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Copyright © 2007, Oracle. All rights reserved.
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Contents
Lesson 1
Course Overview ............................................................................................................................................. 1Agenda ............................................................................................................................................................... 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 inPeopleBooks .................................................................................................................................................... 26
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 ............................................................................................ 49Activity 1: Setting Up Payroll Deductions ...................................................................................................... 51
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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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 ........................................................................................................................... 130Adding 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
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
Lesson 8
(CAN) Setting Up Pension Plans ................................................................................................................ 199
Identifying Pension Plan Components .......................................................................................................... 200
Setting Up Pension Plans .............................................................................................................................. 201Adding a Pension Plan to a Benefit Program ................................................................................................ 204
Activity 7: (CAN) Setting Up an Executive Pension Plan ............................................................................ 206
Lesson 9
Setting Up Leave Plans ............................................................................................................................... 211
Identifying Leave Plan Components ............................................................................................................. 212
Defining a Leave Plan ................................................................................................................................... 213
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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 .............................................................. 230Creating 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
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
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 ....................................................................................... 316Calculating 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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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 ....................................................................................................... 363
Designating a HIPPA Plan ............................................................................................................................ 364
Processing HIPAA Certificates ..................................................................................................................... 365
Activity 21: Generating a HIPAA Certificate ............................................................................................... 367
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
Lesson 18
Using Multiple Jobs Within Benefits ......................................................................................................... 391
Describing Multiple Jobs ............................................................................................................................... 392Grouping 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.
• Use eBenefits self-service functionality.
• Use multiple jobs within Benefits.
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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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Lesson 1 Course Overview
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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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Course Overview Lesson 1
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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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Describing How PeopleSoft Enterprise Human Resources BaseBenefits 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 thethinking and determine who is eligible for what andhow to process the information. The eligibility isexternal.
• Delivered with PeopleSoft Human Resources.
• Automated. You set up the rules in PeopleSoft so thesystem does the thinking. The eligibility is internal.
• Purchased as a separate product.
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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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Business Process Overview Lesson 2
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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 yourcompany offers to a group of employees.
Assign employees to benefit programs and enroll theminto benefit plans.
• Determine the benefit program in which an employeecan participate.
• Enroll employee in selected benefit elections.
• Designate dependents or beneficiaries.
Calculate benefit related deductions• If your company uses Payroll for North America, the
payroll process automatically calculates deductions.
• If you use another payroll system, you can run a
stand-alone deduction calculation process to produce aninterface file using PeopleSoft Enterprise PayrollInterface.
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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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Business Process Overview Lesson 2
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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 generalledger account numbers.
Provider/Vendor table In this table, you define:
• Effective dates.
• Carrier information and contacts.
• Group numbers.
Benefit Plan table In this table, you define:
• Effective dates
• Plan description
• Plan providers
• 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 BenefitPlan Table.
Rate tables In these tables, you define:
• Coverage costs.
• Who pays for a plan-the employer, the employee, orboth.
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Benefit Supporting Table Description
Coverage Formula tables In these tables, you define:
• Simple formulas to calculate coverage for both life anddisability insurance plans.
• How the benefits compensation base is determined, aformula 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 attainedage.
Calculation Rules table In this table, you define:
• As of dates for age, service, and compensation to beused to determine rates.
• Which salary field to use: Annual Rate or Benefit BaseRate.
(USA) Limit table In this table, you define rules for 401(a), 402(g), 403(b),415, and 457 plans.
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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.
• Differs by groups of employees (union, nonunion,executives, and so on).
• A specific benefit offering within a plan type, such asbasic dental, or enhanced dental.
• Defined through multiple components such as ratetables and calculation rules.
• Offered in benefit programs.
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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. Forexample, 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 percentreimbursement.
200 USD deductible, 80 percentreimbursement.
Dental No deductible, 50 percent or 60 percentreimbursement.
No deductible, 50 percent or 60 percentreimbursement.
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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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 inthe program:
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Student Notes
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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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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Student Notes
Scroll Areas
Most pages used in benefits processing have multiple scroll areas. Each scroll area represents a different, butrelated, 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 scrollareas to ensure that you modify rows in the proper table.
Key StructureThe key structure determines how you maintain your tables in terms of inserting, deleting, or changing rowsof data. For example, if you insert a row of data into the second table, key fields are transferred from the firsttable. If you insert a row of data into the third table, key fields are transferred from the first and second tables.
Note. Some pages are structured to allow access to more than one table. To ensure that you are modifyingrows within the proper table, make sure to use the insert and delete buttons within the corresponding scrollarea.
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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.The associated general ledger expense and liability accounts.
Earnings table Define earnings codes for leave categories to track holidays, vacations, sick time, juryduty, and personal time.
Pay Group table Link a benefit program to a pay group so that when you hire new employees or assignthem 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 theemployee level.
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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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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, andcompensation details.
Benefit ProgramParticipation
Assign the employee to a benefit program.
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Student Notes
Using Biographical Information for Benefits
Biographical information includes employee gender and age, both of which can be used as the basis forcalculating benefit premiums. Age can also be used to determine eligibility for benefit plans.
Using Job Data
Job data such as employee status, full or part-time, regular or temporary, standard hours, job code, andcompany 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 annualcompensation 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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Describing the Base Benefits Components (continued)
Benefit Enrollment Pages
Use the Update Dependent/Beneficiary page to enter an employee's dependents and beneficiaries into thedatabase.
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
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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Describing Sources of Information About PeopleSoft EnterpriseHuman Resources Base Benefits in PeopleBooks (continued)
Implementation and Business Process Information
Use the PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base Benefits to findimplementation 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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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 toadditional sources of pertinent information.
The release of PeopleSoft Setup Manager has eliminated the need to provide anoverview of the implementation steps that was included in previous Getting Startedchapters. 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 usedwith 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
• Building Base Benefit Programs
• Setting Up Additional Human Resources Base Benefits Features
Business process chapters The chapters that follow the implementation chapters discuss business processconsiderations that are helpful to both implementers and power users.
Appendixes and report samples The appendixes provide reference information about the reports and workflows thatare delivered with the system. Samples of reports appear at the end of theappendixes.
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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 canenroll them in benefit plans.
• ThePeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base Benefits contains informationfor 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 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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Setting Up Payroll Deductions Lesson 3
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Student Notes
Setting Up Deductions
Note. When you set up your tables, remember that the description on the pay earnings statement is thededuction description on the deduction code table.
Example of Deduction Codes by Plan Type
This table shows deduction codes by plan type:
PlanType
BenefitPlan Plan Description
DeductionCode
DeductionDescription
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 50,000USD.
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 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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PlanType
BenefitPlan Plan Description
DeductionCode
DeductionDescription
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
Example of Deduction Codes by Plan Provider
This table shows deduction codes by plan provider:
PlanType
BenefitPlan Plan Description
DeductionCode
DeductionDescription
General Ledger Acct
20 2x Coverage is 2 times the base pay. LONDON Life 1111-1111
20 3x Coverage is 3 times the base pay. LONDON Life 1111-1111
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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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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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, DeductionTable, Setup
Use this page to set up deduction information:
Deduction Table – Setup page
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Determining Deduction Classifications
(USA) Setting Up Tax Classifications
This diagram shows the options to select for various tax classifications:
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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, DeductionTable, Tax Class
Use this page to indicate the type of tax classification that is used by this deduction code:
Deduction Table – Tax Class page
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Determining Deduction Classifications (continued)
(CAN) Setting Up Tax Classifications
This diagram shows the options to select for various tax classifications:
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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- andafter-tax.
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Student Notes
Deduction Classification Options
This table lists the option based on these scenarios:
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.)
Note. If After-Tax is not selected, the employee's after-taxcontribution is not calculated.
If your organization offers after-tax and before-tax
employee contributions and matches both types ofcontributions, select:
After-Tax.
Before-Tax.
Nontaxable Benefit.
Nontaxable, Before-tax Benefit.
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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, DeductionTable, Tax Effect
Use this page to indicate how the tax classification affects tax calculations:
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?
• Are taxes calculated differently at the federal, state, and local level?
• How is imputed income processed for this deduction code?
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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 onQuebec 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 mostcases, before-tax deductions are set to No Effect, becauseyou would not want to reduce the gross amount by theamount of the before-tax deduction.
Eff on Payroll Tax Gross Applies only to the Northwest Territories and Nunavut
Taxable Gross calculations for employees designatedSubject to Payroll Tax.
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Student Notes
Understanding Deduction Tax Effects
This is an important page for setting up the tax effect on your taxable gross buckets. If this page is set upincorrectly, it could cause a reconciliation problem for year–end slips and tax calculation that would bedifficult to resolve. For example, if you are setting up life insurance as a taxable benefit, Canadian IncomeTax is already affected by indicating taxable benefit, but you have to ensure that the effect on CPP isindicated as "Adds To" but not the effect on employment insurance. Employment insurance remains as "NoEffect." Employment insurance is only indicated for Board and Lodging and Group RRSP taxable benefits. Ifyou have Quebec employees, you have to indicate that QPP and QIT is "Adds To." T4 and RL Grosses needsto 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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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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Student Notes
Page Used to Define Specific Processing Settings
Page Name Navigation
Deduction Table - Process Set Up HRMS, Product Related, North American Payroll, Deductions, DeductionTable, Process
Use this page to specify deduction method, deduction maximum, and general ledger account numbers:
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) thatare issued during the same pay period?
• Should the deduction continue after an employee is terminated?
The system considers both the Deduction Arrears Allowed and the Partial Deduction Allowed options whendetermining how to apply a deduction whose amount is greater than net pay.
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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.
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Activity Overview
Global Business Institute (GBI) is adding a new benefit program for executive employees, effective January1, 2002. You are on the implementation team, and it is your responsibility to set up the program. Inconsecutive 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 coveredhospital expenses with no deductible.
• (USA) Plan 2 provides supplemental coverage and pays 80 percent of coveredhospital expenses with an annual deductible of 100 USD for each coveredindividual.
Dental Provides full coverage for preventive, minor and major restorative, andorthodontia with a 100 USD deductible for each covered individual.
Life Basic life insurance of two times the employee's annualized base pay is providedat no cost.
Disability Long Term Disability pays 66 2/3 percent of pre-disability pay (up to 7,500 USDmonthly) 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 firsttwo 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 theemployee's gross pay. Employees may contribute up to 12 percent before orafter-tax, or any combination of the two, as long as the total does not exceed 12 percent.
Leave Employees will earn vacation leave.
FSA For U.S. employees, set up a dependent care spending account to pay up to 5,000USD of dependent care expenses on a before-tax basis.
Pension Canadian employees may contribute 4 percent up to Yearly MaximumPensionable Earnings (YMPE ) and 6 percent over YMPE. The company willmatch 50 percent.
In this activity, you will create three deduction codes to link to benefit plans in a subsequent lesson.
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(USA) Creating Deduction Codes
Create a medical deduction with no maximum arrears payback and a before-tax classification. The deductionshould 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 benefitoption. 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 deductionwill have no tax effect. Allow for partial and arrears deductions. Define a second, nontaxable benefit taxeffect 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 benefitoption. 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 subtractsfrom QIT, CPP, QPP, and EI. Allow partial and arrears deduction processing.
Deduction Codes Already Defined
Three deduction codes have already been defined for you. The following table describes the deduction tablesthat are already created:
Plan Type (USA) Tables (CAN) Tables
Dental 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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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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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 No Maximum
Determining Tax Classifications
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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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 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
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Determining Settings for Partial Deductions and Arrears
To determine settings for partial deductions and arrears, access the Process page and enter the followinginformation:
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 CommitmentAccounting
DED01 DED01
Adding Another Tax Classification
To add another tax classification:
1. Access the Tax Class page.
2. Insert a new row in the Tax Classifications scroll area and select Nontaxable Benefit .
Specifying Deduction Tax Implications
To specify deduction tax implications:
1. Access the Tax Effect page.
2. Accept the default effects on specific taxes for the nontaxable benefit deduction classification.
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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:
1. Access the Schedule page.
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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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 500 500
Maximum Arrears Payback No Maximum No Maximum
4. Access the Tax Class page, and enter the following information:
Page Element (USA) Value or Status (CAN) Value or Status
Deduction Classification Nontaxable Benefit Taxable Benefit
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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 CommitmentAccounting
DED01 NA
11. Access the Schedule page and enter the following information:
Page Element (USA) Value or Status (CAN) Value or Status
Pay Frequency Weekly Weekly
Deduction Frequency Select each pay period Select each pay period
12. Click Save.
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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 540 540
Maximum Arrears Payback No Maximum No Maximum
4. Access the Tax Class page, and enter the following information:
Page Element (USA) Value or Status (CAN) Value or Status
Deduction Classification After Tax Before Tax
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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 (USA) Value or Status (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 CommitmentAccounting
DED01 DED01
7. Access the Tax Class page.
8. Insert a new row in the Tax Classifications scroll area, and select the Nontaxable Benefit option.
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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 CommitmentAccounting
DED01 DED01
11. (USA) Access the Tax Class page.
12. (USA) Insert a new row in the Tax Classifications scroll area, and select the Nontaxable Btax Benefitoption.
13. (USA) Access the Tax Effect page, and accept the default effects on specific taxes for the third deductionclassification.
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 SeparateCheck
Cleared NA
Stop Deduction at Termination Cleared NA
Liability Accounts-Non CommitmentAccounting
DED01 NA
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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
18. (CAN) Add a new row, and enter the following information:
Grid Column Label (USA) Value or Status (CAN) Value or Status
Pay Frequency NA Monthly
Deduction Frequency NA Select First Pay Period only
19. Click Save.
This concludes the activity. Please do not continue.
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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 outstandingbalances.
• You can specify the tax effects of the deduction.
• Deductions are applied at the same frequency for all tax classifications.
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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 thislesson:
Topic Cross-Reference
Deduction tax effects, frequency of benefitdeductions, and settings for specific
processing
PeopleSoft Enterprise Payroll for North America 9.0 PeopleBook ,"Defining Deductions"
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Identifying Health Plan Components
Components of a Health Benefit Plan:
This diagram illustrates the components that we will use to create a health plan:
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Student Notes
Making Planning Decisions
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?
• Who is sponsoring the plan?
• 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 FlatRate type table to determine costs. However, because an entry must be made in the Calc TblID field on theCost page of the Benefit Plan Table component, PeopleSoft delivers KNON as a dummy rule for entry in thisfield 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 lifeinsurance. The Calculations Rules table specifies age as of what date.
Note. You should set up a worksheet to organize your information before you begin entering data into thesystem.
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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)?
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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/VendorTable-Addresses
Set Up HRMS, Product Related, Base Benefits, Plans and Providers,Provider/Vendor Table, Addresses
Provider/VendorTable-Locations
Set Up HRMS, Product Related, Base Benefits, Plans and Providers,Provider/Vendor Table, Locations
Provider/VendorTable-Contacts
Set Up HRMS, Product Related, Base Benefits, Plans and Providers,Provider/Vendor Table, Contacts
Provider/Vendor Table-PolicyInformation
Set Up HRMS, Product Related, Base Benefits, Plans and Providers,Provider/Vendor Table, Policy Information
• Use this page to enter a provider's information:
Provider/Vendor Table-Vendor Information page
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• Use this page to enter the provider's address:
Provider/Vendor Table–Addresses page
• Use this page to enter the provider's location:
Provider/Vendor Table-Locations page
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• Use this page to enter the provider's contact information:
Provider/Vendor Table-Contacts page
• Use this page to enter policy information:
Provider/Vendor Table-Policy Information page
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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 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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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:
Health Plan Table page
Describing the 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 can't be built without first building the Benefit Plan table. Because of this, you canconsider 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 attributetable. 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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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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Understanding Imputed Income
Imputed income is conceptual income that a company pays to a third party on behalf of an employee. Theemployee does not actually receive the money. For example, premium amounts for life insurance in excess of50,000 USD in coverage are considered taxable income. This conceptual income is added to the employee'sgross 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 performsimputed income calculations.
Note. To correctly deduct and calculate imputed income, you must set up deduction codes that include ataxable deduction classification.
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Student Notes
Page Used to Set Up a Benefit Rate Type
Page Name Navigation
Benefit Rate Types Setup HRMS, Product-Related, Base Benefits, Rates andRules, Benefit Rate Types
Use this page to set up benefit rate types:
Benefit Rate Types page
This table describes the delivered fields on which you can basa benefit rate type:
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Field Description
Age (in years) The covered person's (employee, spouse, or otherdependent) age, calculated using their birthdate and theAge-As-Of field on the Calculation Rules Table.
Benefit Base The employee's compensation base, calculated using theseveral 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, DomesticPartner, Child, etc) of the individual whose ratecomponent is being calculated.
Gender The covered person's gender.
Months of Service The employee's length of service, calculated using theirService Date and the "Service-As-Of" attribute in theCalculation Rules Table.
Smoker Status The covered person's smoker status.
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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 nodeductible.
• (USA) Plan 2 provides supplemental coverage and pays 80 percent of covered hospital expenses with anannual deductible of 100 USD for each covered individual.
Dental
The dental plan provides full coverage for preventive, minor, and major restorative and orthodontia with a100 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 deductioncodes. One vendor ID has been created already for this activity. You will be building the tables in italics below.
(USA) Tables Used in this Activity
Table Medical Plan 1 Medical Plan 2 Dental Plan
Deduction MED MED KUDMO
Provider/Vendor FOUND FOUND USAKUDELTA
Benefit Plan BSM SUPP DNTL
Health Plan (plan-specific) BSM SUPP DNTL
Benefit Rate(employee-only)
M M D
Benefit Rate (family) MF MF DF
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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 HQ
Address 1 1
8. Access the Contacts page, and enter the following information:
Page Element (USA) Value or Status (CAN) Value or Status
Description Foundation Health Care Alberta Health Care
Effective Date January 1, 2002 January 1, 2002
Status Active Active
Type Customer Service Claims
Contact Name Carrie Turner Carrie Hall
Title Member Services Representative Member Claims Representative
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(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 supplementalmedical 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 the Dental Plan
1. Click the Add button at the bottom of the page, and enter the following information for the dental benefitplan:
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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(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 supplementalmedical 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.
Setting Up the Dental Plan
To set up the Health Plan table for the dental plan:
1. Click the Add button at the bottom of the page and enter the following information for the dental plan:
Page Element (USA) Value or Status (CAN) Value or Status
Plan Type 11 11
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
Health Provider Required Required Not Required
3. Click Save.
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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.
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 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
Employer Rate 69.0000 12.5000
4. Click Save.
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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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(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-onlyrate.
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.
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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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
8. Click Save.
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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
8. Click Save.
This concludes the activity. Please do not continue.
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Student Notes
Page Used to Define a Benefit Program
Page Name Navigation
Benefit Program Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit ProgramTable, Benefit Program
Use this page to define the general parameters of the benefit program:
Benefit Program page
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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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 ProgramTable, Plan Type and Option
Use this page to associate the benefit plans that you set up with a program and to identify the payrolldeduction rules and coverage code options:
Plan Type and Option page
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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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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.
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Activity Overview
Now that you have defined the necessary health plans, you will add a new executive benefits program to theBenefit Program table and include the appropriate medical and dental options.
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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 X X
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:
Page Element (USA) Value or Status (CAN) Value or Status
Status as of Effective Date Active Active
Description Executive Benefits Program 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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7. (USA) Add a new row, enter the following information:
Grid Column Label (USA) Value or Status
Optn Type (option type) O
Benefit Plan SUPP
Covrg Code (coverage code) 4
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 thefollowing 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) M M
Calc TblID KNON KNON
10. Scroll to view the benefit plan BSM , 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 Rate Flat Rate
Rate ID (rate ID) MF MF
Calc TblID KNON KNON
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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
13. Click Save.
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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) O O
Benefit Plan DNTL DNTL
Covrg Code (coverage code) 1 1
Deductn Cd (deduction code) KUDMO KCDMO
6. Add a new row, and enter the following information:
Grid Column Label (USA) Value or Status (CAN) Value or Status
Optn Type (option type) O O
Benefit Plan DNTL DNTL
Covrg Code (coverage code) 4 4
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 thefollowing 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) D D
Calc TblID KNON KNON
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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 M
10 Basic Medical MED 4 (Family) BSM MF
10 SupplementalMedical
MED 1 (Employee Only) SUPP MS
10 Supplemental
Medical
MED 4 (Family) SUPP MP
11 Dental KUDMO 1 (Employee Only) DNTL D
11 Dental KUDMO 4 (Family) DNTL DF
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This concludes the activity. Please do not continue.
(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 M
10 Basic Medical MED 4 (Family) BSM MF
11 Dental KCDMO 1 (Employee Only) DNTL D
11 Dental KCDMO 4 (Family) DNTL DF
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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
Additional Resources
This table lists additional resources that provide more details about the topics that we have discussed in thislesson:
Topic See
Health plan components and
associating benefit plans with benefit programs
PeopleSoft Enterprise Human Resources 9.0 PeopleBook, "Manage BaseBenefits," Building Base Benefit Programs
Plan providers 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 BaseBenefits," 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 BaseBenefits," 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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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 PlanTable, Life/Accidental
Use this page to define the coverage amount of your life insurance plans:
Life/Accidental page
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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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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 coveragefor 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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Coverage Formula page (2 of 2)
You can create formulas to define how coverage should be calculated. Coverage formulas are used by bothlife and disability insurance plans. You can specify how the benefits compensation base is determined, aformula to apply against that base to derive a coverage amount, and limits on the coverage amount. You canalso define whether the coverage is subject to reduction based on attained age.
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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 theentries you make in the Total Rate field and either the Employee Rate field or Employer Rate field.
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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:
Benefit Rate Table – Age-Graded
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• Use the flat rate type Benefit Rate table to establish a rate when the premium has no variable such as age orgender:
Benefit Rate Table – Flat Rate
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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.
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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 BaseRt Type Tbl
Update Annual Ben BaseRates (update annual benefit base rates)
Benefits, Employee/Dependent Information, Update ABBRs
• Use this page to define annual benefit base rates:
ABBR Type page
• Use this page to enter and maintain multiple ABBRs for an employee:
Update Annual Ben Base Rates page
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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 thislesson:
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Student Notes
Page Used to Add Life Insurance Plans to a Benefit Program
Page Name Navigation
Benefit Program Table-PlanType and Option
Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit ProgramTable, Plan Type and Option
Benefit Program Table-Cost Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit ProgramTable, Cost
• Use this page to bring the components of a life plan together:
Plan Type and Option page
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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.
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Activity OverviewThe deduction code for life insurance, LFIN, was set up in "Setting Up Payroll Deductions." Data is alreadyin the Provider/Vendor table.
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 2times the Annual Benefit Base Rate (ABBR).
Define the age-graded rate for males and females with the age ranges 0-39 and 40 and older. Create thecalculation rule using the check date for all calculation dates.
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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 2X Pay
SetID SHARE SHARE
Vendor ID 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 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
• Annual Benefits Base Rate
• PRIM
Multiple Jobs cleared cleared
Optional Rate Limit cleared cleared
5. Click Save.
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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, androunding rules.
• You use calculation rules to define additional processing rules for some plan types.
• Life insurance plans can be added to any benefit program.
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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 thislesson:
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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Student Notes
Student Notes
Page Used to Define a Formula ID
Page Name Navigation
Coverage Formula Set Up HRMS, Product Related, Base Benefits, Rates andRules, 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.
Coverage Formula page (1 of 2)
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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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Student Notes
Page Used to Define Disability Plans
Page Name Navigation
Disability Plan Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Disability PlanTable
Use this page to define the maximum benefit amount and the salary replacement percent for disabledemployees:
Disability Plan page
Disability Deduction Calculations
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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Student Notes
Pages Used to Add a Disability Plan to a Benefit Program
Page Name Navigation
Benefit Program Table-PlanType and Option
Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit ProgramTable, Plan Type and Option
Benefit Program Table-Cost Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit ProgramTable, Cost
• Use this page to bring the components of a disability plan together:
Benefit Program Table – Plan Type and Option page
• Use this page to define the options costs:
Benefit Program Table – Cost page
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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.
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Activity Overview
Data is already in the Deduction and Provider/Vendor tables. In this activity you will set up the remainingtables for a disability plan.
Define a new benefit plan using the Long-Term Disability plan type and create a disability plan withmaximum 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.
Create the calculation rule using the check date for all calculation dates and as of dates.
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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% 66 2/3%
SetID SHARE SHARE
Vendor ID 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 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
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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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 Annual Rate
5. Accept remaining default values on the page.
6. Click Save.
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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 replacementpercentage.
• You can use the Length of Service – Months type rate table to vary the proportion of the premium that ispaid by the employee and the employer depending on duration of employment with the organization.
• Disability plans can be added to any benefit program.
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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 thislesson:
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.
• Add a savings plan to a benefit program.
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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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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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Student Notes
Page Used to Define Employee Contributions
Page Name Navigation
Savings Plan Employee Limiton 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 andto set up investment options:
Employee Limit on Investments page (1 of 2)
Employee Limit on Investments page (2 of 2)
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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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Defining a Savings Plan (continued)
The Savings Plan Table - Employer Contribution/Match Page
This page defines:
• Employer matching rules.
• Employer contribution limits.
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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-taxcontributions, and to define employer investments limits:
Employer Contribution/Match page (1 of 2)
Employer Contribution/Match page (2 of 2)
Note. The system applies the limits defined in the Rollover of Funds page before applying the employermatch options defined on this page.
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Employer Investment Limits
You can define the maximum amount the employer contributes to a savings plan, either on a matching ornon-matching basis.
• When defining a non-matching contribution plan, this data defines the actual amount an employercontributes. For example, your organization might fund savings plans with after-tax dollars at 3% of theemployee'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 employeefunds 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 to6% of earnings or 1,000 USD per pay period, whichever is less. In this example, you would enter 6 in theBefore 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 employermatch.
• Use the Limit Employee Match field to specify whether the limit or reduction is applied before or after theemployer match is calculated. This feature applies only for employer match calculations that use the
Service Step table.
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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 classificationspecified 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
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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:
Rollover of Funds page
Note. Employer-only plans cannot receive rollovers from another plan, because rollovers are a form ofemployee contribution.
Note. The Specified at Plan Level and Specified at Employee Level options require that the employee beenrolled in the specified rollover savings plan before the actual rollover event occurs during a payroll run. Ifyou want a savings plan to receive rollover funds without active employee contributions, set up the plan asEmployee Contribution Optional on the Employee Limit on Investments page and enroll employees with a
zero contribution amount.
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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 sixpercent 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 fourpercent of earnings.
• 50 percent of the employee's after-tax contributions, for contributions over four percent and up to sixpercent of earnings.
Here's how you set this up:
Deduction ClassUp to Percentage of EmployeeEarnings
Percentage of EmployeeInvestment (Contributions)
Before 3 100
Before 6 50
After 2 100
After 4 75
After 6 50
This table lists the employee amounts:
Description Amount
Employee earnings 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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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 anelective 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 employersthat are exempt from federal income tax.
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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:
Limit Table page (1 of 3)
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415 Limit
The 415 limit restricts the total amount that an employee can contribute to defined savings plans. 401(k) plansare 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'seligible 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 bewithin 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 includeDeductions Which Add to Special Accumulator (which are typically plans apart from the 4x and 8x plans thatare taxable) and Deductions Which Subtract From Special Accumulator (consisting of before-tax plans otherthan 4x and 8x).
457 Limit
Section 457 plans are deferred compensation plans offered by state and local governments and employers thatare exempt from federal income tax. The amount deferred annually by an employee cannot exceed a specificflat amount or one-third of the employee's taxable income, whichever is less.
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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.
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Savings Management page
• Use this page to manage 402(g) limit extension overrides for 401(k) savings plans:
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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 thislesson:
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Student Notes
Pages Used to Identify Components of a Savings Plan
Page Name Navigation
Benefit Program – Plan Typeand Option
Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit ProgramTable
Benefit Program – Cost Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit ProgramTable
• Use this page to bring the components of a savings plan together:
Plan Type and Option page
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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
4. Enter the following information in the Up-To-Threshold Limit (Percent of Earnings) group box within theLimit on Employee Investments group box:
Page Element Value or Status
Total Investment 12
Before-Tax 12
After-Tax 12
Employee YTD Earning Threshold (employeeyear-to-date earning threshold)
0
Note. Leave the fields blank in the Over-Threshold Limit (Percent of Earnings) group box and the Rulesfor Highly Compensated Employees Investments group box.
5. Enter the following information in the Investments group box:
Page Element Row 1 Row 2
Investment Option 1 2
Description Mutual Fund High Technology Stocks
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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) O
Benefit Plan 401(K)
Deductn Cd (deduction code) 401
7. Access the Cost page, and enter the following information:
Page Element Value or Status
Cost Type Price
Calc TblID (calculation table ID) C3
Note. The only data that you can enter on the Benefit Program Table - Cost page is the calculation tableID 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 matchingrules.
• You use the Service Step table to define employer matching based on the number of months that anemployee 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 savingsmanagement pages used to monitor their catch-up contributions.
• You can add savings plans to any benefit program.
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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 thislesson:
Topic Cross-Reference
Savings plan components. PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base
Benefits, "Building Base Benefit Programs"
Contribution limits and employer matchingoptions.
PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base
Benefits, "Setting Up Benefit Plans"
Employer matching based on length ofservice, 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.
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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
How to Define a Pension Plan
A company can offer pension plans under specific conditions to enable its employees to receive moneyfollowing their retirement from service or to enable surviving dependents to receive money upon anemployee's death.
Before you define a pension plan in PeopleSoft HRMS, determine which tables are needed and then defineeach one with the specific information about your pension plan.
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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 TableCAN
Use this page to define pension plans offered by your employers, and to define the employee and employercontribution percentages:
Pension Plan Table 1 page (1 of 2)
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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 todeduct before it performs the normal tax calculation.
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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 ProgramTable
Use this page to link the parts of a pension plan:
Plan Type and Option page
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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. Thecompany 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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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
4. In the Contribution Percent group box, enter the following information:
Page Element Value or Status
Rate Type None
Contribution & Up to YMPE Employee% 4%
Contribution & Up to YMPE Employer % 2%
Contribution & Over YMPE Employee% 6%
Contribution & Over YMPE Employer% 3%
5. Click Save.
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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 O
Benefit Plan PEN
Deduction Cd (deduction code) KCPENS
7. Click Save.
This concludes the activity. Please do not continue.
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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
Defining Leave Plans
A company can offer leave plans to enable its employees to take time off without losing pay for reasons suchas vacations, health, or personal business.
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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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 firstyear award values, and to identify your leave accrual rates and service bonus values:
Leave Plan Table (1 of 2)
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Leave Plan Table (2 of 2)
Creating a Leave PlanEach plan has only one maximum leave balance and one maximum leave carryover. If you need any otheroption, 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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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.
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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 ofhire for a leave plan that awards vacation hours per year:
Employment Month Vacation Hours Earned Eligibility Month
1 72 3
2 72 4
3 72 5
4 56 6
5 56 7
6 56 8
7-12 0 NA
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Student Notes
Calendar Year Basis
Note. The system bases leave on a calendar year. If you require leave to be set up otherwise, you will need tocustomize the software.
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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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Student Notes
Page Used to Identify Special Processing
Page Name Navigation
Special Process Set Up HRMS, Product Related, Payroll for North America, Compensation andEarnings, Earnings Table
Use the Special Process page to identify which leave plans the earnings code will affect, and to identify whichearnings codes track service hours for your leave plans:
Special Process page
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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 thislesson:
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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
The values in the Provider/Vendor table have already been set up in the system.
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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 Vacation
SetID SHARE SHARE
Vendor ID 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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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 0 0
Accrue Hours At 8 (Hours per Month) 8 (Hours per Month)
6. Click the Insert button to add additional Accrual Rate Values rows with the following information:
Page Element (USA) Value or Status (CAN) Value or Status
After Service Interval 12 12
Accrue Hours At 10 (Hours per Month) 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 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) O O
Benefit Plan VAC VAC
Deduction Cd (deduction code) Blank Blank
7. Click Save.
This concludes the activity. Please do not continue.
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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 thislesson:
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"
Earnings codes for leave categories 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.
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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:
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Student Notes
Identifying the Delivered Plan Types for FSAs
The delivered plan types for FSAs are:
• (USA) Flexible Spending Health (60).
• (USA) Flexible Spending Dependent Care (61).
• (CAN) Flexible Spending Health (65).
• (CAN) Retirement Counseling (66).
• (USA) Healthcare Savings Account (67).
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Student Notes
Page Used to Identify Contribution Frequency and Employer Contributions
Page Name Navigation
Spending Accounts
FSA Admin Config
• Set Up HRMS, Product Related, Base Benefits, Plan Attributes, FSA BenefitsTable, Spending Accounts
• Set Up HRMS, Product Related, Base Benefits, Plan Attributes, FSA BenefitsTable, FSA Admin Config
Use this page to identify a contribution frequency and employer contributions:
Spending Accounts page
Use this page to configure FSA administration:
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FSA Admin Config page
Using Balance IDsConsider Balance IDs as buckets into which the system places balances. The SetID and Balance ID specifiedon 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 January1 - December 31. The balances clear and start over on January 1 of each year.
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Creating and Defining FSA Plans (continued)
Deduction Calculations
This table describes how deductions are calculated using PeopleSoft Payroll for North America andPeopleSoft Payroll Interface:
Product (USA) Calculation (CAN) Calculation
PeopleSoft Payroll for North America
Deduction Amount = (Annual Pledge - YTDBalance) ÷ Unconfirmed On-Cycle PayPeriods Remaining in the Balance Year.
Deduction Amount = (Annual Pledge*or Employer Contribution or both -YTD Balance) ÷ Pay PeriodsRemaining in the Balance Year.
*Applies only to credits with BenefitsAdministration.
PeopleSoft Payroll Interface Deduction Amount = (Employee Contribution× FSA Contribution Frequency) ÷ DeductionFrequency
Deduction Amount = EmployerContribution × FSA ContributionFrequency ÷ Deduction Frequency
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Student Notes
Balance IDs
Note. Use Balance ID on the FSA Spending Accounts page to determine the limits of the "Balance Year" andto determine what to use as the end date (such as pay end date or check date). However, if the EmployeeContribution Override field has been populated on the employee's election record, then the calculation is thesame as used in the PeopleSoft Payroll Interface system.
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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 thislesson:
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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.
(CAN) Notes for Activity
You will set up a health care FSA whereby the employer offers up to 750 CAD on health-related items thatare not covered by the basic medical plan. Then add the plan to the executive benefit program. Deduction andvendor information is already provided.
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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.
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Student Notes
Hire Employee Pages
Use these pages of the Add a Person component to enter personal information for a new employee:
• Biographical Details
• Contact Information
• Regional
• Organizational Relationships
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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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.
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Setting Up Dependent and Beneficiary Data
Dependent Relationships
This diagram shows how you use the Dependent Relationship page to group relationships by covered persontype:
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Student Notes
Page Used to Define Dependent Relationships
Page Name Navigation
Dep. Relationship (dependentrelationship)
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:
Dep. Relationship page
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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.
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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:
Update Dependent/Beneficiary - Name page
• Use this page to identify the address for your dependents and beneficiaries:
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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 fordependents and beneficiaries on these enrollment pages:
• Health Benefits
• Life and AD/D Benefits
• Savings Plans
• Pension
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Student Notes
Page Used to Identify Riders/Orders Information
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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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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• Use this page to view a list of the employee's dependents and/or beneficiaries and their relationships to theemployee:
Dependent/Benef. page
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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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Activity Overview
In the remaining activities in this class, you will be working with three employees who have been hired atGlobal 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
DOB:October 11, 1964
Married : October 1, 2002
Spouse Same as employee
Tyler
DOB: May 5, 1991
Child Same as employee
Gilbert
DOB:September 28, 1980
Other Child 645 Bennett Street
Luzerne, PA 18704
(CAN) For Tyler, use the data in this table:
Dependent/Beneficiary Personal Data Relationship to Employee Address
Anne
DOB:October 11, 1964
Married : October 1, 2002
Spouse Same as employee
Tyler
DOB: May 5, 1991
Child Same as employee
Gilbert
DOB:September 28, 1980
Other Child 645 Bennett Street
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 andcalculate the employee's deductions, and you will maintain enrollments for all three employees.
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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:
Page Element (USA) Value or Status (CAN Value or Status
First Name Patrick Tyler
Last Name Kelly Jackson
Suffix Junior Junior
13. Click OK.
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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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 Single
25. Click Save.
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(USA) Results
To view the dependent and beneficiary data that you added for Patrick, select Benefits, Employee/DependentInformation, 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:
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, andclick Search.
Your results should look like this:
This concludes the activity. Please do not continue.
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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 coverageeligibility for an employee.
• You can view dependent and beneficiary information for the entire family on the Dependent/Benef. page.
Slide 121
Student Notes
Additional Resources
This table lists additional resources that provide more details about the topics that we have discussed in thislesson:
Topic See
Job Related Information for an Employee PeopleSoft Enterprise Human Resources 9.0 PeopleBook , "Manage BaseBenefits," Enrolling Participants
Dependent and Beneficiary Data PeopleSoft Enterprise Human Resources 9.0 PeopleBook , "Administer
Workforce," Entering Additional Data in Human Resources Records
PeopleSoft Enterprise Human Resources 9.0 PeopleBook , "Manage BaseBenefits," 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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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
Note. This page is also part of the Hire and Job Data components but can be accessed through Benefits,Enroll in Benefits
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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 IDBenefit Program Enrolled in atHire
(USA) Patrick Kelly KULM01 KL2
(CAN) Tyler Jackson KCLM01 KL4
Activity Detail Steps
Perform the detailed steps to complete the activity.
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.
This concludes the activity. Please do not continue.
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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 shownin this diagram:
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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:
Health Benefit Elections (1 of 2)
Health Benefit Elections (2 of 2)
Validating Covered Dependents
The list of covered dependents is validated against the coverage code and against the dependent age limitsestablished on the benefit program.
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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 thededuction 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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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 benefitdeduction 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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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 anddismemberment (AD/D) plans within the program, as shown in this diagram:
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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:
Life/ADD Elections (1 of 2)
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 onlinesignatures, 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 PlanTable page when you update beneficiary information in Base Benefits.
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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, asshown 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:
Disability Benefit page
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Savings Plan Elections (2 of 2)
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• Use this page to enroll employees in Canadian pension plans:
Pension Plan Elections page
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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 inthis diagram:
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• (CAN) Use this page to enroll employees in Canadian leave plans.
Leave Plans page
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Enrolling Employees in Benefit Plans (continued)
FSA Benefits
Employees assigned to a benefit program can enroll in any of the flexible spending account (FSA) planswithin the program, as shown in this diagram:
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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 anddependent care, which allows employees to contribute pretax dollars to a fund from which they can laterdraw to pay eligible expenses, including health care and dependent care:
Spending Accounts page (USA)
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• (CAN) Use this page to record employee participation in flexible spending accounts, such as health careand retirement counseling:
Spending Accounts page (CAN)
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Viewing Employee Benefit Enrollments
Reviewing Benefit Summaries
After you enroll employees in their elected benefit plans, you can view a summary of their currentenrollments and deductions on these pages:
• Benefit Enrollment Summary
• Benefit Deduction Summary
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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:
Benefit Enrollment summary page
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• Use this page to view an employee's current benefit deductions:
Benefit Deduction Summary page
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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.
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Student Notes
Page Used to Audit Benefits
Page Name Navigation
Base Benefits ConsistencyAudit
Benefits, Reports, Audits, Base Benefit Consistency Audit
Use the Base Benefits Consistency Audit page to run the Base Benefits Consistency Audit report.
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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.
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Activity Overview
In this activity, you enroll the employee in the following plans:
• Medical
•
Dental
• Life insurance
• Long-term disability
• (USA) Savings
• (CAN) Pension
• Vacation
• (USA) FSA
You also enroll the employee's three dependents in medical and dental plans.
Choose the appropriate employee name and ID from this table:
Employee ID
(USA) Patrick Kelly KULM01
(CAN) Tyler Jackson KCLM01
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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 4 4
Health Provider ID 12345 NA
Previously Seen Selected NA
4. Click the Enroll All dependents button.
5. (USA) Enter the Health Provider ID of 12345 and select the Previously Seen checkbox for eachdependent.
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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 4 4
Health Provider ID Blank Blank
Previously Seen Cleared Cleared
7. Click the Enroll all Dependents button.
8. Click Save.
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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 2X
4. Click the Assign All Beneficiaries button.
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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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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(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
Percent of Earnings
6
After Tax Investment
Percent of Earnings
2
3. In the Dependent/Beneficiaries scroll area, enter the following information:
Page Element Value or Status
ID 01
Beneficiary Percentage 100
4. Click the Update Totals button.
5. In the Investments scroll area, enter the following information:
Page Element Value or Status
Investment Option 2
Investment Percent 100
6. Click Save.
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(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.
(USA) Leave Plan Enrollment
To enroll the employee in a leave plan:
1. Select Benefits, Enroll in Benefits, Leave Plans.
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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(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.
(USA) FSA Plan Enrollment
To enroll the employee in a flexible spending account:
1. Select Benefits, Enroll in Benefits, Spending Accounts.
2. Enter the following information:
Page Element Value or Status
Play Type 61
Coverage Begin Date October 1, 2003
Deduction Begin Date October 1, 2003
Election Date October 1, 2003
Benefit Plan DCAR
Annual Pledge 1200
Empl Contribution 100
3. Click Save.
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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.
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Student Notes
Page Used to Override Deduction Processing:
Page Name Navigation
Benefit Arrears/FrequencyOvrd
Benefits, Enroll in Benefits, Set Max Arrears/Frequency Ovrd
Use this page to override deduction processing for a specific employee:
Note. This page is not effective-dated. Changes that you make here remain in effect until you make otherchanges.
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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 samecategory 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.
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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 thislesson:
Topic See
Benefit program assignment and benefit plan enrollment
PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base Benefits, "Enrolling Participants"
Employee benefit enrollment review PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base
Benefits, "Reviewing Enrollments and Benefit Calculations"
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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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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 thesystem 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 foreach pay frequency.
Pay Run Define pay run IDs and associate them with one or more pay calendars.
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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:
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Student Notes
Page Used to Define Benefit Deduction Calculations Processing
Page Name Navigation
Installation Table-Products Set Up HRMS, Install, Installation Table
Use this page to define which payroll system to use to process benefit deduction calculations:
Installation Table – Products page
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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 ProcessingControls, 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 ProcessingControls, Balance ID Table
•
Use this page to view the months and years for which you want to maintain earning balances:
Balance ID Table 1 page
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• Use this page to view the quarters for which you want to maintain earning balances:
Balance ID Table 2 page
Maintaining Balances
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.
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 variousyear 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.
If you did not specify a balance type with a calendar year in the Balance ID Table 1 page, you must enter avalue for the Year, Qtr, Period Name, Abbrev, From Period, and Thru Period fields. For each row that youadd after the first, the From Period field is set automatically based on the value in Quarters in a Year.
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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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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 ProcessingControls, 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 ProcessingControls, Pay Calendar Table
•
Use this page to create pay calendars automatically:
Pay Calendar Creation page
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• Use this page to manually create calendars or to attach the pay run IDs to the calendars:
Pay Calendar Table page
Defining Pay Calendars
You use the Pay Calendar Table component to establish pay periods for each pay group. Each entry on a paycalendar 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 inconjunction with the Deduction table to determine when deductions should be taken.
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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 benefitdeductions:
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Student Notes
Page Used to Establish Pay Run IDs
Page Name Navigation
Pay Run Table• Set Up HRMS, Product Related, Payroll for North America, Payroll Processing
Controls, Pay Run Table
• Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Run Table
Use this page to establish Pay Run IDs:
Pay Run Table page
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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.
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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, forcompany GBI, and year 2004.
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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).
8. Click Search.
9. Enter (USA) KLA or (CAN) 9LA as the pay group.
10. Click Save.
11. Click Return to Search, and enter the employee ID ([USA] KULO01 or [CAN] KCLO01).
12. Click Search.
13. Enter (USA) KLA or (CAN) 9LA as the pay group.
14. Click Save.
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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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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.
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Activity Overview
To calculate benefit deductions, you must create a pay run ID and link it to the Pay Calendar table. Doing soenables you to identify the pay period for which you are calculating benefit deductions.
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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:
1. Select Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Calendar Table.
2. Click Clear.
3. Enter the following information:
Page Element (USA) Value or Status (CAN) Value or Status
Company GBI GBI
Pay Group KLA 9LA
Pay Period End December 31, 2004 December 31, 2004
4. Click Search.
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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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.
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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:
Deduction Calculation page
Note. This process is run each pay period and can be run as many times as necessary to ensure that valid datahas been generated.
Running the Calculation Process
The first time that you calculate deductions for a pay period, everyone in the group is calculated. If you needto run subsequent calculations for the same pay period, you need to consider whether any employee- or plan-level changes took place.
Page Element Use
Only Calculate Where Needed Select to process deductions for employees who:
• Were not yet calculated this pay period.
• Were calculated but for whom errors occurred during the calculation process.
• Had benefit or job changes since the last deduction calculation for the payperiod.
(Re) Calculate All Select to calculate deductions for all eligible employees. Select this option onlyif you've made table changes that affect the deduction calculation, such as benefit premium adjustments on the benefits tables.
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Activity 15: Calculating Deductions in PeopleSoft PayrollInterface
In this activity, you will review the activity overview and run the Deduction Calculation process.
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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 PSNT as the server name.
9. Select the Calculate Deductions check box and click OK.
10. Note the process instance number here:___________________.
11. On the Deduction Calculation page, select the Process Monitor link to monitor the status of the process.
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.
13. Select Payroll Interface, Pay Period Deductions, Review Error Messages.
14. Enter the following information:
Page Element (USA) Value or Status (CAN) Value or Status
Company GBI GBI
Pay Group KLA 9LA
15. Click Search.
Note. The message "No matching values were found," indicates that the system completed yourcalculation successfully.
This concludes the activity. Please do not continue.
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Viewing Calculated Deductions Online
Viewing an Employee's Deductions
This flow chart illustrates the process of confirming deductions:
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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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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.
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Activity Overview
In this activity, you will view calculations online and then review and correct errors in the deductioncalculations for your employee if necessary.
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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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(CAN) Results
These are the calculated deductions for employee KCLM01 (Tyler):
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Information Navigation
Deduction calculation process Select Payroll Interface, Pay Period Deductions, CalculateDeductions
Deduction calculation results Select Payroll Interface, Pay Period Deductions, ReviewDeductions
Deduction calculation messages Select Payroll Interface, Pay Period Deductions, ReviewError 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 AmericanPayroll, Deductions, Deduction Table
Benefit enrollment data Select Base Benefits, Enroll In Benefits
Personal and job data Select Workforce Administration,
• Personal Information
• Job Information
Compare the activities in the guide with what you have entered in your database. If something does notmatch, make the correction in your database and rerun the process. Don't forget to select (Re) Calculate AllChecks 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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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.
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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.
Note. Using PeopleSoft Enterprise software, you build an interface that exports the deduction amounts toyour payroll system.
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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 Parameterspage.
• 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 calculateddeductions.
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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 thislesson:
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 , "RunningDeductions"
Online view of calculated deductions PeopleSoft Enterprise Payroll Interface 9.0 PeopleBook , "ExchangingData Using Payroll Interface"
Deduction amount confirmation PeopleSoft Enterprise Payroll Interface 9.0 PeopleBook , "Preparing forData 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.
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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 unitdefined 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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Student Notes
Page Used to Process Leave Accruals
Page Name Navigation
Leave Accrual Proc (leaveaccrual process)
Benefits, Manage Leave Accruals, Calculate Periodic Accruals
Use this page to set up the operating parameters for an accrual cycle:
Leave Accrual Proc page
Note. The Leave Accrual process processes all employees who are currently enrolled in the selected plan typeand benefit plan. It does not check the employee status of the employee.
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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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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:
Leave Accrual Balances page
Note. Balances might change with each payroll run, so if employees inquire about the amount of time thatthey have accrued, let them know that the balances can be different after payroll is run.
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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.
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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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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.
6. On the Process Scheduler Request page, select PSNT as the server name.
7. Click OK.
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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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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(CAN) Results
You should see the following data for Tyler:
This concludes the activity. Please do not continue.
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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 Confirmprocess, and Accrual Balances - Hours is updated by the Leave Accrual Process.
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Student Notes
Additional ResourcesThis table lists additional resources that provide more details about the topics that we have discussed in thislesson:
Topic Cross-Reference
Leave accrual process and online view ofemployee 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 andEmployee 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.
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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.
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Student Notes
Page Used to Print the Benefit Program Report
Page Name 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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Activity 18: Running the Benefit Program Report
In this activity, you will review the activity overview and run the Benefit Program report.
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Activity Overview
Run the Activity Program Report for the X benefit program.
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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 X
5. Click Run.
6. On the Process Scheduler Request page, enter the following information:
Page Element Value or Status
Server Name PSNT
Type WEB
Format PDF
7. Click OK.
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.
12. On the View Log/Trace page, click the BEN713 XXX.PDF link.
Adobe Acrobat opens.
13. View the report on line.
This concludes the activity. Please do not continue.
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Creating a New Benefit Program Using the Benefit Program CloneUtility
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.
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Student Notes
Page Used to Clone a Benefit Program
Page Name Navigation
Benefits Clone Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit ProgramClone Utility
Use this page to create a new benefit program by using an existing program as a template:
Benefits Clone page
Using the Benefit Program Clone Utility
The Benefit Program Clone utility enables you to create a new benefit program by using an existing programas a template. You might use it to copy programs to make other similar programs. Or, you might copyexisting programs with new effective dates to keep history.
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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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.
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Activity Overview
Global Business Institute (GBI) has decided to make their executive benefits program available to all salariedemployees. 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 thisactivity, the following data has already been entered into the system.
Table (USA) Data (CAN) Data
Deduction KUDLFS KCDLFS
Provider/Vendor USAKUMETLF CANKCLONDN
Benefit Plan Dependent Life/KUDLFS Dependent Life/KCDLFS
Age Graded Rate KA03 KA03
Calculation Rule 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.
• The employee portion is USD 237.
2. Modify the basic medical plan to include employee and domestic partner coverage.
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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:
1. Select Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Clone Utility.
2. Select Executive Benefits Program ( X ) from the list.
(Hint: Use the Last link.)
3. Copy this program to the new benefit program S , using the effective date of January 1, 2003.
4. Click the Clone button.
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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 O O
Benefit Plan KUDLFS KCDLFS
Deduction Cd KUDLFS KCDLFS
6. Access the Cost page, and enter the following information for the benefit plan:
Page Element (USA) Value or Status (CAN) Value or Status
Cost Type Price Price
Rate Type Age Graded Age Graded
Rate TblID KA03 KA03
Calc TblID KAGD KAGD
7. Click Save.
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(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.
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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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) O
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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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 plantype.
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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.
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Activity OverviewFor updating the employee records, use these employees:
Update (USA) Employees (CAN) Employees
Assigning employees to the salaried benefit program.
• Patrick (KULM01)
• Melissa (KULN01)
• Brevin (KULO01)
• Tyler (KCLM01)
• Jennifer (KCLN01)
• Jon (KCLO01)
(CAN) Enrolling dependents in thedependent life insurance plan.
NA Tyler (KCLM01)
Enrolling a family in the health plan. Brevin (KULO01) Jon (KCLO01)
(USA) Enrolling an employee anddomestic partner in the health plan.
Melissa (KULN01) NA
Processing family status changes. NA Jennifer (KCLN01)
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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 October1, 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.
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
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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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 4 4
Health Provider ID 12345 Blank
4. Click the Enroll All Dependents button.
5. Click Save.
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(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
4. Click the Enroll All Dependents button.
5. In the Dependent/Beneficiaries scroll area, enter the Health Provider ID12345 and select the PreviouslySeen check box.
6. Click Save.
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(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
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.
8. Access the Personal Profile page, and enter the following information:
Page Element Value or Status
Date of Birth April 18, 1947
Effective Date December 10, 2003
Relationship to Employee Spouse
Dependent Beneficiary Type Both
Gender Male
Marital Status Married
As of December 10, 2003
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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.
15. Click Save.
This concludes the activity. Please do not continue.
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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 anexisting plan type.
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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 thislesson:
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.
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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.
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Student Notes
Page Used to Designate a HIPAA Plan
Page Name Navigation
Plan Type and Option Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit ProgramTable, Plan Type and Option
Use this page to designate the plan types that are tracked for HIPAA reporting:
Plan Type and Option page
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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.
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Student Notes
Page Used to Run the BENN022 and BEN023 Reports
Page Name Navigation
HIPAA Medical Cert (HIPAAmedical certificate)
Benefits, Reports, Regulatory and Compliance, HIPAA
Use this page to print the Employee HIPAA Certificate and the Dependent HIPAA Certificate.
HIPAA Medical Cert page
Note. You can run both BEN022 (Employee HIPAA Certificate) and BEN0023 (Dependent HIPAACertificate) from the same run control page.
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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 anindividual'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 hadcontinuous 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 medicaladvice, diagnosis, care, or treatment was recommended or received more than 6 months before theenrollment date.
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Student Notes
Page Used to View HIPAA Report Dates
Page Name Navigation
Notification Letters Benefits, Review Employee Benefits, Notification Letters
Use this page to view HIPAA dates for an employee:
Notification Letters page
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Activity 21: Generating a HIPAA Certificate
In this activity, you will review the activity overview and generate HIPAA certificates.
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Activity Overview
Run the HIPAA report to generate all unprinted certificates.
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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 fordependents.
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.
9. Click the Details link.
10. When the run status is Posted, select the View link to access the documents (Ben022 XX.PDF andBen023 XX.PDF).
Results
This report displays the HIPAA certificate for Don Johnson:
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This report displays the HIPAA report for Sean Johnson (Don's dependent):
This concludes the activity. Please do not continue.
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Lesson 17
Using eBenefits Self Service Functionalitywith 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.
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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.
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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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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:
Installation Table – Products page
Note. Prior to setting up eBenefits, you must set up Base Benefits, including creating Benefit plans, planattribute tables, and benefit programs.
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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
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Student Notes
Pages Used to Create Online Access
Page Name Navigation
URL Maintenance PeopleTools, Utilities, Administration, URLs, URL Maintenance
Provider/Vendor PolicyInformation
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:
URL Maintenance page
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Policy Information page
URL Identifiers
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.
• Use this page to specify the uniform resource locator (URL) for policy and provider information.
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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
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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 PlanTable
Benefit Program Table Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit ProgramTable
• Use this page to specify the summary plan document uniform resource locator (SPD URL) for a benefitplan provider:
Benefit Plan Table page
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• Use this page to configure self-service options for a benefit plan:
Plan Type and Option page
Self-Service Configuration
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 eBenefitDetail 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 tosavings 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 isused on the self-service pages.
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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.
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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:
Benefits Summary page
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• Use this page to view the basic information about your medical plan and to access the plan provider'sinternet home page:
Medical page
Note. The SPD URL (defined on the Benefit Plan table) has priority over the General Policy URL (definedon the Vendor table). If both are specified, the SPD URL will appear, not the General Policy URL.
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• Use this page to view information about your plan provider:
Kaiser Permanente home page
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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.
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Student Notes
User IDs, Roles, and Permission Lists
Roles determine:
• Transactions that employees can access.
• Information that employees can view.
Roles are attached to User IDs. Examples of roles are Employee, Benefits Administrator, and Manager. Auser is frequently attached to multiple roles concurrently.
Permission lists are then attached to roles. Permission lists for self-service applications are delivered with theapplication. 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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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.
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Activity Overview
You are logged into the system as Betty Locherty. Use eBenefits to view your current benefits summary andupdate your life insurance beneficiary information.
Activity Detail Steps
Perform the detailed steps to complete the activity.
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.
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.
7. Select the Same Address as Employee check box.
8. When you receive the save confirmation, click OK.
This concludes the activity. Please do not continue.
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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 toeBenefits through self-service features.
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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 thislesson:
Topic Cross-Reference
eBenefits functionality PeopleSoft Enterprise eBenefits 9.0 PeopleBook , "UnderstandingPeopleSoft eBenefits"
eBenefits setup PeopleSoft Enterprise HRMS Application Fundamentals 9.0 PeopleBook , "Installing PeopleSoft HRMS"
PeopleSoft Enterprise eBenefits 9.0 PeopleBook , "Setting Up BaseBenefits"
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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.
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Describing Multiple Jobs
Employee with Multiple Jobs
The following diagram shows one employee with four jobs:
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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 thissection, 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 fourconcurrent 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 salaryexpenses over different departments, because the jobs can be treated as separate entities for Payroll for NorthAmerica, 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 commitmentaccounting.
The real power of the Multiple Jobs feature lays in how jobs are processed in the back-end modules such asPayroll 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.
• No issues with benefits eligibility exist.
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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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Student Notes
Page Used to Assign a Benefit Record Number to a Job
Page Name Navigation
Job Data-Benefit ProgramParticipation
• 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:
Benefit Program Participation page
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 strictrules, don't change the benefit record number of an existing job. Doing so invalidates the primary jobindicators that reside on the effective-dated Primary jobs table and can result in erroneous processing withinBenefits Administration and Payroll for North America, resulting in abnormal termination of some processes.
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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 thistable:
Employee Record Benefit Record Primary Job
0 (Professor) 0 No
2 (Researcher) 0 No
3 (Dean) 0 Yes
1 (Physician) 1 Yes
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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-JobOptns
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:
Multiple Job Optns (multiple job options) page
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• 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 includeemployees with either no active primary job or more than one active primary job.
How the System Uses the Benefit Primary Job
The benefit primary job is used throughout the system to:
• Determine to which job the system applies the benefit deduction.
• Identify the job that will provide the service date and the termination date.
Note. Do not confuse the Benefit Primary Job flag with the Primary Job Indicator, which is used for HumanResource reporting.
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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 recordnumber selected for deduction processing.
• All Flagged Jobs - the sum of salaries across all benefit record numbers selected for deduction processing.
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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 RulesTable, Calculation Rules
Use this section of the Calculation Rules page to define rules for grouping jobs together when the benefitdeduction calculations are based on the employee's salary:
Calculation Rules page
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Calculating Deduction and Coverage Amounts
When calculating benefit deductions or coverage amounts based on the employee's salary, you need todetermine 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 deductionor coverage amount for salary-based plans.
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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 inthe Used in Deductions column below:
Benefit Record Primary Job Used in Deductions Compensation
0 No Yes 20,000
0 No No 10,000
0 Yes Yes 5,000
1 Yes Yes 50,000
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Student Notes
Example: Life Insurance Coverage Changes
In the Group Method field on the Calculation Rules page, you can select whether to include only thecompensation 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 ).
Deduction Calculations for Multiple Jobs
For deduction processing to work, the system needs to know which jobs should contribute salary informationwhen 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 thatcontribute 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.
• Multiple-Job Optns page, which holds the rules that are used to automatically set the flags in the PrimaryJobs table.
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 deductioncalculation process.
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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
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Student Notes
Example: Life Insurance Coverage
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 employeewould be covered for 25,000 in the first plan and 75,000 in the second.
The following table shows what the coverage would be in this situation with a life plan of two times salary.
Benefit Record Number Plan Calculation Rule Coverage
0 2X Life Flagged Jobs in Benefit
Record
70,000 (35,000 × 2)
1 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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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.
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Activity Overview
Your employee ([USA] Patrick Kelly, KULM01, and [CAN] Tyler Jackson, KCLM01) have been hired withmultiple 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 theDeduction Calculation process.
You need two calculation rules that include multiple jobs. You will modify an existing calculation rule toinclude 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 rulesto your X benefit program.
You need to implement the following settings:
Settings X Benefit Program S Benefit Program
Calculation Rule C1 C4
Combine Salary for Multi-Jobs Yes Yes
Group Method Flagged Jobs in Benefit Record All Flagged
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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.
4. Update the following fields using the effective date of January 1, 2004:
Page Element (USA) Value or Status (CAN) Value or Status
Combine Salary for Multi Jobs Selected Selected
Consider Active Jobs Only Selected Selected
Group Method Flagged Jobs in Benefit Record Flagged Jobs in Benefit Record
Note. Do not change any other values.
5. Click Save.
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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 Selected
Group Method All Flagged Jobs All Flagged Jobs
Max Deduction % of Gross Pay(maximum deduction percentage ofgross pay)
Blank Blank
4. Click Save.
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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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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 ApplyFTE .
5. Click the Calculation Compensation button.
Note. Do not change any other information.
6. Click Save.
7. (CAN) Click OK if a warning message is displayed.
Creating a Concurrent Job
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 blank
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
Note. Do not change any other default values.
6. Access the Payroll page, and enter the following information:
Page Element (USA) Value or Status (CAN) Value or Status
Payroll System Payroll Interface Payroll Interface
Pay Group KLA 9LA
Tax Location Code KUCA00 KCAB00
7. Access the Salary Plan page, and enter the following information:
Page Element (USA) Value or Status (CAN) Value or Status
Salary Administration Plan KU01 KC01
Grade 008 008
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 A A
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.
15. Click OK.
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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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
5. Click the Assign All Beneficiaries button.
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.
Rerunning the Deduction Calculation
To rerun the deduction calculation:
1. Select Payroll Interface, Pay Period Deductions, Calculate Deductions.
2. Enter the following information:
Page Element (USA) Value or Status (CAN) Value or Status
Run Control BEN BEN
Pay Run ID 12-31-04 12-31-04
Recalculate all checks Selected Selected
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:
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:
This page displays the expected results of the Deduction Calculation process for Tyler, benefit record 1:
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