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Base Benefits
Understanding how PeopleSoft Human Resource Base Benefits fits into PeopleSoft HRMS.
Manual. Automated.
Plan attributes Tables Define additional processing information about a benefit plan. This is a continuation to
the Benefit Plan Table.
Each benefit program can have multiple plans of each plan type. After Employees are
assigned to benefit program, they can select any combination of the plans within the
program
Phase Four: Calculate Benefits Related Deductions
Benefits tables store information about the benefit plans that a company offers, such as
types of plans, premium costs and enrollment rules for plans
Earnings table Define earnings code for leave categories to track holidays, vacations, sick time
and personal time
Pay Group table Link a benefit program to a pay group. The system defaults this benefit program
at the time of new hire.
Benefit Plan Table Define benefit plan and assign a provider to plan.
Plan Attributes Table Define the details of a specific plan type e.g. health plan.
Rate Table Identify who pays for the plan and how much is paid
Calculation Rules Table Define basis for premiums, coverage & service calculations
Benefit Program Table Define benefit program and attach benefit plans to the program
PeopleSoft Base Benefits Components
Component Use
Add a Person Enter a persons biographical and contact information into the database.
Job Data Enter the employees work location, job status, payroll and salary plan
information, and compensation details.
Benefit Program Assign the Employee to a benefit program
Participation
Setting Up Deductions
The above diagram illustrates how the pages within the deduction table
component are associated
Setting Up Deductions
This page is used to indicate the type of tax classification used for the deduction code.
Setting Up Deductions
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.
Nontaxable Before tax Has no effect on taxable gross or employee net pay. Currently used only for the
Benefit before-tax matching contributions to savings plan.
Taxable Benefit Calculated before taxable gross and added to taxable gross. The system reduces
employee net pay by the amount of the tax.
Setting Up Deductions
Employer pays entire life insurance (USA) Select Nontaxable benefit and taxable benefit
premium (CAN) Select Taxable
(USA) A 401(k) plan whereby If the organization offers after tax and before tax employee
employees may contribute before tax contributions and matches both types of contributions, select:
only or a combination of before and After tax
after tax Before tax
Nontaxable benefit
Nontaxable, before tax benefit
Setting Up Deductions
Use this page to specify deduction method, deduction maximum, and general ledger
account numbers
Setting Up Deductions
Use this page to specify the frequency in which the system applies deductions
Activity 1
Setting Up Benefit Plans, Health Plans and Benefit
Programs
This page is used to define the name of the plan that your company offers
Setting Up Benefit Plans, Health Plans and Benefit
Programs
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Health Plan Table
This page is used to define attributes that control enrollment validation and
processing for self-service users
Setting Up Benefit Plans, Health Plans and Benefit
Programs
Relationship between the Benefit Plan Table and a Plan Attribute Table
The Benefit Plan Table and the Plan Attribute Tables share the same key field structure
Plan Attribute Tables cant be built without first building the Benefit Plan Table. Thus, the
Plan attribute Tables are considered as a continuation of the Benefit Plan Table.
When the system retrieves information from the Benefit Plan Table, it also checks the
Plan Attribute Table. 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.
Setting Up Benefit Plans, Health Plans and Benefit
Programs
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Health Coverage Codes
Coverage Description
Code
1 Employee Only
2 Employee + Spouse
3 Employee + Dependents
4 Family
5 (USA) Domestic Partner Adult
Activity 2
Setting Up Benefit Plans, Health Plans and Benefit
Programs
This page is used to define the general parameters of the benefit program
Setting Up Benefit Plans, Health Plans and Benefit
Programs
This page is used to associate the benefit plans that you set up with a program and to identify the payroll deduction
rules and coverage code options
Setting Up Benefit Plans, Health Plans and Benefit
Programs
This page is used to identify the rates and calculation rules for each plan type and option combination
Activity 3
Identifying Domestic Plan Partners
Activity 4
Setting up Life Insurance Plans
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Life and
AD/D Plan Table, Life/Accidental
This page is used to define the coverage amount of your life insurance plans
The diagram illustrates how to set up a coverage maximum for a group of plans.
Setting up Life Insurance Plans
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Life and AD/D Coverage Groups
This page is used to define a limit on a group of plans through the Coverage Group code
Setting up Life Insurance Plans
Gender
Age category
Smoker status
This page is used to establish coverage rates that vary based on the employees age, gender, and smoker
status
Setting up Life Insurance Plans
Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Flat Rate Table
This page is used to establish a rate when the premium has no variable such as age or
gender
Setting up Life Insurance Plans
Benefits,
Employee/Dependent
Information, Update
ABBRs
This page is used to enter and maintain multiple ABBRs for an employee
Setting up Life Insurance Plans
Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Table, Plan
Type and Option
Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Table, Cost
This page is used to add cost type and rate to a life insurance plan
Activity 5
Setting up Disability Benefits Plans
The diagram illustrates the components that will be used to create a disability
benefit plan
If the coverage rates varies depending on the length of service, use the service
rate table.
Setting up Disability Benefits Plans
This page is used to define the maximum benefit amount and the salary replacement
percent for disabled employees.
This page is used if coverage rates vary based on the employees length of service
Setting up Disability Benefits Plans
Activity 6
(USA) Setting Up Savings Plans
This diagram illustrates the components that are used to create a savings
plan
When defining a savings plan, you need to consider both plan-specific and
federally regulated limits.
(USA) Setting Up Savings Plans
Employer match limit Defines the maximum amount that the employer Savings Plan Table Employer
will match. Contribution/Match
Employer match options Defines how much the employer will match the Savings Plan Table Employer
employees contribution, up to the employer Contribution/Match
match limit
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 Limit Table
to calculate contributions to plan.
402(g) limit Defines the total amount (before taxes) that an employee can have deducted Limit Table
for all applicable plans.
457 limit Defines the lesser of a flat amount or a percentage of the employees taxable Limit Table
income that can be deferred annually
(USA) Setting Up Savings Plans
The Employee Limit on Investments page is used to define how much an employee can contribute to the
plan and to set up investment options
(USA) Setting Up Savings Plans
The Employer Contribution/Match page is used to define employer matching rules on before and after-tax
contributions, and to define employer investments limits
(USA) Setting Up Savings Plans
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Savings Plan Table, Rollover of
Funds
This page is used to define direct rollover contributions when regulatory or plan-based limits are met in the
plan
(USA) Setting Up Savings Plans
This page is used to define employer matching based on the number of months that an
employee has served
(USA) Setting Up Savings Plans
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 an employee can contribute to 403(b) savings plan
415(c) Restricts the total amount that an employee can contribute to savings plan.
457 Defines the deferred compensation plans offered by state and local governments and
employers that are exempt from federal income tax
(USA) Setting Up Savings Plans
Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Table, Plan
Type and Option
Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Table, Cost
This page is used to define the cost and calculation rule for a savings plan
Activity 7
Setting Up Pension Plans
Activity 8
Setting Up Leave Plans
The diagram illustrates the components that are used to create a leave plan
A company offers leave plans to enable its employees to take time off
without losing pay for reasons such as vacations, health, or personal business
The preceding diagram does not contain a deduction table. Leave plans do not require
deduction codes because leave time is accrued, not deducted.
Setting Up Leave Plans
Hours per Pay Period(USF) First run of the pay period (USF)
The table lists which accrual rate units to select based on the award frequency of leave plan
Setting Up Leave Plans
This diagram shows the tables from which the earnings calculation process retrieves data
Setting Up Leave Plans
The Special Process page is used to identify which leave plans the earnings code will affect, and to identify
which earnings codes track service hours for the leave plans
Setting Up Leave Plans
Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Table
Activities 9
Setting Up Flexible Spending Accounts
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, FSA Benefits Table, FSA Benefit
Plan
The SetID and Balance ID indicates 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.
Setting Up Flexible Spending Accounts
Deduction Calculations
Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Table, Plan
Type and Option
Activity 10
Adding New Employees, Dependents, and
Beneficiaries
This table lists the pages used to hire a new employee and assign the employee to a benefit
program
Component Pages Use
Job Data Work Location These pages are used to enter job
Job Information information for a new employee
Job labour
Payroll
Salary Plan
Compensation
Benefits, Employee/Dependent
Information, Review HR/Job/Payroll
Data
This page is used to define relationships that qualify as dependents according to your organization rules
Adding New Employees, Dependents, and
Beneficiaries
This page is used to record the name of the employee's dependents and beneficiaries
Adding New Employees, Dependents, and
Beneficiaries
This page is used to identify the address for your dependents and beneficiaries
Adding New Employees, Dependents, and
Beneficiaries
This page to enter the relationship to the employee and personal data for Dependents and Beneficiaries
Adding New Employees, Dependents, and
Beneficiaries
Benefits, Employee/Dependent
Information, Record Dep/Ben
Comments
This diagram shows the plans that employees can enroll in after they have been assigned
to our benefit program
Enrolling Employees
This page is also part of the Hire and Job Data components.
Normally employees are enrolled during the hire process, but they can also
be Enrolled after they are hired.
Enrolling Employees
This page is used to enroll employees and dependents in health plans such as medical, dental, and vision
Enrolling Employees
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
Enrolling Employees
This page is used to enroll employees in life plans, such as life, supplemental life, and AD/D, and to identify the
beneficiaries
Enrolling Employees
Life/ADD Elections page is used to select life insurance and accidental death benefits and to assign
beneficiaries
Dependent life insurance plans pay a lump-sum benefit to a beneficiary upon
the death of a spouse or a child
AD/D coverage provides additional benefits if the employees death is the result of an accident
AD/D plans also pay benefits if the employee suffers accidental dismemberment
If you are working with a dependent life plan, add dependent IDs for all of the
dependents covered by the plan. In dependent life plans, the dependents are covered by life insurance, and
the employee is the beneficiary
Enrolling Employees
Employees assigned to a benefit program can enroll in any of the disability plans within the
program, as shown in this diagram
Enrolling Employees
This page is used to enroll employees in disability plans, such as short-term disability and long-term disability
Enrolling Employees
Employees assigned to a benefit program can enroll in any of the savings plans within the
program, as shown in this diagram
Enrolling Employees
The Savings Plan Elections page is used to record participation in savings benefits such as 401(k), profit sharing,
and individual retirement accounts (IRAs).
Also specify beneficiaries and the percentage of benefits to be assigned to each beneficiary
Before Tax Investment and After Tax Investment fields define investment contributions as a flat amount or
percent of earnings.
The system compares the percent of earnings to the percent of gross limits for employee before- and after-tax
investment values. The system also verifies that the sum of the before- and after-tax investment values does not
exceed the overall investment limit percentage that you defined on the Savings Plan page. If this limit is exceeded,
it doesnt show until payroll runs
Enrolling Employees
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.
Perform these audits during implementation, before you enroll participants, and periodically
during the plan year
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 ID and associate them with one or more pay calendars
This diagram illustrates the process flow for calculating benefit deductions
Calculating Deductions
This page is used to define which payroll system to use to process benefit deduction calculations
Calculating Deductions
This page is used to view the months and years for which you want to maintain earning balances
Calculating Deductions
Maintaining Balances
PeopleSoft Payroll for North America enables you to maintain balances (earnings , deductions, etc)
Balances can be maintained 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.
Specify the start and end dates for each type of balance year that needs to be set up, as well as the quarters,
periods, and date ranges for each year. Balance information by various year types can be updated, adjusted,
and reported.
Calculating Deductions
This page is used to view the quarters for which earning balances needs to be maintained
Calculating Deductions
The Balance ID Table 2 page is used to define the actual quarter by year for each balance ID
If the Bal for Calendar Year check box is selected and Create button is clicked on the Balance ID Table 1 page,
the system populates field information for the Balance ID Table 2 page.
If balance type is not specified with a calendar year in the Balance ID Table 1 page, a value for the Year, Qtr,
Period Name, Abbrev, From Period, and Thru Period fields must be entered. For each row that is added after
the first, the From Period field is set automatically, based on the value in Quarters in a Year
Calculating Deductions
This page is used to manually create calendars or to attach the pay run IDs to the
calendars
Calculating Deductions
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.
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.
Calculating Deductions
After this process is run, no further changes can be made to deduction data for the pay
period without running the Deduction Unconfirm process.
When the Deduction Confirm process is run, enter the pay run ID that corresponds to the pay
calendar for which deductions are to be confirmed
Processing Leave Accruals
As shown in this table, the system credits an employees leave accrual balance based on the accrual
rate unit defined for the leave plan
Processing Leave Accruals
This page is used to set up the operating parameters for an accrual cycle
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.
The Leave Accrual process is a COBOL process. The system generates a message log file after completing
the process. You can view the message log file by accessing the Process Monitor and clicking the Detail
link of your process, and then clicking the Message Log link.
Processing Leave Accruals
This page is used to view the results of leave accrual processing for an employee
Changing Benefit Programs and Employee Enrollments
Set Up HRMS, Product Related, Base Benefits, Plan Reports, Benefit Program
This page is used to print information from the Benefit Program Table
Changing Benefit Programs and Employee Enrollments
This page is used to create a new benefit program by using an existing program as a template
Changing Benefit Programs and Employee Enrollments
When updating employee enrollments, always look to see whether the plan type exists
in the employee enrollment history.
If the plan type does not exist, insert a new row to identify the plan type and enter the
coverage information.
If the plan type does exist, scroll to that plan type, and then insert a new coverage row
to enter the coverage information
Using eBenefits Self Service Functionality with Base Benefits
Health Health
Savings Savings
Insurance Insurance
Dependent/Beneficiary Dependent/Beneficiary
Enrollments
Using eBenefits Self Service Functionality with Base Benefits
The Installation Table-Products page is used to indicate which products are being used
Using eBenefits Self Service Functionality with Base Benefits
Self-Service Configuration
Select the Collect Dependent/Beneficiary check box if the information pertaining to the dependents and
benefits is to be displayed on the eBenefits Summary and the eBenefits Detail Information pages.
Select the Collect Fund Allocations check box if the information pertaining to savings plan is to be displayed
on the eBenefits Summary and the eBenefits Detail Information pages.
The Show if no choice checkbox controls whether a plan type appears on the enrollment when the
employee has no option to choose and cannot waive the option. If the check box is selected, the system
displays the plan type in the enrollment form summary.
Using eBenefits Self Service Functionality with Base Benefits
Employees job can either share benefits programs or have separate benefits.
Jobs share benefits when they are combined under the same benefit record
number.
When multiple jobs are combined under a single benefit record number these
jobs are treated as one when determining eligibility in PeopleSoft Benefits
Administration and when enrolling the employee in benefits both with Base
Benefits and with Benefits Administration
Using Multiple Jobs Within Benefits
Set Up HRMS, Product related, base Benefits, Multiple Job Options, Multiple Job Optns
This page is used to define the rules for how the system sets the Primary Job Flags page for the employee
Using Multiple Jobs Within Benefits
This page is used to view and update an employees Primary Job flag and Include
Deductions flags
Using Multiple Jobs Within Benefits
When a person is hired for a position, the system automatically flags that job as primary based on
rules that is set up on the Multiple-Job Optns (multiple job options) page. This setting is stored in a
table called Primary Job.
Do not confuse the Benefit Primary Job flag with the Primary Job Indicator, which is used for
Human Resource reporting.
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.
Using Multiple Jobs Within Benefits
When calculating benefit deductions or coverage amounts based on the employees salary, you need to
determine which job salaries to use.
The Combine Salary for Multi Jobs check box and Group Method on the Calculation Rules page along with
the employees Include Deductions flag from the Primary Jobs Flags page determine the deduction or
coverage amount for salary-based plans
End of Base
Benefits