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EncartaLabs

PeopleSoft Benefits Administration

( Duration: 5 Days )

This PeopleSoft Benefits Administration training course provides skills to establish and maintain automated benefits programs in PeopleSoft Benefits Administration. Learn to define eligibility rules based on factors such as age, status, employee type, job or group of jobs, duration of service, company and pay. Define event rule parameters that control how and when an event is processed. Establish validation across plan types, and set up PeopleSoft eBenefits to process enrollments via life events self-service. Run an eligibility snapshot, review event coordination and troubleshoot errors.

By attending PeopleSoft Benefits Administration workshop, delegates will learn:

  • Administering and manage open enrollment
  • Establishing validations across plan types
  • Managing employee benefits with multiple events, self-service, and multiple jobs
  • Processing Event Maintenance
  • Running the Snapshot eligibility process
  • Describing Benefits Administration
  • Setting up automated benefit programs with eligibility and event rules
  • Enrolling employees automatically into benefit plans

  • Knowledge of PeopleSoft Base Benefits
  • Practical experience with open enrollment & benefits process
  • Basic understanding of payroll processing
  • Thorough understanding of Benefits control tables
  • Experience with enrolling employees into benefit programs and plans

The PeopleSoft Benefits Administration class is ideal for:

  • Analysts
  • Implementers
  • Managers

COURSE AGENDA

1

Setting Up Automated Benefits Programs

  • Activating Benefits Administration
  • Determining the Benefits Administration Start Date
  • Identifying the Fields Activated with Benefits Administration
2

Setting Up Eligibility for Automated Benefits Programs

  • Defining Benefit Eligibility Rules
  • Setting Up Employee Eligibility Criteria
  • Using Configurable Parameters
  • Identifying Employee Eligibility Overrides
3

Setting Up Events for Automated Benefit Programs

  • Defining Events in Benefits Administration
  • Identifying Benefits Administration Actions
  • Identifying Event Classes
  • Defining Event Rules
  • Examining Default Methods
  • Setting Up Event Rules for Open Enrollment
4

Creating an Automated Benefit Program Table

  • Building an Automated Benefit Program
  • Defining Plan Type and Options for a Program
  • Defining Costs and Credits for a Program
5

Setting Up Health Plans

  • Defining Eligibility Based on Employees’ Geographic Location
  • Creating Eligibility Criteria at the Benefit Option Level
  • Defining Event Processing Rules for Health Plans
  • Controlling the Display of Plan Types and Options
6

Setting Up Life Insurance and Disability Plans

  • Setting Up Event Rules for Life Insurance and Disability Plans
  • Cloning an Event Rule
7

Defining Credits

  • Defining Flexible Credits
  • Identifying Earning Codes and Programs Used for Flexible Credits
  • Setting Up Program General Credits
  • Setting Up Plan Type General Credits
  • Setting Up Option-Based Credits
  • Reviewing Employee Additional Pay Data
8

Setting Up Savings Plans

  • Defining Savings Plan Event Rules
9

Setting Up Flexible Spending Accounts

  • Defining a Conbtribution Frequency and Annual Limits
  • Defining Event Rules for Flexible Spending Accounts
10

Setting Up Vacation Buy and Sell Plans

  • Setting Up Vacation Buy and Sell Deductions
  • Describing the Impact of Vacation Buy and Sell Plans on Leave Accrual Balances
  • Defining Earnings Codes for Vacation Buy and Sell
  • Viewing Employee Vacation Benefit Enrollment
  • Reviewing Eligibility Rules for Vacation Buy and Sell
11

Reviewing Employee Records in Benefits Administration

  • Reviewing the Benefits Administration Process
  • Defining a Default Benefit Program
  • Describing the Difference Between Base Benefits and Benefits Administration Enrollments
  • Reviewing Employees’ Benefits Elections
12

Preparing for Open Enrollment

  • Creating Pay Calendars
  • Reviewing the Base Benefits Audit Report
  • Defining Benefits Administration Processing Groups
  • Setting Up an Open Enrollment Definition
  • Creating Benefits Administration Processing Schedules
13

Examining the Benefits Administration Process

  • Identifying Process Statuses at Each Phase of the Benefits Administration Process
  • Identifying Benefits Administration Processing Records
  • Describing Each Phase of the Benefits Administration Process
14

Running Open Enrollment

  • Identifying Open Enrollment Steps
  • Defining the Run Control Options for the Benefits Administration Process
  • Producing Benefits Enrollment Statements, Reprocessing Open Enrollment, and Reprinting Statements
  • Viewing Benefits Processing Records for Employees
  • Performing Employee Election Entry
  • Printing Confirmation Statements
  • Finalizing Open Enrollment
  • Preparing for Next Year's Open Enrollment
15

Using Cross Plan Validation

  • Setting Up Cross Plan Validation in a Benefit Program
  • Creating Domestic Partner or Non-Qualified Dependent Benefit Plans
16

Preparing and Running the Event Maintenance Process

  • Reviewing Event Classes and Identifying Event Triggers
  • Defining Benefit Statuses and Actions
  • Defining Event Classes
  • Defining and Updating Event Rules
  • Triggering Events for Event Maintenance
  • Identifying Event Maintenance Process Phases
  • Validating Elections and Finalizing Event Maintenance
  • Processing On-Demand Event Maintenance
17

Running the Snapshot Process

  • Defining the Snapshot Event Class
  • Defining the Snapshot Event Rules
  • Defining the Snapshot Definition
  • Defining the Snapshot Schedule
  • Running the Snapshot Process
18

Coordinating Multiple Events and Benefits Administration Troubleshooting

  • Coordinating Event Maintenance and Open Enrollment
  • Coordingating Multiple Benefits Events
  • Troubleshooting Errors in Benefits Administration
19

Using Multiple Jobs with Benefits Administration

  • Defining Multiple Jobs
  • Setting Benefit Record Numbers for Employees
  • Specifying Multiple Job Processing Options
  • Setting Multiple Job Options for Eligibility Rules
  • Setting Multiple Job Options for Geographic Location
  • Reviewing Eligibility with Multiple Jobs
  • Calculating Benefits Deductions for Multiple Jobs
  • Reviewing Processing Results

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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