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The Manage Base Benefits business process provides you with the tools you need

to manage your employee benefit programs.

It enables you to set up your basic benefits system architecture and manually enroll

employees and their dependents into the benefits system.

This comprehensive benefits management solution supports a full range of benefit

programs and plans, and provides you with everything you need to maintain your benefit

records and to respond to inquiries from decision makers, managers, and other

employees
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The Manage Base Benefits business process includes four core phases of
operation:
Set up supporting tables and benefit plans.
Build benefit programs.
Assign employees to benefit programs and enroll them in plans for which
their program enrollment makes them eligible.
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áalculate rates and benefit deductions.
If you use PeopleSoft Enterprise Payroll for North America, you calculate
deductions through the payroll process. If you use another payroll system,
you use PeopleSoft Enterprise Payroll Interface to link the PeopleSoft
benefits information to that system
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M Set up benefit providers.

M Set up dependent relationships.
M Set up coverage codes.
M Set up coverage group codes.
M Set up FEGLI codes.
M Set up the service step table.
M Set up benefit rates.
M Set up annual benefits base rates (ABBRs).
M Set up calculation rules.
M Set up deduction codes.
M Set up special accumulators.
M Set up limits for qualified savings plans.
M Set up earning for leave and vacation buy/sell plans.
M Set up benefits certification.
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A benefit provider is a vendor. A benefit provider is the entity that sponsors
the benefit plan that your company offers your employees. For example, if
your company offers a Blue áross/Blue Shield health insurance plan, Blue
áross/Blue Shield is the provider. If your organization has a self
self--funded
medical plan but uses a third-
third-party administrator (TPA) to handle
administrative functions such as eligibility and claims, the TPA can be
considered a vendor.

You use the Provider/Vendor Table component (PROVIDER_TABLE) to set

up an ID for each vendor

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Use the Dependent Relationships Table (DEPBEN_TYPE_TBL) component
to define dependent relationships
Set Up HRMS > Product Related >Base Benefits > Dependent Relationships Table
> Dep. Relationship
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To set up the coverage code that define who can be covered by a benefit, use the
Health áoverage áodes (áOVERAGE_áODES) component
Set Up HRMS > Product Related > Base Benefits > Plan Attributes > Health
áoverage áodes > áoverage áode Tbl

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Life insurance and accidental death and dismemberment (AD/D) plans use coverage
group codes to establish the maximum lifetime coverage allowed

If the total coverage for a participant exceeds the coverage maximum, the system will
reduce the total coverage to meet the coverage maximum. As the system processes
the deduction, it accumulates the coverage amounts and will begin reducing
coverage when the coverage group maximum is reached. The system processes
plans in order of deduction priority, and if more than one plan has the same priority, it
processes in increasing plan type order.
Set Up HRMS > Product Related > Base Benefits > Plan Attributes > Life and AD/D
áoverage Groups > áoverage Group Tbl
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To set up Federal Employee Group Life Insurance (FEGLI) codes use the FEGLI
áode Table (GVT_FEGLI_TBL) component.
Set Up HRMS > Product Related >Base Benefits > Plan Attributes >FEGLI áode
Table > FEGLI áode Table

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To set up the service step table, use the Service Step Table
(SERVIáE_STEP_TABLE) component.
When you set up savings plans you can define your organization's employer match
according to the employee's years of service. The Service Step Table defines the
different intervals, tax classification, and the amount of match.
You can also define deduction classifications based on either a percentage of the
employee¶s gross salary or a percentage of the employee¶s contribution amount.
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To set up benefit rates, use the Benefit Rate Type (BN_RATE_TYPE) and Benefit
Rates (BN_RATE_TABLE), components
The Benefit Rate Table defines rates in terms of flat amounts, percentages of
compensation base, or rates per-per-unit
unit--of
of--coverage
It also defines the criteria used to select an individual rate from the table, such as
age, gender, coverage code, benefit plan, or compensation range
The structure of a set of benefit rates (the rate terms and the selection criteria) is
itself defined in the Benefit Rate Type page, while the actual rate data is entered in
the Benefit Rate Table page.
Benefit Rate Types allow you to mix and match criteria and rate terms to create
Benefit Rate Tables that best fit your business needs

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Some benefits, such as life and disability insurance, can be based upon the
employee¶s actual compensation rate or an annual benefits base rate
(ABBR) that you define for the employee.
To set up annual benefits base rates, use the Annl Benef Base Rt Type
Table (ABBR_TYPE_TBL) component.
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To set up calculation rules, use the áalculation Rules Table (áALá_RULES_TABLE)
component.
You use calculation rules to define how deductions are calculated for each benefit
plan. áalculation rules only relate to rate-
rate-based plans or plans that require a
compensation base, not a coverage base.

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To set up deduction codes, use the Deduction Table (DEDUáTION_TABLE)
component.
The Manage Base Benefits business process in Human Resources is designed to
work with PeopleSoft Enterprise Payroll for North America and PeopleSoft Enterprise
Payroll Interface. áalculating deductions accurately is an important payroll function.

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To set up special accumulators, use the Special Accumulator Table
(SPáL_EARNS_TABLE) component.
Sometimes it is necessary to define an employee¶s earnings based on
specific types of earnings rather than total gross earnings. Special
accumulators act like a bucket accumulating only the earning types you want
included when determining the employee¶s earnings.
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To set up limits for qualified savings plans, use the Limit Table (LIMIT_TBL) component.
áertain qualified benefit savings plans may be subject to government regulations. Limits are
tied to deduction codes. When your payroll department runs the pay calculation process, the
system checks to see whether a deduction has any limits associated with it. If it does, the
system runs the testing calculations and makes the limit adjustments to every affected
employee¶s records. If a deduction cannot be taken, it is reported with the appropriate reason-
reason-
not--taken code
not

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Earnings types are the various ways in which an employee might receive income. The benefit-
benefit-
related earnings that most concern earnings types are leave plans and vacation buy/sell plans.
To have the system process these earnings during the payroll process, you¶ll use the Earnings
Table to create these codes. The Earnings Table stores the business rules that define how to
calculate employee earnings.

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Setup HRMS > Product Related > Base Benefits > áertification Definition > áertification
Definition
Once you have created your benefits certification, you can preview it by clicking the
Test áertificate button on the áertification Definition page. This certificate, if assigned
to a particular benefit plan or dependent relationship, will appear in eBenefit self-
self-
service to the participant.
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M Define benefit plans.

M Set up health plans.
M Set up life insurance and accidental death plans.
M Set up disability plans.
M Set up savings plans.
M Set up leave plans.
M Set up FMLA (Family and Medical Leave Act) plans.
M Set up FSA (flexible spending account) plans.
M Set up retirement plans.
M Set up pension plans.
M Set up vacation buy/sell plans.
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To set up benefit plans, use the Benefit Plan Table (BENEFIT_PLAN_TABLE)
component.
Benefit plans are the benefits you want to offer to your employees. Benefit plans can
be broken down into categories. A two-
two-character alphanumeric numbering scheme is
used to identify the different categories. There are nine categories already set up in
the Manage Base Benefits business process.
You can add additional benefit plan types. However, it is important to understand the
numbering scheme behind benefit plan types. The system is designed to recognize
specific sequences.
Set Up HRMS > Product Related > Base Benefits > Plans and Providers >Benefit
Plan Table > Benefit Plan Table

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To set up health plans, use the Health Plan Table (HEALTH_PLAN_TABLE)
component.
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(Select

 
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(Select whether an employee must declare a health
provider when enrolling in this plan through self-
self-service.
Set Up HRMS > Product Related > Base Benefits > Plan Attributes > Health Plan
Table > Health Plan Table
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To set up benefit plans, use the Simple Plan Table (SIMPLE_PLAN_TABLE)
component.
Simple Rate plans, also called simple benefit plans, are a generic plan type for
benefits that have no additional participation attributes other than their election. The
costs for these plan are calculated from the benefit rate tables.
While these plans themselves do not have any participation attributes, they can be
extended by establishing a link to other components, both delivered and custom.
From these other components, additional information can be manually maintained.
Set Up HRMS > Product Related > Base Benefits > Plan Attributes > Health Plan
Table > Simple Plan Table
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To set up life and accidental death plans, use the áoverage Formula Table
(BN_FORMULA) and Life and AD/D Plan Table (LIFE_ADD_TABLE) components.
You can create simple formulas to define how coverage should be calculated. These
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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To set up disability plans, use the Disability Plan Table (DISABILITY_PLN_TBL) component.
Insurance companies typically quote disability benefits on monthly terms (as opposed to life
insurance benefits, which are quoted in annual terms). The amount of covered salary that forms
the basis for a disability plan is defined using the áoverage Formula Table page

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To set up savings plans, use the Savings Plan Table (SAVINGS_PLAN_TBL) component.
Define employee investment limits.
Define employer match or other contributions.
Set up employee rollover options.

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To set up leave plans, use the Leave Plan Table (LEAVE_PLN_TBL) component.
)* Before you begin, make sure you have created earnings codes for the leave
plans.

The payroll tables summarized in this section are from Payroll for North America. If
your organization does not implement Payroll for North America, work with your
payroll department to ensure that the system has access to the proper data for leave
accrual processing.
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To set up Family Medical Leave Act (FMLA) Plans, use the FMLA Plan Table
(FMLA_PLAN_TBL) component.