for preventive, minor, and major restorative and orthodontia with a
100 USD deductible for each covered individual.
When you're finished, you'll have several unique table entries or distinct pieces of information. You will then
link these pieces to form your benefit plans when you assemble your benefit program.
Note. Some values have already been set up in the system. In Lesson 3, Activity 1, you set up the deduction
codes. One vendor ID has been created already for this activity. You will be building the tables in italics
below.

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(USA) Tables Used in this Activity


Table

Medical Plan 1

Medical Plan 2

Deduction

MED

MED

Provider/Vendor

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KUDMO

FOUND

FOUND

BSM

SUPP

DNTL

Health Plan (plan-specific)

BSM

SUPP

DNTL

Benefit Rate
(employee-only)

MF

MF

DF

Benefit Plan

Benefit Rate (family)

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Dental Plan

USAKUDELTA

Lesson 4

Setting Up Benefit Plans, Health Plans, and Benefit Programs

(CAN) Tables Used in this Activity


Table

Medical Plan 1

Dental Plan

Deduction

MED

KUDMO

Provider/Vendor

AHC

AHC

Benefit Plan

BSM

DNTL

Health Plan (plan-specific)

BSM

DNTL

Benefit Rate (employee-only)

Benefit Rate (family)

MF

DF

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Setting Up Benefit Plans, Health Plans, and Benefit Programs

Lesson 4

Activity Detailed Steps


Perform the detailed steps to complete the activity.

Setting Up a Plan Provider


To add a plan provider:
1. Select Set Up HRMS, Product Related, Base Benefits, Plans and Providers, Provider/Vendor Table.
2. Select the Add a New Value link on the search page, and enter these values:
Page Element

(USA) Value or Status

(CAN) Value or Status

SetID

SHARE

SHARE

Vendor ID

FOUND

AHC

3. Click Add, and enter the following information:


Page Element

(USA) Value or Status

(CAN) Value or Status

Name 1

Foundation Health Care

Alberta Health Care

ShortName

Foundation

Alberta HC

HRMS Class

Status

Approved

Persistence

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Regular

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Approved
Regular

4. Access the Addresses page, and enter the following information:


Page Element

Description
Address Type
Effective Date

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Country

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(USA) Value or Status

(CAN) Value or Status

Foundation Health Care

Alberta Health Care

Business

Business

January 1, 2002

January 1, 2002

Active

Active

USA (United States)

CAN (Canada)

Lesson 4

Setting Up Benefit Plans, Health Plans, and Benefit Programs

5. Select the Edit Address link, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Address 1

2500 Grand Ave

10101 9thStreet

City

Des Moines

Edmonton

State

IA

AB

Postal

50215

T6J 7A1

6. Click OK to return to the Addresses page.


7. Access the Locations page, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Location

HQ

HQ

Description

Foundation Health Care

Alberta Health Care

Effective Date

January 1, 2002

January 1, 2002

Status

Active

Active

Vendor

FOUND

AHC

Location

HQ

Address

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8. Access the Contacts page, and enter the following information:


Page Element

(USA) Value or Status

(CAN) Value or Status

Foundation Health Care

Alberta Health Care

January 1, 2002

January 1, 2002

Active

Active

Customer Service

Claims

Contact Name

Carrie Turner

Carrie Hall

Title

Member Services Representative

Member Claims Representative

Description
Effective Date
Status

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Lesson 4

9. Access the Policy Information page, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Group Number

US12345

CN12345

Policy Begin Date

January 1, 2002

January 1, 2002

10. Click Save.

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Lesson 4

Setting Up Benefit Plans, Health Plans, and Benefit Programs

Setting Up Plans in the Benefit Plan Table


To set up plans in the Benefit Plan table:
Set up the medical plan.
(USA) Set up the supplemental medical plan.
Set up the dental plan.
Setting Up the Medical Plan
To set up the first medical plan in the Benefit Plan table:
1. Select Set Up HRMS, Product Related, Base Benefits, Plans and Providers, Benefit Plan Table.
2. Access the Add a New Value page, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Plan Type

Medical

Medical

Benefit Plan

BSM

BSM

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3. Click Add, and enter the following information:

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Page Element

(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1, 2002

January 1, 2002

Description

Basic Medical Coverage

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Basic Medical Coverage

Short Description

BasicMed

BasicMed

SetID

SHARE

SHARE

FOUND

AHC

Group Number

US12345

CN12345

Default Deduction Code

MED

MED

Pay Mode

Pay as Deducted

Pay as Deducted

Check Date

Check Date

Vendor ID

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AP Payment Date Type

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4. Click Save.

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Lesson 4

(USA) Setting Up the Supplemental Medical Plan


1. Click the Add button at the bottom of the page, and enter the following information for the supplemental
medical benefit plan:
Page Element

Value or Status

Plan Type

Medical

Benefit Plan

SUPP

2. Click Add, and enter the following information:


Page Element

Value or Status

Effective Date

01/01/2002

Description

Supplemental Medical Coverage

Short Description

Suppmed

SetID

SHARE

Vendor ID

FOUND

Default Deduction Code

MED

3. Click Save.

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Setting Up Benefit Plans, Health Plans, and Benefit Programs

Setting Up the Dental Plan


1. Click the Add button at the bottom of the page, and enter the following information for the dental benefit
plan:
Page Element

(USA) Value or Status

(CAN) Value or Status

Plan Type

Dental

Dental

Benefit Plan

DNTL

DNTL

2. Click Add, and enter the following information:


Page Element

(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1, 2002

January 1, 2002

Description

Full Dental Coverage

Full Dental Coverage

Short Description

Dental

Dental

SetID

SHARE

SHARE

Vendor ID

USAKUDELTA

AHC

Default Deduction Code

KUDMO

KCDMO

3. Click Save.

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Setting Up Benefit Plans, Health Plans, and Benefit Programs

Lesson 4

Setting Up Plans in the Health Plan Table


To set up plans in the Health Plan table:
Set up the medical plan.
(USA) Set up the supplemental medical plan.
Set up the dental plan.
Setting Up the Medical Plan
To set up the Health Plan table:
1. Select Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Health Plan Table.
2. Access the Add a New Value page, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Plan Type

10

10

Benefit Plan

BSM

BSM

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3. Click Add, and enter the following information:


(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1, 2002

January 1, 2002

Health Provider Required

Required

4. Click Save.

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Not Required

Lesson 4

Setting Up Benefit Plans, Health Plans, and Benefit Programs

(USA) Setting Up the Supplemental Medical Plan


To set up the Health Plan table for the supplemental medical plan:
1. Click the Add button at the bottom of the page, and enter the following information for the supplemental
medical plan:
Page Element

Value or Status

Plan Type

10

Benefit Plan

SUPP

2. Click Add, and enter the following information:


Page Element

Value or Status

Effective Date

January 1, 2002

Health Provider Required

Required

3. Click Save.

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Setting Up the Dental Plan


To set up the Health Plan table for the dental plan:

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1. Click the Add button at the bottom of the page and enter the following information for the dental plan:
Page Element

Plan Type
Benefit Plan

(USA) Value or Status

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DNTL

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(CAN) Value or Status

11

DNTL

2. Click Add, and enter the following information:


Page Element

Effective Date

Health Provider Required

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(USA) Value or Status

(CAN) Value or Status

January 1, 2002

January 1, 2002

Required

Not Required

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Lesson 4

Setting Up Rates in the Benefit Rate Table


To set up flat rates in the Benefit Rate table:
Set up the medical plan.
(USA) Set up the supplemental medical plan.
Set up the dental plan.
Setting Up the Medical Plan
To set up the medical plan:
Establish an employee-only coverage rate.
Establish a family coverage rate.
Establishing an Employee-Only Coverage Rate
To establish an employee-only coverage rate:
1. Select Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Benefit Rates.
2. Access the Add a New Value page, and enter M in the Benefit Rate Table ID field.

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3. Click Add, and enter the following information:


(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1, 2002

January 1, 2002

Benefit Rate Type

Flat Rate

Flat Rate

Description

Basic Medical - Employee Only

Basic Medical - Employee Only

Short Description

Med-EEonly

Med-Eeonly

Premium Frequency

Monthly

Monthly

Rate per Unit

None

None

Currency Code

USD

CAD

Total

138.0000

25.0000

69.0000

12.5000

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Lesson 4

Setting Up Benefit Plans, Health Plans, and Benefit Programs

Establishing a Family Coverage Rate


To establish a family coverage rate:
1. Click the Add button at the bottom of the page, and enter MF in the Benefit Rate Table ID field.
2. Click Add and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1, 2002

January 1, 2002

Benefit Rate Type

Flat Rate

Flat Rate

Description

Basic Medical - Family

Basic Medical - Family

Short Description

Med-Family

Med-Family

Premium Frequency

Monthly

Monthly

Rate per Unit

None

None

Currency Code

USD

CAD

Total

169.0000

50.0000

Employer Rate

84.5000

25.0000

3. Click Save.

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Lesson 4

(USA) Setting Up the Supplemental Medical Plan


To set up the supplemental medical plan:
1. Click the Add button at the bottom of the page to set up the supplemental medical plan employee-only
rate.
2. Enter MS as the Benefit Rate Table ID.
3. Click Add, and enter the following information:
Page Element

Value or Status

Effective Date

January 1, 2002

Benefit Rate Type

Flat Rate

Description

Med-Supplemental Employee only

Short Description

SuppEEonly

Premium Frequency

Monthly

Rate Per Unit

None

Currency Code

USD

Total

150.00

Employer Rate

75.00

4. Click Save.

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5. Click the Add button at the bottom of the page to set up the supplemental medical plan family rate.
6. Enter MP as the Benefit Rate Table ID.

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Setting Up Benefit Plans, Health Plans, and Benefit Programs

7. Click Add and enter following information:


Page Element

Value or Status

Effective Date

January 1, 2002

Benefit Rate Type

Flat Rate

Description

Med-Supplemental Family

Short Description

SuppFamily

Premium Frequency

Monthly

Rate Per Unit

None

Currency Code

USD

Total

196.00

Employer Rate

98.00

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8. Click Save.

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Lesson 4

Setting Up the Dental Plan


To set up the dental plan:
1. Click the Add button at the bottom of the page to set up the dental plan employee-only rate.
2. Enter D in the Benefit Rate Table ID field.
3. Click Add, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1, 2002

January 1, 2002

Benefit Rate Type

Flat Rate

Flat Rate

Description

Dental-Employee only

Dental-Employee only

Short Description

Den-EEonly

Den-EEonly

Premium Frequency

Monthly

Monthly

Rate Per Unit

None

None

Currency Code

USD

CAD

Total

11.00

2.50

Employee

11.00

2.50

4. Click Save.

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5. Click the Add button at the bottom of the page to set up the dental plan family rate.
6. Enter DF in the Benefit Rate Table ID field.

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Lesson 4

Setting Up Benefit Plans, Health Plans, and Benefit Programs

7. Click Add, and enter the following information:


Page Element

(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1, 2002

January 1, 2002

Benefit Rate Type

Flat Rate

Flat Rate

Description

Dental-Family

Dental-Family

Short Description

DenFamily

DenFamily

Premium Frequency

Monthly

Monthly

Rate Per Unit

None

None

Currency Code

USA

CAD

Total

33.00

9.75

Employee Rate

33.00

7.25

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8. Click Save.

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Setting Up Benefit Plans, Health Plans, and Benefit Programs

Lesson 4

Adding a Health Plan to a Benefit Program


Embedded Scroll Areas
This diagram illustrates the embedded scroll areas in the Benefit Program component:

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Lesson 4

Setting Up Benefit Plans, Health Plans, and Benefit Programs

Student Notes
Page Used to Define a Benefit Program
Page Name

Navigation

Benefit Program

Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program
Table, Benefit Program

Use this page to define the general parameters of the benefit program:

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Benefit Program page

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Important! Be sure that the effective date is correct when you add a benefit program. After you save a
benefit program, you can correct the effective date only through SQL.

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Setting Up Benefit Plans, Health Plans, and Benefit Programs

Lesson 4

Adding a Health Plan to a Benefit Program (continued)


Source Tables for the Plan Type Fields
This table lists the source tables for the different plan type fields:
Field

Source Table

Optn Type (option type)

Translate (the option type selected determines the remaining fields that you need
to complete).
Use option O for Base Benefits.

Benefit Plan

Benefit Plan

Covrg Code (coverage code)

Coverage Code
PeopleSoft delivers seven basic coverage codes.

Deductn Cd (deduction code)

Deduction Code
Defines how to process payroll deductions.

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Lesson 4

Setting Up Benefit Plans, Health Plans, and Benefit Programs

Student Notes
Page Used to Define Benefit Program Plans and Options
Page Name

Navigation

Plan Type and Option

Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program
Table, Plan Type and Option

Use this page to associate the benefit plans that you set up with a program and to identify the payroll
deduction rules and coverage code options:

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Plan Type and Option page

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Setting Up Benefit Plans, Health Plans, and Benefit Programs

Lesson 4

Adding a Health Plan to a Benefit Program (continued)


Source Tables for the Plan Type Fields (continued)
This table lists the source tables for the different plan type fields:
Field

Source Table

Cost Type

Translate (Price/Credit)

Benefit Rate Type

Translate

Rate ID

Dependent upon the value selected in the Rate Type field

Calc TblID

Calculation Rules

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Lesson 4

Setting Up Benefit Plans, Health Plans, and Benefit Programs

Student Notes
Page Used to Define Benefit Program Costs
Page Name

Navigation

Cost

Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program
Table, Cost

Use this page to identify the rates and calculation rules for each plan type and option combination:

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Cost page

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Note. Pay close attention to which plan and coverage code you are viewing. (See the Benefit Plan and
Coverage Code fields.)

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Setting Up Benefit Plans, Health Plans, and Benefit Programs

Lesson 4

Activity 3: Creating a Benefit Program


In this activity, you will review the activity overview and:
1. Create a benefit program.
2. Insert the medical plans with employee-only and family coverage codes.
3. Insert the dental plan with employee-only and family coverage codes.
Slide 52

Activity Overview
Now that you have defined the necessary health plans, you will add a new executive benefits program to the
Benefit Program table and include the appropriate medical and dental options.

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Lesson 4

Setting Up Benefit Plans, Health Plans, and Benefit Programs

Activity Detailed Steps


Perform the detailed steps to complete the activity.

Creating a Benefit Program


To create the executive benefits program:
1. Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Table.
2. Access the Add a New Value page, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Benefit Program

Effective Date

January 1, 2002

January 1, 2002

Note. Make sure to enter the proper effective date for your benefit program.
3. Click Add, and enter the following information:

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Page Element

(USA) Value or Status

(CAN) Value or Status

Status as of Effective Date

Active

Active

Description

Executive Benefits Program

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Executive Benefits Program

Program Type*

Manual

Manual

Short Description

Executive

Executive

Currency Code

USD

CAD

*The Program Type defaults to Manual when Benefits Administration is not installed.

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Setting Up Benefit Plans, Health Plans, and Benefit Programs

Lesson 4

Inserting the Medical Plans With Employee-Only and Family Coverage Codes
To insert the medical plans for employee-only and family coverage.
1. Access the Plan Type and Option page.
2. Enter the medical plan type 10.
3. (USA) Select the HIPAA Plan check box.
4. Enter this infromation in the Option group box on the Eligibility tab:
Grid Column Label

(USA) Value or Status

(CAN) Value or Status

Optn Type (option type)

Benefit Plan

BSM

BSM

Covrg Code (coverage code)

Deductn Cd (deduction code)

MED

MED

5. Add a new row, and enter the following information:


(USA) Value or Status

(CAN) Value or Status

Optn Type (option type)

Benefit Plan

BSM

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Covrg Code (coverage code)

Deductn Cd (deduction code)

MED

MED

Grid Column Label

(USA) Value or Status

Optn Type (option type)

Benefit Plan

SUPP

Covrg Code (coverage code)

Deductn Cd (deduction code)

MED

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BSM

6. (USA) Add a new row, enter the following information:

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Grid Column Label

Lesson 4

Setting Up Benefit Plans, Health Plans, and Benefit Programs

7. (USA) Add a new row, enter the following information:


Grid Column Label

(USA) Value or Status

Optn Type (option type)

Benefit Plan

SUPP

Covrg Code (coverage code)

Deductn Cd (deduction code)

MED

8. Access the Cost page.


9. Using the Option scroll area, scroll to view the benefit plan BSM, coverage code 1, and enter the
following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Cost Type

Price

Price

Benefit Rate Type

Flat Rate

Flat Rate

Rate ID (rate ID)

Calc TblID

KNON

KNON

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10. Scroll to view the benefit plan BSM, coverage code 4, and enter the following cost information:
Page Element

Cost Type

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(USA) Value or Status

(CAN) Value or Status

Price

Price

Benefit Rate Type

Flat Rate

Flat Rate

Rate ID (rate ID)

MF

MF

Calc TblID

KNON

KNON

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Setting Up Benefit Plans, Health Plans, and Benefit Programs

Lesson 4

11. (USA) Scroll to view the benefit plan SUPP, coverage code 1, and enter the following cost information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Cost Type

Price

NA

Benefit Rate Type

Flat Rate

NA

Rate ID (rate table ID)

MS

NA

Calc TblID

KNON

NA

12. (USA) Scroll to view the benefit plan SUPP, coverage code 4, and enter the following cost information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Cost Type

Price

NA

Benefit Rate Type

Flat Rate

NA

Rate ID (rate table ID)

MP

NA

Calc TblID

KNON

NA

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13. Click Save.

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Lesson 4

Setting Up Benefit Plans, Health Plans, and Benefit Programs

Inserting the Dental Plan With Employee-Only and Family Coverage Codes
To insert the dental plan for employee-only and family coverage:
1. Access the Plan Type and Option page.
2. Insert a row on the Plan Type scroll area.
3. Enter the dental plan type 11.
4. (USA) Select the HIPAA Plan check box.
5. Enter this information in the Option group box on the Eligibility tab:
Grid Column Label

(USA) Value or Status

(CAN) Value or Status

Optn Type (option type)

Benefit Plan

DNTL

DNTL

Covrg Code (coverage code)

Deductn Cd (deduction code)

KUDMO

KCDMO

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6. Add a new row, and enter the following information:


Grid Column Label

(USA) Value or Status

Optn Type (option type)

Benefit Plan

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DNTL

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DNTL

Covrg Code (coverage code)

Deductn Cd (deduction code)

KUDMO

KCDMO

7. Access the Cost page.

8. Using the options scroll area, scroll to view the benefit plan DNTL, coverage code 1, and enter the
following cost information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Price

Price

Benefit Rate Type

Flat

Flat

Rate l ID (rate table ID)

Calc TblID

KNON

KNON

Cost Type

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Setting Up Benefit Plans, Health Plans, and Benefit Programs

Lesson 4

9. Scroll to view the benefit plan DNTL, coverage code 4, and enter the following cost information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Cost Type

Price

Price

Benefit Rate Type

Flat

Flat

Rate l ID (rate table ID)

DF

DF

Calc TblID

KNON

KNON

10. Click Save.


(USA) Results
When you have completed the activity, your program will include the information reflected in the following
table:
Plan Type

Deduction Code

Coverage Code

Benefit Plan

Benefit Rate

10 Basic Medical

MED

1 (Employee Only)

BSM

10 Basic Medical

MED

4 (Family)

BSM

MF

10 Supplemental
Medical

MED

1 (Employee Only)

SUPP

10 Supplemental
Medical

MED

4 (Family)

SUPP

11 Dental
11 Dental

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KUDMO

1 (Employee Only)

DNTL

KUDMO

4 (Family)

DNTL

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Lesson 4

Setting Up Benefit Plans, Health Plans, and Benefit Programs

(CAN) Results
When you have completed the activity, your program will include the information reflected in the following
table:
Plan Type

Deduction Code

Coverage Code

Benefit Plan

Benefit Rate

10 Basic Medical

MED

1 (Employee Only)

BSM

10 Basic Medical

MED

4 (Family)

BSM

MF

11 Dental

KCDMO

1 (Employee Only)

DNTL

11 Dental

KCDMO

4 (Family)

DNTL

DF

This concludes the activity. Please do not continue.

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Setting Up Benefit Plans, Health Plans, and Benefit Programs

Lesson 4

Review
In this lesson, you learned that:
To create a health plan, you use data that is set up in the Plan Type table, the Deduction Code table, the
Provider/Vendor table, the Benefit Plan table, the Health Plan table, and the Benefit Rate table.
The Provider/Vendor Table page can interface with PeopleSoft Enterprise Payables.
The Benefit Plan and Health Plan tables share the same key structure.
You link the coverage codes to rates in a benefit program.
You use the Benefit Rate Table page to establish a rate.
A benefit program is set up in three levels: benefit program effective date, plan type, and plan options.
Slide 53

Student Notes

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This table lists additional resources that provide more details about the topics that we have discussed in this
lesson:
Topic

See

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Health plan components and

associating benefit plans with benefit


programs
Plan providers

PeopleSoft Enterprise Human Resources 9.0 PeopleBook, "Manage Base


Benefits," Building Base Benefit Programs

PeopleSoft Enterprise HRMS 9.0 Application Fundamentals PeopleBook


, "Setting Up Vendors"

Benefit plan tables and plan-specific tables

PeopleSoft Enterprise Human Resources 9.0 PeopleBook, "Manage Base


Benefits," Setting Up Benefit Plans

Coverage code definition and rates for a


benefit plan

PeopleSoft Enterprise Human Resources 9.0 PeopleBook, "Manage Base


Benefits," Setting Up Core Human Resources Base Benefits Tables

Relationships that qualify as dependents

PeopleSoft Enterprise Human Resources 9.0 PeopleBook, "Manage Base


Benefits," Entering Dependents and Beneficiary Information

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Lesson 5

Setting Up Life Insurance Plans


Objectives
By the end of this lesson, you will be able to:
Identify life insurance plan components.
Define a life insurance plan.
Define coverage rates.
Define calculation rules.
Add a life insurance plan to a benefit program.

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Setting Up Life Insurance Plans

Lesson 5

Identifying Life Insurance Plan Components


Components of a Life Insurance Plan
This diagram illustrates the components that we will use to create a life insurance plan:

Slide 56

Student Notes

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Key Points for Life Insurance Plans

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When setting up life insurance plans, keep the following in mind:


The plan type is the 2X series (plan type 20).

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(USA) Consider GTL/DPL (Group Term Life/Dependent Life) on the Deduction Table component.

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Use the Life and AD/D Plan Table - Life/Accidental page to define plan-specific information.

Tables that Share the Same Keys

The benefit plan table and the Life and AD&D Plan table share the same high-level key.

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Lesson 5

Setting Up Life Insurance Plans

Defining a Life Insurance Plan


Setting Up the Life and AD/D Table
This diagram illustrates how the Benefit Plan table shares the same keys as the Life and AD/D table:

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Setting Up Life Insurance Plans

Lesson 5

Student Notes
Pages Used to Define Coverage Amounts
Page Name

Navigation

Life and AD/D Plan Table Life/Accidental

Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Life and AD/D Plan
Table, Life/Accidental

Use this page to define the coverage amount of your life insurance plans:

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Life/Accidental page

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Lesson 5

Setting Up Life Insurance Plans

Defining a Life Insurance Plan (continued)


Reduction of AD/D Coverage Due to Group Maximum
This diagram illustrates how to set up a coverage maximum for a group of plans:

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Setting Up Life Insurance Plans

Lesson 5

Student Notes
Page Used to Define Coverage Maximums
Page Name

Navigation

Coverage Code Table

Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Life and AD/D
Coverage Groups

Use this page to define a limit on a group of plans through the Coverage Group code:

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Coverage Group Tbl page

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Lesson 5

Setting Up Life Insurance Plans

Example: Reduction of AD/D Coverage


A company offers the following life insurance and AD/D plans to its employees:
Life
Supplemental Life
AD/D
The individual maximum coverage, specified on the calculation rules table for each plan, is $400,000.
However, if you enroll in all plans, you can be covered only up to $1,000,000. Using the coverage group code
of GBI, the plans are set up like the first row in the diagram.
If you selected life insurance for $400,000, plus supplemental life for $400,000, plus AD/D for $400,000, the
total coverage would be $1,200,000. However, because the maximum coverage for the group is $1,000,000,
your AD/D is automatically reduced to $200,000.
Important! Only Payroll for North America actually reduces the ultimate coverage. Coverage is allocated in
deduction-code-priority order, so the last deductions (benefit plans) to be calculated are the ones that are
reduced. In addition, the coverage recorded for an employee on the benefit election page is not modified by
payroll. The coverage will always stay at the level that the employee desires.
Note. The sum of the coverage for plans that reference a coverage group code cannot exceed a specified limit.
The limit may be less than the sum of the individual limits. If coverage is selected that exceeds the group
limit, the system automatically reduces coverage to meet the limit. The system calculates coverages in order
of priority, adjusting the lower-priority coverages if they exceed the group coverage maximum.

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Setting Up Life Insurance Plans

Lesson 5

Defining a Life Insurance Plan (continued)


Defining Coverage Type
Define Coverage at either the Plan Level or Employee Level. Select Employee Level to indicate that coverage
for this plan is specified by the flat amount on the enrollment page.
If you select Plan Level, you must select a value from the available coverage formula IDs.
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Lesson 5

Setting Up Life Insurance Plans

Student Notes
Page Use to Set Up a Coverage Formula
Page Name

Navigation

Coverage Formula

Set Up HRMS, Product Related, Base Benefits, Rates and


Rules, Coverage Formula Table, Coverage Formula

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Coverage Formula page (1 of 2)

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Setting Up Life Insurance Plans

Lesson 5

Coverage Formula page (2 of 2)

You can create formulas to define how coverage should be calculated. Coverage formulas are used by both
life and disability insurance plans. You can specify how the benefits compensation base is determined, a
formula to apply against that base to derive a coverage amount, and limits on the coverage amount. You can
also define whether the coverage is subject to reduction based on attained age.

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Lesson 5

Setting Up Life Insurance Plans

Defining Coverage Rates


Defining the Benefit Rate Tables
The system calculates how the cost of coverage is split between the employer and the employee based on the
entries you make in the Total Rate field and either the Employee Rate field or Employer Rate field.
Slide 60

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Setting Up Life Insurance Plans

Lesson 5

Student Notes
Pages Used to Set Up Rates for Medical Plans
Page Name

Navigation

Benefit Rate Table

Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Benefit Rate Table
Add or select a table based on a benefit rate type.

Use the age-graded rate table type to establish coverage rates that vary based on the employee's age, gender,
and smoker status:

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Benefit Rate Table Age-Graded

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Lesson 5

Setting Up Life Insurance Plans

Use the flat rate type Benefit Rate table to establish a rate when the premium has no variable such as age or
gender:

Benefit Rate Table Flat Rate

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Setting Up Life Insurance Plans

Lesson 5

Defining Calculation Rules


Specifying Salary and Service As Of Dates
If the plan premium or coverage is based on employee age, salary or service, you need to specify the as of
date using one of these parameters:
A specific day and month for the current year.
A specific day and month for the previous year.
The current pay period.
The next pay period.
Slide 61

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Lesson 5

Setting Up Life Insurance Plans

Student Notes
Page Used to Define Calculation Rules
Page Name

Navigation

Calculation Rules

Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Calculation Rules
Table

Use this page to define additional processing rules needed to calculate the premium for plans using the
age-graded, service, or salary rate tables:

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Calculation Rules page

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Setting Up Life Insurance Plans

Lesson 5

Defining Calculation Rules (continued)


Annual Benefits Base Rates (ABBR)
To use multiple ABBRs, you must:
1. Define your ABBR types on the ABBR Type page.
2. Indicate the ABBR type to use for a plan on the calculation rules table.
3. Define the multiple ABBRs for an employee on the Update Annual Ben Base Rates page.
Slide 62

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Lesson 5

Setting Up Life Insurance Plans

Student Notes
Pages Used to Define Annual Benefits Base Rate Types
Page Name

Navigation

ABBR Type

Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Annl Benef Base
Rt Type Tbl

Update Annual Ben Base


Rates (update annual benefit
base rates)

Benefits, Employee/Dependent Information, Update ABBRs

Use this page to define annual benefit base rates:

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ABBR Type page

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Use this page to enter and maintain multiple ABBRs for an employee:

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Update Annual Ben Base Rates page

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Setting Up Life Insurance Plans

Lesson 5

Understanding Annual Benefits Base Rates


In many benefit plans, most commonly life, ADD, and disability plans, the benefit levels are determined
based on a certain definition of the employee's salary. Using different definitions of salary for different
benefit plans is common.
You can define and use an unlimited number of annual benefits base rates.

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Lesson 5

Setting Up Life Insurance Plans

Adding a Life Insurance Plan to a Benefit Program


Building a Benefit Program
This diagram shows the plans that we will have in our benefit program after completing the activity for this
lesson:

Slide 63

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135

Setting Up Life Insurance Plans

Lesson 5

Student Notes
Page Used to Add Life Insurance Plans to a Benefit Program
Page Name

Navigation

Benefit Program Table-Plan


Type and Option

Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program
Table, Plan Type and Option

Benefit Program Table-Cost

Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program
Table, Cost

Use this page to bring the components of a life plan together:

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Plan Type and Option page

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Lesson 5

Setting Up Life Insurance Plans

Use this page to add the cost type and rate to a life insurance plan:

Cost page

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137

Setting Up Life Insurance Plans

Lesson 5

Activity 4: Setting Up Life Insurance Plans


In this activity, you will review the activity overview and:
1. Set up the benefit plan table.
2. Set up the Life and AD/D Plan table.
3. Set up the rate table.
4. Set up the calculation rules table.
5. Add the new life insurance plan to the executive benefit program.
Slide 64

Activity Overview
The deduction code for life insurance, LFIN, was set up in "Setting Up Payroll Deductions." Data is already
in the Provider/Vendor table.

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In this activity, you will set up the remaining tables for a life insurance plan.

Define a new benefit plan using the plan type Life and create the life insurance plan using the coverage 2
times the Annual Benefit Base Rate (ABBR).

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Define the age-graded rate for males and females with the age ranges 0-39 and 40 and older. Create the
calculation rule using the check date for all calculation dates.

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Lesson 5

Setting Up Life Insurance Plans

Activity Detail Steps


Perform the detailed steps to complete the activity.

Setting Up the Benefit Plan Table


To set up the benefit plan table:
1. Select Set Up HRMS, Product Related, Base Benefits, Plans and Providers, Benefit Plan Table.
2. Access the Add a New Value page, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Plan Type

Life

Life

Benefit Plan

2X

2X

3. Click Add, and enter the following information:


Page Element

(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1, 2002

January 1, 2002

Description

Life Insurance-2X Pay

Life Insurance-2X Pay

Short Description

2X Pay

SetID

SHARE

Vendor ID

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2X Pay

SHARE

USAKUMETLF

CANKCLONDN

Group Number

Blank

Blank

Default Deduction Code

LFIN

LFCN

Minimum Spousal Allocation %

50

50

4. Click Save.

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Setting Up Life Insurance Plans

Lesson 5

Setting Up the Life and AD/D Plan Table


To set up the Life and AD/D Plan table:
1. Select Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Life and AD/D Plan Table.
2. Access the Add a New Value page, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Plan Type

20

20

Benefit Plan

2X

2X

3. Click Add, and enter the following plan-specific Life and AD/D information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1, 2002

January 1, 2002

Coverage Type

Plan Level

Plan Level

Formula ID

KU2X_ABBR

KU2X_ABBR

Insured Person Type

Employee

Employee

4. Click Save.

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Lesson 5

Setting Up Life Insurance Plans

Setting Up the Benefit Rate Table


To set up the rate table:
1. Select Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Benefit Rates.
2. Access the Add a New Value page.
3. Enter 02 as the Rate Table ID.
4. Click Add, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1, 2002

January 1, 2002

Benefit Rate Type

Age-Graded (By Gender, Smoker)

Age-Graded (By Gender, Smoker)

Description

2002 Rates

2002 Rates

Short Description

2002

2002

Premium Frequency

Monthly

Monthly

Rate per Unit

Per Thousand

Per Thousand

Currency Code

USD

CAD

5. On the Composite Rates tab, enter the following information:


Gender

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Smoker

Age (>=)

Total Rate

Employer Rate

No

.11

.11

No

.15

.15

Yes

.14

.14

Yes

.18

.18

No

40

.21

.21

No

40

.25

.25

Female

Yes

40

.24

.24

Male

Yes

40

.28

.28

Female
Male
Female
Male
Female
Male

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6. Click Save.

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Setting Up Life Insurance Plans

Lesson 5

Setting Up the Calculation Rules Table


To set up the calculation rules table:
1. Select Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Calculation Rules Table.
2. Access the Add a New Value page.
3. Enter C1 as the calculation rules table ID.
4. Click Add, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1, 2002

January 1, 2002

Description

Calculation Rule 1

Calculation Rule 1

Short Description

C1

C1

Use Age As Of

Check Date

Check Date

Use Service As Of

Check Date

Check Date

Source of Demographics

Employee

Employee

Use Benefits Base As Of

Check Date

Check Date

Source

Annual Benefits Base Rate


PRIM

Multiple Jobs

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Optional Rate Limit

5. Click Save.

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Annual Benefits Base Rate


PRIM

cleared

cleared

cleared

cleared

Lesson 5

Setting Up Life Insurance Plans

Adding the New Life Insurance Plan to the Executive Benefit Program
To add the new plan to the executive benefit program:
1. Select Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Table.
2. Enter the benefit program X.
3. Select Correct History, and click Search.
4. Access the Plan Type and Option page.
5. Insert a row in the Plan Type scroll area.
6. Enter the life plan type 20.
7. Enter this information in the Option group box on the Eligibility tab:
Page Element

(USA) Value or Status

(CAN) Value or Status

Opt Type (option type)

Benefit Plan

2X

2X

Deductn Cd (deduction code)

LFIN

LFCN

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8. Access the Cost page, and enter the following information:


Page Element

(USA) Value or Status

Cost Type

Price

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Price

Benefit Rate Type

Age-Graded (By Gender, Smoker)

Age-Graded (By Gender, Smoker)

Rate TblID (rate table ID)

02

02

Calc TblID (calculation table ID)

C1

C1

9. Click Save.

This concludes the activity. Please do not continue.

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Setting Up Life Insurance Plans

Lesson 5

Review
In this lesson, you learned that:
You can define a minimal spousal allocation percent in the Benefit Plan component for plans in the life,
savings, or pension categories to enforce or monitor compliance with mandated limits assigned to a spouse.
You use the Life and AD/D page to define coverage for life insurance and accidental death plans.
Life insurance plans can use many different rate tables.
You use coverage formulas to identify as of dates, coverage minimums and maximums, benefits base, and
rounding rules.
You use calculation rules to define additional processing rules for some plan types.
Life insurance plans can be added to any benefit program.
Slide 65

Student Notes

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Additional Resources

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This table lists additional resources that provide more details about the topics that we have discussed in this
lesson:
Topic

Cross-Reference

Life insurance plan components

PeopleSoft Human Resources 9.0 PeopleBook: Manage Base Benefits,


"Building Base Benefit Programs"

Benefit plan and plan-specific tables

PeopleSoft Human Resources 9.0 PeopleBook: Manage Base Benefits,


"Setting Up Benefit Plans"

Coverage rates and calculation rules

PeopleSoft Human Resources 9.0 PeopleBook: Manage Base Benefits,


"Setting Up Core Human Resources Base Benefits Tables"

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Lesson 6

Setting Up Disability Plans


Objectives
By the end of this lesson, you will be able to:
Identify disability plan components.
Set up a formula.
Create a disability plan.
Establish coverage rates based on length of service.
Add a disability plan to a benefit program.

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Slide 67

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145

Setting Up Disability Plans

Lesson 6

Identifying Disability Plan Components


Components of a Disability Benefit Plan
This diagram illustrates the components that we will use to create a disability benefit plan.

Slide 68

Student Notes

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Determining Coverage Rates

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If coverage rates are variable depending on the length of service, use the Length of Service type Benefit Rate
table.

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Lesson 6

Setting Up Disability Plans

Setting Up a Formula
Defining Formula Components
Use the Coverage Formula page to:
Define an amount to serve as the basis for the salary replacement percentage on the Disability Plan page.
Enter the maximum amount of benefit base that can be used in the coverage formula calculation.
Enter the minimum and maximum amounts of coverage.
Define a reduction in coverage based on age.
Slide 69

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Setting Up Disability Plans

Lesson 6

Student Notes
Student Notes
Page Used to Define a Formula ID
Page Name

Navigation

Coverage Formula

Set Up HRMS, Product Related, Base Benefits, Rates and


Rules, Coverage Formula Table, Coverage Formula

Use this page to set up a formula that defines the amount used as the basis of the salary replacement
percentage.

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Coverage Formula page (1 of 2)

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Lesson 6

Setting Up Disability Plans

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Coverage Formula page (2 of 2)

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Setting Up Disability Plans

Lesson 6

Creating a Disability Plan


Setting Up the Disability Plan Table
This diagram illustrates how the Benefit Plan table shares the same keys as the Disability Plan table:

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Lesson 6

Setting Up Disability Plans

Student Notes
Page Used to Define Disability Plans
Page Name

Navigation

Disability Plan

Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Disability Plan
Table

Use this page to define the maximum benefit amount and the salary replacement percent for disabled
employees:

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Disability Plan page

Disability Deduction Calculations

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Premiums are based on employee salary or covered salary, whichever is lower.

Covered Salary = Maximum Monthly Benefit derived by the Formula ID Salary Replacement Percentage.

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Setting Up Disability Plans

Lesson 6

Establishing Coverage Rates Based on Length of Service


Defining Rates for Deduction Calculations
The following equation shows how disability plan deductions are calculated:
Annualized Premium = (Calculated Base Unit) (Calculation Rate) (Premium Frequency)
Disability Deduction = Annualized Premium Payroll Frequency
Slide 71

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Lesson 6

Setting Up Disability Plans

Student Notes
Page Used to Define Length of Service Rates
Page Name

Navigation

Benefit Rate Table

Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Benefit Rate
Table

Select the Length of Service Months type rate table.


Use this page if coverage rates vary based on the employee's length of service:

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Benefit Rate Table Length of Service (Months)

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Setting Up Disability Plans

Lesson 6

Adding a Disability Plan to a Benefit Program


Building a Benefit Program
This diagram shows the plans that we will have in our benefit program after completing the activity for this
lesson:

Slide 72

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Lesson 6

Setting Up Disability Plans

Student Notes
Pages Used to Add a Disability Plan to a Benefit Program
Page Name

Navigation

Benefit Program Table-Plan


Type and Option

Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program
Table, Plan Type and Option

Benefit Program Table-Cost

Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program
Table, Cost

Use this page to bring the components of a disability plan together:

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Benefit Program Table Plan Type and Option page

Use this page to define the options costs:

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Benefit Program Table Cost page

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Setting Up Disability Plans

Lesson 6

Activity 5: Setting Up Disability Plans


In this activity, you will review the activity overview and:
1. Set up the Benefit Plan table.
2. Set up the Disability Plan table.
3. Modify the Coverage Formula table.
4. Set up the Benefit Rate table.
5. Set up the Calculation Rules table.
6. Add the new disability plan to the executive benefit program.
Slide 73

Activity Overview
Data is already in the Deduction and Provider/Vendor tables. In this activity you will set up the remaining
tables for a disability plan.

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Define a new benefit plan using the Long-Term Disability plan type and create a disability plan with
maximum monthly benefit of $7,500 and a salary replacement of 66.67 percent.
Define length of service rate premiums for 0, 36, and 60 months of service.

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Create the calculation rule using the check date for all calculation dates and as of dates.

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Lesson 6

Setting Up Disability Plans

Activity Detail Steps


Perform the detailed steps to complete the activity.

Setting Up the Benefit Plan Table


To set up the Benefit Plan table:
1. Select Set Up HRMS, Product Related, Base Benefits, Plans and Providers, Benefit Plan Table.
2. Access the Add a New Value page, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Plan Type

Long-Term Disability

Long-Term Disability

Benefit Plan

LTD

LTD

3. Click Add, and enter the following information:


Page Element

(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1, 2002

January 1, 2002

Description

66 2/3% Predisability Pay

66 2/3% Predisability Pay

Short Description

66 2/3%

SetID

SHARE

Vendor ID

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66 2/3%
SHARE

USAKUMETLF

CANKCLONDN

Group Number

Blank

Blank

Default Deduction Code

KULTD9

KCLTD9

4. Accept the remaining default values on this page.


5. Click Save.

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Setting Up Disability Plans

Lesson 6

Setting Up the Disability Plan Table


To set up the Disability Plan table:
1. Select Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Disability Plan Table.
2. Access the Add a New Value page, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Plan Type

31

31

Benefit Plan

LTD

LTD

3. Click Add, and enter the following information:


Page Element

(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1, 2002

January 1, 2002

Formula ID

KU66%_ABBR

KU66%_ABBR

Salary Replacement %

66.67

66.67

Use as Base for Premium Calc

selected

selected

4. Click Save.

Modifying the Coverage Formula Table

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To modify the Coverage Formula to limit the monthly benefit to $7,500:

1. Select Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Coverage Formula Table.
2. Select the Correct History check box and access the Formula ID KU66%_ABBR.
3. Enter 7500 in the Coverage Maximum field.
4. Click the Save button.

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Lesson 6

Setting Up Disability Plans

Setting Up the Benefit Rate Table


To set up the Service Rate table:
1. Select Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Benefit Rates.
2. Access the Add a New Value page.
3. Enter 30 as the Benefit Rate Table ID.
4. Click Add, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1, 2002

January 1, 2002

Benefit Rate Type

Length of Service (Months)

Length of Service (Months)

Description

Length of Service 30

Length of Service 30

Short Description

30

30

Premium Frequency

Monthly

Monthly

Rate per Unit

Per Hundred

Per Hundred

Currency Code

USD

CAD

5. Enter the following service rate premiums:

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Months of Service

Total Rate

Employer Rate

0.2

0.2

0.075

0.2

0.15

36
60

6. Click Save.

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Setting Up Disability Plans

Lesson 6

Setting Up the Calculation Rules Table


To set up the Calculation Rules table:
1. Select Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Calculation Rules Table.
2. Access the Add a New Value page.
3. Enter C2 as the Calculation Rules Table ID.
4. Click Add, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1. 2002

January 1. 2002

Description

Calculation Rule 2

Calculation Rule 2

Short Description

C2

C2

Use Age As Of

Check Date

Check Date

Use Service As Of

Check Date

Check Date

Source of Demographics

Employee

Employee

Use Benefit Base As Of

Check Date

Check Date

Source

Annual Rate

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5. Accept remaining default values on the page.


6. Click Save.

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Annual Rate

Lesson 6

Setting Up Disability Plans

Adding the New Disability Plan to the Executive Benefit Program


To add the new plan to the executive benefit program:
1. Select Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Table.
2. Enter the benefit program X.
3. Select Correct History, and click Search.
4. Access the Plan Type and Option page.
5. Insert a row on the Plan Type scroll area.
6. Enter the plan type 31.
7. Enter this information in the Option group box on the Eligibility tab:
Page Element

(USA) Value or Status

(CAN) Value or Status

Optn Type

Benefit Plan

LTD

LTD

Deductn Cd

KULTD9

KCLTD9

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8. Access the Cost page and enter the following information:


Page Element

(USA) Value or Status

Cost Type

Price

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Price

Benefit Rate Type

Length of Service Months

Length of Service Months

Rate ID

30

30

C2

C2

Calc TblID

9. Click Save.

This concludes the activity. Please do not continue.

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161

Setting Up Disability Plans

Lesson 6

Review
In this lesson, you learned that:
Disability plans require the use of the Calculations Rules table.
You can set up a coverage formula to define the basis for disability plan coverage.
You use the Disability Plan table to define the plan's maximum monthly benefit and salary replacement
percentage.
You can use the Length of Service Months type rate table to vary the proportion of the premium that is
paid by the employee and the employer depending on duration of employment with the organization.
Disability plans can be added to any benefit program.
Slide 74

Student Notes

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Additional Resources

This table lists additional resources that provide more details about the topics that we have discussed in this
lesson:

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Topic

See

Disability plan components

PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base


Benefits, "Building Base Benefit Programs"

The Disability Plan-Specific table

PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base


Benefits, "Setting Up Benefit Plans"

Coverage rates based on length of service

PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base


Benefits, "Setting Up Base Benefits Core Tables"

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Lesson 7

(USA) Setting Up Savings Plans


Objectives
By the end of this lesson, you will be able to:
Identify savings plan components.
Define a savings plan.
Set up the Service Step table.
Set up savings plan limits.
Set up Age 50 catch-up contributions.

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Add a savings plan to a benefit program.

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(USA) Setting Up Savings Plans

Lesson 7

Identifying Savings Plan Components


Components of a Savings Plan
This diagram illustrates the components that we will use to create a savings plan:

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Lesson 7

(USA) Setting Up Savings Plans

Student Notes
Defining a Savings Plan
When defining a savings plan, you need to consider both plan-specific and federally regulated limits.
This table specifies where you define plan limits set by your organization:
Type

Description

Page

Employee limit

Defines the maximum amount that an


employee can contribute.

Savings Plan Table - Employee Limit


on Investment

Employer match limit

Defines the maximum amount that


the employer will match.

Savings Plan Table - Employer


Contribution/Match

Employer match options

Defines how much the employer will


match the employee's contribution, up
to the employer match limit.

Savings Plan Table - Employer


Contribution/Match

This table specifies where you define plan limits set by federal regulations:
Type

Description

Page

401 (a) limit

Defines the maximum amount of employee


compensation that can be used to calculate
contributions to a plan.

Limit Table

402 (g) limit

Defines the total amount (before taxes) that an


employee can have deducted for all applicable
plans.

Limit Table

Determines the maximum amount that an employee


can contribute to 403(b) savings plans. This is also
known as Maximum Exclusion Allowance (MEA).

Limit Table

Defines the limits that apply to the total amount that


an employee can contribute to all applicable plans.

Limit Table

Defines the lesser of a flat amount or a percentage


(currently one-third) of the employee's taxable
income that can be deferred annually.

Limit Table

403(b) limit

415(c) limit

457 limit

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(USA) Setting Up Savings Plans

Lesson 7

Defining a Savings Plan


The Savings Plan Table - Employee Limit on Investments Page
This diagram illustrates how the Benefit Plan Table shares the same keys as the Savings Plan table:

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Lesson 7

(USA) Setting Up Savings Plans

Student Notes
Page Used to Define Employee Contributions
Page Name

Navigation

Savings Plan Employee Limit


on Investments

Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Savings Plan Table

Use the Employee Limit on Investments page to define how much an employee can contribute to the plan and
to set up investment options:

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Employee Limit on Investments page (1 of 2)

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Employee Limit on Investments page (2 of 2)

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(USA) Setting Up Savings Plans

Lesson 7

Setting Up Investment Options


To set up investment options:
1. Enter a code for the money market fund in the Investment Option field.
2. Enter an appropriate description in the Description field.
3. Click the Row Insert button to enter a new row of investment data.
4. Repeat these steps for each type of investment option.

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Lesson 7

(USA) Setting Up Savings Plans

Defining a Savings Plan (continued)


The Savings Plan Table - Employer Contribution/Match Page
This page defines:
Employer matching rules.
Employer contribution limits.
Slide 79

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(USA) Setting Up Savings Plans

Lesson 7

Student Notes
Page Used to Define Employer Matching Rules
Page Name

Navigation

Employer Contribution/Match

Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Savings Plan Table,
Employer Contribution/Match

Use the Employer Contribution/Match page to define employer matching rules on before- and after-tax
contributions, and to define employer investments limits:

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Employer Contribution/Match page (1 of 2)

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Employer Contribution/Match page (2 of 2)

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Note. The system applies the limits defined in the Rollover of Funds page before applying the employer
match options defined on this page.

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Lesson 7

(USA) Setting Up Savings Plans

Employer Investment Limits


You can define the maximum amount the employer contributes to a savings plan, either on a matching or
non-matching basis.
When defining a non-matching contribution plan, this data defines the actual amount an employer
contributes. For example, your organization might fund savings plans with after-tax dollars at 3% of the
employee's earnings, up to 500 USD per pay period. You would enter 3 in the After Tax % of Earnings
Limit field and 500 in the Amount per Pay Period Limit field.
When defining a plan that has an employer match, this data defines the maximum amount of employee
funds eligible for matching, rather than defining the amount of the employer match itself. For example,
your organization might match 50% of an employee's contributions, but only on a before-tax basis, up to
6% of earnings or 1,000 USD per pay period, whichever is less. In this example, you would enter 6 in the
Before Tax % of Earnings Limit field and 1000 in the Amount per Pay Period Limit field.
Use the Combined % Earnings Limit field to combine the limits for both before and after tax employer
match.
Use the Limit Employee Match field to specify whether the limit or reduction is applied before or after the
employer match is calculated. This feature applies only for employer match calculations that use the
Service Step table.

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(USA) Setting Up Savings Plans

Lesson 7

Defining a Savings Plan (continued)


Savings Plan Table - Rollover of Funds Page
The rollover takes effect within a pay period. If the employee reaches the maximum yearly deduction limit
but has 125 USD of a before-tax deduction left to apply, that amount posts to the deduction classification
specified in this table:
Rollover From

Rollover To

Plan

Before-tax

After-tax

Same plan

Before-tax

Before-tax

Different plan

Before-tax

After-tax

Different plan

After-tax

After-tax

Different plan

Slide 80

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Lesson 7

(USA) Setting Up Savings Plans

Student Notes
Page Used to Define Rollover of Funds
Page Name

Navigation

Rollover of Funds

Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Savings Plan Table,
Rollover of Funds

Use this page to define direct rollover contributions when regulatory or plan-based limits are met in the plan:

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Rollover of Funds page

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Note. Employer-only plans cannot receive rollovers from another plan, because rollovers are a form of
employee contribution.
Note. The Specified at Plan Level and Specified at Employee Level options require that the employee be
enrolled in the specified rollover savings plan before the actual rollover event occurs during a payroll run. If
you want a savings plan to receive rollover funds without active employee contributions, set up the plan as
Employee Contribution Optional on the Employee Limit on Investments page and enroll employees with a
zero contribution amount.

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(USA) Setting Up Savings Plans

Lesson 7

Setting Up the Service Step Table


Scroll Areas on the Service Step Table Page
The Service Step Table page has multiple scroll areas.
Scroll Area Location

Usage

Outer

Controls the effective date.

Middle

Controls the after months of service categories.

Inner

Controls the deduction classes and matching rates for the


service month category.

Slide 81

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Lesson 7

(USA) Setting Up Savings Plans

Student Notes
Page Used to Define Employer Matching Based On Employee's Months of Service
Page Name

Navigation

Service Step Table

Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Service Step Table

Use this page to define employer matching based on the number of months that an employee has served:

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Service Step Table page

Note. If your organization offers a company match based on length of service, you must set up Service Step
scales. The values that are defined on the Service Step Table page prompt values on the Savings Plan page.

Example: Service Step Table ID

Suppose that your organization matches 25 to 100 percent (depending on the employee's length of service) of
the employee's before-tax 401 (k) amounts, up to 10 percent of the employee's earnings. You can create a
service step code that specifies the years-of-service match to be 25 percent after one year, 50 percent after
two years, 75 percent after three years, and 100 percent after four years.

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(USA) Setting Up Savings Plans

Lesson 7

Example: Before- and After-Tax Matching


Suppose that you have a 401 (k) plan that's set up to match:
100 percent of the employee's before-tax contributions, for contributions up to three percent of earnings.
50 percent of the employee's before-tax contributions, for contributions over three percent and up to six
percent of earnings.
100 percent of the employee's after-tax contributions, for contributions up to two percent of earnings.
75 percent of the employee's after-tax contributions, for contributions over two percent and up to four
percent of earnings.
50 percent of the employee's after-tax contributions, for contributions over four percent and up to six
percent of earnings.
Here's how you set this up:

Deduction Class

Up to Percentage of Employee
Earnings

Percentage of Employee
Investment (Contributions)

Before

100

Before

50

After

100

After

75

After

50

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This table lists the employee amounts:


Description

Employee earnings

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Amount

1,000 USD

Employee before-tax contribution (6%)

60 USD

Employee after-tax contribution (6%)

60 USD

Here is how the example would work with a six percent contribution by the employee:

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Lesson 7

(USA) Setting Up Savings Plans

Tier Earnings
Limit

Tier Earnings Amount

Zero percent to 3
percent

Zero percent x 1,000 = 0


USD

Employer
Currency
Amount
Match

Employee Contributions
(6% of 1,000 USD = 60)
Within the Limits

Employer
Percentage
Match

First 30 of 60 USD

100 percent

100 percent x
30 = 30 USD

Last 30 of 60 USD

50 percent

50 percent x
30 = 15 USD

3 percent x 1,000 = 30 USD


Over 3 percent to
6 percent

3 percent x 1,000 = 30 USD


+
6 percent x 1,000 = 60 USD

Note. If the employee did not contribute at these percentages (for example, perhaps only five percent), the
match would be limited to the actual contribution; and any contribution over the match percentage (for
example, perhaps 10 percent) would not be matched.
Here is how the example would work with a five percent contribution by the employee:

Tier Earnings
Limit

Tier Earnings Amount

Zero percent to 3
percent

Zero percent x 1,000 = 0


USD

Employee Contributions
(5% of 1,000 USD = 50
USD) Within the Limits

Employer
Percentage
Match

First 30 of 50 USD

100 percent

3 percent x 1,000 = 30 USD


+

Last 20 of 50 USD

5 percent x 1,000 = 50 USD

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50 percent

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100 percent x
30 = 30 USD

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3 percent x 1,000 = 30 USD


Over 3 percent to
5 percent

Employer
Currency
Amount
Match

50 percent x
20 = 10 USD

This table shows the after-tax calculations:

Tier Earnings
Limit

Zero percent to 2
percent

Tier Earnings Amount

Zero percent x 1,000 = 0


USD

Employer
Currency
Amount
Match

Employee Contributions
(5% of 1,000 USD = 50
USD) Within the Limits

Employer
Percentage
Match

First 20 of 50 USD

100 percent

100 percent x
20 = 20 USD

Second 20 of 50 USD

75 percent

75 percent x
20 = 15 USD

Last 20 of 50 USD

50 percent

50 percent x
20 = 10 USD

2 percent x 1,000 = 20 USD

Over 2 percent to
4 percent

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Over 4 percent to
5 percent

2 percent x 1,000 = 20 USD


+
4 percent x 1,000 = 40 USD
4 percent x 1,000 = 40 USD
+
5 percent x 1,000 = 50 USD

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(USA) Setting Up Savings Plans

Lesson 7

Example of After Months of Service Rewards


This example shows how to use the After Months of Service field to create multiple service steps to reward
employees for staying with the company:

After Months of Service

Deduction Class

Up to Percentage of
Employee Earnings

Percentage of Employee
Investment

Before

50

Before

100

After

25

After

50

After

100

24

Before

10

100

24

After

50

24

After

75

24

After

100

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This setup gives two-year employees better matching rates. The before-tax match is 100 percent for up to 10
percent, and the after-tax match is 100 percent for up to 2 percent and 75 percent for up to 4 percent, resulting
in a substantial increase in benefits.

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Lesson 7

(USA) Setting Up Savings Plans

Setting Up Savings Plan Limits


Defining Federally Regulated Limits
This table describes the savings plan limits that the PeopleSoft software supports:
Limit

Description

401(a)

Eliminates the tax advantage of highly compensated employees participating in qualified plans.

402(g)

Imposes a flat annual currency limit on the amount that an employee can contribute as an
elective deferral.

403(b)

Determines the maximum amount that an employee can contribute to 403(b) savings plans.

415(c )

Restricts the total amount that an employee can contribute to savings plans.

457

Defines the deferred compensation plans offered by state and local governments and employers
that are exempt from federal income tax.

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(USA) Setting Up Savings Plans

Lesson 7

Student Notes
Page Used to Define Limit Table Values
Page Name

Navigation

Limit Table

Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Limit Table

Use this page to define limit table values:

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Limit Table page (1 of 3)

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Lesson 7

(USA) Setting Up Savings Plans

Limit Table page (2 of 3)

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Limit Table page (3 of 3)

Note. If you use PeopleSoft Payroll for North America, establish limit table values for your saving plan using
the limit type as the key. The limit type determines which fields are available on the Limit Table page.

Limits

Limits are associated with deduction codes. When the payroll department runs the pay calculation process,
the system determines whether a deduction is associated with any limits. If it is, the system runs the testing
calculations and makes the limit adjustments to all affected employees' records. If a deduction cannot be
taken, it is reported with the appropriate reason-not-taken code.

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Certain qualified benefit savings plans might be subject to government regulations. These regulations are
usually designed to place limits on the amount that employees can contribute each year, to prevent the
qualified plan from being used as a tax shelter, and to define the amount that an individual can receive at
retirement.

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Each limit that you set up is associated with a limit type and benefit program.

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(USA) Setting Up Savings Plans

Lesson 7

401 Limit
The 401 limit eliminates the tax advantage that highly compensated employees have by participating in
qualified plans. This limit sets up a maximum amount (or cap) on the employee's annual earnings during the
calculation of the employee's contribution. When the system calculates the employee annual earnings, it
applies the 401 limit to the Special Accumulator field defined in the Savings Plan Table component, not to
the Special Accumulator field on the Limit Table page.
For example, the limit is set up so that (as of 2006) only the first 220,000 USD of each employee's
compensation can be taken into account in a qualified plan's contribution formula. If an employee earns
300,000 USD per year and this employee is enrolled in a 401 (k) savings plan with a 10 percent contribution
rate, the maximum amount that this employee can contribute for the year 2006 is 22,000 USD (10 percent of
220,000 USD, not 10 percent of 300,000 USD).
Note. Benefit plans entered on the Limit Table page are entered under Deductions Subject to Limit and
typically include 4x deductions (minus 4A employee stock purchase plans) for all tax classes.

402 Limit
The 402 limit imposes a flat annual limit on the amount that an employee can contribute as an elective
deferral.
The maximum amount that an employee can contribute on a before-tax basis for the year 2005 is 14,000
USD. It increased to 15,000 USD for 2006.

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The employee in the previous example can contribute 17,000 USD total, but the maximum amount on a
before-tax basis (for the year 2006) is 15,000 USD (a difference of 2,000 USD). The deduction process will
stop taking the deduction when the 15,000 USD limit is met. Unless the employee is enrolled in a rollover
account, the excess amount is refunded to the employee's paycheck.

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Note. Benefit plans are entered under Deductions Subject to Limit and typically include 4x and 8x deductions
(minus 4A employee stock purchase plans) as a before-tax class.

403 Limit

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The 403 limit (also known as MEA) determines the maximum amount that an employee can contribute to
403(b) savings plans. In addition to the 403 limits, 403(b) savings plans are also subject to 402 and 415 limits.
To calculate this amount:

1. Multiply the employee's eligible earnings by 20 percent.

2. Multiply the figure by the employee's total years of service.


3. Subtract the prior year's pretax contributions.

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Lesson 7

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415 Limit
The 415 limit restricts the total amount that an employee can contribute to defined savings plans. 401(k) plans
are the most common type of defined savings plans to be within Section 415, but other types include
profit-sharing, money purchase pensions, stock bonuses, thrift savings, and target benefit plans.
Employee year-to-date contributions cannot exceed either a specific percentage amount of the employee's
eligible earnings or a specific flat annual amount.
If, for a given payroll, the employee's contribution exceeds the limits, the contribution must be reduced to be
within the limits.
Note. 415 limit types on the Limit Table page would include benefit plans under Deductions Subject to Limit
(typically including 4x and 8x deductions, but not 4a plans, for all tax classes). They would also include
Deductions Which Add to Special Accumulator (which are typically plans apart from the 4x and 8x plans that
are taxable) and Deductions Which Subtract From Special Accumulator (consisting of before-tax plans other
than 4x and 8x).

457 Limit
Section 457 plans are deferred compensation plans offered by state and local governments and employers that
are exempt from federal income tax. The amount deferred annually by an employee cannot exceed a specific
flat amount or one-third of the employee's taxable income, whichever is less.

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(USA) Setting Up Savings Plans

Lesson 7

Setting Up Age 50 Catch-up Contributions


Managing 401(k) Limit Extensions
The Age 50 Extension process:
Identifies employees in PeopleSoft Payroll for North America who are age 50 and over.
Creates Age-50 limit extension records that extend the savings plan limits for elective deferrals.
Slide 83

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Lesson 7

(USA) Setting Up Savings Plans

Student Notes
Pages Used to Manage 401(k) Limit Extensions
Page Name

Navigation

Bn Age50 Runctl (benefits age


50 run control)

Benefits, Monitor Savings Pln Extensions, Identify Age-50 Extensions

Savings Mgt (savings


management)

Benefits, Enroll in Benefits, Savings Management

Use this page to generate 402(g) or 457 Age 50 Limit extension records:

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Bn Age50 Runctl (benefits age 50 run control) page

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(USA) Setting Up Savings Plans

Lesson 7

Use this page to manage 402(g) limit extension overrides for 401(k) savings plans:

Savings Management page

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Lesson 7

(USA) Setting Up Savings Plans

Adding a Savings Plan to a Benefit Program


Building a Benefit Program
This diagram shows the plans that we will have in our benefit program after completing the activity for this
lesson:

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Lesson 7

Student Notes
Pages Used to Identify Components of a Savings Plan
Page Name

Navigation

Benefit Program Plan Type


and Option

Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program
Table

Benefit Program Cost

Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program
Table

Use this page to bring the components of a savings plan together:

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Plan Type and Option page

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Use this page to define the cost and calculation rule for a savings plan:

Cost page

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(USA) Setting Up Savings Plans

Lesson 7

Activity 6: (USA) Setting Up a Savings Plan


In this activity, you will review the activity overview and:
1. Set up the Benefit Plan Table page.
2. Set up the Service Step Table page.
3. Set up the Savings Plan Table component.
4. Set up the Calculation Rules Table page.
5. Include the savings plan in the executive benefit program.
Slide 85

Activity Overview
In this activity, you will set up the 401(k) savings plan that you offer to Global Business Institute (GBI)
executives. The company matches:

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Fifty percent of an employee's before-tax contribution, up to six percent of the employee's earnings during
the first two years of service.

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One hundred percent of the employee's before-tax contributions, up to six percent after two years of service.
Employees may contribute up to 12 percent before-tax or after-tax, or any combination of the two, as long as
the total does not exceed 12 percent.
You will enter the following data in the appropriate tables.
Table

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Savings Plan

Benefit Plan
Service Step
Savings Plan
Calculation Rules

401(k)
401(k)
401(k)
C3

The following data has already been entered in the appropriate tables.

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Savings Plan

Deduction

401

Provider/Vendor

USAKUFDLTY

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Lesson 7

(USA) Setting Up Savings Plans

Activity Detail Steps


Perform the detailed steps to complete the activity.

Setting Up the Benefit Plan Table Page


To set up the Benefit Plan Table page:
1. Select Set Up HRMS, Product Related, Base Benefits, Plans and Providers, Benefit Plan Table.
2. Access the Add a New Value page, and enter the following information:
Page Element

Value or Status

Plan Type

401(k)

Benefit Plan

401(K)

3. Click Add, and enter the following information:


Page Element

Value or Status

Effective Date

January 1, 2002

Description

401(k) Savings Plan

Short Description

401(k)

SetID

SHARE

Vendor ID

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Blank

Default Deduction Code

401

Minimum Spousal Allocation %

Blank

Include in Nondiscrimination

Selected

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USAKUFDLTY

Group Number

4. Click Save.

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Lesson 7

Setting Up the Service Step Table Page


To set up the Service Step Table page:
1. Select Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Service Step Table.
2. Access the Add a New Value page.
3. Enter 401(K) as the Service Step Table ID.
4. Click Add, and enter the following information:
Page Element

Value or Status

Effective Date

January 1, 2002

Description

401(k) Executive Savings Plan

Short Description

401(k)

After Months of Service

Deduction Class

Before-Tax

Up to % of Employee Earnings

6.00

% of Employee Investment

50.00

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5. Click the Insert button on the Service scroll area to create a new row of data, and enter the following
information:
Page Element

After Months of Service

24

Deduction Class

Before-Tax

Up to % of Employee Earnings

6.00

% of Employee Investment

100.00

6. Click Save.

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Value or Status

Lesson 7

(USA) Setting Up Savings Plans

Setting Up the Savings Plan Table Component


To set up the Savings Plan Table component:
1. Select Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Savings Plan Table.
2. Access the Add a New Value page, and enter the following information:
Page Element

Value or Status

Plan Type

40

Benefit Plan

401(K)

3. Click Add, and enter the following information:


Page Element

Value or Status

Effective Date

January 1, 2002

Use Special Accumulator

401

Plan Contribution

EE Contribution Optional

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4. Enter the following information in the Up-To-Threshold Limit (Percent of Earnings) group box within the
Limit on Employee Investments group box:
Page Element

Value or Status

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Total Investment

12

Before-Tax

12

After-Tax

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12

Employee YTD Earning Threshold (employee


year-to-date earning threshold)

Note. Leave the fields blank in the Over-Threshold Limit (Percent of Earnings) group box and the Rules
for Highly Compensated Employees Investments group box.
5. Enter the following information in the Investments group box:

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Page Element

Row 1

Row 2

Investment Option

Description

Mutual Fund

High Technology Stocks

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(USA) Setting Up Savings Plans

Lesson 7

6. Access the Employer/Contribution Match page and enter the Service Step Table ID 401(K).
7. In the Employer Limits on Non-Matching Contribution or Employee's Contribution Subject to Employer
Match group box, enter the following information:
Page Element

Value or Status

Amount Per Pay Period Limit

Blank

Combined % Earnings Limit

Before Tax % of Earnings Limit

After Tax % of Earnings Limit:

Blank

8. Access the Rollover of Funds page.


9. Select None in the Rollover Options group box.
10. Select the Calculate Pct of Annual Rate check box.
11. Click Save.

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Setting Up the Calculation Rules Table Page


To set up the Calculation Rules Table page:
1. Select Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Calculation Rules Table.
2. Access the Add a New Value page.
3. Enter C3 as the Calculation Rules Table ID.
4. Click Add, and enter the following information:
Page Element

Value or Status

Effective Date

January 1, 2002

Description

Calculation Rule 3 - Savings

Short Description

C3

Use Age As Of

Check Date

Use Service As Of

Check Date

Source of Demographics

Employee

Use Benefit Base As Of

Pay End Date

Annual Rate (Source group box)

Selected

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5. Accept the remaining default values on this page.


6. Click Save.

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(USA) Setting Up Savings Plans

Lesson 7

Including the Savings Plan in the Executive Benefit Program


To include the savings plan in the executive benefit program:
1. Select Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Table.
2. Enter the benefit program X.
3. Select Correct History and click Search.
4. Access the Plan Type and Option page.
5. Insert a row on the Plan Type scroll area and enter the plan type 40.
6. Enter this information in the Option group box on the Eligibility tab:
Page Element

Value or Status

Optn Type (option type)

Benefit Plan

401(K)

Deductn Cd (deduction code)

401

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7. Access the Cost page, and enter the following information:


Page Element

Value or Status

Cost Type

Price

Calc TblID (calculation table ID)

C3

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Note. The only data that you can enter on the Benefit Program Table - Cost page is the calculation table
ID after you select the cost type of Price. The amount will be determined by the employee's election.
8. Click Save.

This concludes the activity. Please do not continue.

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Review
In this lesson, you learned that:
You do not define rate tables for savings plans because premium amounts are not required.
You use the Savings Plan Table component to define employee contribution limits and employer matching
rules.
You use the Service Step table to define employer matching based on the number of months that an
employee has served.
You can define plan limits based on your organization's rules and based on federal regulations.
The Age-50 Catch-up process identifies employees who are age 50 or over and generates the savings
management pages used to monitor their catch-up contributions.
You can add savings plans to any benefit program.
Slide 86

Student Notes

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Additional Resources

This table lists additional resources that provide more details about the topics that we have discussed in this
lesson:
Topic

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Cross-Reference

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Savings plan components.

PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base


Benefits, "Building Base Benefit Programs"

Contribution limits and employer matching


options.

PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base


Benefits, "Setting Up Benefit Plans"

Employer matching based on length of


service, and Rules for 401(a), 402(g),
403(b), 415(c), and 457 limits.

PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base


Benefits, "Setting Up Core Human Resources Base Benefits Tables"

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Lesson 8

(CAN) Setting Up Pension Plans


Objectives
By the end of this lesson, you will be able to:
Identify pension plan components.
Set up pension plans.
Add a pension plan to a benefit program.
Slide 88

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(CAN) Setting Up Pension Plans

Lesson 8

Identifying Pension Plan Components


Components of a Pension Plan
This diagram illustrates the components that we will use to define a pension plan:

Slide 89

Student Notes

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How to Define a Pension Plan

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A company can offer pension plans under specific conditions to enable its employees to receive money
following their retirement from service or to enable surviving dependents to receive money upon an
employee's death.

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Before you define a pension plan in PeopleSoft HRMS, determine which tables are needed and then define
each one with the specific information about your pension plan.

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Lesson 8

(CAN) Setting Up Pension Plans

Setting Up Pension Plans


Example of Setting Up a Pension Plan
This table provides an example of earning limits and contributions that are used for fixed or slide calculations
for pension plans:
Earning Limits

Contributions Up to YMPE

Contributions Over YMPE

Employee Percent

Employer Percent

Employee Percent

Employer Percent

20,000 CAD

2.2

3.2

4.2

5.2

40,000 CAD

2.3

3.3

4.3

5.3

60,000 CAD

2.4

3.4

4.4

5.4

80,000 CAD

2.5

3.5

4.5

5.5

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Slide 90

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(CAN) Setting Up Pension Plans

Lesson 8

Student Notes
Page Used to Define Pension Plans
Page Name

Navigation

Pension Plan Table 1

Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Pension Plan Table
CAN

Use this page to define pension plans offered by your employers, and to define the employee and employer
contribution percentages:

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Pension Plan Table 1 page (1 of 2)

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(CAN) Setting Up Pension Plans

Pension Plan Table 1 page (2 of 2)

Note. When you define a pension contribution as a before-tax deduction, the system calculates the amount to
deduct before it performs the normal tax calculation.

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(CAN) Setting Up Pension Plans

Lesson 8

Adding a Pension Plan to a Benefit Program


Building a Benefit Program
This diagram shows the plans that we will have in our benefit program after completing the activity for this
lesson:

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Slide 91

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Lesson 8

(CAN) Setting Up Pension Plans

Student Notes
Page Used to Identify Pension Plan Components
Page Name

Navigation

Plan Type and Option

Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program
Table

Use this page to link the parts of a pension plan:

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Plan Type and Option page

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(CAN) Setting Up Pension Plans

Lesson 8

Activity 7: (CAN) Setting Up an Executive Pension Plan


In this activity, you will review the activity overview and:
1. Set up the Benefit Plan table.
2. Set up the Pension Plan table.
3. Update the Benefit Program table.
Slide 92

Activity Overview
Employees can contribute 4 percent up to YMPE and 6 percent over YMPE in this pension plan. The
company matches this contribution by 50 percent.
You will enter the following data in the appropriate tables.
Table

Data

Deduction

PENS

Provider/Vendor

CANKCVNB

Benefit Plan

PENX

Pension Plan (plan-specific)

PNX

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Lesson 8

(CAN) Setting Up Pension Plans

Activity Detailed Steps


Perform the detailed steps to complete the activity.

Setting Up the Benefit Plan Table


To set up the Benefit Plan table:
1. Select Set Up HRMS, Product Related, Base Benefits, Plans and Providers, Benefit Plan Table.
2. Access the Add a new value page, and enter the following information:
Page Element

Value or Status

Plan Type

Standard Pension

Benefit Plan

PEN

3. Click Add, and enter the following information:


Page Element

Value or Status

Effective Date

January 1, 2002

Description

Executive Pension Plan

Short Description

Pension

SetID

SHARE

Vendor ID

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Blank

Default Deduction Code

KCPENS

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CANKCVNB

Group Number

4. Click Save.

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Lesson 8

Setting Up the Pension Plan Table


To set up the Pension Plan table:
1. Select Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Pension Plan Table CAN.
2. Access the Add a New Value page, and enter the following information:
Page Element

Value or Status

Plan Type

80

Benefit Plan

PEN

3. Click Add, and enter the following information:


Page Element

Value or Status

Effective Date

January 1, 2002

Use Special Accumulator Instead of Gross

KC1

Based on YTD (based on year to date)

Cleared

Pension Plan Type

MoneyPurch

Voluntary Contributions Allowed

Cleared

Coordinate with CCP

Cleared

Plan Registration #

ALB789784

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4. In the Contribution Percent group box, enter the following information:


Page Element

Rate Type

None

Contribution & Up to YMPE Employee%

4%

Contribution & Up to YMPE Employer %

2%

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Contribution & Over YMPE Employee%

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Contribution & Over YMPE Employer%

5. Click Save.

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Value or Status

6%
3%

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Lesson 8

(CAN) Setting Up Pension Plans

Setting Up the Benefit Program Table


To set up the Benefit Program table:
1. Select Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Table.
2. Enter the benefit program X.
3. Select Correct History, and click Search.
4. Access the Plan Type and Option page.
5. Insert a row in the Plan Type scroll area, and enter 80 in the Plan Type field.
6. Scroll to the option section and enter the following information on the Eligibility tab:
Page Element

Value or Status

Optn Type

Benefit Plan

PEN

Deduction Cd (deduction code)

KCPENS

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7. Click Save.

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This concludes the activity. Please do not continue.

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(CAN) Setting Up Pension Plans

Lesson 8

Review
In this lesson, you learned that:
Pension plans do not require rate tables.
The Pension Plan table is where you define pension types (for example, Money Purchase or Defined
Benefit Plan) and employer matching.
You can add pension plans to any benefit program.
Slide 93

Student Notes
Additional Resources
This table lists additional resources that provide more details about the topics that we have discussed in this
lesson:
See

Pension plan components

PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base


Benefits, "Building Base Benefit Programs"

Pension plan setup

PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base


Benefits, "Setting Up Benefit Plans"

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Lesson 9

Setting Up Leave Plans


Objectives
By the end of this lesson, you will be able to:
Identify leave plan components.
Define a leave plan.
Establish earnings codes for leave categories.
Add a leave plan to a benefit program.
Slide 95

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Setting Up Leave Plans

Lesson 9

Identifying Leave Plan Components


Components of a Leave Plan
This diagram illustrates the components that we will use to create a leave plan:

Slide 96

Student Notes

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Defining Leave Plans

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A company can offer leave plans to enable its employees to take time off without losing pay for reasons such
as vacations, health, or personal business.

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Before defining a leave plan in PeopleSoft HRMS, determine which tables are needed and then define each
one with specific information about your leave plan.

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Lesson 9

Setting Up Leave Plans

Defining a Leave Plan


Setting Up the Leave Plan Table
This diagram illustrates how the Benefit Plan table shares the same keys as the Leave Plan table:

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Setting Up Leave Plans

Lesson 9

Student Notes
Page Used to Set Up Leave Time Accrual
Page Name

Navigation

Leave Plan Table

Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Leave Plan Table

Use this page to define how your leave time will accrue, to identify accrual processing information and first
year award values, and to identify your leave accrual rates and service bonus values:

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Leave Plan Table (1 of 2)

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Setting Up Leave Plans

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Leave Plan Table (2 of 2)

Creating a Leave Plan

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Each plan has only one maximum leave balance and one maximum leave carryover. If you need any other
option, you might need to either set up a new plan or customize the software.
Manual accrual processing fields are for informational purposes and do not initiate automatic processes.

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Setting Up Leave Plans

Lesson 9

Defining a Leave Plan (continued)


Accrual Processing
This table lists which accrual rate units to select based on the award frequency of your leave plan:
Accrual Rate Units

Award Frequency

Hours per Hour

Every accrual run.

Hours per Month

First run of the month.

Hours per Pay Period (USF)

First run of the pay period (USF).

Hours per Week

First run of the week.

Hours per Year

First run of the year.

Slide 98

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Lesson 9

Setting Up Leave Plans

Defining a Leave Plan (continued)


First Year Accrual Process Setup
This table provides an example of how newly hired employees accrue vacation hours based on the month of
hire for a leave plan that awards vacation hours per year:
Employment Month

Vacation Hours Earned

Eligibility Month

72

72

72

56

56

56

7-12

NA

Slide 99

Student Notes
Calendar Year Basis

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Note. The system bases leave on a calendar year. If you require leave to be set up otherwise, you will need to
customize the software.

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Setting Up Leave Plans

Lesson 9

Establishing Earning Codes for Leave Categories


How Earnings are Calculated
This diagram shows the tables from which the earnings calculation process retrieves data:

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Lesson 9

Setting Up Leave Plans

Student Notes
Page Used to Identify Special Processing
Page Name

Navigation

Special Process

Set Up HRMS, Product Related, Payroll for North America, Compensation and
Earnings, Earnings Table

Use the Special Process page to identify which leave plans the earnings code will affect, and to identify which
earnings codes track service hours for your leave plans:

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Special Process page

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Setting Up Leave Plans

Lesson 9

Adding a Leave Plan to a Benefit Program


Building a Benefit Program
This diagram shows the plans that we will have in our benefit program after completing the activity for this
lesson:

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Slide 101

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Lesson 9

Setting Up Leave Plans

Student Notes
Page Used to Identify Leave Plan Components
Page Name

Navigation

Plan Type and Option

Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program
Table

Use this page to bring the components of a leave plan together:

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Plan Type and Option page

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Setting Up Leave Plans

Lesson 9

Activity 8: Setting Up a Vacation Leave Plan


In this activity, you will review the activity overview and:
1. Set up the Benefit Plan table.
2. Set up the Leave Plan table.
3. Set up the Benefit Program table.
Slide 102

Activity Overview
The vacation leave plan includes 12 days per year, gradually increasing to 18 days after 4 years.
You will enter the following data in the appropriate tables:
Table

U.S. Data

Canada Data

Provider/Vendor

USAKUGBI

CANKCVNB

Benefit Plan

VAC

VAC

Leave Plan (plan specific)

VAC

VAC

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The values in the Provider/Vendor table have already been set up in the system.

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Lesson 9

Setting Up Leave Plans

Activity Detail Steps


Perform the detailed steps to complete the activity.

Setting Up the Benefit Plan Table


To set up the Benefit Plan table:
1. Select Set Up HRMS, Product Related, Base Benefits, Plans and Providers, Benefit Plan Table.
2. Select the Add a New Value link, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Plan Type

Vacation

Vacation

Benefit Plan

VAC

VAC

3. Click Add, and enter the following information:


Page Element

(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1, 2002

January 1, 2002

Description

Executive Vacation Leave Plan

Executive Vacation Leave Plan

Short Description

Vacation

SetID

SHARE

Vendor ID

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Vacation
SHARE

USAKUGBI

CANKCVNB

Group Number

Blank

Blank

Default Deduction Code

Blank

Blank

4. Accept the remaining default values on the page.


5. Click Save.

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Setting Up Leave Plans

Lesson 9

Setting Up the Leave Plan Table


To set up the Leave Plan table:
1. Select Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Leave Plan Table.
2. Access the Add a New Value page, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Plan Type

51

51

Benefit Plan

VAC

VAC

3. Click Add and enter the following information:


Page Element

(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1, 2002

January 1, 2002

Balance Visible to EE for


Self-Service

Selected

Selected

Service Units

Months

Months

Accrual Rate Units

Hours per Month

Hours per Month

Special Calculation Routine

Cleared

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Cleared

Special Calculation at Year Begin

Cleared

Max Leave Balance (maximum leave


balance)

99999.000

99999.00

Max Leave Carryover (maximum


leave carryover)

200.000

200.00

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Cleared

Lesson 9

Setting Up Leave Plans

4. Expand the Manual Accrual Processing section, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Pay in Lieu of Time Off

Cleared

Cleared

Pay at Termination

Selected

Selected

Percent to Pay at Termination

Cleared

Cleared

Allow Negative Balance

Selected

Selected

Max Negative Hours Allowed


(maximum negative hours allowed)

40

40

5. In the Accrual Rate Values scroll area, enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

After Service Interval

Accrue Hours At

8 (Hours per Month)

8 (Hours per Month)

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6. Click the Insert button to add additional Accrual Rate Values rows with the following information:
Page Element

(USA) Value or Status

After Service Interval

12

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Accrue Hours At

10 (Hours per Month)

After Service Interval

48

48

Accrue Hours At

12 (Hours per Month)

12 (Hours per Month)

7. Click Save.

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Setting Up Leave Plans

Lesson 9

Setting Up the Benefit Program Table


To set up the Benefit Program table:
1. Select Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Table.
2. Enter the benefit program X.
3. Select Correct History, and click Search.
4. Access the Plan Type and Option page.
5. Insert a row in the Plan Type scroll area, and enter the plan type 51.
6. Enter this information in the Option group box on the Eligibility tab:
Page Element

(USA) Value or Status

(CAN) Value or Status

Optn Type (option type)

Benefit Plan

VAC

VAC

Deduction Cd (deduction code)

Blank

Blank

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Lesson 9

Setting Up Leave Plans

Review
In this lesson, you learned that:
Leave plans do not contain deductions because leave is accrued.
You access the Leave Plan table from the Base Benefits menu.
You define earnings codes to increase or reduce leave balances.
You can add a leave plan to any benefit program.
Slide 103

Student Notes
Additional Resources
This table lists additional resources that provide more details about the topics that we have discussed in this
lesson:

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Topic

See

Leave plan components

PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base


Benefits, "Building Base Benefit Programs"

Leave Plan Specific table

PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base


Benefits, "Setting Up Benefit Plans"

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Earnings codes for leave categories

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PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base


Benefits, "Managing Leave Plans"
PeopleSoft Enterprise Payroll for North America 9.0 PeopleBook,
"Defining Earnings Codes and Earnings Programs"

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Lesson 10

Setting Up Flexible Spending Accounts


Objectives
By the end of this lesson, you will be able to:
Identify the components of flexible spending account (FSA) plans.
Create and define FSA plans.
Add FSA plans to a benefit program.
Slide 105

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Setting Up Flexible Spending Accounts

Lesson 10

Identifying the Components of Flexible Spending Account Plans


Components of the FSA Benefit Plan
This diagram illustrates the components that we will use to create a flexible spending account plan:

Slide 106

Student Notes

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Identifying the Delivered Plan Types for FSAs

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The delivered plan types for FSAs are:


(USA) Flexible Spending Health (60).
(USA) Flexible Spending Dependent Care (61).

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(CAN) Flexible Spending Health (65).


(CAN) Retirement Counseling (66).

(USA) Healthcare Savings Account (67).

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Lesson 10

Setting Up Flexible Spending Accounts

Creating and Defining FSA Plans


Setting Up the FSA Benefit Plan Table
This diagram illustrates how the Benefit Plan table shares the same keys as the FSA Benefit Plan table:

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Setting Up Flexible Spending Accounts

Lesson 10

Student Notes
Page Used to Identify Contribution Frequency and Employer Contributions
Page Name

Navigation

Spending Accounts

Set Up HRMS, Product Related, Base Benefits, Plan Attributes, FSA Benefits
Table, Spending Accounts

FSA Admin Config

Set Up HRMS, Product Related, Base Benefits, Plan Attributes, FSA Benefits
Table, FSA Admin Config

Use this page to identify a contribution frequency and employer contributions:

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Spending Accounts page

Use this page to configure FSA administration:

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Lesson 10

Setting Up Flexible Spending Accounts

FSA Admin Config page

Using Balance IDs


Consider Balance IDs as buckets into which the system places balances. The SetID and Balance ID specified
on this page indicate the bucket name that will be used to gather FSA-calculated deduction information. The
bucket starts and stops based on the dates specified on the Balance ID table in Payroll. Example: CY January
1 - December 31. The balances clear and start over on January 1 of each year.

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Setting Up Flexible Spending Accounts

Lesson 10

Creating and Defining FSA Plans (continued)


Deduction Calculations
This table describes how deductions are calculated using PeopleSoft Payroll for North America and
PeopleSoft Payroll Interface:
Product

(USA) Calculation

(CAN) Calculation

PeopleSoft Payroll for


North America

Deduction Amount = (Annual Pledge - YTD


Balance) Unconfirmed On-Cycle Pay
Periods Remaining in the Balance Year.

Deduction Amount = (Annual Pledge*


or Employer Contribution or both YTD Balance) Pay Periods
Remaining in the Balance Year.
*Applies only to credits with Benefits
Administration.

PeopleSoft Payroll Interface

Deduction Amount = (Employee Contribution


FSA Contribution Frequency) Deduction
Frequency

Deduction Amount = Employer


Contribution FSA Contribution
Frequency Deduction Frequency

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Slide 108

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Student Notes
Balance IDs

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Note. Use Balance ID on the FSA Spending Accounts page to determine the limits of the "Balance Year" and
to determine what to use as the end date (such as pay end date or check date). However, if the Employee
Contribution Override field has been populated on the employee's election record, then the calculation is the
same as used in the PeopleSoft Payroll Interface system.

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Lesson 10

Setting Up Flexible Spending Accounts

Adding FSA Plans to a Benefit Program


Building a Benefit Program
This diagram shows the plans that we will have in our benefit program after completing the activity for this
lesson:

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Slide 109

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Setting Up Flexible Spending Accounts

Lesson 10

Student Notes
Page Used to Identify FSA Plan Components:
Page Name

Navigation

Benefit Program Plan Type


and Option

Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program
Table, Plan Type and Option

Use this page to bring the components of an FSA plan together:

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Plan Type and Option page

Cost Information

You don't enter cost information on the Benefit Program table because:
(USA) Employees specify their pledge when they enroll.

(CAN) The employer contribution is specified either on the FSA Plan table or through credits with Benefits
Administration. In fact, Canadian Base Benefits clients might want to specify no Employer Contribution on
the FSA Plan table, and set up the information for tracking purposes only.

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Lesson 10

Setting Up Flexible Spending Accounts

Activity 9: Setting Up Flexible Spending Accounts


In this activity, you will review the activity overview and:
1. Set up the Benefit Plan table.
2. Set up the FSA Benefit Plan table.
3. Add the new FSA plan to the executive benefit program.
Slide 110

Activity Overview
Data is already in the Deduction and Provider/Vendor tables. You will set up the remaining tables for an FSA
plan.
(USA) Notes for Activity
You will set up a dependent care FSA to pay up to 5,000 USD in dependent care expense on a before-tax
basis. Then add the plan to the executive benefit program. Deduction and vendor information is already
provided.

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(CAN) Notes for Activity

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You will set up a health care FSA whereby the employer offers up to 750 CAD on health-related items that
are not covered by the basic medical plan. Then add the plan to the executive benefit program. Deduction and
vendor information is already provided.

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Setting Up Flexible Spending Accounts

Lesson 10

Activity Detail Steps


Perform the detailed steps to complete the activity.

Setting Up the Benefit Plan Table


To set up the Benefit Plan table:
1. Select Set Up HRMS, Product Related, Base Benefits, Plans and Providers, Benefit Plan Table.
2. Access the Add a New Value page, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Plan Type

Flex Spending Dependent Care

Flex Spending Health - Canada

Benefit Plan

DCAR

HCAR

3. Click Add, and enter the following information:


Page Element

(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1, 2002

January 1, 2002

Description

Dependent Care FSA

Health Care FSA

Short Description

DepCare

SetID

SHARE

Vendor ID

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Health Car
SHARE

USAKUGBI

LCARE1

Group Number

Blank

Blank

Default Deduction Code

LFSADC

KCHFSA

4. Click Save.

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Lesson 10

Setting Up Flexible Spending Accounts

Setting Up the FSA Benefit Plan Table


To set up the FSA Benefit Plan table:
1. Select Set Up HRMS, Product Related, Base Benefits, Plan Attributes, FSA Benefits Table.
2. Access the Add a New Value page, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Plan Type

61

65

Benefit Plan

DCAR

HCAR

3. Click Add, and enter the following information:


Page Element

(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1, 2002

January 1, 2002

Plan Contribution

EE Contribution Optional

EE Contribution Optional

Contribution Frequency

SetID

SHARE

SHARE

Balance ID

CY

CY

Employer Contribution

None

Flat Contribution Amount

NA

Employer Carryforward Choice

NA

4. Click Save.

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Flat Amount
$750.00
ER Claim

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Setting Up Flexible Spending Accounts

Lesson 10

Adding the New FSA Plan to the Executive Benefit Program


To add the new FSA plan to the executive benefit program:
1. Select Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Table.
2. Enter X as the benefit program.
3. Select Correct History, and click Search.
4. Access the Plan Type and Option page.
5. Insert a row on the Plan Type scroll area, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Plan Type

61

65

6. Enter this information in the Option group box on the Eligibility tab:
Page Element

(USA) Value or Status

(CAN) Value or Status

Optn Type (option type)

Benefit Plan

DCAR

HCAR

Deductn Cd (deduction code)

LFSADC

KCHFSA

7. Click Save.

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Lesson 10

Setting Up Flexible Spending Accounts

Review
In this lesson, you learned that:
(USA) FSA plans are funds where employees contribute pretax money to pay for eligible expenses such as
health care and dependent care.
(CAN) FSA plans are funds whereby the employer contributes to health care spending and retirement
counseling. Employer contributions are defined either on the FSA Benefit Plan table or, if you are using
Benefits Administration, through flexible credits.
You use the FSA Benefits Plan page to define FSA plans.
You can add an FSA plan to any benefit program.
Slide 111

Student Notes
Additional Resources

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lesson:

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Topic

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Components of FSA plans

PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base


Benefits, "Building Base Benefit Programs"

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(USA) The FSA Plan-Specific table

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Benefits, "Setting Up Benefit Plans"

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Lesson 11

Adding New Employees, Dependents, and


Beneficiaries
Objectives
By the end of this lesson, you will be able to:
Identify the pages used to hire an employee.
View job-related information for an employee.
Set up dependent and beneficiary data.
Slide 113

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Adding New Employees, Dependents, and Beneficiaries

Lesson 11

Identifying the Pages Used to Hire an Employee


Hire Employee Components
The pages that you use to hire employees are included in these components:
Add a Person
Job Data
Use the Benefit Program Participation page to enroll an employee in a benefit program.
Slide 114

Student Notes
Hire Employee Pages
Use these pages of the Add a Person component to enter personal information for a new employee:

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Biographical Details

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Contact Information
Regional
Organizational Relationships

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Use these pages of the Job Data component to enter job information for a new employee:
Work Location
Job Information
Job Labor
Payroll
Salary Plan
Compensation

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Lesson 11

Adding New Employees, Dependents, and Beneficiaries

Viewing Job-Related Information for an Employee


Reviewing Employee Eligibility
Use the employee data summary to view an employee's:
Personal information.
Job information.
Significant dates.
Slide 115

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Adding New Employees, Dependents, and Beneficiaries

Lesson 11

Student Notes
Page Used to View Employee's Current Job Information
Page Name

Navigation

Employee Data Summ

Benefits, Employee/Dependent Information, Review HR/Job/Payroll Data

Use the Employee Data Summary page to view current job-related information for the employee:

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Lesson 11

Adding New Employees, Dependents, and Beneficiaries

Setting Up Dependent and Beneficiary Data


Dependent Relationships
This diagram shows how you use the Dependent Relationship page to group relationships by covered person
type:

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Student Notes

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Page Used to Define Dependent Relationships


Page Name

Dep. Relationship (dependent


relationship)

Navigation

Set Up HRMS, Product Related, Base Benefits, Dependent Relationships Table

Use this page to define relationships that qualify as dependents according to your organization rules:

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Dep. Relationship page

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Adding New Employees, Dependents, and Beneficiaries

Lesson 11

Setting Up Dependent and Beneficiary Data (continued)


Entering Dependents and Beneficiaries
Entering dependent and beneficiary data ensures that you are able to:
Simplify benefit enrollments for dependents and beneficiaries.
Process claims quickly and correctly.
Track court-ordered benefit requirements.
Slide 117

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Lesson 11

Adding New Employees, Dependents, and Beneficiaries

Student Notes
Pages Used to Record Dependent/Beneficiary Information
Page Name

Navigation

Update Dependent/Beneficiary Name

Benefits, Employee/Dependent Information, Update Dependent/Beneficiary

Update Dependent/Beneficiary Address

Benefits, Employee/Dependent Information, Update Dependent/Beneficiary,


Address

Update Dependent/Beneficiary
Personal Profile

Benefits, Employee/Dependent Information, Update Dependent/Beneficiary,


Personal Profile

Use this page to record the name of the employee's dependents and beneficiaries:

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Update Dependent/Beneficiary - Name page

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Adding New Employees, Dependents, and Beneficiaries

Lesson 11

Update Dependent/Beneficiary - Address page

Use this page to enter the relationship to the employee and personal data for dependents and beneficiaries:

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Update Dependent/Beneficiary - Personal Profile page (1 of 2)

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Update Dependent/Beneficiary - Personal Profile page (2 of 2)

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Lesson 11

Adding New Employees, Dependents, and Beneficiaries

Setting Up Dependent and Beneficiary Data (continued)


Court-Ordered Benefit Flags
A system-generated check box is available that indicates whether court orders have been established for
dependents and beneficiaries on these enrollment pages:
Health Benefits
Life and AD/D Benefits
Savings Plans
Pension
Slide 118

Student Notes
Page Used to Identify Riders/Orders Information

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Page Name

Navigation

Dependent/Beneficiary Riders

Click the Riders/Orders link on the Personal Profile page.

Use this page to enter court-ordered benefit information:

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Lesson 11

Setting Up Dependent and Beneficiary Data (continued)


Tracking Additional Dependent and Beneficiary Data
In addition to tracking personal benefit information, Base Benefits enables you to:
Enter informational comments about dependents and beneficiaries.
View a summary list of an employee's dependents.
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Student Notes
Page Used to Record Benefit Comments
Page Name

Navigation

Benefit Comments

Benefits, Employee/Dependent Information, Record Dep/Ben Comments

Dependent/Benef.

Benefits, Employee/Dependent Information, Review Dep/Ben Summary

Use this page to record any comments associated with dependents and beneficiaries:

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Benefit Comments page

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Note. The Benefit Comments page is informational only and can be used in whatever way that your
organization deems appropriate. For example, some organizations use this page to record phone
conversations.

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Lesson 11

Use this page to view a list of the employee's dependents and/or beneficiaries and their relationships to the
employee:

Dependent/Benef. page

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Lesson 11

Adding New Employees, Dependents, and Beneficiaries

Activity 10: Adding Dependent and Beneficiary Data


In this activity, you will review the activity overview and enter dependent and beneficiary data.
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Adding New Employees, Dependents, and Beneficiaries

Lesson 11

Activity Overview
In the remaining activities in this class, you will be working with three employees who have been hired at
Global Business Institute (GBI).
The employee IDs for the employees that you will work with are:
(USA) Employees

Employee ID

(CAN) Employees

Employee ID

Patrick Kelly

KULM01

Tyler Jackson

KCLM01

Melissa Jackson

KULN01

Jennifer Phillips

KCLN01

Brevin James

KULO01

Jon Pierre

KCLO01

In this activity, you'll add the dependent and/or beneficiary information for (USA) Patrick, or (CAN) Tyler.
(USA) For Patrick, use the data in this table:
Dependent/Beneficiary Personal Data

Relationship to Employee

Address

Anne

Spouse

Same as employee

Child

Same as employee

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DOB:October 11, 1964

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Married: October 1, 2002


Tyler
DOB:May 5, 1991
Gilbert

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Other Child

DOB:September 28, 1980

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645 Bennett Street


Luzerne, PA 18704

(CAN) For Tyler, use the data in this table:


Dependent/Beneficiary Personal Data

Relationship to Employee

Address

Anne

Spouse

Same as employee

Child

Same as employee

Other Child

645 Bennett Street

DOB:October 11, 1964

Married: October 1, 2002


Tyler

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DOB:May 5, 1991

ra
Gilbert

DOB:September 28, 1980

Calgary, AB T2S 0B8

Dependent/Beneficiary information for Melissa, Brevin, and Jon has been entered for you. You will view the

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dependents already created.


In subsequent activities, you will enroll the first employee in the benefit plans that you have set up and
calculate the employee's deductions, and you will maintain enrollments for all three employees.

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Lesson 11

Activity Detailed Steps


Perform the detailed steps to complete the activity.

Creating Dependent and Beneficiary Data


To create dependent and beneficiary data for an employee:
1. Select Benefits, Employee/Dependent Information, Update Dependent/Beneficiary.
2. Enter the employee ID for either (USA) Patrick (KULM01) or (CAN) Tyler (KCLM01).
3. Click Search.
4. On the Name page, enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Dependent/Beneficiary ID

01

01

Effective Date

January 1, 2003

January 1, 2003

Format Type

English

English

Page Element

(USA) Value or Status

First Name

Anne

Last Name

6. Click OK

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Kelly

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5. Click the Edit Name link, and on the Edit Name page, enter the following information:

(CAN) Value or Status

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Anne

Jackson

7. Access the Address page, and enter the effective date of January 1, 2003.
8. Select the Same Address as Employee check box.

9. Access the Personal Profile page, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

October 11, 1964

October 11, 1964

Effective Date

January 1, 2003

January 1, 2003

Relationship to Employee

Spouse

Spouse

Dependent Beneficiary Type

Both

Both

Date of Birth

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Page Element

(USA) Value or Status

(CAN) Value or Status

Gender

Female

Female

Marital Status

Married

Married

Date

October 1, 2002

October 1, 2002

10. Access the Name page, and insert a row in the Dependent/Beneficiaries group box.
11. Enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Dependent/Beneficiary ID

02

02

Effective Date

January 1, 2003

January 1, 2003

Format type

English

English

12. Click the Edit Name link, and on the Edit Name page, enter the following information:

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Page Element

(USA) Value or Status

(CAN Value or Status

First Name

Patrick

Tyler

Last Name

Kelly

Suffix

Junior

13. Click OK.

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Jackson
Junior

14. Access the Address page, and enter the effective date of January 1, 2003.
15. Select the Same Address as Employee check box.

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Lesson 11

16. Access the Personal Profile page, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Date of Birth

May 5, 1991

May 5, 1991

Effective Date

January 1, 2003

January 1, 2003

Relationship to Employee

Child

Child

Dependent Beneficiary Type

Both

Both

Gender

Male

Male

Marital Status

Single

Single

17. Access the Name page, and insert a row in the Dependent/Beneficiaries group box.
18. Enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Dependent/Beneficiary ID

03

03

Effective Date

January 1, 2003

January 1, 2003

Format Type

English

English

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19. Click the Edit Name link, and on the Edit Name page, enter the following information:
Page Element

First Name
Last Name

20. Click OK.

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(USA) Value or Status

(CAN) Value or Status

Gilbert

Gilbert

Kelly

Jackson

21. Access the Address page and enter the following information:
Page Element

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Country

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(USA) Value or Status

(CAN) Value or Status

January 1, 2003

January 1, 2003

USA

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Lesson 11

Adding New Employees, Dependents, and Beneficiaries

22. Click the Edit Address link, and on the Edit Address page, enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Address 1

645 Bennett Street

645 Bennett Street

City

Luzerne

Calgary

State/Province

PA

AB

Postal

18704

T2S 0B8

23. Click OK.


24. Access the Personal Profile page, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Date of Birth

September 28, 1980

September 28, 1980

Effective Date

January 1, 2003

January 1, 2003

Relationship to Employee

Other Relative

Other Relative

Dependent Beneficiary Type

Beneficiary

Beneficiary

Gender

Male

Male

Marital Status

Single

25. Click Save.

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Lesson 11

(USA) Results
To view the dependent and beneficiary data that you added for Patrick, select Benefits, Employee/Dependent
Information, Review Dep/Ben Summary.
Your results should look like this:

To view dependent and beneficiary data for Melissa, select Return to Search, enter the employee ID KULN01,
and click Search.
Your results should look like this:

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To view dependent and beneficiary data for Brevin, select Return to Search, enter the employee ID KULO01,
and click Search.
Your results should look like this:

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(CAN) Results
To view the dependent and beneficiary data for Tyler, select Benefits, Employee/Dependent Information,
Review Dep/Ben Summary.
Your results should look like this:

To view dependent and beneficiary data for Jon, select Return to Search, enter the employee ID KCLO01, and
click Search.
Your results should look like this:

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This concludes the activity. Please do not continue.

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Lesson 11

Review
In this lesson, you learned that:
You can enroll a new employee and dependents in benefits using the same component that you used to hire
the employee.
You can use the Employee Data Summary page to obtain the data used to determine benefits coverage
eligibility for an employee.
You can view dependent and beneficiary information for the entire family on the Dependent/Benef. page.
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Student Notes
Additional Resources
This table lists additional resources that provide more details about the topics that we have discussed in this
lesson:

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Topic

See

Job Related Information for an Employee

PeopleSoft Enterprise Human Resources 9.0 PeopleBook, "Manage Base


Benefits," Enrolling Participants

Dependent and Beneficiary Data

PeopleSoft Enterprise Human Resources 9.0 PeopleBook, "Administer


Workforce," Entering Additional Data in Human Resources Records

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PeopleSoft Enterprise Human Resources 9.0 PeopleBook, "Manage Base


Benefits," Entering Dependent and Beneficiary Information

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Lesson 12

Enrolling Employees
Objectives
By the end of this lesson, you will be able to:
Assign employees to benefit programs.
Enroll employees in benefit plans.
View employee benefit enrollments.
Override deduction information.
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Lesson 12

Assigning Employees to Benefit Programs


Using Benefit Programs
This diagram shows the plans that employees can enroll in after they have been assigned to our benefit
program:

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Student Notes
Page Used to Associate Employees to Benefit Programs
Page Name

Navigation

Benefits Program Participation

Benefits, Enroll in Benefits, Assign to Benefit Program

Use this page to associate an employee with a benefit program:

Benefit Program Participation page

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Enroll in Benefits

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Lesson 12

Activity 11: Assigning Employees to Benefit Programs


In this activity, you will review the activity overview and modify an employee's benefit program.
Slide 125

Activity Overview
In this activity, you will change an employee's benefit program. When hired, the employee was enrolled in a
benefit program, but now qualifies for the executive benefit program.
Use the information in this table:

Employee

Employee ID

Benefit Program Enrolled in at


Hire

(USA) Patrick Kelly

KULM01

KL2

(CAN) Tyler Jackson

KCLM01

KL4

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Activity Detail Steps


Perform the detailed steps to complete the activity.

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Modifying an Employee's Benefit Program


To modify an employee's benefit program:

1. Select Benefits, Enroll in Benefits, Assign to Benefit Program.


2. Enter the employee's ID, and click Search

3. On the Benefit Program Participation page, insert a new effective-dated row.


4. Enter a date of January 1, 2003.

5. Enter X in the Benefit Program field.


6. Click Save.

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Enrolling Employees in Benefit Plans


Health Benefits
Employees assigned to a benefit program can enroll in any of the health plans within the program, as shown
in this diagram:

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Lesson 12

Student Notes
Page Used to Enroll Employees in Health Plans
Page Name

Navigation

Health Benefit Elections

Benefits, Enroll in Benefits, Health Benefits

Use this page to enroll employees and dependents in health plans such as medical, dental, and vision:

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Health Benefit Elections (1 of 2)

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Health Benefit Elections (2 of 2)

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Validating Covered Dependents


The list of covered dependents is validated against the coverage code and against the dependent age limits
established on the benefit program.

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Enrolling Employees

Enrolling Employees in Benefit Plans (continued)


Example: Deduction Calculation Based on Pay Calendar
The deduction begin date works with the pay period end date from the pay calendar to determine if the
deduction is taken during the payroll process, as shown in this table:
Pay Calendar Table Field

Value

Deduction Begin Date

Deduction Taken

Pay Period Begin Date

01/01/2000

01/01/2000

Yes

Pay Period End Date

01/15/2000

01/15/2000

Yes

Paycheck Issue Date

01/20/2000

01/16/2000

No

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Lesson 12

Enrolling Employees in Benefit Plans (continued)


Example: Deduction Calculation Based on Pay Calendar
If the deduction begin date is after the pay period end date and coverage is waived or terminated, the benefit
deduction is also considered active and is taken, as shown in this table:
Pay Calendar Table Field

Value

Deduction Begin Date

Deduction Taken

Pay Period Begin Date

01/01/2000

01/01/2000

No

Pay Period End Date

01/15/2000

01/15/2000

No

Paycheck Issue Date

01/20/2000

01/16/2000

Yes

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Lesson 12

Enrolling Employees

Enrolling Employees in Benefit Plans (continued)


Life and AD/D Benefits
Employees assigned to a benefit program can enroll in any of the life and accidental death and
dismemberment (AD/D) plans within the program, as shown in this diagram:

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Lesson 12

Student Notes
Page Used to Enroll Employees in Life and AD/D Plans
Page Name

Navigation

Life/ADD Elections

Benefits, Enroll in Benefits, Life and AD/D Benefits

Use this page to enroll employees in life plans, such as life, supplemental life, and AD/D, and to identify the
beneficiaries:

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Life/ADD Elections (1 of 2)

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Life/ADD Elections (2 of 2)

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Note. Be sure that hard copies of critical records exist for legal purposes. Some companies allow online
signatures, but this is an exception. Most providers require hard-copy records.
For life insurance, the system validates against the Minimal Spousal Allocation % field on the Benefit Plan
Table page when you update beneficiary information in Base Benefits.

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Lesson 12

Enrolling Employees in Benefit Plans (continued)


Disability Benefits
Employees assigned to a benefit program can enroll in any of the disability plans within the program, as
shown in this diagram:

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Student Notes
Page Used to Enroll Employees in Disability Benefit Plans
Page Name

Navigation

Disability Benefit

Benefits, Enroll in Benefits, Disability Benefits

Use this page to enroll employees in disability plans, such as short-term disability and long-term disability:

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Disability Benefit page

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Lesson 12

Enrolling Employees in Benefit Plans (continued)


Savings and Pension Plans
Employees assigned to a benefit program can enroll in any of the savings plans within the program, as shown
in this diagram:

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Lesson 12

Enrolling Employees

Student Notes
Pages Used to Enroll Employees in Savings or Pension Plans
Page Name

Navigation

Savings Plan Elections

Benefits, Enroll in Benefits, Savings Plans, Savings Plan Elections

Pension Plan Elections

Benefits, Enroll in Benefits, CAN-Pension Plans, Pension Plan Elections

Use this page to enroll employees in savings plans, assign beneficiaries, and designate investment and
rollover options:

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Savings Plan Elections (1 of 2)

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Lesson 12

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Savings Plan Elections (2 of 2)

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Lesson 12

Enrolling Employees

Use this page to enroll employees in Canadian pension plans:

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Pension Plan Elections page

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Lesson 12

Enrolling Employees in Benefit Plans (continued)


Leave Plans
Employees assigned to a benefit program can enroll in any of the leave plans within the program, as shown in
this diagram:

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Lesson 12

Enrolling Employees

Student Notes
Page Used to Enroll Employees in Leave Plans
Page Name

Navigation

Leave Plans (USA)

Benefits, Enroll in Benefits, Leave Plans - Leave Plans (USA)

Leave Plans

Benefits, Enroll in Benefits, Leave Plans - CAN/INT - Leave Plans

(USA) Use this page to enroll the employee in leave plans such as for sick leave and vacation leave:

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Leave Plans (USA) page

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Lesson 12

(CAN) Use this page to enroll employees in Canadian leave plans.

Leave Plans page

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Lesson 12

Enrolling Employees

Enrolling Employees in Benefit Plans (continued)


FSA Benefits
Employees assigned to a benefit program can enroll in any of the flexible spending account (FSA) plans
within the program, as shown in this diagram:

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Lesson 12

Student Notes
Pages Used Enroll Employees in FSA Benefits:
Page Name

Navigation

FSA Benefits (USA)

Benefits, Enroll in Benefits, USA-FSA Benefits

FSA Benefits (CAN)

Benefits, Enroll in Benefits, CAN-FSA Benefits

(USA) Use this page to record employee participation in flexible spending accounts, such as health care and
dependent care, which allows employees to contribute pretax dollars to a fund from which they can later
draw to pay eligible expenses, including health care and dependent care:

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Spending Accounts page (USA)

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Enrolling Employees

(CAN) Use this page to record employee participation in flexible spending accounts, such as health care
and retirement counseling:

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Spending Accounts page (CAN)

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Lesson 12

Viewing Employee Benefit Enrollments


Reviewing Benefit Summaries
After you enroll employees in their elected benefit plans, you can view a summary of their current
enrollments and deductions on these pages:
Benefit Enrollment Summary
Benefit Deduction Summary
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Lesson 12

Enrolling Employees

Student Notes
Pages Used to View Benefit Summaries
Page Name

Navigation

Benefit Enrollment Summary

Benefits, Review Employee Benefits, Current Benefits Summary

Benefit Deduction Summary

Benefits, Review Employee Benefits, Current Benefits Summary

Use this page to view an employee's current enrollments:

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Benefit Enrollment summary page

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Use this page to view an employee's current benefit deductions:

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Benefit Deduction Summary page

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Lesson 12

Enrolling Employees

Viewing Employee Benefit Enrollments (continued)


Base Benefits Consistency Audit Report
Run the Base Benefits Consistency Audit report to list the following types of errors:
Employees without employment or job records.
Employees less than 16 years old.
Employees and spouses (or other dependents) who both elect health benefits.
Employees with over-age dependent coverage or unusual dependents.
Employees with incorrect health plans set up on the Benefit Program page.
Slide 135

Student Notes

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Page Used to Audit Benefits


Page Name

Navigation

Base Benefits Consistency


Audit

Benefits, Reports, Audits, Base Benefit Consistency Audit

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Use the Base Benefits Consistency Audit page to run the Base Benefits Consistency Audit report.

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Lesson 12

Activity 12: Enrolling Employees


In this activity, you will review the activity overview and:
Enroll an employee and dependents in health plans.
Enroll an employee and dependents in other benefit plans.
Slide 136

Activity Overview
In this activity, you enroll the employee in the following plans:
Medical
Dental
Life insurance
Long-term disability

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(USA) Savings

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(CAN) Pension
Vacation
(USA) FSA

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You also enroll the employee's three dependents in medical and dental plans.

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Choose the appropriate employee name and ID from this table:


Employee

(USA) Patrick Kelly

KULM01

(CAN) Tyler Jackson

KCLM01

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Lesson 12

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Activity Detailed Steps


Perform the detailed steps to complete the activity.

Enrolling an Employee and Dependents in Health Plans


To enroll an employee and dependents in health plans:
1. Select Benefits, Enroll in Benefits, Health Benefits.
2. Enter the employee ID, and click Search.
3. On the Health Benefit Elections page, enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Plan Type

10

10

Coverage Begin Date

October 1, 2003

October 1, 2003

Deduction Begin Date

October 1, 2003

October 1, 2003

Coverage Election:

Elect

Elect

Election Date

October 1, 2003

October 1, 2003

Benefit Plan

BSM

BSM

Coverage Code

Health Provider ID

12345

Previously Seen

Selected

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NA
NA

4. Click the Enroll All dependents button.

5. (USA) Enter the Health Provider ID of 12345 and select the Previously Seen checkbox for each
dependent.

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6. Insert a row in the Plan Type scroll area, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Plan Type

11

11

Coverage Begin Date

October 1, 2003

October 1, 2003

Deduction Begin Date

October 1, 2003

October 1, 2003

Coverage Election

Elect

Elect

Election Date

October 1, 2003

October 1, 2003

Benefit Plan

DNTL

DNTL

Coverage Code

Health Provider ID

Blank

Blank

Previously Seen

Cleared

Cleared

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7. Click the Enroll all Dependents button.


8. Click Save.

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Lesson 12

Enrolling Employees

Enrolling an Employee and Dependents in Other Benefit Plans


To enroll the employee and his dependents in the remaining benefit plans:
Life and AD/D Plan Enrollment
To enroll the employee and dependents in a life insurance plan:
1. Select Benefits, Enroll in Benefits, Life and AD/D Benefits.
2. Enter the employee ID, and click Search.
Note. The system should open the Life/ADD Elections page with the employee's name and ID.
3. On the Life/Add Elections page, enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Plan Type

20

20

Coverage begin date

October 1, 2003

October 1, 2003

Deduction begin date

October 1, 2003

October 1, 2003

Coverage Election

Elect

Elect

Election Date

October 1, 2003

October 1, 2003

Benefit Plan

2X

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4. Click the Assign All Beneficiaries button.

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2X

5. On the Spouse row, enter the Percent of Benefit of 60.


6. On the Child row, enter the Percent of Benefit of 20.

7. On the Other Relative row, enter the Percent of Benefit of 20.


8. Click the Update Totals button.
9. Click Save.

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Lesson 12

Disability Plan Enrollment


To enroll the employee in a disability plan:
1. Select Benefits, Enroll in Benefits, Disability Benefits.
Note. The system should open the Life/ADD Elections page with the employee's name and ID.
2. Enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Plan Type

31

31

Coverage begin date

October 1, 2003

October 1, 2003

Deduction begin date

October 1, 2003

October 1, 2003

Coverage Election

Elect

Elect

Election Date

October 1, 2003

October 1, 2003

Benefit Plan

LTD

LTD

3. Click Save.

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Lesson 12

Enrolling Employees

(USA) Savings Plan Enrollment


To enroll the employee in a savings plan:
1. Select Benefits, Enroll in Benefits, Savings Plans.
Note. The system should open the Life/ADD Elections page with the employee's name and ID.
2. On the Savings Plan Elections page, enter the following information:
Page Element

Value or Status

Plan Type

40

Coverage begin date

October 1, 2003

Deduction begin date

October 1, 2003

Participation Election

Elect

Election Date

October 1, 2003

Benefit plan

401(K)

Before Tax Investment

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Percent of Earnings
After Tax Investment

Percent of Earnings

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3. In the Dependent/Beneficiaries scroll area, enter the following information:


Page Element

ID

Beneficiary Percentage

Value or Status

01

100

4. Click the Update Totals button.

5. In the Investments scroll area, enter the following information:


Page Element

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Value or Status

Investment Option

Investment Percent

100

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6. Click Save.

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Lesson 12

(CAN) Pension Plan Enrollment


To enroll the employee in a pension plan:
1. Select Benefits, Enroll in Benefits, CAN-Pension Plan.
Note. The system should open the Life/ADD Elections page with the employee's name and ID.
2. Enter the following information:
Page Element

Value or Status

Plan Type

80

Deduction begin date

October 1, 2003

Participation Election

Elect

Election Date

October 1, 2003

Benefit Plan

PEN

3. Click Save.

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(USA) Leave Plan Enrollment

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To enroll the employee in a leave plan:


1. Select Benefits, Enroll in Benefits, Leave Plans.

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Note. The system should open the Life/ADD Elections page with the employee's name and ID.

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2. Enter the following information:


Page Element

Plan type
Effective Date

51

October 1, 2003

Coverage Election

Elect

Election Date

October 1, 2003

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Benefit plan

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3. Click Save.

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Value or Status

VAC

Lesson 12

Enrolling Employees

(CAN) Leave Plan Enrollment


To enroll the employee in a leave plan:
1. Select Benefits, Enroll in Benefits, Leave Plans - CAN/INTL.
Note. The system should open the Life/ADD Elections page with the employee's name and ID.
2. Enter the following information:
Page Element

Value or Status

Plan type

51

Effective Date

October 1, 2003

Coverage Election

Elect

Election Date

October 1, 2003

Benefit plan

VAC

3. Click Save.

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(USA) FSA Plan Enrollment

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To enroll the employee in a flexible spending account:


1. Select Benefits, Enroll in Benefits, Spending Accounts.
2. Enter the following information:
Page Element

Play Type

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Value or Status

61

Coverage Begin Date

October 1, 2003

Deduction Begin Date

October 1, 2003

Election Date

October 1, 2003

Benefit Plan
Annual Pledge

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DCAR
1200
100

3. Click Save.

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Lesson 12

Viewing the Benefits Summary


To review enrollment results:
1. Select Benefits, Review Employee Benefits, Current Benefits Summary and view the summary.
2. Compare your results to these examples:

(USA) Benefit Enrollment Summary

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(CAN) Benefit Enrollment Summary

This concludes the activity. Please do not continue.

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Overriding Deduction Information


Overriding Deduction Processing
You can override:
The frequency in which a deduction is taken.
Maximum arrears payback amount.
Slide 137

Student Notes
Page Used to Override Deduction Processing:
Page Name

Navigation

Benefit Arrears/Frequency
Ovrd

Benefits, Enroll in Benefits, Set Max Arrears/Frequency Ovrd

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Use this page to override deduction processing for a specific employee:

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Note. This page is not effective-dated. Changes that you make here remain in effect until you make other
changes.

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Lesson 12

Review
In this lesson, you learned that:
Employees are first associated with a benefit program, and then enrolled in plans that belong to that
program.
You can enroll an employee in multiple plans (for example, medical, dental, and vision) in the same
category using the same page. You do not have to save between enrollments.
You can view employee enrollment information using summary pages or reports.
You can override the frequency in which a deduction is taken or the maximum arrears payback amount.
Slide 138

Student Notes
Additional Resources

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This table lists additional resources that provide more details about the topics that we have discussed in this
lesson:
See

Benefit program assignment and benefit


plan enrollment

PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base


Benefits, "Enrolling Participants"

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Employee benefit enrollment review

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PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base


Benefits, "Reviewing Enrollments and Benefit Calculations"

Lesson 13

Calculating Deductions
Objectives
By the end of this lesson, you will be able to:
Set up tables used to calculate deductions.
Calculate deductions.
View calculated deductions online.
Confirm deduction amounts.
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Lesson 13

Setting Up Tables Used to Calculate Deductions


Calculating Deductions
This table describes the tables that the system uses when calculating deductions:
Table

Details

Installation

Select Payroll for North America or Payroll Interface to specify which process the
system uses when calculating deductions.

Balance ID

Specify start and end dates for each type of balance year (calendar, fiscal, or any other
period) that you set up.

Pay Calendar

Define a pay calendar for every pay group to determine employee benefit costs for
each pay frequency.

Pay Run

Define pay run IDs and associate them with one or more pay calendars.

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Lesson 13

Calculating Deductions

Setting Up Tables Used to Calculate Deductions (continued)


Selecting Payroll Processing on the Installation Table
This diagram illustrates the process flow for calculating benefit deductions:

Slide 142

Student Notes
Page Used to Define Benefit Deduction Calculations Processing
Page Name

Navigation

Installation Table-Products

Set Up HRMS, Install, Installation Table

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Use this page to define which payroll system to use to process benefit deduction calculations:

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Installation Table Products page

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Lesson 13

Setting Up Tables Used to Calculate Deductions (continued)


Defining Earnings Balances
This diagram shows that you need to define earnings balances before creating pay calendars:

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Lesson 13

Calculating Deductions

Student Notes
Pages Used to Define Months, Quarters, and Years for Maintaining Earning Balances
Page Name

Navigation

Balance ID Table 1

Set Up HRMS, Product Related, Payroll Interface, Payroll, Balance ID Table


Set Up HRMS, Product Related, Payroll for North America, Payroll Processing
Controls, Balance ID Table

Balance ID Table 2

Set Up HRMS, Product Related, Payroll Interface, Payroll, Balance ID Table


Set Up HRMS, Product Related, Payroll for North America, Payroll Processing
Controls, Balance ID Table

Use this page to view the months and years for which you want to maintain earning balances:

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Balance ID Table 1 page

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Use this page to view the quarters for which you want to maintain earning balances:

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Balance ID Table 2 page

Maintaining Balances

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PeopleSoft Payroll for North America enables you to maintain balances (earnings, deductions, etc.), not only
by calendar year, but also by fiscal year, benefit year, or any other method. PeopleSoft delivers CY (calendar
year). To create a new balance year type, enter the new year and click the Create button. The system
populates both pages.

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You specify the start and end dates for each type of balance year that you set up, as well as the quarters,
periods, and date ranges for each year. You can update, adjust, and report on balance information by various
year types.
Note. When defining balances to be maintained, you can create a calendar year or a noncalendar year.

How To Use the Balance ID Table 2 Page

Use the Balance ID Table 2 page to define the actual quarter by year for each balance ID.
If you selected the Bal for Calendar Year check box and clicked the Create button on the Balance ID Table 1
page, the system populates field information for the Balance ID Table 2 page.

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If you did not specify a balance type with a calendar year in the Balance ID Table 1 page, you must enter a
value for the Year, Qtr, Period Name, Abbrev, From Period, and Thru Period fields. For each row that you
add after the first, the From Period field is set automatically based on the value in Quarters in a Year.

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Lesson 13

Calculating Deductions

Setting Up Tables Used to Calculate Deductions (continued)


Creating Pay Calendars
This diagram shows that the next step in preparing to calculate payroll benefit deductions is to define your
pay calendars:

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Lesson 13

Student Notes
Pages Used to Establish Pay Periods and Create Pay Calendars
Page Name

Navigation

Pay Calendar Creation

Set Up HRMS, Product Related, Payroll Interface, Payroll, Create Pay Calendars
Set Up HRMS, Product Related, Payroll for North America, Payroll Processing
Controls, Create Pay Calendars

Pay Calendar Table

Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Calendar Table
Set Up HRMS, Product Related, Payroll for North America, Payroll Processing
Controls, Pay Calendar Table

Use this page to create pay calendars automatically:

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Pay Calendar Creation page

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Calculating Deductions

Use this page to manually create calendars or to attach the pay run IDs to the calendars:

Pay Calendar Table page

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Defining Pay Calendars

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You use the Pay Calendar Table component to establish pay periods for each pay group. Each entry on a pay
calendar corresponds to a specific pay period for a pay group. For example, if you have a weekly pay group,
you have fifty-two pay calendars per year.

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A pay period is defined by its begin and end dates. The system uses the Pay Period of the Month field in
conjunction with the Deduction table to determine when deductions should be taken.

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Lesson 13

Setting Up Tables Used to Calculate Deductions (continued)


Defining Pay Run IDs
This diagram shows the tables from which the system retrieves the data needed to run payroll benefit
deductions:

Slide 145

Student Notes
Page Used to Establish Pay Run IDs

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Navigation

Pay Run Table

Set Up HRMS, Product Related, Payroll for North America, Payroll Processing

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Controls, Pay Run Table

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Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Run Table

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Use this page to establish Pay Run IDs:

Pay Run Table page

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Lesson 13

Calculating Deductions

Activity 13: Assigning Pay Calendars


In this activity, you will review the activity overview and:
1. Assign pay groups.
2. Verify the creation of pay calendars.
Slide 146

Activity Overview
In this activity, you will correct the pay group assigned to three employees. Use the pay group (USA) KLA or
(CAN) 9LA.
Pay calendars that will be used to calculate deductions later in the lesson have already been created.
After assigning the pay group to the employees, verify that the calendars were built for your pay group, for
company GBI, and year 2004.

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Lesson 13

Activity Detailed Steps


Perform the detailed steps to complete the activity.

Assigning Pay Groups


To correct the pay group assigned to our employees:
1. Select Workforce Administration, Job Information, Job Data.
2. Enter the employee ID ([USA] KULM01 or [CAN] KCLM01)
3. Select Correct History, and click search.
4. Access the Payroll page.
5. Enter (USA) KLA or (CAN) 9LA as the pay group.
6. Click Save.
Note. (CAN) Click OK if warning messages are displayed while you complete these steps.
7. Click Return to Search, and enter the employee ID ([USA] KULN01 or [CAN] KCLN01).

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8. Click Search.

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9. Enter (USA) KLA or (CAN) 9LA as the pay group.


10. Click Save.

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11. Click Return to Search, and enter the employee ID ([USA] KULO01 or [CAN] KCLO01).
12. Click Search.

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13. Enter (USA) KLA or (CAN) 9LA as the pay group.


14. Click Save.

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Lesson 13

Calculating Deductions

Verifying the Creation of the Pay Calendars.


To verify the creation of the pay calendars:
1. Select Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Calendar Table.
2. Enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Company

GBI

GBI

Pay Group

KLA

9LA

3. Click Search.
The search results area should contain 12 rows.
This concludes the activity. Please do not continue.

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Lesson 13

Activity 14: Creating and Linking the Pay Run ID


In this activity, you will review the activity overview and:
1. Create a pay run ID.
2. Link the pay run ID to the pay calendar table.
Slide 147

Activity Overview
To calculate benefit deductions, you must create a pay run ID and link it to the Pay Calendar table. Doing so
enables you to identify the pay period for which you are calculating benefit deductions.

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Lesson 13

Calculating Deductions

Activity Detailed Steps


Perform the detailed steps to complete the activity.

Creating a Pay Run ID


To create a pay run ID:
1. Select Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Run Table.
2. Select the Add a New Value link.
3. Enter 12-31-04 as the pay run ID.
4. Click Add.
5. Enter Monthly pay for Dec as the description.
6. Click Save.

Linking the Pay Run ID to the Pay Calendar Table


To link the pay run ID to the Pay Calendar table:

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1. Select Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Calendar Table.

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2. Click Clear.
3. Enter the following information:
Page Element

Company
Pay Group

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4. Click Search.

(USA) Value or Status

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(CAN) Value or Status

GBI

GBI

KLA

9LA

December 31, 2004

December 31, 2004

5. Enter 12-31-04 as the pay run ID.


6. Click Save.

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Results
To verify that the pay calendar is linked to the pay run ID:
1. Select Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Run Table.
2. Enter 12-31-04 as the pay run ID.
3. Click Search.
4. Verify your pay calendar data with the information below:
Page Element

(USA) Value or Status

(CAN) Value or Status

Company

GBI

GBI

Pay Group

KLA

9LA

Pay Period End Date

December 31, 2004

December 31, 2004

This concludes the activity. Please do not continue.

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Lesson 13

Calculating Deductions

Calculating Deductions
Running the Process
The following table describes the differences between employee- and plan-level changes:
Level of Change

Example

Action

Employee Level

Personal data, benefits enrollment


pages.

Recalculate only where needed.

Plan Level

Rate table, calculation rules.

Recalculate all.

Slide 148

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Lesson 13

Student Notes
Page Used to Calculate Deductions For Payroll Interface
Page Name

Navigation

Deduction Calculation

Payroll Interface, Pay Period Deductions, Calculate Deductions

Use this page to calculate deductions when using PeopleSoft Payroll Interface:

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Deduction Calculation page

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Note. This process is run each pay period and can be run as many times as necessary to ensure that valid data
has been generated.

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Running the Calculation Process

The first time that you calculate deductions for a pay period, everyone in the group is calculated. If you need
to run subsequent calculations for the same pay period, you need to consider whether any employee- or
plan-level changes took place.
Page Element

Only Calculate Where Needed

Use

Select to process deductions for employees who:

Were not yet calculated this pay period.

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(Re) Calculate All

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Were calculated but for whom errors occurred during the calculation process.
Had benefit or job changes since the last deduction calculation for the pay
period.
Select to calculate deductions for all eligible employees. Select this option only
if you've made table changes that affect the deduction calculation, such as benefit
premium adjustments on the benefits tables.

Lesson 13

Calculating Deductions

Activity 15: Calculating Deductions in PeopleSoft Payroll


Interface
In this activity, you will review the activity overview and run the Deduction Calculation process.
Slide 149

Activity Overview
In this activity, you will run the Deduction Calculation process for the employee that you previously enrolled,
and then verify the employee's calculated deductions.

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Activity Detailed Steps


Perform the detailed steps to complete the activity.

Running the Deduction Calculation Process


To run the deduction calculation process:
1. Select Payroll Interface, Pay Period Deductions, Calculate Deductions.
2. Enter BEN as the Run Control ID.
3. Click the Add a New Value link.
4. Click Add.
5. On the Deduction Calculation page, enter the Pay Run ID 12-31-04.
6. Click Save.
7. Click Run.
8. On the Process Scheduler Request page, select PSNTas the server name.

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9. Select the Calculate Deductions check box and click OK.


10. Note the process instance number here:___________________.

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11. On the Deduction Calculation page, select the Process Monitor link to monitor the status of the process.

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12. Click the Refresh button periodically until the system indicates that your process was successful.
After your process has completed successfully, you should determine whether the system generated
messages regarding the deduction calculation process.

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13. Select Payroll Interface, Pay Period Deductions, Review Error Messages.
14. Enter the following information:
Page Element

Company
Pay Group

15. Click Search.

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(USA) Value or Status

(CAN) Value or Status

GBI

GBI

KLA

9LA

Note. The message "No matching values were found," indicates that the system completed your
calculation successfully.

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This concludes the activity. Please do not continue.

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Lesson 13

Calculating Deductions

Viewing Calculated Deductions Online


Viewing an Employee's Deductions
This flow chart illustrates the process of confirming deductions:

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Slide 150

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Lesson 13

Student Notes
Page Used to View Calculated Deductions Online
Page Name

Navigation

Calculated Deductions

Payroll Interface, Pay Period Deductions, Review Deductions

Use this page to view deduction calculation results:

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Lesson 13

Calculating Deductions

Activity 16: Viewing Calculated Deductions Online


In this activity, you will review the activity overview and:
View the calculated deductions online.
Review and correct deduction calculation errors.
Slide 151

Activity Overview
In this activity, you will view calculations online and then review and correct errors in the deduction
calculations for your employee if necessary.

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Calculating Deductions

Lesson 13

Activity Detailed Steps


Perform the detailed steps to complete the activity.

Viewing Calculated Deductions Online


To view calculated deductions online:
1. Select Payroll Interface, Pay Period Deductions, Review Deductions.
2. Enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

EmplID (employee ID)

KULM01

KCLM01

3. Compare your calculated deductions to the results section.


(USA) Results
These are the calculated deductions for employee KULM01 (Patrick):

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Lesson 13

Calculating Deductions

(CAN) Results
These are the calculated deductions for employee KCLM01 (Tyler):

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Calculating Deductions

Lesson 13

Reviewing and Correcting Deduction Calculation Errors


If the deductions aren't correct, you must troubleshoot the calculations.
To determine the source of the errors, and correct them:
1. Review the correct calculations. Your calculations should match the ones in the Results examples.
2. Check the employee's plan data and enrollment data and make changes as necessary.
You might want to check the following information:
The benefit program
The benefit plans
Note. Remember that the components of a benefit plan include the Plan Type table, the Deduction Code
table, the Provider/Vendor table, the Benefit Plan table, the Plan Specific table, Rate tables, and
possibly the Calculation Rules table.
Employee information (the job data, personal data, and benefit enrollment components.)
This table provides general navigation information that you might find useful when calculating and
correcting:

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Lesson 13

Calculating Deductions

Information

Navigation

Deduction calculation process

Select Payroll Interface, Pay Period Deductions, Calculate


Deductions

Deduction calculation results

Select Payroll Interface, Pay Period Deductions, Review


Deductions

Deduction calculation messages

Select Payroll Interface, Pay Period Deductions, Review


Error Messages.

Benefit tables

Select Set Up HRMS, Product Related, Base Benefits

Plans and Providers, Benefit Plan Table,


Provider/Vendor Table

Plan Attributes, Plan Specific Tables


Rates and Rules, Rate Tables and Calculation Rules
Program Structure
Deduction tables

Select Set Up HRMS, Product Related, North American


Payroll, Deductions, Deduction Table

Benefit enrollment data

Select Base Benefits, Enroll In Benefits

Personal and job data

Select Workforce Administration,

Personal Information
Job Information

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Compare the activities in the guide with what you have entered in your database. If something does not
match, make the correction in your database and rerun the process. Don't forget to select (Re) Calculate All
Checks if you make a table-level change.
Continue to troubleshoot the calculations until all of your calculations are correct.
This concludes the activity. Please do not continue.

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Lesson 13

Confirming Deduction Amounts


Prerequisites
Before you confirm deductions, you must:
1. Make any necessary modifications to deduction data for this pay period.
2. Run the Deduction or Pay Calculation process.
3. Review the results, make changes, and rerun the Deduction or Pay Calculation process as necessary.
Slide 152

Student Notes
Page Used to Run the Payroll Deduction Confirmation Process
Page Name

Navigation

Deduction Confirmation

Payroll Interface, Pay Period Deductions, Confirm Deductions

Use the Deduction Confirmation page to run the deduction confirmation process.

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Note. Using PeopleSoft Enterprise software, you build an interface that exports the deduction amounts to
your payroll system.

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Lesson 13

Calculating Deductions

Review
In this lesson, you learned that:
The Pay Calendar table is used to establish pay periods for each pay group. A pay run ID is then associated
to that calendar for processing purposes.
To run the Deduction and Pay Calculation processes, you enter a pay run ID on the Process Parameters
page.
You can review calculated deductions for individual employees online.
The Deduction Confirmation process (for PeopleSoft Payroll Interface) or the Pay Confirmation process
(for PeopleSoft Payroll for North America) is run after reviewing and making changes to calculated
deductions.
Slide 153

Student Notes

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Additional Resources

This table lists additional resources that provide more details about the topics that we have discussed in this
lesson:

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Topic

See

Tables used to calculate deductions

PeopleSoft Enterprise Human Resources Application Fundamentals 9.0


PeopleBook, "Setting Up Pay Calendars"

Deduction calculation

PeopleSoft Enterprise Payroll Interface 9.0 PeopleBook, "Running


Deductions"

Online view of calculated deductions

PeopleSoft Enterprise Payroll Interface 9.0 PeopleBook, "Exchanging


Data Using Payroll Interface"

Deduction amount confirmation

PeopleSoft Enterprise Payroll Interface 9.0 PeopleBook, "Preparing for


Data Export"

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Lesson 14

Processing Leave Accruals


Objectives
By the end of this lesson, you will be able to:
Process leave accruals.
View employee leave accrual balances online.
Slide 155

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Processing Leave Accruals

Lesson 14

Processing Leave Accruals


When Leave Accrual is Posted
As shown in this table, the system credits an employee's leave accrual balance based on the accrual rate unit
defined for the leave plan:
Accrual Rate Unit

Award Frequency

Hours per hour

Every accrual run.

Hours per month

First run of the month.

Hours per pay period

First run of the pay period.

Hours per week

First run of the week.

Hours per year

First run of the year.

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Lesson 14

Processing Leave Accruals

Student Notes
Page Used to Process Leave Accruals
Page Name

Navigation

Leave Accrual Proc (leave


accrual process)

Benefits, Manage Leave Accruals, Calculate Periodic Accruals

Use this page to set up the operating parameters for an accrual cycle:

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Leave Accrual Proc page

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Note. The Leave Accrual process processes all employees who are currently enrolled in the selected plan type
and benefit plan. It does not check the employee status of the employee.

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Processing Leave Accruals

Lesson 14

Viewing Employee Leave Accrual Balances Online


Example of Leave Accrual
This example shows an employee's leave balance calculation for a leave award of 10 hours of leave a month:
Prior accrual process date

January 1, 2002

Leave balance

20 hours

Leave used during January 2002

16 hours

Accrual process date

February 1, 2002

Leave credited

10 hours

New leave balance

14 hours

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Lesson 14

Processing Leave Accruals

Student Notes
Page Used to View Employee Leave Accrual Balances
Page Name

Navigation

Leave Accrual Balances

Benefits, Manage Leave Accruals, Review Accrual Balances

Use this page to view the results of leave accrual processing for an employee:

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Leave Accrual Balances page

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Note. Balances might change with each payroll run, so if employees inquire about the amount of time that
they have accrued, let them know that the balances can be different after payroll is run.

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Processing Leave Accruals

Lesson 14

Activity 17: Running the Leave Accrual Process


In this activity, you will review the activity overview and:
1. Run the leave accrual process for your vacation plan.
2. View leave accrual balances.
Slide 158

Activity Overview
In this activity, you will run the leave accrual process for the vacation plan that you set up for your benefit
program.

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Lesson 14

Processing Leave Accruals

Activity Detailed Steps


Perform the detailed steps to complete the activity.

Running the Leave Accrual Process for Your Vacation Plan


To run the leave accrual process for your vacation plan:
1. Select Benefits, Manage Leave Accruals, Calculate Periodic Accrual.
2. Enter BEN as the run control ID.
3. Click Search.
4. On the Leave Accrual Proc page, enter the following information:
Page Element

Value or Status

Company

GBI

Plan Type

Vacation

Benefit Plan

VAC

Accrual Process Date

October 31, 2004

5. Click Run.

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6. On the Process Scheduler Request page, select PSNT as the server name.
7. Click OK.

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8. On the Leave Accrual Proc page, select the Process Monitor link.
9. Note the process instance number here:______________.

10. Click Refresh periodically to determine when your process is completed.

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Processing Leave Accruals

Lesson 14

Viewing Leave Accrual Balances


To view leave accrual balances:
1. Select Benefits, Manage Leave Accruals, Review Accrual Balances.
2. Enter the employee ID of Patrick ([USA] KULM01) or Tyler ([CAN] KCLM01).
3. Compare your results with the Results section.
(USA) Results
You should see the following data for Patrick:

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Lesson 14

Processing Leave Accruals

(CAN) Results
You should see the following data for Tyler:

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This concludes the activity. Please do not continue.

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Processing Leave Accruals

Lesson 14

Review
In this lesson, you learned that:
You run a process to calculate leave accruals for employees once per accrual frequency.
You review leave accruals for an employee through the Benefits menu.
When viewing the leave accrual balances, note that unprocessed data is updated by the Pay Confirm
process, and Accrual Balances - Hours is updated by the Leave Accrual Process.
Slide 159

Student Notes
Additional Resources
This table lists additional resources that provide more details about the topics that we have discussed in this
lesson:
Cross-Reference

Leave accrual process and online view of


employee leave accrual balances

PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base


Benefits, "Managing Leave Plans"

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Lesson 15

Changing Benefit Programs and


Employee Enrollments
Objectives
By the end of this lesson, you will be able to:
Run the Benefit Program report.
Create a new benefit program using the Benefit Program Clone utility.
Change employee enrollments in benefit plans.
Slide 161

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Changing Benefit Programs and Employee Enrollments

Lesson 15

Running the Benefit Program Report


The Benefit Program Report
The Benefit Program report serves as an audit trail for information defined on the Benefit Program table,
including:
Associations between benefit programs and plans.
Rates.
Calculation rules.
Payroll rules.
Slide 162

Student Notes
Page Used to Print the Benefit Program Report

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Navigation

Benefit Program

Set Up HRMS, Product Related, Base Benefits, Plan Reports, Benefit Program

Use this page to print information from the Benefit Program Table:

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Page Name

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Lesson 15

Changing Benefit Programs and Employee Enrollments

Activity 18: Running the Benefit Program Report


In this activity, you will review the activity overview and run the Benefit Program report.
Slide 163

Activity Overview
Run the Activity Program Report for the X benefit program.

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Changing Benefit Programs and Employee Enrollments

Lesson 15

Activity Detailed Steps


Perform the detailed steps to complete the activity

Running the Benefit Program Report


To generate the Benefit Program report:
1. Select Set Up HRMS, Product Related, Base Benefits, Plan Reports, Benefit Program.
2. Enter BEN as the run control ID.
3. Click Search.
4. On the Benefit Program page, enter the following information:
Page Element

Value or Status

As of Date

January 1, 2003

Benefit Program

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5. Click Run.
6. On the Process Scheduler Request page, enter the following information:
Page Element

Value or Status

Server Name

PSNT

Type
Format

7. Click OK.

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WEB
PDF

8. On the Benefit Program page, select the Process Monitor link.

9. Click Refresh periodically until the run status indicates success.


10. Click the Details link.

11. On the Process Detail page, click the View Log/Trace link.

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Adobe Acrobat opens.

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13. View the report on line.

This concludes the activity. Please do not continue.

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Lesson 15

Changing Benefit Programs and Employee Enrollments

Creating a New Benefit Program Using the Benefit Program Clone


Utility
Cloning a Benefit Program
The Benefit Program Clone utility allows you to:
Create new benefit programs using an existing program as a template.
Create a benefit program with a new effective date to maintain history.
Make minimal changes when creating a new benefit program that is similar to an existing one.
Slide 164

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Changing Benefit Programs and Employee Enrollments

Lesson 15

Student Notes
Page Used to Clone a Benefit Program
Page Name

Navigation

Benefits Clone

Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program
Clone Utility

Use this page to create a new benefit program by using an existing program as a template:

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Benefits Clone page

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Using the Benefit Program Clone Utility

The Benefit Program Clone utility enables you to create a new benefit program by using an existing program
as a template. You might use it to copy programs to make other similar programs. Or, you might copy
existing programs with new effective dates to keep history.

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For example, you can create a benefit program for hourly employees, clone it, and then add or remove
benefits to make it appropriate for salaried employees.

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Lesson 15

Changing Benefit Programs and Employee Enrollments

Activity 19: Cloning a Benefit Program


In this activity, you will review the activity overview and:
1. Clone the executive benefits program (X).
2. Change the description and options for the new program.
3. Include a dependent life plan in the new program.
4. Include employee and domestic partner coverage in the basic medical plan.
Slide 165

Activity Overview
Global Business Institute (GBI) has decided to make their executive benefits program available to all salaried
employees. They are also adding a dependent life plan to the salaried benefits program.
To define the dependent life plan, you typically enter data into the appropriate tables. However, for this
activity, the following data has already been entered into the system.
Table

(USA) Data

(CAN) Data

Deduction

KUDLFS

KCDLFS

Provider/Vendor

USAKUMETLF

Benefit Plan
Age Graded Rate
Calculation Rule

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CANKCLONDN

Dependent Life/KCDLFS

KA03

KA03

KAGD

KAGD

Note. (CAN) Correct benefit rate table KA03 by replacing USD with CAD in the Currency Code field.
(USA) To add employee and domestic partner coverage to the basic medical plan that is included in the
benefit program, add this information:
1. Set up a flat rate code (M12) for employee and domestic partner coverage.
Total cost of coverage is USD 306.

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The employee portion is USD 237.

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2. Modify the basic medical plan to include employee and domestic partner coverage.

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Lesson 15

Activity Detail Steps


Perform the detailed steps to complete the activity.

(CAN) Updating Rate Table KA03


To update rate table KA03:
1. Select Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Benefit Rates.
2. Enter KA03 in the Rate Table ID field.
3. Select Correct History.
4. Click Search.
5. Replace USD with CAD in the Currency Code field.
6. Click Save.

Cloning the Executive Benefits Program


To clone the executive benefits program:

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1. Select Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Clone Utility.

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2. Select Executive Benefits Program (X) from the list.


(Hint: Use the Last link.)

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3. Copy this program to the new benefit program S, using the effective date of January 1, 2003.

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4. Click the Clone button.

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Changing Benefit Programs and Employee Enrollments

Changing the Description and Options for the New Program


To change the description and options:
1. Select Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Table.
2. Enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Benefit Program

Effective Date

January 1, 2003

January 1, 2003

Correct History

Selected

Selected

3. Click Search.
The Benefit Program Table-Benefit Program page displays the information from the original benefit
program that was just cloned.
4. Change the following information for the new program:

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Page Element

(USA) Value or Status

(CAN) Value or Status

Description

Salaried Benefits Program

Salaried Benefits Program

Short Description

Salaried

Salaried

5. Access the Benefit Program Table-Plan Type and Option page.


6. Click Save.

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Lesson 15

Including a Dependent Life Plan in the New Program


To include a dependent life plan in the new program:
1. Select Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Table.
2. Enter the benefit program S, select Correct History, and click Search.
3. Select the Benefit Program Table-Plan Type and Option page.
4. Insert a new row in the Plan Type scroll area, and enter the plan type 25.
5. Enter this information in the Option group box on the Eligibility tab:
Page Element

(USA) Value or Status

(CAN) Value or Status

Optn Type

Benefit Plan

KUDLFS

KCDLFS

Deduction Cd

KUDLFS

KCDLFS

6. Access the Cost page, and enter the following information for the benefit plan:
(USA) Value or Status

(CAN) Value or Status

Cost Type

Price

Price

Rate Type

Age Graded

Rate TblID
Calc TblID

7. Click Save.

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KA03

KAGD

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KA03

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Lesson 15

Changing Benefit Programs and Employee Enrollments

(USA) Including Employee and Domestic Partner Coverage in the Basic Medical Program
To add a rate code of this coverage:
1. Select Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Benefit Rates.
2. Access the Add a New Value page and enter MDP in the Rate Table ID field.
3. Click the Add button and enter this information:
Page Element

Value or Status

Effective Date

January 1, 2003

Benefit Rate Type

Flat Rate

Description

Employee + Domestic Partner

Short Description

EEDom

Premium Frequency

Monthly

Rate per Unit

None

Currency Code

USD

Total Rate

306

Employee Rate

237

4. Click Save.

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To modify the basic medical plan to include employee and domestic partner coverage:
1. Select Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Table.
2. Enter S in the Benefit Program field.
3. Select Correct History.
4. Click Search.

5. Access the Plan Type and Option page.

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Lesson 15

6. In the Option group box, add a new row on the Eligibility tab and enter this information:
Page Element

Value or Status

Optn Type (option type)

Benefit Plan

BSM

Covrg Code (coverage code)

12

Deductn Code (deduction code)

MED

7. Access the Cost page.


8. Scroll to Coverage Code 12 in the Option group box and enter this information:
Page Element

Value or Status

Cost Type

Price

Benefit Rate Type

Flat Rate

Rate ID

MDP

Calc TblID

KNON

9. Click Save.
This concludes the activity. Please do not continue.

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Lesson 15

Changing Benefit Programs and Employee Enrollments

Changing Employee Enrollments in Benefit Plans


Updating Employee Enrollments
Remember these essential points:
All benefits enrollment pages have multiple scroll areas.
Make sure that you are updating enrollment information for the correct plan type.
Use the second scroll area (key field is the effective date) to maintain a history of enrollments within a plan
type.
Slide 166

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Changing Benefit Programs and Employee Enrollments

Lesson 15

Activity 20: Updating Employee Benefit Records


In this activity, you will review the activity overview and:
1. Assign employees to the salaried benefit program.
2. (CAN) Enroll dependents in the dependent life insurance plan.
3. Enroll a family in the health plan.
4. (USA) Enroll an employee and domestic partner in the medical plan.
5. (CAN) Process family status changes.
Slide 167

Activity Overview
For updating the employee records, use these employees:
Update

(USA) Employees

(CAN) Employees

Assigning employees to the salaried


benefit program.

Patrick (KULM01)

Tyler (KCLM01)

Melissa (KULN01)

Jennifer (KCLN01)

Brevin (KULO01)

Jon (KCLO01)

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(CAN) Enrolling dependents in the


dependent life insurance plan.

NA

Tyler (KCLM01)

Enrolling a family in the health plan.

Brevin (KULO01)

Jon (KCLO01)

(USA) Enrolling an employee and


domestic partner in the health plan.

Melissa (KULN01)

NA

Processing family status changes.

NA

Jennifer (KCLN01)

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Lesson 15

Changing Benefit Programs and Employee Enrollments

Activity Detail Steps


Perform the detailed steps to complete the activity.

Assigning Employees to the Salaried Benefit Program


To assign employees to the salaried benefit program:
1. Select Benefits, Enroll in Benefits, Assign to Benefit Program.
2. Correct the Benefit Program Participation page with the salaried benefits program (S), effective October
1, 2003 for the employees listed in the activity overview.
Note. Remember to save between employees.

(CAN) Enrolling Dependents in the Dependent Life Insurance Plan


To enroll Tyler's dependents in the dependent life insurance plan:
1. Select Benefits, Enroll in Benefits, Life and AD/D Benefits.
2. Enter Tyler's employee ID and click Search.

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3. Insert a row and enter the following information:


Page Element

Value or Status

Plan Type

25

Coverage Begin Date

December 15, 2003

Deduction Begin Date

December 15, 2003

Coverage Election

Elect

Benefit Plan

KCDLFS

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4. Click the Assign All Beneficiaries button.

5. In the Coverage Options group box, enter 2000 in the Flat Amount field.
6. Enter a flat amount of 2,000 CAD for each dependent in the Dependent/Beneficiary section.
7. Click Save.

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Lesson 15

Enrolling a Family in the Health Plan


To enroll (USA) Brevin's family or (CAN) Jon's family in a health plan:
1. Select Benefits, Enroll in Benefits, Health Benefits.
2. Enter the employee ID and click Search.
3. On the Health Benefit Elections page, enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Plan Type

10

10

Coverage Begin Date

October 1, 2003

December 15, 2003

Deduction Begin Date

October 1, 2003

December 15, 2003

Coverage Election

Elect

Elect

Election Date

October 1, 2003

October 1, 2003

Benefit Plan

BSM

BSM

Coverage Code

Health Provider ID

12345

Blank

4. Click the Enroll All Dependents button.


5. Click Save.

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Lesson 15

Changing Benefit Programs and Employee Enrollments

(USA) Enrolling an Employee and Domestic Partner in the Medical Plan


To enroll Melissa and her domestic partner in a medical plan:
1. Select Benefits, Enroll in Benefits, Health Benefits.
2. Enter Melissa's employee ID and click Search.
3. On the Health Benefit Election page, enter the following information:
Page Element

Value or Status

Plan Type

10

Coverage Begin Date

December 15, 2003

Deduction Begin Date

December 15, 2003

Benefit Plan

BSM

Coverage Code

12

Health Provider ID

12345

Previously Seen

Selected

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4. Click the Enroll All Dependents button.

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5. In the Dependent/Beneficiaries scroll area, enter the Health Provider ID12345 and select the Previously
Seen check box.
6. Click Save.

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Changing Benefit Programs and Employee Enrollments

Lesson 15

(CAN) Processing Family Status Changes


Jennifer (KCLN01) has gotten married, effective December 10, 2003.
To process family status changes:
1. Select Benefits, Employee/Dependent Information, Update Dependent/Beneficiary.
2. Enter Jennifer's ID and click Search.
3. On the Name page, enter the following information:
Page Element

Value or Status

Effective Date

December 10, 2003

Format Type

English

4. Click the Edit Name link, and on the Edit Name page, enter the following information:
Page Element

Value or Status

First Name

Joseph

Last Name

Allen

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5. Click OK.
6. Access the Address page, enter the effective date of December 10, 2003.
7. Select the Same Address as Employee check box.

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8. Access the Personal Profile page, and enter the following information:
Page Element

Date of Birth
Effective Date

December 10, 2003


Spouse

Dependent Beneficiary Type

Both

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Relationship to Employee

Gender

Value or Status

Male

Marital Status

Married

As of

December 10, 2003

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Lesson 15

Changing Benefit Programs and Employee Enrollments

9. Click Save.
10. Select Benefits, Enroll in Benefits, Life and AD/D Benefits.
11. Enter Jennifer's employee ID and click Search.
12. On the Life/ADD Elections page, enter the following information:
Page Element

Value or Status

Plan Type

20

Coverage Begin Date

December 10, 2003

Deduction Begin Date

December 10, 2003

Coverage Election

Elect

Benefit Plan

2X

13. Click Assign All Beneficiaries.


14. In the Dependent/Beneficiaries scroll area, enter 100 in the Percent of Benefit field.

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15. Click Save.

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This concludes the activity. Please do not continue.

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Changing Benefit Programs and Employee Enrollments

Lesson 15

Review
In this chapter, you learned that:
The Benefit Program Report serves as an audit trail for information defined on the Benefit Program table.
You can create a new benefit program quickly by using the Benefit Program Clone utility.
Clicking the correct Insert button when making employee enrollment changes is important.
You must determine whether you need to insert a new plan type or just a new coverage election within an
existing plan type.
Slide 168

Student Notes
Additional Resources
This table lists additional resources that provide more details about the topics that we have discussed in this
lesson:

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Topic

See

Benefit Program Clone utility

PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base


Benefits, "Building Base Benefit Programs"

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Lesson 16

(USA) Managing HIPAA Regulations


Objectives
By the end of this lesson, you will be able to:
Designate a Health Insurance Portability and Accountability Act (HIPAA) plan.
Process HIPAA certificates.
Slide 170

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(USA) Managing HIPAA Regulations

Lesson 16

Designating a HIPPA Plan


HIPAA Provisions
These provisions enacted through HIPAA have been in effect since June 1, 1997:
Protects employees with preexisting conditions from health plan exclusionary periods.
Outlines creditable health coverage plans.
Outlines the preexisting conditions that HIPAA governs.
Prohibits discrimination against employees and dependents based on health status.
Guarantees that health coverage is available and renewable immediately to certain individuals.
Slide 171

Student Notes

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Page Used to Designate a HIPAA Plan


Navigation

Plan Type and Option

Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program
Table, Plan Type and Option

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Use this page to designate the plan types that are tracked for HIPAA reporting:

Plan Type and Option page

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Lesson 16

(USA) Managing HIPAA Regulations

Processing HIPAA Certificates


Providing HIPAA Certificates
HIPAA reports (BEN022 and BEN023):
Create certificates of group health plan coverage for employees whose health plans have been terminated.
List all group health coverage for the 12-month period preceding the date on which coverage ended.
Are used by subsequent health coverage carriers to evaluate preexisting condition clauses, if applicable.
Slide 172

Student Notes
Page Used to Run the BENN022 and BEN023 Reports
Page Name

Navigation

HIPAA Medical Cert (HIPAA


medical certificate)

Benefits, Reports, Regulatory and Compliance, HIPAA

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Use this page to print the Employee HIPAA Certificate and the Dependent HIPAA Certificate.

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HIPAA Medical Cert page

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Note. You can run both BEN022 (Employee HIPAA Certificate) and BEN0023 (Dependent HIPAA
Certificate) from the same run control page.

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(USA) Managing HIPAA Regulations

Lesson 16

Processing HIPAA Certificates (continued)


HIPAA Scenarios
Some of the ways in which HIPAA affects employees and their families include:
HIPAA limits the period of preexisting medical condition restrictions so that most plans must cover an
individual's preexisting condition after 12 months.
Under HIPAA, your new employer's plan is required to give you credit for the length of time that you had
continuous health coverage that reduces the 12-month exclusion period.
Not all preexisting conditions are covered under HIPAA.
Preexisting condition exclusions cannot be applied to pregnant women or to newborn or adopted children.
You may not impose a preexisting condition exclusion period for any condition for which no medical
advice, diagnosis, care, or treatment was recommended or received more than 6 months before the
enrollment date.
Slide 173

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Page Used to View HIPAA Report Dates
Page Name

Notification Letters

Navigation

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Benefits, Review Employee Benefits, Notification Letters

Use this page to view HIPAA dates for an employee:

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Notification Letters page

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Lesson 16

(USA) Managing HIPAA Regulations

Activity 21: Generating a HIPAA Certificate


In this activity, you will review the activity overview and generate HIPAA certificates.
Slide 174

Activity Overview
Run the HIPAA report to generate all unprinted certificates.

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(USA) Managing HIPAA Regulations

Lesson 16

Activity Detail Steps


Perform the detailed steps to complete the activity.

Generating a HIPAA Certificate


To generate HIPAA certificates:
1. Select Benefits, Reports, Regulatory and Compliance, HIPAA.
2. Use BEN as the run control ID.
3. On the HIPAA Medical Cert page, click Run.
4. On the Process Scheduler Request page, select the HIPAA report for employee and the HIPAA report for
dependents.
5. Select the type Web, format PDF, for both reports.
6. On the Process Scheduler Request page, click OK.
7. On the HIPAA Medical Cert page, click the Process Monitor link.
8. Click the Refresh button periodically to see when your report is complete.

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9. Click the Details link.

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10. When the run status is Posted, select the View link to access the documents (Ben022 XX.PDF and
Ben023 XX.PDF).
Results
This report displays the HIPAA certificate for Don Johnson:

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Lesson 16

(USA) Managing HIPAA Regulations

This report displays the HIPAA report for Sean Johnson (Don's dependent):

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(USA) Managing HIPAA Regulations

Lesson 16

Review
In this lesson, you learned that:
HIPAA protects employees and their families from losing or being excluded from health insurance
coverage.
PeopleSoft generates HIPAA certificates for employees and their dependents.
Slide 175

Student Notes
Additional Resources
This table lists additional resources that provide more details about the topics that we have discussed in this
lesson:
Topic

See

Health Insurance Portability and


Accountability Act (HIPAA) plans

PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base


Benefits, "Building Base Benefit Programs"

HIPAA certificate processing

PeopleSoft Enterprise HRMS Application Fundamentals 9.0 PeopleBook


, "PeopleSoft Application Fundamentals for HRMS Reports"

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PeopleSoft 9.0 Human Resources PeopleBook:Manage Base Benefits,


"Enrolling Participants"

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Lesson 17

Using eBenefits Self Service Functionality


with Base Benefits
Objectives
By the end of this lesson, you will be able to:
Explain self-service benefits functionality.
Set up eBenefits.
Describe security considerations for eBenefits.
Slide 177

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Lesson 17

Explaining Self-Service Benefits Functionality


Self-Service Benefits Options
The self-service benefits options available with both Base Benefits and Benefits Administration include:
Health
Savings
Insurance
Flexible spending accounts
Dependent/Beneficiary
Life events (except enrollment)
Benefits Administration also offers the self-service option for enrollment.
Slide 178

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Lesson 17

Using eBenefits Self Service Functionality with Base Benefits

Student Notes
Page Used to Access Benefit Information
Page Name

Navigation

Benefits

Self Service, Benefits

Use this page as the starting place for employees to access their benefits information:

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Benefits page

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PeopleSoft Self-Service Applications

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PeopleSoft offers these self-service applications for employee use:


Recruiting Activities
Time Reporting

Personal Information

Payroll and Compensation


Benefits
Stock Activity

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Learning and Development

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Performance Management

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Lesson 17

Setting Up eBenefits
Prerequisites for eBenefits
For eBenefits to function correctly, you must set up:
Control tables
Workflow
Security
Merchant integration (optional)
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Lesson 17

Using eBenefits Self Service Functionality with Base Benefits

Student Notes
Page Used to Select Installed Products
Page Name

Navigation

Installation Table

Set Up HRMS, Install, Installation Table

Use the Installation Table-Products page to indicate which products are being used:

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Installation Table Products page

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Note. Prior to setting up eBenefits, you must set up Base Benefits, including creating Benefit plans, plan
attribute tables, and benefit programs.

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Using eBenefits Self Service Functionality with Base Benefits

Lesson 17

Setting Up eBenefits (continued)


Setting Up Access to Providers and Handbooks
You can provide employees with online access to provider websites and benefit handbooks using these pages:
URL Maintenance page
Provider/Vendor Table-Policy Information page
Slide 180

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Lesson 17

Using eBenefits Self Service Functionality with Base Benefits

Student Notes
Pages Used to Create Online Access
Page Name

Navigation

URL Maintenance

PeopleTools, Utilities, Administration, URLs, URL Maintenance

Provider/Vendor Policy
Information

Set Up HRMS, Product Related, Base Benefits, Plans and Providers,


Provider/Vendor Table, Policy Information

Use this page to create an identifying code for a web address:

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URL Maintenance page

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Lesson 17

Use this page to specify the uniform resource locator (URL) for policy and provider information.

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Policy Information page

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URL Identifiers

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URL identifiers are set up to be used in the Provider/Vendor tables and the Benefit Plan tables to allow access
to providers, handbooks, and summary plan documents.

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Lesson 17

Using eBenefits Self Service Functionality with Base Benefits

Setting Up eBenefits (continued)


Setting Self-Service Options in Plans and Programs
You indicate self-service plan options on these tables:
Benefit Plan table
Benefit Program table
Slide 181

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Lesson 17

Student Notes
Pages Used to Indicate Self-Service Plan Options
Page Name

Navigation

Benefit Plan Table

Set Up HRMS, Product Related, Base Benefits, Plans and Providers, Benefit Plan
Table

Benefit Program Table

Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program
Table

Use this page to specify the summary plan document uniform resource locator (SPD URL) for a benefit
plan provider:

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Benefit Plan Table page

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Using eBenefits Self Service Functionality with Base Benefits

Use this page to configure self-service options for a benefit plan:

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Plan Type and Option page

Self-Service Configuration

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Select the Collect Dependent/Beneficiary check box when you want the system to collect information
pertaining to dependents and benefits and display that information on the eBenefit Summary and the eBenefit
Detail Information pages. This works in conjunction with the Ignore Dep/Ben flag on the Event Rules page.
When the Collect Fund Allocations check box is selected, the system collects the information pertaining to
savings plans and displays that information on the eBenefit Savings Summary and the Detail Information
pages.
Note. If you enter URLs in multiple locations, the system invokes a hierarchy that determines which URL is
used on the self-service pages.

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Lesson 17

Setting Up eBenefits (continued)


Viewing Online Information
From the Benefit Summary page, you can access:
Basic information for each of your benefit plans.
Benefit providers' home pages.
Slide 182

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Lesson 17

Using eBenefits Self Service Functionality with Base Benefits

Student Notes
Pages Used to View Details of an Elected Plan
Page Name

Navigation

Benefits Summary

Self Service, Benefits, Benefits Summary

Medical

Click the Medical link on the Benefits Summary page.

Provider home page

Click the URL on the Medical summary page.

Use this page to view a summary of all benefits:

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Benefits Summary page

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Lesson 17

Use this page to view the basic information about your medical plan and to access the plan provider's
internet home page:

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Medical page

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Note. The SPD URL (defined on the Benefit Plan table) has priority over the General Policy URL (defined
on the Vendor table). If both are specified, the SPD URL will appear, not the General Policy URL.

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Lesson 17

Using eBenefits Self Service Functionality with Base Benefits

Use this page to view information about your plan provider:

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Kaiser Permanente home page

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Lesson 17

Setting Up eBenefits (continued)


Life Event Transactions
You can carry out these two life event transactions using self service:
Initiate a life event to record a marriage.
Initiate a life event to record the birth or adoption of a child.
Slide 183

Student Notes
Delivered Workflow
The system includes a delivered workflow for the life event of marriage. When a life event transaction of
marriage is posted in base benefits, the system routes information, through workflow, to a human resources
representative for review and processing.

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Example: Workflow Notification

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When employees change their marital status in the Life Event, the system invokes a workflow notification, as
shown in this diagram:

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Lesson 17

Using eBenefits Self Service Functionality with Base Benefits

Describing Security Considerations For eBenefits


Security Considerations
The following requirements must be met for employees to access eBenefits:
All employees need user IDs to access the system.
User IDs must be linked to employee IDs.
All user IDs must be assigned a role.
Roles must be assigned to a permission list.
Slide 184

Student Notes
User IDs, Roles, and Permission Lists

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Roles determine:
Transactions that employees can access.

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Information that employees can view.

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Roles are attached to User IDs. Examples of roles are Employee, Benefits Administrator, and Manager. A
user is frequently attached to multiple roles concurrently.

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Permission lists are then attached to roles. Permission lists for self-service applications are delivered with the
application. The eBenefits permission list must be associated with roles to access benefits information online.
The system is delivered with the Employee role linked to the eBenefits permission list.

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Lesson 17

Activity 22: Viewing Benefits Summary Using Self-Service


In this activity, you will review the activity overview and:
1. View Benefits Summary using self-service.
2. Update your life insurance beneficiary.
Slide 185

Activity Overview
You are logged into the system as Betty Locherty. Use eBenefits to view your current benefits summary and
update your life insurance beneficiary information.

Activity Detail Steps

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Perform the detailed steps to complete the activity.

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Viewing Benefits Summary Using Self-Service


To view benefits using self-service, select Self Service, Benefits, Benefits Summary.
The system displays a summary of your current benefits.

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Updating a Life Insurance Beneficiary

To update your life insurance beneficiary:


1. Click the Life link.

2. Click Edit to add beneficiaries for life insurance.


3. Click Add a New Beneficiary.

4. Enter your personal information in the appropriate fields.

5. Enter your relationship to the employee as Other Child or Other Relative.


6. Enter your information in the Status Information section.

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7. Select the Same Address as Employee check box.

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8. When you receive the save confirmation, click OK.

This concludes the activity. Please do not continue.

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Lesson 17

Using eBenefits Self Service Functionality with Base Benefits

Review
In this lesson, you learned that:
Using Base Benefits with eBenefits allows employees to use self-service features to view elections, update
dependant and beneficiary information, update contributions to savings, and process life event changes.
Self-service configuration is available on these Base Benefits tables:
Provider/Vendor
Benefit Plan
Health Plan
Benefit Programs
User IDs must be linked to roles and roles must be linked to permission lists to enable employee access to
eBenefits through self-service features.
Slide 186

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Student Notes

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Additional Resources

This table lists additional resources that provide more details about the topics that we have discussed in this
lesson:
Topic

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Cross-Reference

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eBenefits functionality

PeopleSoft Enterprise eBenefits 9.0 PeopleBook, "Understanding


PeopleSoft eBenefits"

eBenefits setup

PeopleSoft Enterprise HRMS Application Fundamentals 9.0 PeopleBook


, "Installing PeopleSoft HRMS"
PeopleSoft Enterprise eBenefits 9.0 PeopleBook, "Setting Up Base
Benefits"

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Lesson 18

Using Multiple Jobs Within Benefits


Objectives
By the end of this lesson, you will be able to:
Describe multiple jobs.
Group jobs with benefit record numbers.
Identify primary jobs.
Calculate benefits deductions for multiple jobs.
Slide 188

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Lesson 18

Describing Multiple Jobs


Employee with Multiple Jobs
The following diagram shows one employee with four jobs:

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Lesson 18

Using Multiple Jobs Within Benefits

Student Notes
Features of Multiple Jobs
The Multiple Jobs feature enables you to hire an employee into more than one job at any given time. For this
section, consider the example in the slide of an employee who works at a university with a hospital. For tax
and legal reasons, the university and hospital are set up as separate companies. The employee holds four
concurrent jobs-professor, dean, and researcher at the university, and physician at the teaching hospital.
This is different from an employee simply moving from one job to another over time, or prorating salary
expenses over different departments, because the jobs can be treated as separate entities for Payroll for North
America, Base Benefits, and reporting purposes, or they can be logically grouped.
You must use the Multiple Jobs feature to accommodate:
Employees with multiple concurrent jobs in different companies.
In the US, this would mean multiple federal employer identification numbers.
Employees with multiple benefits eligibilities due to multiple jobs.
The need to distribute all employee expenses (not just earnings) among different cost centers.
For benefits expenses, this is by benefit record, although, this can also be handled through commitment
accounting.

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The real power of the Multiple Jobs feature lays in how jobs are processed in the back-end modules such as
Payroll for North America, Base Benefits, and Pension Administration.
You might not need to use the Multiple Jobs feature if:
Employees never hold multiple jobs concurrently.
Proration of earnings expense without other expenses is acceptable.

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No issues with benefits eligibility exist.

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Lesson 18

Grouping Jobs with Benefit Record Numbers


Employee with Four Jobs and Two Benefit Records
For benefit purposes, you can logically combine two or more concurrent jobs into a single benefit track or
program, identified by a benefit record number:

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Lesson 18

Using Multiple Jobs Within Benefits

Student Notes
Page Used to Assign a Benefit Record Number to a Job
Page Name

Navigation

Job Data-Benefit Program


Participation

Workforce Administration, Job Information, Job Data


Click the Benefits Program Participation link on any page in this component.

Use this page to assign a benefit record number to a job:

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Benefit Program Participation page

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Note. The Benefit Record Number is zero by default. You manually change this field when appropriate.
Because you are maintaining an effective-dated history of primary jobs for benefits according to a set of strict
rules, don't change the benefit record number of an existing job. Doing so invalidates the primary job
indicators that reside on the effective-dated Primary jobs table and can result in erroneous processing within
Benefits Administration and Payroll for North America, resulting in abnormal termination of some processes.

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Lesson 18

Identifying Primary Jobs


Benefit Primary Jobs
For each benefit record number, only one job can be identified as the benefit primary job, as shown in this
table:
Employee Record

Benefit Record

Primary Job

0 (Professor)

No

2 (Researcher)

No

3 (Dean)

Yes

1 (Physician)

Yes

Slide 191

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Lesson 18

Using Multiple Jobs Within Benefits

Student Notes
Pages Used to Define Multiple Job Options and Maintain Primary Job Flags
Page Name

Navigation

Multiple-Job Optns
(multiple-job options)

Set Up HRMS, Product Related, Base Benefits, Multiple Job Options, Multiple-Job
Optns

Primary Jobs Flags

Benefits, Maintain Primary Jobs, Maintain Flags, Primary Jobs Flags

Use this page to define the rules for how the system sets the Primary Job Flags page for the employee:

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Multiple Job Optns (multiple job options) page

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Lesson 18

Use this page to view and update an employee's Primary Job flag and Include Deductions flags:

Primary Jobs Flags page

Note. Use the Primary Jobs Audit report to identify errors in primary job designations. Errors might include
employees with either no active primary job or more than one active primary job.

How the System Uses the Benefit Primary Job

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The benefit primary job is used throughout the system to:


Determine to which job the system applies the benefit deduction.

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Identify the job that will provide the service date and the termination date.

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Note. Do not confuse the Benefit Primary Job flag with the Primary Job Indicator, which is used for Human
Resource reporting.

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Lesson 18

Using Multiple Jobs Within Benefits

Calculating Benefits Deductions for Multiple Jobs


Calculating Deduction and Coverage Amounts
You can calculate deduction and coverage amounts based on:
Primary Job in Benefit Record - the salary from the primary job.
Flagged Jobs in Benefit Record - the sum of the salaries from a group of jobs within the same benefit record
number selected for deduction processing.
All Flagged Jobs - the sum of salaries across all benefit record numbers selected for deduction processing.
Slide 192

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Lesson 18

Student Notes
Page Used to Define Calculation Rules for Multiple Jobs
Page Name

Navigation

Calculation Rules

Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Calculation Rules
Table, Calculation Rules

Use this section of the Calculation Rules page to define rules for grouping jobs together when the benefit
deduction calculations are based on the employee's salary:

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Calculation Rules page

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Lesson 18

Using Multiple Jobs Within Benefits

Calculating Deduction and Coverage Amounts


When calculating benefit deductions or coverage amounts based on the employee's salary, you need to
determine which job salaries to use.
Note. The Combine Base for Multiple Jobs check box and Group Method field on the Calculation Rules page,
along with the employee's Include Deductions flag from the Primary Jobs Flags page determine the deduction
or coverage amount for salary-based plans.

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Lesson 18

Calculating Benefits Deductions for Multiple Jobs (continued)


Considerations for Benefit Deduction Process
You must also determine which job salaries will be considered for the benefit deduction process, as shown in
the Used in Deductions column below:
Benefit Record

Primary Job

Used in Deductions

Compensation

No

Yes

20,000

No

No

10,000

Yes

Yes

5,000

Yes

Yes

50,000

Slide 193

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Example: Life Insurance Coverage Changes

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In the Group Method field on the Calculation Rules page, you can select whether to include only the
compensation within a specific benefit record number (Flagged Jobs in Benefit Record), for all benefit record
numbers (All Flagged Jobs), or for only the primary job (Primary Job in Benefit Record).

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Deduction Calculations for Multiple Jobs

For deduction processing to work, the system needs to know which jobs should contribute salary information
when calculating the deductions or coverage amount for salary-based plans.
To calculate the deduction or coverage amount for salary-based plans, the system needs to know the jobs that
contribute salary information. To keep track of this information, the system uses the:
Primary Jobs table, which is automatically created whenever a job is added using the Add Concurrent Job
pages and updated whenever a job is terminated, based upon rules that you define in the Multiple-Job Optns
(multiple job options) page.

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Multiple-Job Optns page, which holds the rules that are used to automatically set the flags in the Primary
Jobs table.

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You can override these flags on the Primary Jobs Flags page.

Calculation Rules page, which specifies how to add the employee's jobs together during the deduction
calculation process.

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Lesson 18

Using Multiple Jobs Within Benefits

Calculating Benefits Deductions for Multiple Jobs (continued)


Insurance Coverage
This table shows life insurance coverage changes according to the selected grouping method.
Group Method Option

Benefit Record 0

Benefit Record 1

Primary Job in Benefit Record

5,000

50,000

Flagged Jobs in Benefit Record

35,000

50,000

All Flagged Jobs

85,000

85,000

Slide 194

Student Notes

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If the employee was enrolled in a plan for benefit record zero with a rule of Flagged Jobs in Benefit Record,
and a separate plan for benefit record 1 that used a calculation rule of All Flagged Jobs, then the employee
would be covered for 25,000 in the first plan and 75,000 in the second.

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The following table shows what the coverage would be in this situation with a life plan of two times salary.

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Benefit Record Number

Plan

Calculation Rule

Coverage

2X Life

Flagged Jobs in Benefit


Record

70,000 (35,000 2)

2X Life

All Flagged Jobs

170,000 (85,000 2)

With both plans, the employee's total coverage is 200,000.

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Lesson 18

Activity 23: Implementing Multiple Jobs


In this activity, you will review the activity overview and:
Include multiple jobs in calculation rules.
Define employee benefit options.
Slide 195

Activity Overview
Your employee ([USA] Patrick Kelly, KULM01, and [CAN] Tyler Jackson, KCLM01) have been hired with
multiple jobs. In this activity, you will set up calculation rules for multiple jobs and assign a concurrent job,
with new benefits options, to the employee. Then you will assign this employee to new plans and rerun the
Deduction Calculation process.
You need two calculation rules that include multiple jobs. You will modify an existing calculation rule to
include only the jobs flagged with a benefit record for deduction processing, and you will create a new rule.
The new rule will include all jobs flagged for deduction processing. You will assign the new calculation rules
to your X benefit program.
You need to implement the following settings:
Settings

X Benefit Program

Calculation Rule

C1
Yes

Group Method

Flagged Jobs in Benefit Record

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Combine Salary for Multi-Jobs

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Lesson 18

Using Multiple Jobs Within Benefits

Activity Detail Steps


Perform the detailed steps to complete the activity.

Including Multiple Jobs in Calculation Rules


To include multiple jobs in calculation rules:
Modify rule C1 to include multiple jobs.
Add a new rule that includes multiple jobs.
Add rule C4 to the Executive Benefit program.
Modifying Rule C1 to Include Multiple Jobs
To modify rule C1 to include multiple jobs:
1. Select Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Calculation Rules Table.
2. Enter C1 as the calculation rules table ID.
3. Select Correct History, and click Search.

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4. Update the following fields using the effective date of January 1, 2004:

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Page Element

(USA) Value or Status

(CAN) Value or Status

Combine Salary for Multi Jobs

Selected

Selected

Consider Active Jobs Only

Selected

Group Method

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Flagged Jobs in Benefit Record

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Selected

Flagged Jobs in Benefit Record

Note. Do not change any other values.


5. Click Save.

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Lesson 18

Adding a New Rule that Includes Multiple Jobs


To add a new rule that includes multiple jobs:
1. Select Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Calculation Rules Table.
2. Select Add a New Value, and enter C4 as the calculation rules table ID.
3. Click Add, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Effective Date

January 1, 2002

January 1, 2002

Description

Calculation Rule 4 - All job

Calculation Rule 4 - All job

Short Description

C4

C4

Age As Of

Check Date

Check Date

Service As Of

Check Date

Check Date

Source of Demographics

Employee

Employee

Use Benefits Base As Of

Check Date

Check Date

Source

Annual Rate

Annual Rate

Combine Salary for Multi-Jobs

Selected

Selected

Consider Active Jobs Only

Selected

Group Method

All Flagged Jobs

All Flagged Jobs

Blank

Blank

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Max Deduction % of Gross Pay


(maximum deduction percentage of
gross pay)

4. Click Save.

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Selected

Lesson 18

Using Multiple Jobs Within Benefits

Adding Rule C4 to the Executive Benefit Program


To add rule C4 to the X benefit program:
1. Select Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Table.
2. Enter X as the Benefit Program.
3. Select Correct History, and click Search.
4. Access the Cost page, and use the arrows in the Plan Type scroll area to access the life plan type (20).
5. In the Calc TblID field, replace the previous calculation rule with C4.
6. Click Save.

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Lesson 18

Defining Employee Benefit Options


To defining employee benefit options:
Modify the employees current job.
Create a concurrent job.
Enroll the employee in a life insurance plan.
Rerun the deduction calculation.
View the results.
Modifying an Employee's Current Job
To modify the employee's current job:
1. Select Workforce Administration, Job Information, Job Data.
2. Enter (USA) Patrick's or (CAN) Tyler's employee ID, select Correct History, and then click Search.
3. Access the Job Information page, and change the standard hours to 20.
4. On the Compensation page, select the Conversion tab in the Pay Components scroll area, and select Apply
FTE.

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5. Click the Calculation Compensation button.

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Note. Do not change any other information.


6. Click Save.
7. (CAN) Click OK if a warning message is displayed.

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Creating a Concurrent Job

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To create a concurrent job:

1. Select Workforce Administration, Job Information, Add Additional Assignment.


2. Add a new job for (USA) Patrick or (CAN) Tyler with an employee record number of 1.
3. Accept the remaining default values and click the Create Assignment button.

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4. On the Work Location page, enter the following information:


Page Element

(USA) Value or Status

(CAN) Value or Status

Effective Date

October 1, 2002

October 1, 2002

Company

GBI

GBI

Business Unit

GBIBU

GBIBU

Department

10500

10000

Location

KUCA00

KCAB00

Establishment ID

KU001

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5. Access the Job Information page, and enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Job Code

600035

820045

Standard Hours

20

20

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Note. Do not change any other default values.


6. Access the Payroll page, and enter the following information:
Page Element

(USA) Value or Status

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(CAN) Value or Status

Payroll System

Payroll Interface

Payroll Interface

Pay Group

KLA

9LA

KUCA00

KCAB00

Tax Location Code

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7. Access the Salary Plan page, and enter the following information:
Page Element

Salary Administration Plan

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Grade

(USA) Value or Status

(CAN) Value or Status

KU01

KC01

008

008

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8. Access the Compensation page.

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9. In the Pay Components group box enter the following information on the Amounts tab:
Page Element

(USA) Value or Status

(CAN) Value or Status

Race Code

NAANNL

NAANNL

Comp Rate

100,000.00

100,000.00

Currency

USD

CAD

Frequency

10. Select the Conversion tab and select Apply FTE.


11. Click the Calculate Compensation button.
Note. (USA) The compensation rate for this job should be 4,166.67 monthly.
12. Click the Benefits Program Participation link.
13. Identify the benefit record number as 1.
14. Enroll the employee in benefit program X for this benefit record number.

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15. Click OK.

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16. Click OK on any warning messages that are displayed.

17. On the Add New Assignment page, click the Refresh button in the Organizational Instance group box.

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Lesson 18

Using Multiple Jobs Within Benefits

Enrolling an Employee in a Life Insurance Plan


To enroll an employee in a life insurance plan:
1. Select Benefits, Enroll in Benefits, Life and AD/D Benefits.
2. Enter (USA) Patrick's or (CAN) Tyler's employee ID and Benefit Record Number 1.
3. Click Search.
4. Enter the following information:
Page Element

(USA) Value or Status

(CAN) Value or Status

Plan type

20

20

Coverage begin date

October 1, 2003

October 1, 2003

Deduction begin date

October 1, 2003

October 1, 2003

Election date

October 1, 2003

October 1, 2003

Benefit Plan

2X

2X

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5. Click the Assign All Beneficiaries button.

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6. Assign the spouse 60 percent, the child 20 percent, and the other relative 20 percent.
Note. A 50 percent minimum spousal allocation is associated with this plan.
7. Click Save.

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Rerunning the Deduction Calculation

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To rerun the deduction calculation:

1. Select Payroll Interface, Pay Period Deductions, Calculate Deductions.


2. Enter the following information:
Page Element

Run Control
Pay Run ID

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Recalculate all checks

(USA) Value or Status

(CAN) Value or Status

BEN

BEN

12-31-04

12-31-04

Selected

Selected

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3. Run the process.

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Viewing Results
To view the results:
1. Select Payroll Interface, Pay Period Deductions, Review Deductions.
2. Check results for both benefits records for (USA) Patrick or (CAN) Tyler.
3. Compare your results with the following examples.
(USA) Results
This page displays the expected results of the Deduction Calculation process for Patrick, benefit record 0:

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This page displays the expected results of the Deduction Calculation process for Patrick, benefit record 1:

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(CAN) Results
This page displays the expected results of the Deduction Calculation process for Tyler, benefit record 0:

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This page displays the expected results of the Deduction Calculation process for Tyler, benefit record 1:

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This concludes the activity. Please do not continue.

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Review
In this lesson, you leaned that:
You can logically combine two or more concurrent jobs into a benefits program identified by a benefit
record number.
When you activate multiple jobs, you can change views using the Benefits Search View Mgmt page.
For each benefit record number, you must designate one job as the benefit primary job.
Slide 196

Student Notes
Additional Resources
This table lists additional resources that provide more details about the topics that we have discussed in this
lesson:

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Topic

See

Multiple jobs

PeopleSoft Enterprise HRMS Application Fundamentals 9.0 PeopleBook


, "Setting Up PeopleSoft HRMS"

Grouping jobs with benefit record numbers

PeopleSoft Enterprise HRMS Application Fundamentals 9.0 PeopleBook


, "Working with Multiple Jobs"

Primary jobs

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PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base


Benefits, "Managing Multiple Jobs"
PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base
Benefits"Setting Up Additional Human Resources Base Benefits
Features"

Benefit deductions for multiple jobs

PeopleSoft Enterprise HRMS Application Fundamentals 9.0 PeopleBook


, "Working with Multiple Jobs"
PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base
Benefits, "Setting Up Benefit Support Tables"
PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base
Benefits, "Setting Up Multiple Jobs"

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