HR Base Benifits

Base Benefits - U.S.
Rel 9.0
Student Guide
e
d
a
D17591GC20
Edition 2.0
April 2007
e
l
c
D50003
a
r
O
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
c
A
Copyright 2007, Oracle. All rights reserved.

This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and
print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way.
Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display,
perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of
Oracle.
The information contained in this document is subject to change without notice. If you find any problems in the document, please report
them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to
be error-free.
If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States
Government, the following notice is applicable:
U.S. GOVERNMENT RIGHTS
The U.S. Government's rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by
the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract.
Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be
trademarks of their respective owners.
y
m
e
d
a
a
r
O
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Contents
Lesson 1
Course Overview ............................................................................................................................................. 1
Agenda ............................................................................................................................................................... 2
Lesson 2
Business Process Overview ............................................................................................................................. 5
Describing How PeopleSoft Enterprise Human Resources Base Benefits Fits Into PeopleSoft HRMS .......... 6
Describing the Phases of the Benefits Process .................................................................................................. 8
Describing the Relationship Between Benefit Tables and Employee Data .................................................... 18
Describing the Base Benefits Components ..................................................................................................... 19
Describing Sources of Information About PeopleSoft Enterprise Human Resources Base Benefits in
PeopleBooks .................................................................................................................................................... 26
y
m
Lesson 3
Setting Up Payroll Deductions ..................................................................................................................... 31
Setting Up Payroll Deduction Codes for Benefit Plans .................................................................................. 32
Determining Deduction Classifications ........................................................................................................... 37
Specifying Deduction Tax Effects .................................................................................................................. 44
Determining Settings for Specific Processing ................................................................................................. 47
Specifying the Frequency of Benefit Deductions ............................................................................................ 49
Activity 1: Setting Up Payroll Deductions ...................................................................................................... 51
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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
e
l
c
a
r
O
iii
Contents
Lesson 5
Setting Up Life Insurance Plans ................................................................................................................. 117
Identifying Life Insurance Plan Components ................................................................................................ 118
Defining a Life Insurance Plan ...................................................................................................................... 119
Defining Coverage Rates ............................................................................................................................... 127
Defining Calculation Rules ........................................................................................................................... 130
Adding a Life Insurance Plan to a Benefit Program ..................................................................................... 135
Activity 4: Setting Up Life Insurance Plans .................................................................................................. 138
Lesson 6
Setting Up Disability Plans ......................................................................................................................... 145
Identifying Disability Plan Components ....................................................................................................... 146
Setting Up a Formula .................................................................................................................................... 147
Creating a Disability Plan .............................................................................................................................. 150
Establishing Coverage Rates Based on Length of Service ............................................................................ 152
Adding a Disability Plan to a Benefit Program ............................................................................................. 154
Activity 5: Setting Up Disability Plans ......................................................................................................... 156
y
m
e
d
a
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
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 8
(CAN) Setting Up Pension Plans ................................................................................................................
Identifying Pension Plan Components ..........................................................................................................
Setting Up Pension Plans ..............................................................................................................................
Adding a Pension Plan to a Benefit Program ................................................................................................
Activity 7: (CAN) Setting Up an Executive Pension Plan ............................................................................
e
l
c
a
r
O
199
200
201
204
206
Lesson 9
Setting Up Leave Plans ............................................................................................................................... 211
Identifying Leave Plan Components ............................................................................................................. 212
Defining a Leave Plan ................................................................................................................................... 213
iv
Contents
Establishing Earning Codes for Leave Categories ........................................................................................ 218

Adding a Leave Plan to a Benefit Program ................................................................................................... 220
Activity 8: Setting Up a Vacation Leave Plan .............................................................................................. 222
Lesson 10
Setting Up Flexible Spending Accounts ..................................................................................................... 229
Identifying the Components of Flexible Spending Account Plans .............................................................. 230
Creating and Defining FSA Plans ................................................................................................................. 231
Creating and Defining FSA Plans (continued) .............................................................................................. 234
Adding FSA Plans to a Benefit Program ....................................................................................................... 235
Activity 9: Setting Up Flexible Spending Accounts ..................................................................................... 237
Lesson 11
Adding New Employees, Dependents, and Beneficiaries ......................................................................... 243
Identifying the Pages Used to Hire an Employee .......................................................................................... 244
Viewing Job-Related Information for an Employee ..................................................................................... 245
Setting Up Dependent and Beneficiary Data ................................................................................................ 247
Activity 10: Adding Dependent and Beneficiary Data ................................................................................. 255
y
m
e
d
a
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
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 13
Calculating Deductions ............................................................................................................................... 303
Setting Up Tables Used to Calculate Deductions ......................................................................................... 304
Activity 13: Assigning Pay Calendars ........................................................................................................... 313
Activity 14: Creating and Linking the Pay Run ID ....................................................................................... 316
Calculating Deductions ................................................................................................................................. 319
Activity 15: Calculating Deductions in PeopleSoft Payroll Interface ........................................................... 321
Viewing Calculated Deductions Online ........................................................................................................ 323
Activity 16: Viewing Calculated Deductions Online .................................................................................... 325
Confirming Deduction Amounts ................................................................................................................... 330
e
l
c
a
r
O
Contents
Lesson 14
Processing Leave Accruals ......................................................................................................................... 333
Processing Leave Accruals ............................................................................................................................ 334
Viewing Employee Leave Accrual Balances Online .................................................................................... 336
Activity 17: Running the Leave Accrual Process ......................................................................................... 338
Lesson 15
Changing Benefit Programs and Employee Enrollments ........................................................................ 343
Running the Benefit Program Report ............................................................................................................ 344
Activity 18: Running the Benefit Program Report ........................................................................................ 345
Creating a New Benefit Program Using the Benefit Program Clone Utility ................................................ 347
Activity 19: Cloning a Benefit Program ........................................................................................................ 349
Changing Employee Enrollments in Benefit Plans ....................................................................................... 355
Activity 20: Updating Employee Benefit Records ........................................................................................ 356
Lesson 16
(USA) Managing HIPAA Regulations .......................................................................................................
Designating a HIPPA Plan ............................................................................................................................
Processing HIPAA Certificates .....................................................................................................................
Activity 21: Generating a HIPAA Certificate ...............................................................................................
y
m
e
d
a
363
364
365
367
c
A
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
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Lesson 18
Using Multiple Jobs Within Benefits ......................................................................................................... 391
Describing Multiple Jobs ............................................................................................................................... 392
Grouping Jobs with Benefit Record Numbers .............................................................................................. 394
Identifying Primary Jobs ............................................................................................................................... 396
Calculating Benefits Deductions for Multiple Jobs ...................................................................................... 399
Activity 23: Implementing Multiple Jobs ..................................................................................................... 404
e
l
c
a
r
O
vi
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.
y
m
Use eBenefits self-service functionality.

Use multiple jobs within Benefits.
Slide 3
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
a
r
O
Course Overview
Lesson 1
Agenda
Day One
On day one, we will provide an overview of Base Benefits and discuss these topics:
Setting up payroll deductions.
Setting up health plans.
Setting up life insurance plans.
Slide 4
y
m
e
d
a
e
l
c
a
r
O
2
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 1
Course Overview
Agenda (continued)
Day One (continued)
On day one, we will discuss these topics:
Setting up disability plans.
(USA) Setting up savings plans.
(CAN) Setting up pension plans.
Setting up leave plans.
Setting up flexible spending accounts.
Slide 5
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
Course Overview
Lesson 1
Agenda (continued)
Day Two
On day two, we will discuss these topics:
Adding new employees, dependents, and beneficiaries.
Enrolling employees.
Calculating deductions.
Processing leave accruals.
Managing changes to plans, programs, and employee enrollments.
(USA) Managing HIPAA regulations.
Using eBenefits self-service functionality with Base Benefits.
Using multiple jobs within benefits.
y
m
Slide 6
e
d
a
e
l
c
a
r
O
4
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
y
m
Slide 8
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
Lesson 2
Describing How PeopleSoft Enterprise Human Resources Base

Benefits Fits Into PeopleSoft HRMS
The Relationship Between Base Benefits and PeopleSoft HRMS
This diagram illustrates how Base Benefits fits into PeopleSoft HRMS:
y
m
e
d
a
Slide 9
e
l
c
a
r
O
6
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 2
Describing How PeopleSoft Enterprise Human Resources Base

Benefits Fits Into PeopleSoft HRMS (continued)
The Difference Between Base Benefits and Benefits Administration
This table lists the differences between Base Benefits and Benefits Administration:
Base Benefits
Benefits Administration
Manual. The benefits administrator must do the
Automated. You set up the rules in PeopleSoft so the
thinking and determine who is eligible for what and

how to process the information. The eligibility is
external.
system does the thinking. The eligibility is internal.
Purchased as a separate product.
Delivered with PeopleSoft Human Resources.
Slide 10
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
Lesson 2
Describing the Phases of the Benefits Process

Benefits Process Phases
The benefits process has four phases:
1. Set up benefit plans and supporting tables.
2. Include benefit plans in one or more benefit programs.
3. Assign employees to benefit programs and enroll them into benefit plans.
4. Calculate benefit-related deductions.
Slide 11
y
m
e
d
a
e
l
c
a
r
O
8
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 2
Student Notes
Defining the Benefits Process Phases
This table lists the tasks performed in each of the benefits process phases:
Phase
Tasks
Set up benefit plans and supporting tables.
Set up benefit plans and providers.

Define available coverage.
Establish rates, calculation rules, coverage formulas,
and payroll deductions.
Include benefit plans in benefit programs.
Include benefit plans in one or more benefit programs. A

benefit program is a collection of benefit plans that your
company offers to a group of employees.
Assign employees to benefit programs and enroll them

into benefit plans.
Determine the benefit program in which an employee

can participate.
y
m
Enroll employee in selected benefit elections.

Designate dependents or beneficiaries.
Calculate benefit related deductions
e
d
a
If your company uses Payroll for North America, the
c
A
payroll process automatically calculates deductions.
If you use another payroll system, you can run a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
stand-alone deduction calculation process to produce an

interface file using PeopleSoft Enterprise Payroll
Interface.
e
l
c
a
r
O
Lesson 2
Describing the Phases of the Benefits Process (continued)

Phase One: Setting Up Benefit Plans and Supporting Tables
This diagram shows the benefit plan and supporting tables that you set up in phase one:
Slide 12
y
m
e
d
a
e
l
c
a
r
O
10
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 2
Student Notes
Available Plan Types by Category
Within each category, PeopleSoft offers a set of predefined benefit plan types. The system looks for this
number during the benefit deduction calculation phase to determine the table in which to find the processing
rules.
This table provides the number sequencing for the delivered plan categories:
Category
Numbering Sequence
Simple Benefit
A0A9, AAAZ
Health
10-19, 1A-1Z
Life and Accidental Death
20-29, 2A-2Z
Disability
30-39, 3A-3Z
Savings
40-49, 4A-4Z
Leave
50-59, 5A-5Z
Flexible spending accounts (FSA)
60-69, 6A-6Z
Retirement
70-79, 7A-7Z
Pension
80-89, 8A-8Z
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Vacation buy and sell
y
m
e
d
a
c
A
90-99, 9A-9Z
Defining and Adding Plan Types
Benefit plans are the benefits that you want to offer to your employees. Benefit plans are divided into
categories. To identify the categories, PeopleSoft uses a two-digit, alphanumeric numbering sequence. Ten
categories are already set up in the Base Benefits system.
Plan types are a high-level key field to the Benefit Plan and Deduction tables. They determine proper COBOL
processing and the page appearance of the plan attribute tables. You can change or add new plan types, but do
not delete the delivered plan types.
e
l
c
Note. You should work within the PeopleSoft plan type series. If you add plan types that do not conform to
the provided series, you must update the associated processing logic.
a
r
O
11
Lesson 2
Benefit Supporting Tables

Benefit Supporting Table
Description
Plan Type
Plan types are:
Two-character, alphanumeric codes.

Stored in the Translate Table.
Deduction table
In this table, you define:
Payroll processing rules.

Deduction frequencies.
Special rules regarding deduction priority, taxation,
arrears processing, year-to-date limits, and general
ledger account numbers.
Provider/Vendor table
Effective dates.
Carrier information and contacts.
Group numbers.
Benefit Plan table
e
d
a
Effective dates
Plan description
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Plan providers
y
m
c
A
Default deduction codes
Plan Attribute tables
In the plan attribute tables, you define additional

processing information about a specific benefit plan.
The plan attribute tables are a continuation of the Benefit
Plan Table.
Rate tables
In these tables, you define:
Coverage costs.
e
l
c
a
r
O
12
Who pays for a plan-the employer, the employee, or

both.
Lesson 2
Benefit Supporting Table
Description
Coverage Formula tables
In these tables, you define:
Simple formulas to calculate coverage for both life and

disability insurance plans.
How the benefits compensation base is determined, a

formula to apply against that base to derive a coverage
amount, and limits on the coverage amount.
If the coverage is subject to reduction based on attained

age.
Calculation Rules table
As of dates for age, service, and compensation to be

used to determine rates.
Which salary field to use: Annual Rate or Benefit Base

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

415, and 457 plans.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
13
Lesson 2

Phase Two: Including Benefit Plans in Benefit Programs
Two important concepts in Base Benefits are the benefit program and the benefit plan:
Benefit Program
Benefit Plan
A collection of benefit plans.
A specific benefit offering within a plan type, such as
Differs by groups of employees (union, nonunion,

executives, and so on).
basic dental, or enhanced dental.
Defined through multiple components such as rate

tables and calculation rules.
Offered in benefit programs.
Slide 13
y
m
e
d
a
e
l
c
a
r
O
14
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 2
Student Notes
Definition of a Benefit Program
A benefit program is a collection of benefit plans that your company offers to a group of employees. For
example, your company might set up one benefit program for hourly employees and another for salaried
employees.
Example: Benefit Plans in Benefit Programs

This table illustrates how various benefit plans can be combined into different benefit programs:
Benefit Plan
Hourly Benefit Program
Salary Benefit Program
Medical
200 USD deductible, 80 percent

reimbursement.
200 USD deductible, 80 percent

reimbursement.
Dental
No deductible, 50 percent or 60 percent

reimbursement.
No deductible, 50 percent or 60 percent

reimbursement.
Life
6 months' pay.
1 year's salary.
Short-term disability
67 percent for 6 months.
100 percent for 52 weeks.
Long-term disability
50 percent.
60 percent.
Vacation
1 week, increasing to 6 after 30 years.
3 weeks, increasing to 6 after 30 years.
Savings
Maximum pretax 7 percent of salary.
Company matches 50 percent (up to 5

percent of salary).
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
c
A
a
r
O
15
Lesson 2

Phase Three: Assigning Employees to a Program and Enrolling in Plans
This diagram shows an employee's assignment to a benefit program and the employee's plan enrollments in
the program:
y
m
e
d
a
Slide 14
Student Notes
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
16
Lesson 2

Phase Four: Calculate Benefits Related Deductions
This diagram illustrates the difference between calculating benefit deductions using Payroll for North
America and Payroll Interface:
y
m
e
d
a
Slide 15
Student Notes
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Processing Deductions
c
A
Deductions can be processed through Payroll for North America or Payroll Interface. When an employee is
paid through Payroll for North America, deductions and coverage are processed through payroll. If you use
Payroll Interface (or another interface to a third-party payroll provider), you need to run the Deduction
Calculation process.
e
l
c
a
r
O
17
Lesson 2
Describing the Relationship Between Benefit Tables and Employee

Data
Relationship Between Benefits Tables and Employee Data
This diagram shows the two parts that make up the PeopleSoft HRMS benefits package, benefits tables and
employee data:
Slide 16
y
m
Student Notes
e
d
a
The Relationship Between Benefit Tables and Employee Data
c
A
Benefits tables store information about the benefit plans that a company offers, such as types of plans,
premium costs, and enrollment rules for the plans.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Employee data includes employee benefit plan enrollments, coverage levels, dependents, and beneficiaries.
e
l
c
a
r
O
18
Lesson 2
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:
y
m
Slide 17
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
19
Lesson 2
Student Notes
Scroll Areas
Most pages used in benefits processing have multiple scroll areas. Each scroll area represents a different, but
related, database table. A group box surrounds the fields that a scroll area controls.
Scroll areas enable you to:
Insert and delete rows of data in a table.
View multiple rows of data in a table or view one row at a time.
Multiple scroll areas enable you to maintain multiple records for related tables.
Because pages are structured to access more than one table, insert and delete buttons appear inside scroll
areas to ensure that you modify rows in the proper table.
Key Structure
The key structure determines how you maintain your tables in terms of inserting, deleting, or changing rows
of data. For example, if you insert a row of data into the second table, key fields are transferred from the first
table. If you insert a row of data into the third table, key fields are transferred from the first and second tables.
y
m
Note. Some pages are structured to allow access to more than one table. To ensure that you are modifying
rows within the proper table, make sure to use the insert and delete buttons within the corresponding scroll
area.
e
d
a
e
l
c
a
r
O
20
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 2
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
Slide 18
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.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
c
A
The associated general ledger expense and liability accounts.
Earnings table
Pay Group table
Define earnings codes for leave categories to track holidays, vacations, sick time, jury
duty, and personal time.
Link a benefit program to a pay group so that when you hire new employees or assign
them to a pay group, the system automatically assigns them to a benefit program.
Setting Default Pay Groups
You can override the default from the Pay Group table by entering the appropriate benefit program at the
employee level.
e
l
c
a
r
O
21
Lesson 2

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.
Slide 19
y
m
e
d
a
e
l
c
a
r
O
22
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 2
Student Notes
Core Tables and Use
This table describes the core tables:
Table
Use
Provider/Vendor table
Identify plan providers.
Benefit Plan table
Define a benefit plan and assign a provider to the plan.
Plan Attribute tables
Define the details of a specific plan type such as a health plan or a life insurance plan.
Rate tables
Identify who pays for the plan and how much is paid.
Coverage Formula tables
Create simple formulas to define how coverage should be calculated for life and
disability insurance plans.
Calculation Rules table
Define the basis for premiums, coverage, and service calculations.
Benefit Program table
Define a benefit program and attach benefit plans to the program.
e
d
a
Plan Attribute Tables

The plan attribute tables are:
Simple Plan table
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Health Plan table
y
m
c
A
Life and AD/D table

Disability Plan table
Savings Plan table
Leave Plan table
FSA Benefits table
Retirement Plan table

Pension Plan table
e
l
c
Vacation Buy/Sell table
a
r
O
23
Lesson 2

Workforce Administration Pages
This table describes the pages used to hire a new employee and enroll the employee in a benefit program:
Component
Use
Add a Person
Enter a person's biographical and contact information into the database.
Job Data
Enter the employee's work location, job status, payroll and salary plan information, and
compensation details.
Benefit Program
Participation
Assign the employee to a benefit program.
Slide 20
y
m
Student Notes
e
d
a
Using Biographical Information for Benefits
Biographical information includes employee gender and age, both of which can be used as the basis for
calculating benefit premiums. Age can also be used to determine eligibility for benefit plans.
Using Job Data
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Job data such as employee status, full or part-time, regular or temporary, standard hours, job code, and
company can determine employee eligibility for benefit programs. Eligibility for benefit plans is based on the
benefit program the employee is in. In addition, coverage in some plans is based on the employee's annual
compensation rate. If you need to use a different annual rate (for example, with commission sales employees),
plans can be based on an alternate rate, the Annual Benefits Base Rate.
e
l
c
a
r
O
24
Lesson 2

Benefit Enrollment Pages
Use the Update Dependent/Beneficiary page to enter an employee's dependents and beneficiaries into the
database.
Use these pages to enroll employees and dependents in individual plans:
Health Benefits
Life and AD/D Benefits
Disability Benefits
Savings Plans
Pension Plans
Leave Plans
FSA Plans
y
m
Slide 21
e
d
a
Student Notes
Benefit Enrollment Pages
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Use the components in the Benefits menu to enroll employees in benefit plans. Employees can elect benefit
plan coverage and specify dependents and beneficiaries.
e
l
c
a
r
O
25
Lesson 2
Describing Sources of Information About PeopleSoft Enterprise

Human Resources Base Benefits in PeopleBooks
Using the Help Link
You can access related material by clicking the Help link in the top right corner of the application page. This
takes you to the relevant information in the appropriate PeopleBook.
Slide 22
y
m
e
d
a
e
l
c
a
r
O
26
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 2
Describing Sources of Information About PeopleSoft Enterprise

Human Resources Base Benefits in PeopleBooks (continued)
Implementation and Business Process Information
Use the PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base Benefits to find
implementation and business process information for PeopleSoft Base Benefits, including:
Information about beginning an implementation.
Navigation information.
Implementation concepts and tasks.
Business process concepts and tasks.
Appendixes and report samples.
Slide 23
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
27
Lesson 2
Student Notes
Additional Information
This table lists the locations of additional information in the PeopleSoft Human 9.0 Resources PeopleBook:
Manage Base Benefits:
Location
Type of Information
Getting Started chapter
This chapter provides general implementation information and references to

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

A list of setup components for which a component interface exists that can be used
with the Excel to Component Interface utility.
Implementation chapters
These chapters discuss implementation concepts and tasks:
Setting Up Core Human Resources Base Benefits Tables

Setting Up Benefit Plans
y
m
e
d
a
Building Base Benefit Programs
Setting Up Additional Human Resources Base Benefits Features
The chapters that follow the implementation chapters discuss business process
considerations that are helpful to both implementers and power users.
Appendixes and report samples
The appendixes provide reference information about the reports and workflows that
are delivered with the system. Samples of reports appear at the end of the
appendixes.
e
l
c
a
r
O
28
c
A
Business process chapters
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Lesson 2
Review
In this chapter, you learned that:
Base Benefits is delivered as part of PeopleSoft Enterprise Human Resources.
The benefits process has four phases.
The system can store an unlimited number of benefit records for employees, dependents, and retirees.
You must hire employees through the components in the Workforce Administration menu before you can
enroll them in benefit plans.
ThePeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base Benefits contains information
for implementing PeopleSoft Base Benefits.
Slide 24
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
29
y
m
e
d
a
a
r
O
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 3
Setting Up Payroll Deductions

Objectives
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.
y
m
Slide 26
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
31
Lesson 3
Setting Up Payroll Deduction Codes for Benefit Plans

Setting Up Deductions
These are three options for setting up deductions:
One deduction for each plan type.
One deduction for each plan type and benefit plan combination.
One deduction for each plan provider.
Slide 27
y
m
e
d
a
e
l
c
a
r
O
32
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 3
Student Notes
Setting Up Deductions
Note. When you set up your tables, remember that the description on the pay earnings statement is the
deduction description on the deduction code table.
Example of Deduction Codes by Plan Type

This table shows deduction codes by plan type:
Plan
Type
Benefit
Plan
Plan Description
Deduction
Code
Deduction
Description
General Ledger
Acct
20
2x
Coverage is 2 times the base pay.
LIFINS
Life
1111-1111
20
3x
LIFINS
Life
1111-1111
20
FLTRT
Coverage is a flat rate of 50,000

USD.
LIFINS
Life
1111-1111
20
FBBF
Factor x Base + Flat Amount Coverage is 3 times the benefits base

plus 10,000 USD.
LIFINS
Life
1111-1111
20
FBBF2

plus 20,000 USD.
LIFINS
Life
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
c
A
e
d
a
1111-1111
Example of Deduction Descriptions that Differ by Plan
This table shows that the deduction description can also differ by plan:
e
l
c
a
r
O
33
Lesson 3
Plan
Type
Benefit
Plan
Plan Description
Deduction
Code
Deduction
Description
General Ledger
Acct
20
2x
LIFINS1
2X Life
1111-1111
20
3x
LIFINS2
3X Life
2222-2222
20
FLTRT

USD.
LIFINS3
50K Life
3333-3333
20
FBBF

plus 10,000 USD.
LIFINS4
3X + 10K Life
4444-4444
20
FBBF2

plus 20,000 USD.
LIFINS5
3X + 20K Life
5555-5555
General Ledger
Acct
Example of Deduction Codes by Plan Provider

This table shows deduction codes by plan provider:
Benefit
Plan
Plan Description
Deduction
Code
Deduction
Description
20
2x
LONDON
Life
20
3x
LONDON
Life
20
FLTRT

USD.
STNDRD
50K Life
2222-2222
20
FBBF

plus 10,000 USD.
MIRASOU
3X Life
3333-3333
20
FBBF2

plus 20,000 USD.
MIRASOU
3X Life
3333-3333
e
l
c
a
r
O
34
y
m
Plan
Type
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
d
a
1111-1111
1111-1111
Lesson 3
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:
y
m
e
d
a
Slide 28
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
35
Lesson 3
Student Notes
Page Used to Set Up Deduction Information
Page Name
Navigation
Deduction Table Setup
Set Up HRMS, Product Related, Payroll for North America, Deductions, Deduction
Table, Setup
Use this page to set up deduction information:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Deduction Table Setup page
e
l
c
a
r
O
36
c
A
Lesson 3
Determining Deduction Classifications

(USA) Setting Up Tax Classifications
This diagram shows the options to select for various tax classifications:
Slide 29
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
37
Lesson 3
Student Notes
Page Used to Indicate Tax Classification Type
Page Name
Navigation
Deduction Table -Tax Class
Set Up HRMS, Product Related, North American Payroll, Deductions, Deduction

Table, Tax Class
Use this page to indicate the type of tax classification that is used by this deduction code:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Deduction Table Tax Class page
e
l
c
a
r
O
38
c
A
Lesson 3
Tax Classification
Each deduction requires at least one tax classification, but it can have multiple classifications. For example, a
deduction for a life insurance plan may use all tax classifications except for Nontaxable Benefit. Savings plan
deductions may use all five classifications.
The system processes deductions according to priority within a classification. A before-tax deduction is
applied prior to an after-tax deduction with one exception. If an after-tax deduction cannot be applied
completely, the system considers all before-tax deductions and does not apply a before-tax deduction with a
lower priority (higher number).
The following table describes tax classifications:
Tax Classification
Description
After-Tax
Calculated after taxable gross and reduces employee net

pay. An example is a monthly disability deduction. After
tax is the default option.
Before-Tax
Calculated before taxable gross and reduces both taxable

gross and employee net pay. An example is an employee
contribution to a retirement plan, such as 401(k) plan in
the U.S., and RRSP or Pension in Canada.
Nontaxable Benefit
Has no effect on taxable gross or employee net pay. The

employer contribution to an employee benefit, such as a
health plan or retirement plan is an example. Use this
option to track the employer contribution through the
payroll system.
y
m
(USA) Nontaxable Before-Tax Benefit
Taxable Benefit
e
l
c
e
d
a
c
A
Has no effect on taxable gross or employee net pay.

Currently used only for the before-tax matching
contributions to savings plan. Employer matching to
savings plans in U.S. only.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Calculated before taxable gross and added to taxable

gross. The system reduces employee net pay by the
amount of the tax. A U.S. example of a taxable benefit is
an employer contribution to the cost of group term life
insurance for coverage in excess of 50,000 USD. In
Canada, the entire employer portion for life insurance is
designated as taxable.
a
r
O
39
Lesson 3
Determining Deduction Classifications (continued)

(CAN) Setting Up Tax Classifications
This diagram shows the options to select for various tax classifications:
Slide 30
y
m
e
d
a
e
l
c
a
r
O
40
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 3
Student Notes
Page Used to Indicate Tax Classification Type
Page Name
Navigation
Deduction Table - Tax Class

Table, Tax Class
Use this page to indicate the type of tax classification that is used by this deduction code:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Deduction Table Tax Class page
e
l
c
a
r
O
41
Lesson 3

(CAN) Setting Up Tax Classifications
The following scenarios are examples of how to determine deduction classifications:
Scenario
Deduction Classification Option
Employee pays entire medical premium with after-tax

dollars.
Select After-Tax only.
Employee and employer pay for medical premium.
Select either:
After-Tax and Nontaxable Benefit.

(USA) Before-Tax and Nontaxable Benefit.
Slide 31
y
m
Student Notes
e
d
a
Defining Special Accumulators
c
A
If you want to roll together specific deduction codes to be used later during payroll processing, enter a special
accumulator code here. This code enables you to designate which deductions should add to or subtract from
earnings.
e
l
c
a
r
O
42
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Lesson 3

Deduction Classification Scenarios
Examples of the deduction classifications option are based on these scenarios:
The employer pays the entire life insurance premium.
(USA) A 401(k) plan, to which employees may contribute before-tax-only or a combination of before- and
after-tax.
Slide 32
Student Notes
Deduction Classification Options
This table lists the option based on these scenarios:
y
m
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.)
c
A
If your organization offers after-tax and before-tax

employee contributions and matches both types of
contributions, select:
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Note. If After-Tax is not selected, the employee's after-tax

contribution is not calculated.
e
d
a
After-Tax.
Before-Tax.
Nontaxable Benefit.
Nontaxable, Before-tax Benefit.
e
l
c
a
r
O
43
Lesson 3
Specifying Deduction Tax Effects

(USA) Tax Effects
Before setting up the information on this page, consider the effect of the tax classification that you specified:
U.S. Options
Description
Effect on FICA Gross and FUT Gross
Should be used only on taxable benefit and before-tax

deductions.
Taxable Gross Comp ID
Used to define a taxable gross base that is different from

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

Deduction Table is selected.
GTL/DPL
Available if Taxable Benefit on the Deduction Table is

selected.
y
m
e
d
a
Slide 33
e
l
c
a
r
O
44
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 3
Student Notes
Page Used to Indicate Tax Calculations Effect
Page Name
Navigation
Deduction Table - Tax Effect

Table, Tax Effect
Use this page to indicate how the tax classification affects tax calculations:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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?
e
l
c
Are taxes calculated differently at the federal, state, and local level?
a
r
O
How is imputed income processed for this deduction code?
45
Lesson 3
Specifying Deduction Tax Effects (continued)

(CAN) Tax Effects
The system uses Effect on Canadian Pension Plan (CPP) Gross, Effect on Employment Insurance (EI) Gross,
Effect on Quebec Income Tax (QIT) Gross, Effect on Quebec Pension Plan (QPP) Gross, and Effect on
Quebec Parental Insurance Plan (QPIP) gross to determine the taxable gross for these taxes:
Canadian Options
Description
Eff on True T4 Gross and Eff on True RL Gross
Selected for deductions that are taxable benefits. In most

cases, before-tax deductions are set to No Effect, because
you would not want to reduce the gross amount by the
amount of the before-tax deduction.
Eff on Payroll Tax Gross
Applies only to the Northwest Territories and Nunavut

Taxable Gross calculations for employees designated
Subject to Payroll Tax.
Slide 34
y
m
e
d
a
Student Notes
Understanding Deduction Tax Effects
c
A
This is an important page for setting up the tax effect on your taxable gross buckets. If this page is set up
incorrectly, it could cause a reconciliation problem for yearend slips and tax calculation that would be
difficult to resolve. For example, if you are setting up life insurance as a taxable benefit, Canadian Income
Tax is already affected by indicating taxable benefit, but you have to ensure that the effect on CPP is
indicated as "Adds To" but not the effect on employment insurance. Employment insurance remains as "No
Effect." Employment insurance is only indicated for Board and Lodging and Group RRSP taxable benefits. If
you have Quebec employees, you have to indicate that QPP and QIT is "Adds To." T4 and RL Grosses needs
to be "Adds to" in case you want to report on those buckets to review what your Box 14 on T4 and Box A on
Releve 1 would be.
e
l
c
a
r
O
46
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Lesson 3
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.
Slide 35
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
47
Lesson 3
Student Notes
Page Used to Define Specific Processing Settings
Page Name
Navigation
Deduction Table - Process

Table, Process
Use this page to specify deduction method, deduction maximum, and general ledger account numbers:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Deduction Table Process page
Considerations Before Specifying Deduction Processing

For each deduction code, answer these questions:
Can partial deductions be taken for benefit deductions?

Will you allow for arrears?
Will this deduction be deducted from checks other than regular paychecks (for example, bonus checks) that
are issued during the same pay period?
e
l
c
Should the deduction continue after an employee is terminated?
a
r
O
The system considers both the Deduction Arrears Allowed and the Partial Deduction Allowed options when
determining how to apply a deduction whose amount is greater than net pay.
48
Lesson 3
Specifying the Frequency of Benefit Deductions

How to Collect Deductions in Different Pay Periods
This table shows the pay periods that you need to select on the Deduction Table-Schedule page to create the
deduction frequency:
Frequency
Pay Periods Selected
Weekly
First through fifth or any combination.
Biweekly
First through third or any combination.
Semi-monthly
First or second.
Monthly
No selection required.
Slide 36
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
49
Lesson 3
Student Notes
Page Used to Specify Frequency Deductions
Page Name
Navigation
Deduction Table - Schedule

Table, Schedule
Use this page to specify the frequency in which the system applies deductions:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Deduction Table Schedule page
e
l
c
a
r
O
50
c
A
Lesson 3
Activity 1: Setting Up Payroll Deductions

In this activity, you will review the activity overview and:
1. Set up a medical deduction.
2. Set up a life insurance deduction code.
3. (USA) Add a saving plan deduction code.
4. (CAN) Add a pension plan deduction code.
Slide 37
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
51
Lesson 3
Activity Overview
Global Business Institute (GBI) is adding a new benefit program for executive employees, effective January
1, 2002. You are on the implementation team, and it is your responsibility to set up the program. In
consecutive activities, you will set up the following plans so that they can be included in the executive benefit
program.
Plan Type
Description
Medical
Provides coverage for employees and eligible dependents.
Plan 1 provides comprehensive coverage and pays 100 percent of covered

hospital expenses with no deductible.
(USA) Plan 2 provides supplemental coverage and pays 80 percent of covered

hospital expenses with an annual deductible of 100 USD for each covered
individual.
Dental
Provides full coverage for preventive, minor and major restorative, and
orthodontia with a 100 USD deductible for each covered individual.
Life
Basic life insurance of two times the employee's annualized base pay is provided
at no cost.
Disability
Long Term Disability pays 66 2/3 percent of pre-disability pay (up to 7,500 USD
monthly) and remains level through out disability.
Savings
For U.S. employees, the company will match 50 percent of an employee's

before-tax contribution up to 6 percent of the employee's gross pay during the first
two years of service. After two years of service, the company will match 100
percent of the employee's before-tax contribution up to 6 percent of the
employee's gross pay. Employees may contribute up to 12 percent before or
after-tax, or any combination of the two, as long as the total does not exceed 12
percent.
Leave
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Employees will earn vacation leave.
FSA
For U.S. employees, set up a dependent care spending account to pay up to 5,000
USD of dependent care expenses on a before-tax basis.
Pension
Canadian employees may contribute 4 percent up to Yearly Maximum

Pensionable Earnings (YMPE ) and 6 percent over YMPE. The company will
match 50 percent.
In this activity, you will create three deduction codes to link to benefit plans in a subsequent lesson.
e
l
c
a
r
O
52
Lesson 3
(USA) Creating Deduction Codes

Create a medical deduction with no maximum arrears payback and a before-tax classification. The deduction
should subtract from both FICA and FUT. Allow for partial and arrears deductions. Define a second,
nontaxable benefit tax effect with no partial or arrears deductions allowed. Set up weekly deductions.
Create a life insurance deduction with no maximum arrears payback with a nontaxable and a taxable benefit
option. The taxable option will add to FICA and have no effect on FUT. Partial and arrears deductions are not
allowed.
Create a 401(k) deduction with no maximum arrears payback and after-tax, nontaxable, and nontaxable
before-tax benefit options.
(CAN) Creating Deduction Codes
Create a medical deduction with no maximum arrears payback and an after-tax classification. The deduction
will have no tax effect. Allow for partial and arrears deductions. Define a second, nontaxable benefit tax
effect with no partial or arrears deductions allowed. Set up weekly deductions.
Create a life insurance deduction with no maximum arrears payback with a nontaxable and a taxable benefit
option. The taxable option will add to QIT, CPP, QPP, T4 and RL. Partial and arrears deductions are not
allowed.
Create a pension plan deduction with no maximum arrears payback and a before-tax option that subtracts
from QIT, CPP, QPP, and EI. Allow partial and arrears deduction processing.
y
m
Deduction Codes Already Defined
Three deduction codes have already been defined for you. The following table describes the deduction tables
that are already created:
Plan Type
Dental
(USA) Tables
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
(CAN) Tables
KUDMO
KCDMO
Long-Term Disability
KULTD9
KCLTD9
Flexible Spending Dependent Care
LFSADC
NA
Flex Spending Health - Canada

(flexible spending health-Canada)
NA
KCHFSA
Note. Use PS for the user name and password in this activity.
e
l
c
a
r
O
53
Lesson 3
Activity Detailed Steps

Perform the detailed steps to complete the activity.
Setting Up a Medical Deduction

To set up a medical deduction:
1. Set up basic information.
2. Determine tax classifications.
3. Specify deduction tax implications.
4. Determine settings for partial deductions and arrears.
5. Add another tax classification.
6. Specify deduction tax implications.
7. Determine settings for partial deductions and arrears.
8. Specify the frequency of the benefit deduction.
y
m
e
d
a
e
l
c
a
r
O
54
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 3
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
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
c
A
Determining Tax Classifications
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
No Maximum
To determine tax classifications:

1. Access the Tax Class page.
2. Enter the following information:

Page Element
Deduction Calculation
Before-Tax
After-Tax
Canadian Sales Tax
NA
None
e
l
c
a
r
O
55
Lesson 3
Specifying Deduction Tax Implications

To specify deduction tax implications:
1. Access the Tax Effect page.
Page Element
Effect on FICA Gross
Subtracts
NA
Effect on FUT Gross
Subtracts
NA
125
NA
Effect on QIT Gross
NA
No Effect
Effect on CPP Gross
NA
No Effect
Effect on QPP Gross
NA
No Effect
Effect on EI Gross
NA
No Effect
Effect on QPIP
NA
No Effect
Effect on True T4 Gross
NA
No Effect
Effect on True RL Gross
NA
Effect on T4A Gross
NA
c
A
Effect on RL-2 Gross
NA
No Effect
NA
No Effect
e
l
c
a
r
O
56
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
y
m
No Effect
No Effect
Lesson 3
Determining Settings for Partial Deductions and Arrears

To determine settings for partial deductions and arrears, access the Process page and enter the following
information:
Page Element
Partial Deduction Allowed
Selected
Selected
Deduction Arrears Allowed
Selected
Selected
Deductions Taken From Sep Chk
Cleared
Cleared
Stop Deduction At Termination
Selected
Selected
Liability Accounts-Non Commitment

Accounting
DED01
DED01
Adding Another Tax Classification

To add another tax classification:
y
m
2. Insert a new row in the Tax Classifications scroll area and select Nontaxable Benefit.
e
d
a
Specifying Deduction Tax Implications

To specify deduction tax implications:
1. Access the Tax Effect page.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
2. Accept the default effects on specific taxes for the nontaxable benefit deduction classification.
e
l
c
a
r
O
57
Lesson 3
Determining Settings for Partial Deductions and Arrears

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

Accounting
DED01
DED01
Specifying the Frequency of the Benefit Deduction

To specify the frequency of the benefit deduction:
y
m
1. Access the Schedule page.
e
d
a
2. Accept the default frequency of Weekly and verify that all of the pay period check boxes are selected.
3. Click Save.
e
l
c
a
r
O
58
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 3
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.
Page Element
Plan Type
Life
Life
Deduction Code
LFIN
LFCN
3. Click Add, and enter the following information:

Page Element
Effective Date
January 1, 2002
January 1, 2002
Description
Life Insurance Deduction
Life Insurance Deduction
Short Description
Life
Life
Deduction Priority
500
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
No Maximum
y
m
e
d
a
c
A
500
No Maximum
4. Access the Tax Class page, and enter the following information:
Page Element
Deduction Classification
e
l
c
Nontaxable Benefit
Taxable Benefit
a
r
O
59
Lesson 3
5. Access the Tax Effect page, and enter or verify the following information:
Page Element
No Effect
NA
Effect on FUT Gross
No Effect
NA
Blank
NA
Effect on QIT Gross
NA
Adds To
Effect on CPP Gross
NA
Adds To
Effect on QPP Gross
NA
Adds To
Effect on True T4 Gross
NA
Adds To
Effect on True RL Gross
NA
Adds To
6. Access the Process page, and enter the following information:
y
m
Page Element
Cleared
Cleared
Cleared
Cleared
Cleared
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
Cleared
Stop Deduction at Termination
Cleared
Selected
Maximum Yearly Deduction
Blank
Blank
Liability Accounts - Non Commitment

Accounting
DED01
DED01
7. (USA) Access the Tax Class page.
8. (USA) Insert a new row in the Tax Classifications scroll area, and select the Taxable Benefit option.
e
l
c
a
r
O
60
Lesson 3
9. (USA) Access the Tax Effect page, and enter the following information for the new tax classification:
Page Element
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
Cleared
NA
Cleared
NA
Cleared
NA
Cleared
NA

Accounting
DED01
NA
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
11. Access the Schedule page and enter the following information:
Page Element
Pay Frequency
Deduction Frequency
12. Click Save.
e
l
c
y
m
e
d
a
c
A
Weekly
Weekly
Select each pay period
Select each pay period
a
r
O
61
Lesson 3
Setting Up a Savings Plan or Pension Plan Deduction Code

To set up a savings plan deduction code:
1. Select Set Up HRMS, Product Related, North American Payroll, Deductions, Deduction Table.
Note. You do not need to repeat the full navigation. To build a new deduction code, click the Add button
on the bottom of the page.
Page Element
Plan Type
401(k)
Standard Pension
Deduction Code
401
PNS

Page Element
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
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
No Maximum
y
m
e
d
a
c
A
540
No Maximum
4. Access the Tax Class page, and enter the following information:
Page Element
Deduction Classification
e
l
c
a
r
O
62
After Tax
Before Tax
Lesson 3
5. Access the Tax Effect page, and enter or verify the following information:
Page Element
No Effect
NA
Effect on FUT Gross
No Effect
NA
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
NA
No Effect

Page Element
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
Cleared
Cleared
Cleared
Selected
Cleared
Cleared
Cleared
Selected

Accounting
DED01
DED01
e
l
c
y
m
a
r
O
8. Insert a new row in the Tax Classifications scroll area, and select the Nontaxable Benefit option.
63
Lesson 3
9. Access the Tax Effect page, and enter the following information for the new tax classification:
Page Element
No Effect
NA
Effect on FUT Gross
No Effect
NA
Page Element
Cleared
Selected
Cleared
Selected
Cleared
Cleared
Cleared
Selected

Accounting
DED01
DED01
y
m
11. (USA) Access the Tax Class page.
e
d
a
12. (USA) Insert a new row in the Tax Classifications scroll area, and select the Nontaxable Btax Benefit
option.
c
A
13. (USA) Access the Tax Effect page, and accept the default effects on specific taxes for the third deduction
classification.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
14. (USA) Access the Process page, and enter the following information for the third deduction classification:
Page Element
Cleared
NA
Cleared
NA
Deductions Taken from Separate

Check
Cleared
NA
Cleared
NA
DED01
NA
e
l
c

Accounting
a
r
O
64
Lesson 3
15. Access the Schedule page, and enter or verify the following information:
Grid Column Label
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
Pay Frequency
NA
Biweekly
Deduction Frequency
NA
Grid Column Label
Pay Frequency
NA
Semimonthly
Deduction Frequency
NA
y
m
e
d
a
Grid Column Label
Pay Frequency
NA
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Deduction Frequency
19. Click Save.
NA
c
A
Monthly
This concludes the activity. Please do not continue.
e
l
c
a
r
O
65
Lesson 3
Review
In this lesson, you learned that:
Payroll deductions are set up on the Deduction table.
Each deduction has at least one tax classification.
If an employee's net pay is insufficient to cover taxes and deductions, you can track and collect outstanding
balances.
You can specify the tax effects of the deduction.
Deductions are applied at the same frequency for all tax classifications.
Slide 38
Student Notes
Additional Resources
y
m
This table lists additional resources that provide more details about the topics that we have discussed in this
lesson:
Cross-Reference
Deduction tax effects, frequency of benefit

deductions, and settings for specific
processing
PeopleSoft Enterprise Payroll for North America 9.0 PeopleBook,

"Defining Deductions"
e
l
c
a
r
O
66
e
d
a
Topic
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 4
Setting Up Benefit Plans, Health Plans,

and Benefit Programs
Objectives
Identify health plan components.
Add a plan provider.
Set up a benefit plan and a health plan.
Define coverage codes.
y
m
Set up benefit rate types.
e
d
a
Establish rates for a benefit plan.

Add a health plan to a benefit program.
Slide 40
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
67
Setting Up Benefit Plans, Health Plans, and Benefit Programs
Lesson 4
Identifying Health Plan Components

Components of a Health Benefit Plan:
This diagram illustrates the components that we will use to create a health plan:
Slide 41
Student Notes
Making Planning Decisions
e
d
a
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?
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Who is sponsoring the plan?
y
m
c
A
What best describes this health plan?

What type of rate will I need to use?
Will I need to specify calculation rules for this type of rate?
Not all plan types or plans require the use of the Calculation Rules table, such as health plans that use the Flat
Rate type table to determine costs. However, because an entry must be made in the Calc TblID field on the
Cost page of the Benefit Plan Table component, PeopleSoft delivers KNON as a dummy rule for entry in this
field when the Flat Rate option is selected in the Benefit Rate Type field.
An example of when you need to set up a calculation rule is when you use the age-graded rate table for life
insurance. The Calculations Rules table specifies age as of what date.
e
l
c
Note. You should set up a worksheet to organize your information before you begin entering data into the
system.
a
r
O
68
Lesson 4
Adding a Plan Provider

Considerations Before Making Planning Decisions
Before modifying the actual tables, you must consider these questions:
Who is providing the policy?
Where do we send payments?
What are some plans that might not have a provider (keeping in mind that most plans have a provider)?
Slide 42
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
69
Lesson 4
Student Notes
Pages Used to Enter Provider/Vendor Information
Page Name
Navigation
Provider/Vendor Table-Vendor
Information
Set Up HRMS, Product Related, Base Benefits, Plans and Providers,

Provider/Vendor Table, Vendor Information
Provider/Vendor
Table-Addresses

Provider/Vendor Table, Addresses
Provider/Vendor
Table-Locations

Provider/Vendor Table, Locations
Provider/Vendor
Table-Contacts

Provider/Vendor Table, Contacts
Provider/Vendor Table-Policy
Information

Provider/Vendor Table, Policy Information
y
m
Use this page to enter a provider's information:
e
d
a
e
l
c
a
r
O
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Provider/Vendor Table-Vendor Information page
70
c
A
Lesson 4
Use this page to enter the provider's address:
y
m
Provider/Vendor TableAddresses page
e
d
a
Use this page to enter the provider's location:
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
Provider/Vendor Table-Locations page
71
Lesson 4
Use this page to enter the provider's contact information:
Provider/Vendor Table-Contacts page
y
m
Use this page to enter policy information:
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Provider/Vendor Table-Policy Information page
a
r
O
72
c
A
Lesson 4
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
Slide 43
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
73
Lesson 4
Student Notes
Page Used to Define Benefit Plans
Page Name
Navigation
Benefit Plan Table
Set Up HRMS, Product Related, Base Benefits, Plans and Providers, Benefit Plan
Table, Benefit Plan Table
Use this page to define the name of the plan that your company offers:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Benefit Plan Table page
e
l
c
a
r
O
74
c
A
Lesson 4
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:
y
m
Slide 44
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
75
Lesson 4
Student Notes
Page Used to Define a Health Plan
Page Name
Navigation
Health Plan Table
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Health Plan Table
Use this page to define attributes that control enrollment validation and processing for self-service users:
y
m
Health Plan Table page
e
d
a
Describing the Relationship Between the Benefit Plan Table and a Plan Attribute Table
c
A
The Benefit Plan table and the plan attribute tables share the same key field structure.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Plan attribute tables can't be built without first building the Benefit Plan table. Because of this, you can
consider the plan attribute tables as a continuation of the Benefit Plan table.
Note. When the system retrieves information from the Benefit Plan table, it also checks the plan attribute
table. Because SQL often joins these tables, if the values are not defined in the tables or if a row is missing,
the system might not know that a benefit plan type is defined.
e
l
c
a
r
O
76
Lesson 4
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)
y
m
Slide 45
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
77
Lesson 4
Student Notes
Page Used to Define Coverage Codes
Page Name
Navigation
Coverage Code Tbl
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Health Coverage
Codes
Use this page to define coverage codes that determine who can be covered in your benefit plans and specify
the number of dependents allowed:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Coverage Code Tbl page
Understanding Coverage Codes
On the Coverage Code table, you define the minimum and maximum enrollments allowed for multiple
covered person types.
You set up a rate on one of the rate tables that corresponds to the cost of a particular coverage code. The rate
and the coverage code are linked in the Benefit Program component.
e
l
c
a
r
O
78
Lesson 4
Understanding Imputed Income

Imputed income is conceptual income that a company pays to a third party on behalf of an employee. The
employee does not actually receive the money. For example, premium amounts for life insurance in excess of
50,000 USD in coverage are considered taxable income. This conceptual income is added to the employee's
gross wages, and the employee is taxed on this amount.
The IRS considers benefits received by nonqualified dependents to be taxable income. For example, the IRS
taxes employees for the employer-paid portions of domestic partner health benefits, and it also taxes all of the
benefits that nonqualified dependents receive from dependent life plans. In both cases, the system performs
imputed income calculations.
Note. To correctly deduct and calculate imputed income, you must set up deduction codes that include a
taxable deduction classification.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
79
Lesson 4
Setting Up Benefit Rate Types

Delivered Fields
You can set up custom benefit rate types by combining these field names and matching operators on the
Benefit Rate Types page:
Age (in years)
Benefit Base
Benefit Plan
Coverage Code
Covered Person Type
Gender
Months of Service
Smoker Status
y
m
Slide 46
e
d
a
e
l
c
a
r
O
80
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 4
Student Notes
Page Used to Set Up a Benefit Rate Type
Page Name
Navigation
Benefit Rate Types
Setup HRMS, Product-Related, Base Benefits, Rates and

Rules, Benefit Rate Types
Use this page to set up benefit rate types:
y
m
Benefit Rate Types page
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
This table describes the delivered fields on which you can basa benefit rate type:
e
l
c
a
r
O
81
Lesson 4
Field
Description
Age (in years)
The covered person's (employee, spouse, or other

dependent) age, calculated using their birthdate and the
Age-As-Of field on the Calculation Rules Table.
Benefit Base
The employee's compensation base, calculated using the

several benefit base-related attributes in the Calculation
Rules Table.
Benefit Plan
The employee's enrolled benefit plan.
Coverage Code
The employee's enrolled coverage code.
Covered Person Type
The covered person type (Employee, Spouse, Domestic

Partner, Child, etc) of the individual whose rate
component is being calculated.
Gender
The covered person's gender.
Months of Service
The employee's length of service, calculated using their

Service Date and the "Service-As-Of" attribute in the
Calculation Rules Table.
Smoker Status
The covered person's smoker status.
e
d
a
y
m
e
l
c
a
r
O
82
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 4
Establishing Rates for a Benefit Plan

Associating a Benefit Rate Table With a Coverage Code
This diagram shows an example of linking a benefit rate table to a coverage code when you assign the plan to
a benefit program.
Slide 47
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
83
Lesson 4
Student Notes
Page Used to Establish Rates for Benefit Plan
Page Name
Navigation
Benefit Rate Table
Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Benefit Rates,
Benefit Rate Table
Use this page to establish a rate:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Benefit Rate Table page
e
l
c
a
r
O
84
c
A
Lesson 4
Activity 2: Defining Health Plans

1. Set up a plan provider.
2. Set up plans in the Benefit Plan table.
3. Set up plans in the Health Plan table.
4. Set up flat rates in the Benefit Rate table.
Slide 48
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
85
Lesson 4
Activity Overview
In this activity, you will set up the medical and dental plan options that are available for your executives.
Medical
You will set up the following medical plans:
Plan 1 provides comprehensive coverage and pays 100 percent of covered hospital expenses with no
deductible.
(USA) Plan 2 provides supplemental coverage and pays 80 percent of covered hospital expenses with an
annual deductible of 100 USD for each covered individual.
Dental
The dental plan provides full coverage for preventive, minor, and major restorative and orthodontia with a
100 USD deductible for each covered individual.
When you're finished, you'll have several unique table entries or distinct pieces of information. You will then
link these pieces to form your benefit plans when you assemble your benefit program.
Note. Some values have already been set up in the system. In Lesson 3, Activity 1, you set up the deduction
codes. One vendor ID has been created already for this activity. You will be building the tables in italics
below.
y
m
(USA) Tables Used in this Activity

Table
Medical Plan 1
Medical Plan 2
Deduction
MED
MED
Provider/Vendor
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
KUDMO
FOUND
FOUND
BSM
SUPP
DNTL
Health Plan (plan-specific)
BSM
SUPP
DNTL
Benefit Rate
(employee-only)
MF
MF
DF
Benefit Plan
Benefit Rate (family)
e
l
c
a
r
O
86
e
d
a
Dental Plan
USAKUDELTA
Lesson 4
(CAN) Tables Used in this Activity

Table
Medical Plan 1
Dental Plan
Deduction
MED
KUDMO
Provider/Vendor
AHC
AHC
Benefit Plan
BSM
DNTL
Health Plan (plan-specific)
BSM
DNTL
Benefit Rate (employee-only)
Benefit Rate (family)
MF
DF
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
87
Lesson 4

Setting Up a Plan Provider

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

Page Element
Name 1
Foundation Health Care
Alberta Health Care
ShortName
Foundation
Alberta HC
HRMS Class
Status
Approved
Persistence
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Regular
y
m
e
d
a
c
A
P
Approved
Regular
4. Access the Addresses page, and enter the following information:

Page Element
Description
Address Type
Effective Date
e
l
c
Status
a
r
O
Country
88
Alberta Health Care
Business
Business
January 1, 2002
January 1, 2002
Active
Active
USA (United States)
CAN (Canada)
Lesson 4
5. Select the Edit Address link, and enter the following information:
Page Element
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
Location
HQ
HQ
Description
Alberta Health Care
Effective Date
January 1, 2002
January 1, 2002
Status
Active
Active
Vendor
FOUND
AHC
Location
HQ
Address
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
1
y
m
e
d
a
c
A
HQ
1
8. Access the Contacts page, and enter the following information:

Page Element
Alberta Health Care
January 1, 2002
January 1, 2002
Active
Active
Customer Service
Claims
Contact Name
Carrie Turner
Carrie Hall
Title
Member Services Representative
Member Claims Representative
Description
Effective Date
Status
e
l
c
Type
a
r
O
89
Lesson 4
9. Access the Policy Information page, and enter the following information:
Page Element
Group Number
US12345
CN12345
Policy Begin Date
January 1, 2002
January 1, 2002
10. Click Save.
y
m
e
d
a
e
l
c
a
r
O
90
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 4
Setting Up Plans in the Benefit Plan Table

To set up plans in the Benefit Plan table:
Set up the medical plan.
(USA) Set up the supplemental medical plan.
Set up the dental plan.
Setting Up the Medical Plan
To set up the first medical plan in the Benefit Plan table:
1. Select Set Up HRMS, Product Related, Base Benefits, Plans and Providers, Benefit Plan Table.
Page Element
Plan Type
Medical
Medical
Benefit Plan
BSM
BSM
y
m
e
d
a
Page Element
Effective Date
January 1, 2002
January 1, 2002
Description
Basic Medical Coverage
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Basic Medical Coverage
Short Description
BasicMed
BasicMed
SetID
SHARE
SHARE
FOUND
AHC
Group Number
US12345
CN12345
MED
MED
Pay Mode
Pay as Deducted
Pay as Deducted
Check Date
Check Date
Vendor ID
e
l
c
AP Payment Date Type
a
r
O
4. Click Save.
91
Lesson 4
(USA) Setting Up the Supplemental Medical Plan

1. Click the Add button at the bottom of the page, and enter the following information for the supplemental
medical benefit plan:
Page Element
Value or Status
Plan Type
Medical
Benefit Plan
SUPP

Page Element
Value or Status
Effective Date
01/01/2002
Description
Supplemental Medical Coverage
Short Description
Suppmed
SetID
SHARE
Vendor ID
FOUND
MED
3. Click Save.
e
l
c
a
r
O
92
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
c
A
e
d
a
Lesson 4
Setting Up the Dental Plan

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

Page Element
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
KUDMO
KCDMO
3. Click Save.
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
c
A
a
r
O
93
Lesson 4
Setting Up Plans in the Health Plan Table

To set up plans in the Health Plan table:
To set up the Health Plan table:
1. Select Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Health Plan Table.
Page Element
Plan Type
10
10
Benefit Plan
BSM
BSM
y
m

Effective Date
January 1, 2002
January 1, 2002
Health Provider Required
Required
4. Click Save.
e
l
c
a
r
O
94
e
d
a
Page Element
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Not Required
Lesson 4

To set up the Health Plan table for the supplemental medical plan:
1. Click the Add button at the bottom of the page, and enter the following information for the supplemental
medical plan:
Page Element
Value or Status
Plan Type
10
Benefit Plan
SUPP

Page Element
Value or Status
Effective Date
January 1, 2002
Required
3. Click Save.
y
m

To set up the Health Plan table for the dental plan:
e
d
a
1. Click the Add button at the bottom of the page and enter the following information for the dental plan:
Page Element
Plan Type
Benefit Plan
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
11
DNTL
c
A
11
DNTL

Page Element
Effective Date
e
l
c
3. Click Save.
January 1, 2002
January 1, 2002
Required
Not Required
a
r
O
95
Lesson 4
Setting Up Rates in the Benefit Rate Table

To set up flat rates in the Benefit Rate table:
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.
y
m

Effective Date
January 1, 2002
January 1, 2002
Benefit Rate Type
Flat Rate
Flat Rate
Description
Basic Medical - Employee Only
Basic Medical - Employee Only
Short Description
Med-EEonly
Med-Eeonly
Premium Frequency
Monthly
Monthly
Rate per Unit
None
None
Currency Code
USD
CAD
Total
138.0000
25.0000
69.0000
12.5000
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Employer Rate
a
r
O
4. Click Save.
96
e
d
a
Page Element
c
A
Lesson 4
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
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.
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
c
A
a
r
O
97
Lesson 4

To set up the supplemental medical plan:
1. Click the Add button at the bottom of the page to set up the supplemental medical plan employee-only
rate.
2. Enter MS as the Benefit Rate Table ID.
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.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
c
A
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.
e
l
c
a
r
O
98
Lesson 4
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
y
m
8. Click Save.
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
99
Lesson 4

To set up the dental plan:
1. Click the Add button at the bottom of the page to set up the dental plan employee-only rate.
2. Enter D in the Benefit Rate Table ID field.
Page Element
Effective Date
January 1, 2002
January 1, 2002
Benefit Rate Type
Flat Rate
Flat Rate
Description
Dental-Employee only
Dental-Employee only
Short Description
Den-EEonly
Den-EEonly
Premium Frequency
Monthly
Monthly
Rate Per Unit
None
None
Currency Code
USD
CAD
Total
11.00
2.50
Employee
11.00
2.50
4. Click Save.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
d
a
5. Click the Add button at the bottom of the page to set up the dental plan family rate.
6. Enter DF in the Benefit Rate Table ID field.
e
l
c
a
r
O
100
y
m
Lesson 4

Page Element
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
y
m
8. Click Save.
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
101
Lesson 4
Adding a Health Plan to a Benefit Program

Embedded Scroll Areas
This diagram illustrates the embedded scroll areas in the Benefit Program component:
Slide 49
y
m
e
d
a
e
l
c
a
r
O
102
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 4
Student Notes
Page Used to Define a Benefit Program
Page Name
Navigation
Benefit Program
Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program
Table, Benefit Program
Use this page to define the general parameters of the benefit program:
y
m
e
d
a
Benefit Program page
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
103
Lesson 4
Adding a Health Plan to a Benefit Program (continued)

Source Tables for the Plan Type Fields
This table lists the source tables for the different plan type fields:
Field
Source Table
Optn Type (option type)
Translate (the option type selected determines the remaining fields that you need
to complete).
Use option O for Base Benefits.
Benefit Plan
Benefit Plan
Covrg Code (coverage code)
Coverage Code
PeopleSoft delivers seven basic coverage codes.
Deductn Cd (deduction code)
Deduction Code
Defines how to process payroll deductions.
y
m
e
d
a
Slide 50
e
l
c
a
r
O
104
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 4
Student Notes
Page Used to Define Benefit Program Plans and Options
Page Name
Navigation
Plan Type and Option
Table, Plan Type and Option
Use this page to associate the benefit plans that you set up with a program and to identify the payroll
deduction rules and coverage code options:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Plan Type and Option page
e
l
c
a
r
O
105
Lesson 4
Adding a Health Plan to a Benefit Program (continued)

Source Tables for the Plan Type Fields (continued)
This table lists the source tables for the different plan type fields:
Field
Source Table
Cost Type
Translate (Price/Credit)
Benefit Rate Type
Translate
Rate ID
Dependent upon the value selected in the Rate Type field
Calc TblID
Calculation Rules
Slide 51
y
m
e
d
a
e
l
c
a
r
O
106
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 4
Student Notes
Page Used to Define Benefit Program Costs
Page Name
Navigation
Cost
Table, Cost
Use this page to identify the rates and calculation rules for each plan type and option combination:
y
m
Cost page
e
d
a
Note. Pay close attention to which plan and coverage code you are viewing. (See the Benefit Plan and
Coverage Code fields.)
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
107
Lesson 4
Activity 3: Creating a Benefit Program

1. Create a benefit program.
2. Insert the medical plans with employee-only and family coverage codes.
3. Insert the dental plan with employee-only and family coverage codes.
Slide 52
Activity Overview
Now that you have defined the necessary health plans, you will add a new executive benefits program to the
Benefit Program table and include the appropriate medical and dental options.
y
m
e
d
a
e
l
c
a
r
O
108
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 4

Creating a Benefit Program

To create the executive benefits program:
1. Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Table.
Page Element
Benefit Program
Effective Date
January 1, 2002
January 1, 2002
Note. Make sure to enter the proper effective date for your benefit program.
y
m
Page Element
Status as of Effective Date
Active
Active
Description
Executive Benefits Program
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
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.
e
l
c
a
r
O
109
Lesson 4
Inserting the Medical Plans With Employee-Only and Family Coverage Codes
To insert the medical plans for employee-only and family coverage.
1. Access the Plan Type and Option page.
2. Enter the medical plan type 10.
3. (USA) Select the HIPAA Plan check box.
4. Enter this infromation in the Option group box on the Eligibility tab:
Grid Column Label
Benefit Plan
BSM
BSM
MED
MED
5. Add a new row, and enter the following information:

Benefit Plan
BSM
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
MED
MED
Grid Column Label
Benefit Plan
SUPP
MED
e
l
c
a
r
O
e
d
a
c
A
BSM
6. (USA) Add a new row, enter the following information:
110
y
m
Grid Column Label
Lesson 4
7. (USA) Add a new row, enter the following information:

Grid Column Label
Benefit Plan
SUPP
MED
8. Access the Cost page.

9. Using the Option scroll area, scroll to view the benefit plan BSM, coverage code 1, and enter the
following information:
Page Element
Cost Type
Price
Price
Benefit Rate Type
Flat Rate
Flat Rate
Rate ID (rate ID)
Calc TblID
KNON
KNON
y
m
e
d
a
c
A
10. Scroll to view the benefit plan BSM, coverage code 4, and enter the following cost information:
Page Element
Cost Type
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Price
Price
Benefit Rate Type
Flat Rate
Flat Rate
Rate ID (rate ID)
MF
MF
Calc TblID
KNON
KNON
e
l
c
a
r
O
111
Lesson 4
11. (USA) Scroll to view the benefit plan SUPP, coverage code 1, and enter the following cost information:
Page Element
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
Cost Type
Price
NA
Benefit Rate Type
Flat Rate
NA
Rate ID (rate table ID)
MP
NA
Calc TblID
KNON
NA
e
d
a
13. Click Save.
e
l
c
a
r
O
112
y
m
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 4
Inserting the Dental Plan With Employee-Only and Family Coverage Codes
To insert the dental plan for employee-only and family coverage:
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
Benefit Plan
DNTL
DNTL
KUDMO
KCDMO
y
m
6. Add a new row, and enter the following information:

Grid Column Label
Benefit Plan
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
DNTL
e
d
a
c
A
O
DNTL
KUDMO
KCDMO
8. Using the options scroll area, scroll to view the benefit plan DNTL, coverage code 1, and enter the
following cost information:
Page Element
Price
Price
Benefit Rate Type
Flat
Flat
Rate l ID (rate table ID)
Calc TblID
KNON
KNON
Cost Type
e
l
c
a
r
O
113
Lesson 4
9. Scroll to view the benefit plan DNTL, coverage code 4, and enter the following cost information:
Page Element
Cost Type
Price
Price
Benefit Rate Type
Flat
Flat
Rate l ID (rate table ID)
DF
DF
Calc TblID
KNON
KNON
10. Click Save.

(USA) Results
When you have completed the activity, your program will include the information reflected in the following
table:
Plan Type
Deduction Code
Coverage Code
Benefit Plan
Benefit Rate
10 Basic Medical
MED
1 (Employee Only)
BSM
10 Basic Medical
MED
4 (Family)
BSM
MF
10 Supplemental
Medical
MED
1 (Employee Only)
SUPP
10 Supplemental
Medical
MED
4 (Family)
SUPP
11 Dental
11 Dental
e
l
c
a
r
O
114
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
KUDMO
1 (Employee Only)
DNTL
KUDMO
4 (Family)
DNTL
e
d
a
y
m
MS
c
A
MP
D
DF
Lesson 4
(CAN) Results
When you have completed the activity, your program will include the information reflected in the following
table:
Plan Type
Deduction Code
Coverage Code
Benefit Plan
Benefit Rate
10 Basic Medical
MED
1 (Employee Only)
BSM
10 Basic Medical
MED
4 (Family)
BSM
MF
11 Dental
KCDMO
1 (Employee Only)
DNTL
11 Dental
KCDMO
4 (Family)
DNTL
DF
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
115
Lesson 4
Review
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
y
m
e
d
a
lesson:
Topic
See
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Health plan components and
associating benefit plans with benefit

programs
Plan providers
PeopleSoft Enterprise Human Resources 9.0 PeopleBook, "Manage Base

Benefits," Building Base Benefit Programs
PeopleSoft Enterprise HRMS 9.0 Application Fundamentals PeopleBook

, "Setting Up Vendors"
Benefit plan tables and plan-specific tables

Benefits," Setting Up Benefit Plans
Coverage code definition and rates for a

benefit plan

Benefits," Setting Up Core Human Resources Base Benefits Tables
Relationships that qualify as dependents

Benefits," Entering Dependents and Beneficiary Information
e
l
c
a
r
O
116
c
A
Lesson 5
Setting Up Life Insurance Plans

Objectives
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.
y
m
Slide 55
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
117
Lesson 5
Identifying Life Insurance Plan Components

Components of a Life Insurance Plan
This diagram illustrates the components that we will use to create a life insurance plan:
Slide 56
Student Notes
y
m
Key Points for Life Insurance Plans
e
d
a
When setting up life insurance plans, keep the following in mind:

The plan type is the 2X series (plan type 20).
c
A
(USA) Consider GTL/DPL (Group Term Life/Dependent Life) on the Deduction Table component.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Use the Life and AD/D Plan Table - Life/Accidental page to define plan-specific information.
Tables that Share the Same Keys
The benefit plan table and the Life and AD&D Plan table share the same high-level key.
e
l
c
a
r
O
118
Lesson 5
Defining a Life Insurance Plan

Setting Up the Life and AD/D Table
This diagram illustrates how the Benefit Plan table shares the same keys as the Life and AD/D table:
y
m
Slide 57
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
119
Lesson 5
Student Notes
Pages Used to Define Coverage Amounts
Page Name
Navigation
Life and AD/D Plan Table Life/Accidental
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Life and AD/D Plan
Table, Life/Accidental
Use this page to define the coverage amount of your life insurance plans:
y
m
e
d
a
Life/Accidental page
e
l
c
a
r
O
120
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 5
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:
y
m
e
d
a
Slide 58
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
121
Lesson 5
Student Notes
Page Used to Define Coverage Maximums
Page Name
Navigation
Coverage Code Table
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Life and AD/D
Coverage Groups
Use this page to define a limit on a group of plans through the Coverage Group code:
y
m
Coverage Group Tbl page
e
l
c
a
r
O
122
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
d
a
Lesson 5
Example: Reduction of AD/D Coverage

A company offers the following life insurance and AD/D plans to its employees:
Life
Supplemental Life
AD/D
The individual maximum coverage, specified on the calculation rules table for each plan, is $400,000.
However, if you enroll in all plans, you can be covered only up to $1,000,000. Using the coverage group code
of GBI, the plans are set up like the first row in the diagram.
If you selected life insurance for $400,000, plus supplemental life for $400,000, plus AD/D for $400,000, the
total coverage would be $1,200,000. However, because the maximum coverage for the group is $1,000,000,
your AD/D is automatically reduced to $200,000.
Important! Only Payroll for North America actually reduces the ultimate coverage. Coverage is allocated in
deduction-code-priority order, so the last deductions (benefit plans) to be calculated are the ones that are
reduced. In addition, the coverage recorded for an employee on the benefit election page is not modified by
payroll. The coverage will always stay at the level that the employee desires.
Note. The sum of the coverage for plans that reference a coverage group code cannot exceed a specified limit.
The limit may be less than the sum of the individual limits. If coverage is selected that exceeds the group
limit, the system automatically reduces coverage to meet the limit. The system calculates coverages in order
of priority, adjusting the lower-priority coverages if they exceed the group coverage maximum.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
123
Lesson 5
Defining a Life Insurance Plan (continued)

Defining Coverage Type
Define Coverage at either the Plan Level or Employee Level. Select Employee Level to indicate that coverage
for this plan is specified by the flat amount on the enrollment page.
If you select Plan Level, you must select a value from the available coverage formula IDs.
Slide 59
y
m
e
d
a
e
l
c
a
r
O
124
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 5
Student Notes
Page Use to Set Up a Coverage Formula
Page Name
Navigation
Coverage Formula
Set Up HRMS, Product Related, Base Benefits, Rates and

Rules, Coverage Formula Table, Coverage Formula
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Coverage Formula page (1 of 2)
e
l
c
a
r
O
125
Lesson 5
You can create formulas to define how coverage should be calculated. Coverage formulas are used by both
life and disability insurance plans. You can specify how the benefits compensation base is determined, a
formula to apply against that base to derive a coverage amount, and limits on the coverage amount. You can
also define whether the coverage is subject to reduction based on attained age.
y
m
e
d
a
e
l
c
a
r
O
126
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 5
Defining Coverage Rates

Defining the Benefit Rate Tables
The system calculates how the cost of coverage is split between the employer and the employee based on the
entries you make in the Total Rate field and either the Employee Rate field or Employer Rate field.
Slide 60
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
127
Lesson 5
Student Notes
Pages Used to Set Up Rates for Medical Plans
Page Name
Navigation
Benefit Rate Table
Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Benefit Rate Table
Add or select a table based on a benefit rate type.
Use the age-graded rate table type to establish coverage rates that vary based on the employee's age, gender,
and smoker status:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Benefit Rate Table Age-Graded
e
l
c
a
r
O
128
c
A
Lesson 5
Use the flat rate type Benefit Rate table to establish a rate when the premium has no variable such as age or
gender:
Benefit Rate Table Flat Rate
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
129
Lesson 5
Defining Calculation Rules

Specifying Salary and Service As Of Dates
If the plan premium or coverage is based on employee age, salary or service, you need to specify the as of
date using one of these parameters:
A specific day and month for the current year.
A specific day and month for the previous year.
The current pay period.
The next pay period.
Slide 61
y
m
e
d
a
e
l
c
a
r
O
130
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 5
Student Notes
Page Used to Define Calculation Rules
Page Name
Navigation
Calculation Rules
Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Calculation Rules
Table
Use this page to define additional processing rules needed to calculate the premium for plans using the
age-graded, service, or salary rate tables:
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
Calculation Rules page
131
Lesson 5
Defining Calculation Rules (continued)

Annual Benefits Base Rates (ABBR)
To use multiple ABBRs, you must:
1. Define your ABBR types on the ABBR Type page.
2. Indicate the ABBR type to use for a plan on the calculation rules table.
3. Define the multiple ABBRs for an employee on the Update Annual Ben Base Rates page.
Slide 62
y
m
e
d
a
e
l
c
a
r
O
132
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 5
Student Notes
Pages Used to Define Annual Benefits Base Rate Types
Page Name
Navigation
ABBR Type
Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Annl Benef Base
Rt Type Tbl
Update Annual Ben Base

Rates (update annual benefit
base rates)
Benefits, Employee/Dependent Information, Update ABBRs
Use this page to define annual benefit base rates:
y
m
e
d
a
ABBR Type page
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Use this page to enter and maintain multiple ABBRs for an employee:
e
l
c
c
A
Update Annual Ben Base Rates page
a
r
O
133
Lesson 5
Understanding Annual Benefits Base Rates

In many benefit plans, most commonly life, ADD, and disability plans, the benefit levels are determined
based on a certain definition of the employee's salary. Using different definitions of salary for different
benefit plans is common.
You can define and use an unlimited number of annual benefits base rates.
y
m
e
d
a
e
l
c
a
r
O
134
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 5
Adding a Life Insurance Plan to a Benefit Program

Building a Benefit Program
This diagram shows the plans that we will have in our benefit program after completing the activity for this
lesson:
Slide 63
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
135
Lesson 5
Student Notes
Page Used to Add Life Insurance Plans to a Benefit Program
Page Name
Navigation
Benefit Program Table-Plan

Type and Option
Benefit Program Table-Cost
Table, Cost
Use this page to bring the components of a life plan together:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
l
c
a
r
O
136
c
A
Lesson 5
Use this page to add the cost type and rate to a life insurance plan:
Cost page
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
137
Lesson 5
Activity 4: Setting Up Life Insurance Plans

1. Set up the benefit plan table.
2. Set up the Life and AD/D Plan table.
3. Set up the rate table.
4. Set up the calculation rules table.
5. Add the new life insurance plan to the executive benefit program.
Slide 64
Activity Overview
The deduction code for life insurance, LFIN, was set up in "Setting Up Payroll Deductions." Data is already
in the Provider/Vendor table.
y
m
In this activity, you will set up the remaining tables for a life insurance plan.
Define a new benefit plan using the plan type Life and create the life insurance plan using the coverage 2
times the Annual Benefit Base Rate (ABBR).
e
d
a
Define the age-graded rate for males and females with the age ranges 0-39 and 40 and older. Create the
calculation rule using the check date for all calculation dates.
e
l
c
a
r
O
138
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 5
Activity Detail Steps

Setting Up the Benefit Plan Table

To set up the benefit plan table:
Page Element
Plan Type
Life
Life
Benefit Plan
2X
2X

Page Element
Effective Date
January 1, 2002
January 1, 2002
Description
Life Insurance-2X Pay
Life Insurance-2X Pay
Short Description
2X Pay
SetID
SHARE
Vendor ID
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
2X Pay
SHARE
USAKUMETLF
CANKCLONDN
Group Number
Blank
Blank
LFIN
LFCN
Minimum Spousal Allocation %
50
50
4. Click Save.
e
l
c
y
m
a
r
O
139
Lesson 5
Setting Up the Life and AD/D Plan Table

To set up the Life and AD/D Plan table:
1. Select Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Life and AD/D Plan Table.
Page Element
Plan Type
20
20
Benefit Plan
2X
2X
3. Click Add, and enter the following plan-specific Life and AD/D information:
Page Element
Effective Date
January 1, 2002
January 1, 2002
Coverage Type
Plan Level
Plan Level
Formula ID
KU2X_ABBR
KU2X_ABBR
Insured Person Type
Employee
Employee
4. Click Save.
e
l
c
a
r
O
140
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
d
a
y
m
Lesson 5
Setting Up the Benefit Rate Table

To set up the rate table:
2. Access the Add a New Value page.
3. Enter 02 as the Rate Table ID.
Page Element
Effective Date
January 1, 2002
January 1, 2002
Benefit Rate Type
Age-Graded (By Gender, Smoker)
Description
2002 Rates
2002 Rates
Short Description
2002
2002
Premium Frequency
Monthly
Monthly
Rate per Unit
Per Thousand
Per Thousand
Currency Code
USD
CAD
5. On the Composite Rates tab, enter the following information:

Gender
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
c
A
e
d
a
Smoker
Age (>=)
Total Rate
Employer Rate
No
.11
.11
No
.15
.15
Yes
.14
.14
Yes
.18
.18
No
40
.21
.21
No
40
.25
.25
Female
Yes
40
.24
.24
Male
Yes
40
.28
.28
Female
Male
Female
Male
Female
Male
e
l
c
a
r
O
6. Click Save.
141
Lesson 5
Setting Up the Calculation Rules Table

To set up the calculation rules table:
1. Select Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Calculation Rules Table.
3. Enter C1 as the calculation rules table ID.
Page Element
Effective Date
January 1, 2002
January 1, 2002
Description
Calculation Rule 1
Calculation Rule 1
Short Description
C1
C1
Use Age As Of
Check Date
Check Date
Use Service As Of
Check Date
Check Date
Source of Demographics
Employee
Employee
Use Benefits Base As Of
Check Date
Check Date
Source
Annual Benefits Base Rate

PRIM
Multiple Jobs
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Optional Rate Limit
5. Click Save.
e
l
c
a
r
O
142
e
d
a
y
m
c
A
Annual Benefits Base Rate

PRIM
cleared
cleared
cleared
cleared
Lesson 5
Adding the New Life Insurance Plan to the Executive Benefit Program
To add the new plan to the executive benefit program:
1. Select Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Table.
2. Enter the benefit program X.
3. Select Correct History, and click Search.
5. Insert a row in the Plan Type scroll area.
6. Enter the life plan type 20.
Page Element
Opt Type (option type)
Benefit Plan
2X
2X
LFIN
LFCN
e
d
a
8. Access the Cost page, and enter the following information:

Page Element
Cost Type
Price
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
c
A
Price
Benefit Rate Type
Rate TblID (rate table ID)
02
02
Calc TblID (calculation table ID)
C1
C1
9. Click Save.
e
l
c
a
r
O
143
Lesson 5
Review
You can define a minimal spousal allocation percent in the Benefit Plan component for plans in the life,
savings, or pension categories to enforce or monitor compliance with mandated limits assigned to a spouse.
You use the Life and AD/D page to define coverage for life insurance and accidental death plans.
Life insurance plans can use many different rate tables.
You use coverage formulas to identify as of dates, coverage minimums and maximums, benefits base, and
rounding rules.
You use calculation rules to define additional processing rules for some plan types.
Life insurance plans can be added to any benefit program.
Slide 65
Student Notes
y
m
e
d
a
lesson:
Topic
Cross-Reference
Life insurance plan components
PeopleSoft Human Resources 9.0 PeopleBook: Manage Base Benefits,

"Building Base Benefit Programs"
Benefit plan and plan-specific tables

"Setting Up Benefit Plans"
Coverage rates and calculation rules

"Setting Up Core Human Resources Base Benefits Tables"
e
l
c
a
r
O
144
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 6
Setting Up Disability Plans

Objectives
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.
y
m
Slide 67
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
145
Lesson 6
Identifying Disability Plan Components

Components of a Disability Benefit Plan
This diagram illustrates the components that we will use to create a disability benefit plan.
Slide 68
Student Notes
y
m
Determining Coverage Rates
e
d
a
If coverage rates are variable depending on the length of service, use the Length of Service type Benefit Rate
table.
e
l
c
a
r
O
146
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 6
Setting Up a Formula
Defining Formula Components
Use the Coverage Formula page to:
Define an amount to serve as the basis for the salary replacement percentage on the Disability Plan page.
Enter the maximum amount of benefit base that can be used in the coverage formula calculation.
Enter the minimum and maximum amounts of coverage.
Define a reduction in coverage based on age.
Slide 69
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
147
Lesson 6
Student Notes
Student Notes
Page Used to Define a Formula ID
Page Name
Navigation
Coverage Formula
Set Up HRMS, Product Related, Base Benefits, Rates and

Rules, Coverage Formula Table, Coverage Formula
Use this page to set up a formula that defines the amount used as the basis of the salary replacement
percentage.
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
l
c
a
r
O
148
c
A
Lesson 6
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
149
Lesson 6
Creating a Disability Plan

Setting Up the Disability Plan Table
This diagram illustrates how the Benefit Plan table shares the same keys as the Disability Plan table:
y
m
Slide 70
e
d
a
e
l
c
a
r
O
150
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 6
Student Notes
Page Used to Define Disability Plans
Page Name
Navigation
Disability Plan
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Disability Plan
Table
Use this page to define the maximum benefit amount and the salary replacement percent for disabled
employees:
y
m
e
d
a
Disability Plan page
Disability Deduction Calculations
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
151
Lesson 6
Establishing Coverage Rates Based on Length of Service

Defining Rates for Deduction Calculations
The following equation shows how disability plan deductions are calculated:
Annualized Premium = (Calculated Base Unit) (Calculation Rate) (Premium Frequency)
Disability Deduction = Annualized Premium Payroll Frequency
Slide 71
y
m
e
d
a
e
l
c
a
r
O
152
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 6
Student Notes
Page Used to Define Length of Service Rates
Page Name
Navigation
Benefit Rate Table
Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Benefit Rate
Table
Select the Length of Service Months type rate table.

Use this page if coverage rates vary based on the employee's length of service:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Benefit Rate Table Length of Service (Months)
e
l
c
a
r
O
153
Lesson 6
Adding a Disability Plan to a Benefit Program

lesson:
Slide 72
y
m
e
d
a
e
l
c
a
r
O
154
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 6
Student Notes
Pages Used to Add a Disability Plan to a Benefit Program
Page Name
Navigation
Benefit Program Table-Plan

Type and Option
Benefit Program Table-Cost
Table, Cost
Use this page to bring the components of a disability plan together:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Benefit Program Table Plan Type and Option page
Use this page to define the options costs:
e
l
c
a
r
O
Benefit Program Table Cost page
155
Lesson 6
Activity 5: Setting Up Disability Plans

1. Set up the Benefit Plan table.
2. Set up the Disability Plan table.
3. Modify the Coverage Formula table.
4. Set up the Benefit Rate table.
5. Set up the Calculation Rules table.
6. Add the new disability plan to the executive benefit program.
Slide 73
Activity Overview
Data is already in the Deduction and Provider/Vendor tables. In this activity you will set up the remaining
tables for a disability plan.
y
m
Define a new benefit plan using the Long-Term Disability plan type and create a disability plan with
maximum monthly benefit of $7,500 and a salary replacement of 66.67 percent.
Define length of service rate premiums for 0, 36, and 60 months of service.
c
A
e
d
a
Create the calculation rule using the check date for all calculation dates and as of dates.
e
l
c
a
r
O
156
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Lesson 6


To set up the Benefit Plan table:
Page Element
Plan Type
Benefit Plan
LTD
LTD

Page Element
Effective Date
January 1, 2002
January 1, 2002
Description
66 2/3% Predisability Pay
66 2/3% Predisability Pay
Short Description
66 2/3%
SetID
SHARE
Vendor ID
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
c
A
66 2/3%
SHARE
USAKUMETLF
CANKCLONDN
Group Number
Blank
Blank
KULTD9
KCLTD9
4. Accept the remaining default values on this page.

5. Click Save.
e
l
c
a
r
O
157
Lesson 6
Setting Up the Disability Plan Table

To set up the Disability Plan table:
1. Select Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Disability Plan Table.
Page Element
Plan Type
31
31
Benefit Plan
LTD
LTD

Page Element
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
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
c
A
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.
e
l
c
a
r
O
158
Lesson 6
Setting Up the Benefit Rate Table

To set up the Service Rate table:
3. Enter 30 as the Benefit Rate Table ID.
Page Element
Effective Date
January 1, 2002
January 1, 2002
Benefit Rate Type
Length of Service (Months)
Length of Service (Months)
Description
Length of Service 30
Length of Service 30
Short Description
30
30
Premium Frequency
Monthly
Monthly
Rate per Unit
Per Hundred
Per Hundred
Currency Code
USD
CAD
5. Enter the following service rate premiums:
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
Months of Service
Total Rate
Employer Rate
0.2
0.2
0.075
0.2
0.15
36
60
6. Click Save.
e
l
c
y
m
a
r
O
159
Lesson 6
Setting Up the Calculation Rules Table

To set up the Calculation Rules table:
3. Enter C2 as the Calculation Rules Table ID.
Page Element
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
Employee
Employee
Use Benefit Base As Of
Check Date
Check Date
Source
Annual Rate
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
5. Accept remaining default values on the page.

6. Click Save.
e
l
c
a
r
O
160
c
A
e
d
a
y
m
Annual Rate
Lesson 6
Adding the New Disability Plan to the Executive Benefit Program

To add the new plan to the executive benefit program:
5. Insert a row on the Plan Type scroll area.
6. Enter the plan type 31.
Page Element
Optn Type
Benefit Plan
LTD
LTD
Deductn Cd
KULTD9
KCLTD9
e
d
a
8. Access the Cost page and enter the following information:

Page Element
Cost Type
Price
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
c
A
Price
Benefit Rate Type
Length of Service Months
Length of Service Months
Rate ID
30
30
C2
C2
Calc TblID
9. Click Save.
e
l
c
a
r
O
161
Lesson 6
Review
Disability plans require the use of the Calculations Rules table.
You can set up a coverage formula to define the basis for disability plan coverage.
You use the Disability Plan table to define the plan's maximum monthly benefit and salary replacement
percentage.
You can use the Length of Service Months type rate table to vary the proportion of the premium that is
paid by the employee and the employer depending on duration of employment with the organization.
Disability plans can be added to any benefit program.
Slide 74
Student Notes
y
m
lesson:
c
A
Topic
See
Disability plan components
PeopleSoft Enterprise Human Resources 9.0 PeopleBook: Manage Base

Benefits, "Building Base Benefit Programs"
The Disability Plan-Specific table

Benefits, "Setting Up Benefit Plans"
Coverage rates based on length of service

Benefits, "Setting Up Base Benefits Core Tables"
e
l
c
a
r
O
162
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Lesson 7
(USA) Setting Up Savings Plans

Objectives
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.
y
m
Add a savings plan to a benefit program.
e
d
a
Slide 76
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
163
Lesson 7
Identifying Savings Plan Components

Components of a Savings Plan
This diagram illustrates the components that we will use to create a savings plan:
y
m
Slide 77
e
d
a
e
l
c
a
r
O
164
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 7
Student Notes
Defining a Savings Plan
When defining a savings plan, you need to consider both plan-specific and federally regulated limits.
This table specifies where you define plan limits set by your organization:
Type
Description
Page
Employee limit
Defines the maximum amount that an

employee can contribute.
Savings Plan Table - Employee Limit

on Investment
Employer match limit
Defines the maximum amount that

the employer will match.
Savings Plan Table - Employer

Contribution/Match
Employer match options
Defines how much the employer will

match the employee's contribution, up
to the employer match limit.
Savings Plan Table - Employer

Contribution/Match
This table specifies where you define plan limits set by federal regulations:
Type
Description
Page
401 (a) limit
Defines the maximum amount of employee

compensation that can be used to calculate
contributions to a plan.
Limit Table
402 (g) limit
Defines the total amount (before taxes) that an

employee can have deducted for all applicable
plans.
Limit Table
Determines the maximum amount that an employee

can contribute to 403(b) savings plans. This is also
known as Maximum Exclusion Allowance (MEA).
Limit Table
Defines the limits that apply to the total amount that

an employee can contribute to all applicable plans.
Limit Table
Defines the lesser of a flat amount or a percentage

(currently one-third) of the employee's taxable
income that can be deferred annually.
Limit Table
403(b) limit
415(c) limit
457 limit
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
c
A
a
r
O
165
Lesson 7
Defining a Savings Plan

The Savings Plan Table - Employee Limit on Investments Page
This diagram illustrates how the Benefit Plan Table shares the same keys as the Savings Plan table:
y
m
Slide 78
e
d
a
e
l
c
a
r
O
166
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 7
Student Notes
Page Used to Define Employee Contributions
Page Name
Navigation
Savings Plan Employee Limit

on Investments
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Savings Plan Table
Use the Employee Limit on Investments page to define how much an employee can contribute to the plan and
to set up investment options:
y
m
Employee Limit on Investments page (1 of 2)
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
a
r
O
Employee Limit on Investments page (2 of 2)
167
Lesson 7
Setting Up Investment Options

To set up investment options:
1. Enter a code for the money market fund in the Investment Option field.
2. Enter an appropriate description in the Description field.
3. Click the Row Insert button to enter a new row of investment data.
4. Repeat these steps for each type of investment option.
y
m
e
d
a
e
l
c
a
r
O
168
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 7
Defining a Savings Plan (continued)

The Savings Plan Table - Employer Contribution/Match Page
This page defines:
Employer matching rules.
Employer contribution limits.
Slide 79
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
169
Lesson 7
Student Notes
Page Used to Define Employer Matching Rules
Page Name
Navigation
Employer Contribution/Match
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Savings Plan Table,
Employer Contribution/Match
Use the Employer Contribution/Match page to define employer matching rules on before- and after-tax
contributions, and to define employer investments limits:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Employer Contribution/Match page (1 of 2)
e
l
c
Employer Contribution/Match page (2 of 2)
a
r
O
Note. The system applies the limits defined in the Rollover of Funds page before applying the employer
match options defined on this page.
170
Lesson 7
Employer Investment Limits

You can define the maximum amount the employer contributes to a savings plan, either on a matching or
non-matching basis.
When defining a non-matching contribution plan, this data defines the actual amount an employer
contributes. For example, your organization might fund savings plans with after-tax dollars at 3% of the
employee's earnings, up to 500 USD per pay period. You would enter 3 in the After Tax % of Earnings
Limit field and 500 in the Amount per Pay Period Limit field.
When defining a plan that has an employer match, this data defines the maximum amount of employee
funds eligible for matching, rather than defining the amount of the employer match itself. For example,
your organization might match 50% of an employee's contributions, but only on a before-tax basis, up to
6% of earnings or 1,000 USD per pay period, whichever is less. In this example, you would enter 6 in the
Before Tax % of Earnings Limit field and 1000 in the Amount per Pay Period Limit field.
Use the Combined % Earnings Limit field to combine the limits for both before and after tax employer
match.
Use the Limit Employee Match field to specify whether the limit or reduction is applied before or after the
employer match is calculated. This feature applies only for employer match calculations that use the
Service Step table.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
171
Lesson 7
Defining a Savings Plan (continued)

Savings Plan Table - Rollover of Funds Page
The rollover takes effect within a pay period. If the employee reaches the maximum yearly deduction limit
but has 125 USD of a before-tax deduction left to apply, that amount posts to the deduction classification
specified in this table:
Rollover From
Rollover To
Plan
Before-tax
After-tax
Same plan
Before-tax
Before-tax
Different plan
Before-tax
After-tax
Different plan
After-tax
After-tax
Different plan
Slide 80
y
m
e
d
a
e
l
c
a
r
O
172
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 7
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:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Rollover of Funds page
c
A
Note. Employer-only plans cannot receive rollovers from another plan, because rollovers are a form of
employee contribution.
Note. The Specified at Plan Level and Specified at Employee Level options require that the employee be
enrolled in the specified rollover savings plan before the actual rollover event occurs during a payroll run. If
you want a savings plan to receive rollover funds without active employee contributions, set up the plan as
Employee Contribution Optional on the Employee Limit on Investments page and enroll employees with a
zero contribution amount.
e
l
c
a
r
O
173
Lesson 7
Setting Up the Service Step Table

Scroll Areas on the Service Step Table Page
The Service Step Table page has multiple scroll areas.
Scroll Area Location
Usage
Outer
Controls the effective date.
Middle
Controls the after months of service categories.
Inner
Controls the deduction classes and matching rates for the

service month category.
Slide 81
y
m
e
d
a
e
l
c
a
r
O
174
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 7
Student Notes
Page Used to Define Employer Matching Based On Employee's Months of Service
Page Name
Navigation
Service Step Table
Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Service Step Table
Use this page to define employer matching based on the number of months that an employee has served:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Service Step Table page
Note. If your organization offers a company match based on length of service, you must set up Service Step
scales. The values that are defined on the Service Step Table page prompt values on the Savings Plan page.
Example: Service Step Table ID
Suppose that your organization matches 25 to 100 percent (depending on the employee's length of service) of
the employee's before-tax 401 (k) amounts, up to 10 percent of the employee's earnings. You can create a
service step code that specifies the years-of-service match to be 25 percent after one year, 50 percent after
two years, 75 percent after three years, and 100 percent after four years.
e
l
c
a
r
O
175
Lesson 7
Example: Before- and After-Tax Matching

Suppose that you have a 401 (k) plan that's set up to match:
100 percent of the employee's before-tax contributions, for contributions up to three percent of earnings.
50 percent of the employee's before-tax contributions, for contributions over three percent and up to six
percent of earnings.
100 percent of the employee's after-tax contributions, for contributions up to two percent of earnings.
75 percent of the employee's after-tax contributions, for contributions over two percent and up to four
50 percent of the employee's after-tax contributions, for contributions over four percent and up to six
Here's how you set this up:
Deduction Class
Up to Percentage of Employee
Earnings
Percentage of Employee
Investment (Contributions)
Before
100
Before
50
After
100
After
75
After
50
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
This table lists the employee amounts:

Description
Employee earnings
e
d
a
c
A
Amount
1,000 USD
Employee before-tax contribution (6%)
60 USD
Employee after-tax contribution (6%)
60 USD
Here is how the example would work with a six percent contribution by the employee:
e
l
c
a
r
O
176
y
m
Lesson 7
Tier Earnings
Limit
Tier Earnings Amount
Zero percent to 3
percent
Zero percent x 1,000 = 0

USD
Employer
Currency
Amount
Match
Employee Contributions
(6% of 1,000 USD = 60)
Within the Limits
Employer
Percentage
Match
First 30 of 60 USD
100 percent
100 percent x
30 = 30 USD
Last 30 of 60 USD
50 percent
50 percent x
30 = 15 USD
3 percent x 1,000 = 30 USD

Over 3 percent to
6 percent

+
Note. If the employee did not contribute at these percentages (for example, perhaps only five percent), the
match would be limited to the actual contribution; and any contribution over the match percentage (for
example, perhaps 10 percent) would not be matched.
Here is how the example would work with a five percent contribution by the employee:
Tier Earnings
Limit
Zero percent to 3
percent

USD
(5% of 1,000 USD = 50
USD) Within the Limits
Employer
Percentage
Match
First 30 of 50 USD
100 percent

+
Last 20 of 50 USD
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
50 percent
y
m
100 percent x
30 = 30 USD
e
d
a

Over 3 percent to
5 percent
Employer
Currency
Amount
Match
50 percent x
20 = 10 USD
This table shows the after-tax calculations:
Tier Earnings
Limit
Zero percent to 2
percent

USD
Employer
Currency
Amount
Match
(5% of 1,000 USD = 50
USD) Within the Limits
Employer
Percentage
Match
First 20 of 50 USD
100 percent
100 percent x
20 = 20 USD
Second 20 of 50 USD
75 percent
75 percent x
20 = 15 USD
Last 20 of 50 USD
50 percent
50 percent x
20 = 10 USD
Over 2 percent to
4 percent
a
r
O
e
l
c
Over 4 percent to
5 percent

+
+
177
Lesson 7
Example of After Months of Service Rewards

This example shows how to use the After Months of Service field to create multiple service steps to reward
employees for staying with the company:
After Months of Service
Deduction Class
Up to Percentage of
Employee Earnings
Percentage of Employee
Investment
Before
50
Before
100
After
25
After
50
After
100
24
Before
10
100
24
After
50
24
After
75
24
After
100
e
d
a
y
m
This setup gives two-year employees better matching rates. The before-tax match is 100 percent for up to 10
percent, and the after-tax match is 100 percent for up to 2 percent and 75 percent for up to 4 percent, resulting
in a substantial increase in benefits.
e
l
c
a
r
O
178
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 7
Setting Up Savings Plan Limits

Defining Federally Regulated Limits
This table describes the savings plan limits that the PeopleSoft software supports:
Limit
Description
401(a)
Eliminates the tax advantage of highly compensated employees participating in qualified plans.
402(g)
Imposes a flat annual currency limit on the amount that an employee can contribute as an
elective deferral.
403(b)
Determines the maximum amount that an employee can contribute to 403(b) savings plans.
415(c )
Restricts the total amount that an employee can contribute to savings plans.
457
Defines the deferred compensation plans offered by state and local governments and employers
that are exempt from federal income tax.
y
m
Slide 82
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
179
Lesson 7
Student Notes
Page Used to Define Limit Table Values
Page Name
Navigation
Limit Table
Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Limit Table
Use this page to define limit table values:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Limit Table page (1 of 3)
e
l
c
a
r
O
180
c
A
Lesson 7
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Note. If you use PeopleSoft Payroll for North America, establish limit table values for your saving plan using
the limit type as the key. The limit type determines which fields are available on the Limit Table page.
Limits
Limits are associated with deduction codes. When the payroll department runs the pay calculation process,
the system determines whether a deduction is associated with any limits. If it is, the system runs the testing
calculations and makes the limit adjustments to all affected employees' records. If a deduction cannot be
taken, it is reported with the appropriate reason-not-taken code.
e
l
c
Certain qualified benefit savings plans might be subject to government regulations. These regulations are
usually designed to place limits on the amount that employees can contribute each year, to prevent the
qualified plan from being used as a tax shelter, and to define the amount that an individual can receive at
retirement.
a
r
O
Each limit that you set up is associated with a limit type and benefit program.
181
Lesson 7
401 Limit
The 401 limit eliminates the tax advantage that highly compensated employees have by participating in
qualified plans. This limit sets up a maximum amount (or cap) on the employee's annual earnings during the
calculation of the employee's contribution. When the system calculates the employee annual earnings, it
applies the 401 limit to the Special Accumulator field defined in the Savings Plan Table component, not to
the Special Accumulator field on the Limit Table page.
For example, the limit is set up so that (as of 2006) only the first 220,000 USD of each employee's
compensation can be taken into account in a qualified plan's contribution formula. If an employee earns
300,000 USD per year and this employee is enrolled in a 401 (k) savings plan with a 10 percent contribution
rate, the maximum amount that this employee can contribute for the year 2006 is 22,000 USD (10 percent of
220,000 USD, not 10 percent of 300,000 USD).
Note. Benefit plans entered on the Limit Table page are entered under Deductions Subject to Limit and
typically include 4x deductions (minus 4A employee stock purchase plans) for all tax classes.
402 Limit
The 402 limit imposes a flat annual limit on the amount that an employee can contribute as an elective
deferral.
The maximum amount that an employee can contribute on a before-tax basis for the year 2005 is 14,000
USD. It increased to 15,000 USD for 2006.
y
m
The employee in the previous example can contribute 17,000 USD total, but the maximum amount on a
before-tax basis (for the year 2006) is 15,000 USD (a difference of 2,000 USD). The deduction process will
stop taking the deduction when the 15,000 USD limit is met. Unless the employee is enrolled in a rollover
account, the excess amount is refunded to the employee's paycheck.
e
d
a
c
A
Note. Benefit plans are entered under Deductions Subject to Limit and typically include 4x and 8x deductions
(minus 4A employee stock purchase plans) as a before-tax class.
403 Limit
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
The 403 limit (also known as MEA) determines the maximum amount that an employee can contribute to
403(b) savings plans. In addition to the 403 limits, 403(b) savings plans are also subject to 402 and 415 limits.
To calculate this amount:
1. Multiply the employee's eligible earnings by 20 percent.
2. Multiply the figure by the employee's total years of service.

3. Subtract the prior year's pretax contributions.
e
l
c
a
r
O
182
Lesson 7
415 Limit
The 415 limit restricts the total amount that an employee can contribute to defined savings plans. 401(k) plans
are the most common type of defined savings plans to be within Section 415, but other types include
profit-sharing, money purchase pensions, stock bonuses, thrift savings, and target benefit plans.
Employee year-to-date contributions cannot exceed either a specific percentage amount of the employee's
eligible earnings or a specific flat annual amount.
If, for a given payroll, the employee's contribution exceeds the limits, the contribution must be reduced to be
within the limits.
Note. 415 limit types on the Limit Table page would include benefit plans under Deductions Subject to Limit
(typically including 4x and 8x deductions, but not 4a plans, for all tax classes). They would also include
Deductions Which Add to Special Accumulator (which are typically plans apart from the 4x and 8x plans that
are taxable) and Deductions Which Subtract From Special Accumulator (consisting of before-tax plans other
than 4x and 8x).
457 Limit
Section 457 plans are deferred compensation plans offered by state and local governments and employers that
are exempt from federal income tax. The amount deferred annually by an employee cannot exceed a specific
flat amount or one-third of the employee's taxable income, whichever is less.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
183
Lesson 7
Setting Up Age 50 Catch-up Contributions

Managing 401(k) Limit Extensions
The Age 50 Extension process:
Identifies employees in PeopleSoft Payroll for North America who are age 50 and over.
Creates Age-50 limit extension records that extend the savings plan limits for elective deferrals.
Slide 83
y
m
e
d
a
e
l
c
a
r
O
184
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 7
Student Notes
Pages Used to Manage 401(k) Limit Extensions
Page Name
Navigation
Bn Age50 Runctl (benefits age

50 run control)
Benefits, Monitor Savings Pln Extensions, Identify Age-50 Extensions
Savings Mgt (savings

management)
Benefits, Enroll in Benefits, Savings Management
Use this page to generate 402(g) or 457 Age 50 Limit extension records:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Bn Age50 Runctl (benefits age 50 run control) page
e
l
c
a
r
O
185
Lesson 7
Use this page to manage 402(g) limit extension overrides for 401(k) savings plans:
Savings Management page
y
m
e
d
a
e
l
c
a
r
O
186
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 7
Adding a Savings Plan to a Benefit Program

lesson:
y
m
e
d
a
Slide 84
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
187
Lesson 7
Student Notes
Pages Used to Identify Components of a Savings Plan
Page Name
Navigation
Benefit Program Plan Type

and Option
Table
Benefit Program Cost
Table
Use this page to bring the components of a savings plan together:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
l
c
a
r
O
188
c
A
Lesson 7
Use this page to define the cost and calculation rule for a savings plan:
Cost page
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
189
Lesson 7
Activity 6: (USA) Setting Up a Savings Plan

1. Set up the Benefit Plan Table page.
2. Set up the Service Step Table page.
3. Set up the Savings Plan Table component.
4. Set up the Calculation Rules Table page.
5. Include the savings plan in the executive benefit program.
Slide 85
Activity Overview
In this activity, you will set up the 401(k) savings plan that you offer to Global Business Institute (GBI)
executives. The company matches:
y
m
Fifty percent of an employee's before-tax contribution, up to six percent of the employee's earnings during
the first two years of service.
e
d
a
One hundred percent of the employee's before-tax contributions, up to six percent after two years of service.
Employees may contribute up to 12 percent before-tax or after-tax, or any combination of the two, as long as
the total does not exceed 12 percent.
You will enter the following data in the appropriate tables.
Table
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Savings Plan
Benefit Plan
Service Step
Savings Plan
Calculation Rules
401(k)
401(k)
401(k)
C3
The following data has already been entered in the appropriate tables.
e
l
c
Table
ra
O
190
Savings Plan
Deduction
401
Provider/Vendor
USAKUFDLTY
c
A
Lesson 7

Setting Up the Benefit Plan Table Page

To set up the Benefit Plan Table page:
Page Element
Value or Status
Plan Type
401(k)
Benefit Plan
401(K)

Page Element
Value or Status
Effective Date
January 1, 2002
Description
401(k) Savings Plan
Short Description
401(k)
SetID
SHARE
Vendor ID
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Blank
401
Minimum Spousal Allocation %
Blank
Include in Nondiscrimination
Selected
e
l
c
e
d
a
c
A
USAKUFDLTY
Group Number
4. Click Save.
y
m
a
r
O
191
Lesson 7
Setting Up the Service Step Table Page

To set up the Service Step Table page:
1. Select Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Service Step Table.
3. Enter 401(K) as the Service Step Table ID.
Page Element
Value or Status
Effective Date
January 1, 2002
Description
401(k) Executive Savings Plan
Short Description
401(k)
Deduction Class
Before-Tax
Up to % of Employee Earnings
6.00
% of Employee Investment
50.00
y
m
c
A
e
d
a
5. Click the Insert button on the Service scroll area to create a new row of data, and enter the following
information:
Page Element
24
Deduction Class
Before-Tax
Up to % of Employee Earnings
6.00
% of Employee Investment
100.00
6. Click Save.
e
l
c
a
r
O
192
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Value or Status
Lesson 7
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.
Page Element
Value or Status
Plan Type
40
Benefit Plan
401(K)

Page Element
Value or Status
Effective Date
January 1, 2002
Use Special Accumulator
401
Plan Contribution
EE Contribution Optional
y
m
e
d
a
4. Enter the following information in the Up-To-Threshold Limit (Percent of Earnings) group box within the
Limit on Employee Investments group box:
Page Element
Value or Status
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Total Investment
12
Before-Tax
12
After-Tax
c
A
12
Employee YTD Earning Threshold (employee

year-to-date earning threshold)
Note. Leave the fields blank in the Over-Threshold Limit (Percent of Earnings) group box and the Rules
for Highly Compensated Employees Investments group box.
5. Enter the following information in the Investments group box:
e
l
c
Page Element
Row 1
Row 2
Investment Option
Description
Mutual Fund
High Technology Stocks
a
r
O
193
Lesson 7
6. Access the Employer/Contribution Match page and enter the Service Step Table ID 401(K).
7. In the Employer Limits on Non-Matching Contribution or Employee's Contribution Subject to Employer
Match group box, enter the following information:
Page Element
Value or Status
Amount Per Pay Period Limit
Blank
Combined % Earnings Limit
Before Tax % of Earnings Limit
After Tax % of Earnings Limit:
Blank
8. Access the Rollover of Funds page.

9. Select None in the Rollover Options group box.
10. Select the Calculate Pct of Annual Rate check box.
11. Click Save.
y
m
e
d
a
e
l
c
a
r
O
194
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 7
Setting Up the Calculation Rules Table Page

To set up the Calculation Rules Table page:
3. Enter C3 as the Calculation Rules Table ID.
Page Element
Value or Status
Effective Date
January 1, 2002
Description
Calculation Rule 3 - Savings
Short Description
C3
Use Age As Of
Check Date
Use Service As Of
Check Date
Employee
Use Benefit Base As Of
Pay End Date
Annual Rate (Source group box)
Selected
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
5. Accept the remaining default values on this page.

6. Click Save.
e
l
c
y
m
e
d
a
c
A
a
r
O
195
Lesson 7
Including the Savings Plan in the Executive Benefit Program

To include the savings plan in the executive benefit program:
3. Select Correct History and click Search.
5. Insert a row on the Plan Type scroll area and enter the plan type 40.
Page Element
Value or Status
Benefit Plan
401(K)
401
y
m
7. Access the Cost page, and enter the following information:

Page Element
Value or Status
Cost Type
Price
Calc TblID (calculation table ID)
C3
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
Note. The only data that you can enter on the Benefit Program Table - Cost page is the calculation table
ID after you select the cost type of Price. The amount will be determined by the employee's election.
8. Click Save.
e
l
c
a
r
O
196
Lesson 7
Review
You do not define rate tables for savings plans because premium amounts are not required.
You use the Savings Plan Table component to define employee contribution limits and employer matching
rules.
You use the Service Step table to define employer matching based on the number of months that an
employee has served.
You can define plan limits based on your organization's rules and based on federal regulations.
The Age-50 Catch-up process identifies employees who are age 50 or over and generates the savings
management pages used to monitor their catch-up contributions.
You can add savings plans to any benefit program.
Slide 86
Student Notes
y
m
e
d
a
lesson:
Topic
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Cross-Reference
c
A
Savings plan components.

Contribution limits and employer matching

options.

Employer matching based on length of

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

Benefits, "Setting Up Core Human Resources Base Benefits Tables"
e
l
c
a
r
O
197
y
m
e
d
a
a
r
O
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 8
(CAN) Setting Up Pension Plans

Objectives
Identify pension plan components.
Set up pension plans.
Add a pension plan to a benefit program.
Slide 88
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
199
Lesson 8
Identifying Pension Plan Components

Components of a Pension Plan
This diagram illustrates the components that we will use to define a pension plan:
Slide 89
Student Notes
y
m
How to Define a Pension Plan
e
d
a
A company can offer pension plans under specific conditions to enable its employees to receive money
following their retirement from service or to enable surviving dependents to receive money upon an
employee's death.
c
A
Before you define a pension plan in PeopleSoft HRMS, determine which tables are needed and then define
each one with the specific information about your pension plan.
e
l
c
a
r
O
200
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Lesson 8
Setting Up Pension Plans

Example of Setting Up a Pension Plan
This table provides an example of earning limits and contributions that are used for fixed or slide calculations
for pension plans:
Earning Limits
Contributions Up to YMPE
Contributions Over YMPE
Employee Percent
Employer Percent
Employee Percent
Employer Percent
20,000 CAD
2.2
3.2
4.2
5.2
40,000 CAD
2.3
3.3
4.3
5.3
60,000 CAD
2.4
3.4
4.4
5.4
80,000 CAD
2.5
3.5
4.5
5.5
y
m
Slide 90
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
201
Lesson 8
Student Notes
Page Used to Define Pension Plans
Page Name
Navigation
Pension Plan Table 1
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Pension Plan Table
CAN
Use this page to define pension plans offered by your employers, and to define the employee and employer
contribution percentages:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Pension Plan Table 1 page (1 of 2)
e
l
c
a
r
O
202
c
A
Lesson 8
Pension Plan Table 1 page (2 of 2)
Note. When you define a pension contribution as a before-tax deduction, the system calculates the amount to
deduct before it performs the normal tax calculation.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
203
Lesson 8
Adding a Pension Plan to a Benefit Program

lesson:
y
m
e
d
a
Slide 91
e
l
c
a
r
O
204
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 8
Student Notes
Page Used to Identify Pension Plan Components
Page Name
Navigation
Table
Use this page to link the parts of a pension plan:
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
205
Lesson 8
Activity 7: (CAN) Setting Up an Executive Pension Plan

2. Set up the Pension Plan table.
3. Update the Benefit Program table.
Slide 92
Activity Overview
Employees can contribute 4 percent up to YMPE and 6 percent over YMPE in this pension plan. The
company matches this contribution by 50 percent.
You will enter the following data in the appropriate tables.
Table
Data
Deduction
PENS
Provider/Vendor
CANKCVNB
Benefit Plan
PENX
Pension Plan (plan-specific)
PNX
e
l
c
a
r
O
206
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
c
A
e
d
a
Lesson 8


2. Access the Add a new value page, and enter the following information:
Page Element
Value or Status
Plan Type
Standard Pension
Benefit Plan
PEN

Page Element
Value or Status
Effective Date
January 1, 2002
Description
Executive Pension Plan
Short Description
Pension
SetID
SHARE
Vendor ID
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Blank
KCPENS
e
l
c
e
d
a
c
A
CANKCVNB
Group Number
4. Click Save.
y
m
a
r
O
207
Lesson 8
Setting Up the Pension Plan Table

To set up the Pension Plan table:
1. Select Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Pension Plan Table CAN.
Page Element
Value or Status
Plan Type
80
Benefit Plan
PEN

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
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
4. In the Contribution Percent group box, enter the following information:

Page Element
Rate Type
None
Contribution & Up to YMPE Employee%
4%
Contribution & Up to YMPE Employer %
2%
e
l
c
Contribution & Over YMPE Employee%
a
r
O
Contribution & Over YMPE Employer%
5. Click Save.
208
Value or Status
6%
3%
y
m
c
A
e
d
a
Lesson 8
Setting Up the Benefit Program Table

To set up the Benefit Program table:
5. Insert a row in the Plan Type scroll area, and enter 80 in the Plan Type field.
6. Scroll to the option section and enter the following information on the Eligibility tab:
Page Element
Value or Status
Optn Type
Benefit Plan
PEN
Deduction Cd (deduction code)
KCPENS
y
m
7. Click Save.
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
209
Lesson 8
Review
Pension plans do not require rate tables.
The Pension Plan table is where you define pension types (for example, Money Purchase or Defined
Benefit Plan) and employer matching.
You can add pension plans to any benefit program.
Slide 93
Student Notes
lesson:
See
Pension plan components

Pension plan setup

e
l
c
a
r
O
210
y
m
Topic
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
d
a
Lesson 9
Setting Up Leave Plans

Objectives
Identify leave plan components.
Define a leave plan.
Establish earnings codes for leave categories.
Add a leave plan to a benefit program.
Slide 95
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
211
Lesson 9
Identifying Leave Plan Components

Components of a Leave Plan
This diagram illustrates the components that we will use to create a leave plan:
Slide 96
Student Notes
y
m
Defining Leave Plans
e
d
a
A company can offer leave plans to enable its employees to take time off without losing pay for reasons such
as vacations, health, or personal business.
c
A
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.
e
l
c
a
r
O
212
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Lesson 9
Defining a Leave Plan

Setting Up the Leave Plan Table
This diagram illustrates how the Benefit Plan table shares the same keys as the Leave Plan table:
y
m
Slide 97
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
213
Lesson 9
Student Notes
Page Used to Set Up Leave Time Accrual
Page Name
Navigation
Leave Plan Table
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Leave Plan Table
Use this page to define how your leave time will accrue, to identify accrual processing information and first
year award values, and to identify your leave accrual rates and service bonus values:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Leave Plan Table (1 of 2)
e
l
c
a
r
O
214
c
A
Lesson 9
y
m
e
d
a
Leave Plan Table (2 of 2)
Creating a Leave Plan
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Each plan has only one maximum leave balance and one maximum leave carryover. If you need any other
option, you might need to either set up a new plan or customize the software.
Manual accrual processing fields are for informational purposes and do not initiate automatic processes.
e
l
c
a
r
O
215
Lesson 9
Defining a Leave Plan (continued)

Accrual Processing
This table lists which accrual rate units to select based on the award frequency of your leave plan:
Accrual Rate Units
Award Frequency
Hours per Hour
Every accrual run.
Hours per Month
First run of the month.
Hours per Pay Period (USF)
First run of the pay period (USF).
Hours per Week
First run of the week.
Hours per Year
First run of the year.
Slide 98
y
m
e
d
a
e
l
c
a
r
O
216
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 9
Defining a Leave Plan (continued)

First Year Accrual Process Setup
This table provides an example of how newly hired employees accrue vacation hours based on the month of
hire for a leave plan that awards vacation hours per year:
Employment Month
Vacation Hours Earned
Eligibility Month
72
72
72
56
56
56
7-12
NA
Slide 99
Student Notes
Calendar Year Basis
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
c
A
Note. The system bases leave on a calendar year. If you require leave to be set up otherwise, you will need to
customize the software.
e
l
c
a
r
O
217
Lesson 9
Establishing Earning Codes for Leave Categories

How Earnings are Calculated
This diagram shows the tables from which the earnings calculation process retrieves data:
y
m
Slide 100
e
d
a
e
l
c
a
r
O
218
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 9
Student Notes
Page Used to Identify Special Processing
Page Name
Navigation
Special Process
Set Up HRMS, Product Related, Payroll for North America, Compensation and
Earnings, Earnings Table
Use the Special Process page to identify which leave plans the earnings code will affect, and to identify which
earnings codes track service hours for your leave plans:
y
m
e
d
a
Special Process page
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
219
Lesson 9
Adding a Leave Plan to a Benefit Program

lesson:
y
m
e
d
a
Slide 101
e
l
c
a
r
O
220
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 9
Student Notes
Page Used to Identify Leave Plan Components
Page Name
Navigation
Table
Use this page to bring the components of a leave plan together:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
l
c
c
A
a
r
O
221
Lesson 9
Activity 8: Setting Up a Vacation Leave Plan

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
c
A
The values in the Provider/Vendor table have already been set up in the system.
e
l
c
a
r
O
222
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
y
m
Lesson 9


2. Select the Add a New Value link, and enter the following information:
Page Element
Plan Type
Vacation
Vacation
Benefit Plan
VAC
VAC

Page Element
Effective Date
January 1, 2002
January 1, 2002
Description
Executive Vacation Leave Plan
Executive Vacation Leave Plan
Short Description
Vacation
SetID
SHARE
Vendor ID
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
c
A
Vacation
SHARE
USAKUGBI
CANKCVNB
Group Number
Blank
Blank
Blank
Blank
4. Accept the remaining default values on the page.

5. Click Save.
e
l
c
a
r
O
223
Lesson 9
Setting Up the Leave Plan Table

To set up the Leave Plan table:
1. Select Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Leave Plan Table.
Page Element
Plan Type
51
51
Benefit Plan
VAC
VAC
3. Click Add and enter the following information:

Page Element
Effective Date
January 1, 2002
January 1, 2002
Balance Visible to EE for

Self-Service
Selected
Selected
Service Units
Months
Months
Accrual Rate Units
Hours per Month
Hours per Month
Special Calculation Routine
Cleared
c
A
Cleared
Special Calculation at Year Begin
Cleared
Max Leave Balance (maximum leave

balance)
99999.000
99999.00
Max Leave Carryover (maximum

leave carryover)
200.000
200.00
e
l
c
a
r
O
224
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
y
m
Cleared
Lesson 9
4. Expand the Manual Accrual Processing section, and enter the following information:
Page Element
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
After Service Interval
Accrue Hours At
8 (Hours per Month)
8 (Hours per Month)
y
m
6. Click the Insert button to add additional Accrual Rate Values rows with the following information:
Page Element
12
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
12
Accrue Hours At
10 (Hours per Month)
48
48
Accrue Hours At
7. Click Save.
e
l
c
a
r
O
225
Lesson 9
Setting Up the Benefit Program Table

To set up the Benefit Program table:
5. Insert a row in the Plan Type scroll area, and enter the plan type 51.
Page Element
Benefit Plan
VAC
VAC
Deduction Cd (deduction code)
Blank
Blank
y
m
7. Click Save.
e
d
a
e
l
c
a
r
O
226
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 9
Review
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
lesson:
y
m
Topic
See
Leave plan components

Leave Plan Specific table

e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Earnings codes for leave categories
e
d
a
c
A

Benefits, "Managing Leave Plans"
PeopleSoft Enterprise Payroll for North America 9.0 PeopleBook,
"Defining Earnings Codes and Earnings Programs"
e
l
c
a
r
O
227
y
m
e
d
a
a
r
O
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 10
Setting Up Flexible Spending Accounts

Objectives
Identify the components of flexible spending account (FSA) plans.
Create and define FSA plans.
Add FSA plans to a benefit program.
Slide 105
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
229
Lesson 10
Identifying the Components of Flexible Spending Account Plans

Components of the FSA Benefit Plan
This diagram illustrates the components that we will use to create a flexible spending account plan:
Slide 106
Student Notes
y
m
Identifying the Delivered Plan Types for FSAs
e
d
a
The delivered plan types for FSAs are:

(USA) Flexible Spending Health (60).
(USA) Flexible Spending Dependent Care (61).
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
(CAN) Flexible Spending Health (65).

(CAN) Retirement Counseling (66).
(USA) Healthcare Savings Account (67).
e
l
c
a
r
O
230
c
A
Lesson 10
Creating and Defining FSA Plans

Setting Up the FSA Benefit Plan Table
This diagram illustrates how the Benefit Plan table shares the same keys as the FSA Benefit Plan table:
y
m
Slide 107
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
231
Lesson 10
Student Notes
Page Used to Identify Contribution Frequency and Employer Contributions
Page Name
Navigation
Spending Accounts
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, FSA Benefits
Table, Spending Accounts
FSA Admin Config
Set Up HRMS, Product Related, Base Benefits, Plan Attributes, FSA Benefits
Table, FSA Admin Config
Use this page to identify a contribution frequency and employer contributions:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Spending Accounts page
Use this page to configure FSA administration:
e
l
c
a
r
O
232
c
A
Lesson 10
FSA Admin Config page
Using Balance IDs

Consider Balance IDs as buckets into which the system places balances. The SetID and Balance ID specified
on this page indicate the bucket name that will be used to gather FSA-calculated deduction information. The
bucket starts and stops based on the dates specified on the Balance ID table in Payroll. Example: CY January
1 - December 31. The balances clear and start over on January 1 of each year.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
233
Lesson 10
Creating and Defining FSA Plans (continued)

Deduction Calculations
This table describes how deductions are calculated using PeopleSoft Payroll for North America and
PeopleSoft Payroll Interface:
Product
(USA) Calculation
(CAN) Calculation
PeopleSoft Payroll for

North America
Deduction Amount = (Annual Pledge - YTD

Balance) Unconfirmed On-Cycle Pay
Periods Remaining in the Balance Year.
Deduction Amount = (Annual Pledge*

or Employer Contribution or both YTD Balance) Pay Periods
Remaining in the Balance Year.
*Applies only to credits with Benefits
Administration.
PeopleSoft Payroll Interface
Deduction Amount = (Employee Contribution

FSA Contribution Frequency) Deduction
Frequency
Deduction Amount = Employer

Contribution FSA Contribution
Frequency Deduction Frequency
y
m
Slide 108
e
d
a
Student Notes
Balance IDs
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Note. Use Balance ID on the FSA Spending Accounts page to determine the limits of the "Balance Year" and
to determine what to use as the end date (such as pay end date or check date). However, if the Employee
Contribution Override field has been populated on the employee's election record, then the calculation is the
same as used in the PeopleSoft Payroll Interface system.
e
l
c
a
r
O
234
Lesson 10
Adding FSA Plans to a Benefit Program

lesson:
y
m
e
d
a
Slide 109
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
235
Lesson 10
Student Notes
Page Used to Identify FSA Plan Components:
Page Name
Navigation
Benefit Program Plan Type

and Option
Use this page to bring the components of an FSA plan together:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Cost Information
You don't enter cost information on the Benefit Program table because:
(USA) Employees specify their pledge when they enroll.
(CAN) The employer contribution is specified either on the FSA Plan table or through credits with Benefits
Administration. In fact, Canadian Base Benefits clients might want to specify no Employer Contribution on
the FSA Plan table, and set up the information for tracking purposes only.
e
l
c
a
r
O
236
Lesson 10
Activity 9: Setting Up Flexible Spending Accounts

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.
y
m
(CAN) Notes for Activity
e
d
a
You will set up a health care FSA whereby the employer offers up to 750 CAD on health-related items that
are not covered by the basic medical plan. Then add the plan to the executive benefit program. Deduction and
vendor information is already provided.
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
237
Lesson 10


Page Element
Plan Type
Flex Spending Dependent Care
Flex Spending Health - Canada
Benefit Plan
DCAR
HCAR

Page Element
Effective Date
January 1, 2002
January 1, 2002
Description
Dependent Care FSA
Health Care FSA
Short Description
DepCare
SetID
SHARE
Vendor ID
c
A
Health Car
SHARE
USAKUGBI
LCARE1
Group Number
Blank
Blank
LFSADC
KCHFSA
4. Click Save.
e
l
c
a
r
O
238
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
y
m
Lesson 10
Setting Up the FSA Benefit Plan Table

To set up the FSA Benefit Plan table:
1. Select Set Up HRMS, Product Related, Base Benefits, Plan Attributes, FSA Benefits Table.
Page Element
Plan Type
61
65
Benefit Plan
DCAR
HCAR

Page Element
Effective Date
January 1, 2002
January 1, 2002
Plan Contribution
Contribution Frequency
SetID
SHARE
SHARE
Balance ID
CY
CY
Employer Contribution
None
Flat Contribution Amount
NA
Employer Carryforward Choice
NA
4. Click Save.
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
c
A
Flat Amount
$750.00
ER Claim
a
r
O
239
Lesson 10
Adding the New FSA Plan to the Executive Benefit Program

To add the new FSA plan to the executive benefit program:
2. Enter X as the benefit program.
5. Insert a row on the Plan Type scroll area, and enter the following information:
Page Element
Plan Type
61
65
Page Element
Benefit Plan
DCAR
HCAR
LFSADC
KCHFSA
7. Click Save.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
l
c
a
r
O
240
c
A
e
d
a
y
m
Lesson 10
Review
(USA) FSA plans are funds where employees contribute pretax money to pay for eligible expenses such as
health care and dependent care.
(CAN) FSA plans are funds whereby the employer contributes to health care spending and retirement
counseling. Employer contributions are defined either on the FSA Benefit Plan table or, if you are using
Benefits Administration, through flexible credits.
You use the FSA Benefits Plan page to define FSA plans.
You can add an FSA plan to any benefit program.
Slide 111
Student Notes
y
m
lesson:
e
d
a
Topic
See
Components of FSA plans

e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
(USA) The FSA Plan-Specific table
e
l
c
c
A

a
r
O
241
y
m
e
d
a
a
r
O
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 11
Adding New Employees, Dependents, and

Beneficiaries
Objectives
Identify the pages used to hire an employee.
View job-related information for an employee.
Set up dependent and beneficiary data.
Slide 113
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
243
Adding New Employees, Dependents, and Beneficiaries
Lesson 11
Identifying the Pages Used to Hire an Employee

Hire Employee Components
The pages that you use to hire employees are included in these components:
Add a Person
Job Data
Use the Benefit Program Participation page to enroll an employee in a benefit program.
Slide 114
Student Notes
Hire Employee Pages
Use these pages of the Add a Person component to enter personal information for a new employee:
y
m
Biographical Details
e
d
a
Contact Information
Regional
Organizational Relationships
c
A
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
e
l
c
a
r
O
244
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Lesson 11
Viewing Job-Related Information for an Employee

Reviewing Employee Eligibility
Use the employee data summary to view an employee's:
Personal information.
Job information.
Significant dates.
Slide 115
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
245
Lesson 11
Student Notes
Page Used to View Employee's Current Job Information
Page Name
Navigation
Employee Data Summ
Benefits, Employee/Dependent Information, Review HR/Job/Payroll Data
Use the Employee Data Summary page to view current job-related information for the employee:
y
m
e
d
a
e
l
c
a
r
O
246
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 11
Setting Up Dependent and Beneficiary Data

Dependent Relationships
This diagram shows how you use the Dependent Relationship page to group relationships by covered person
type:
y
m
e
d
a
Slide 116
Student Notes
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Page Used to Define Dependent Relationships

Page Name
Dep. Relationship (dependent

relationship)
Navigation
Set Up HRMS, Product Related, Base Benefits, Dependent Relationships Table
Use this page to define relationships that qualify as dependents according to your organization rules:
e
l
c
a
r
O
Dep. Relationship page
247
Lesson 11
Setting Up Dependent and Beneficiary Data (continued)

Entering Dependents and Beneficiaries
Entering dependent and beneficiary data ensures that you are able to:
Simplify benefit enrollments for dependents and beneficiaries.
Process claims quickly and correctly.
Track court-ordered benefit requirements.
Slide 117
y
m
e
d
a
e
l
c
a
r
O
248
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 11
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:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Update Dependent/Beneficiary - Name page
c
A
Use this page to identify the address for your dependents and beneficiaries:
e
l
c
a
r
O
249
Lesson 11
Update Dependent/Beneficiary - Address page
Use this page to enter the relationship to the employee and personal data for dependents and beneficiaries:
y
m
Update Dependent/Beneficiary - Personal Profile page (1 of 2)
e
l
c
a
r
O
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Update Dependent/Beneficiary - Personal Profile page (2 of 2)
250
c
A
e
d
a
Lesson 11

Court-Ordered Benefit Flags
A system-generated check box is available that indicates whether court orders have been established for
dependents and beneficiaries on these enrollment pages:
Health Benefits
Savings Plans
Pension
Slide 118
Student Notes
Page Used to Identify Riders/Orders Information
y
m
e
d
a
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:
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
251
Lesson 11

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.
Slide 119
y
m
e
d
a
e
l
c
a
r
O
252
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 11
Student Notes
Page Used to Record Benefit Comments
Page Name
Navigation
Benefit Comments
Benefits, Employee/Dependent Information, Record Dep/Ben Comments
Dependent/Benef.
Benefits, Employee/Dependent Information, Review Dep/Ben Summary
Use this page to record any comments associated with dependents and beneficiaries:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Benefit Comments page
c
A
Note. The Benefit Comments page is informational only and can be used in whatever way that your
organization deems appropriate. For example, some organizations use this page to record phone
conversations.
e
l
c
a
r
O
253
Lesson 11
Use this page to view a list of the employee's dependents and/or beneficiaries and their relationships to the
employee:
Dependent/Benef. page
y
m
e
d
a
e
l
c
a
r
O
254
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 11
Activity 10: Adding Dependent and Beneficiary Data

In this activity, you will review the activity overview and enter dependent and beneficiary data.
Slide 120
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
255
Lesson 11
Activity Overview
In the remaining activities in this class, you will be working with three employees who have been hired at
Global Business Institute (GBI).
The employee IDs for the employees that you will work with are:
(USA) Employees
Employee ID
(CAN) Employees
Employee ID
Patrick Kelly
KULM01
Tyler Jackson
KCLM01
Melissa Jackson
KULN01
Jennifer Phillips
KCLN01
Brevin James
KULO01
Jon Pierre
KCLO01
In this activity, you'll add the dependent and/or beneficiary information for (USA) Patrick, or (CAN) Tyler.
(USA) For Patrick, use the data in this table:
Dependent/Beneficiary Personal Data
Relationship to Employee
Address
Anne
Spouse
Same as employee
Child
Same as employee
y
m
DOB:October 11, 1964
e
d
a
Married: October 1, 2002

Tyler
DOB:May 5, 1991
Gilbert
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Other Child
DOB:September 28, 1980
c
A
645 Bennett Street

Luzerne, PA 18704
(CAN) For Tyler, use the data in this table:

Dependent/Beneficiary Personal Data
Address
Anne
Spouse
Same as employee
Child
Same as employee
Other Child
645 Bennett Street
DOB:October 11, 1964
Married: October 1, 2002

Tyler
e
l
c
DOB:May 5, 1991
ra
Gilbert
DOB:September 28, 1980
Calgary, AB T2S 0B8
Dependent/Beneficiary information for Melissa, Brevin, and Jon has been entered for you. You will view the
256
Lesson 11
dependents already created.

In subsequent activities, you will enroll the first employee in the benefit plans that you have set up and
calculate the employee's deductions, and you will maintain enrollments for all three employees.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
257
Lesson 11

Creating Dependent and Beneficiary Data

To create dependent and beneficiary data for an employee:
1. Select Benefits, Employee/Dependent Information, Update Dependent/Beneficiary.
2. Enter the employee ID for either (USA) Patrick (KULM01) or (CAN) Tyler (KCLM01).
3. Click Search.
4. On the Name page, enter the following information:
Page Element
Dependent/Beneficiary ID
01
01
Effective Date
January 1, 2003
January 1, 2003
Format Type
English
English
Page Element
First Name
Anne
Last Name
6. Click OK
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Kelly
y
m
e
d
a
5. Click the Edit Name link, and on the Edit Name page, enter the following information:
c
A
Anne
Jackson
7. Access the Address page, and enter the effective date of January 1, 2003.
8. Select the Same Address as Employee check box.
9. Access the Personal Profile page, and enter the following information:
Page Element
October 11, 1964
October 11, 1964
Effective Date
January 1, 2003
January 1, 2003
Spouse
Spouse
Dependent Beneficiary Type
Both
Both
Date of Birth
e
l
c
a
r
O
258
Lesson 11
Page Element
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.
Page Element
02
02
Effective Date
January 1, 2003
January 1, 2003
Format type
English
English
y
m
Page Element
(CAN Value or Status
First Name
Patrick
Tyler
Last Name
Kelly
Suffix
Junior
13. Click OK.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
Jackson
Junior
14. Access the Address page, and enter the effective date of January 1, 2003.
e
l
c
a
r
O
259
Lesson 11
Page Element
Date of Birth
May 5, 1991
May 5, 1991
Effective Date
January 1, 2003
January 1, 2003
Child
Child
Both
Both
Gender
Male
Male
Marital Status
Single
Single
17. Access the Name page, and insert a row in the Dependent/Beneficiaries group box.
Page Element
03
03
Effective Date
January 1, 2003
January 1, 2003
Format Type
English
English
y
m
e
d
a
c
A
Page Element
First Name
Last Name
20. Click OK.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Gilbert
Gilbert
Kelly
Jackson
21. Access the Address page and enter the following information:
Page Element
e
l
c
Effective Date
Country
a
r
O
260
January 1, 2003
January 1, 2003
USA
CAN
Lesson 11
22. Click the Edit Address link, and on the Edit Address page, enter the following information:
Page Element
Address 1
645 Bennett Street
645 Bennett Street
City
Luzerne
Calgary
State/Province
PA
AB
Postal
18704
T2S 0B8
23. Click OK.

Page Element
Date of Birth
September 28, 1980
September 28, 1980
Effective Date
January 1, 2003
January 1, 2003
Other Relative
Other Relative
Beneficiary
Beneficiary
Gender
Male
Male
Marital Status
Single
25. Click Save.
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
c
A
Single
a
r
O
261
Lesson 11
(USA) Results
To view the dependent and beneficiary data that you added for Patrick, select Benefits, Employee/Dependent
Information, Review Dep/Ben Summary.
Your results should look like this:
To view dependent and beneficiary data for Melissa, select Return to Search, enter the employee ID KULN01,
and click Search.
y
m
e
d
a
To view dependent and beneficiary data for Brevin, select Return to Search, enter the employee ID KULO01,
and click Search.
e
l
c
a
r
O
262
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 11
(CAN) Results
To view the dependent and beneficiary data for Tyler, select Benefits, Employee/Dependent Information,
Review Dep/Ben Summary.
To view dependent and beneficiary data for Jon, select Return to Search, enter the employee ID KCLO01, and
click Search.
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
263
Lesson 11
Review
You can enroll a new employee and dependents in benefits using the same component that you used to hire
the employee.
You can use the Employee Data Summary page to obtain the data used to determine benefits coverage
eligibility for an employee.
You can view dependent and beneficiary information for the entire family on the Dependent/Benef. page.
Slide 121
Student Notes
lesson:
y
m
Topic
See
Job Related Information for an Employee

Benefits," Enrolling Participants
Dependent and Beneficiary Data
PeopleSoft Enterprise Human Resources 9.0 PeopleBook, "Administer

Workforce," Entering Additional Data in Human Resources Records
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
d
a

Benefits," Entering Dependent and Beneficiary Information
e
l
c
a
r
O
264
Lesson 12
Enrolling Employees
Objectives
Assign employees to benefit programs.
Enroll employees in benefit plans.
View employee benefit enrollments.
Override deduction information.
Slide 123
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
265
Enrolling Employees
Lesson 12
Assigning Employees to Benefit Programs

Using Benefit Programs
This diagram shows the plans that employees can enroll in after they have been assigned to our benefit
program:
y
m
e
d
a
Slide 124
e
l
c
a
r
O
266
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 12
Enrolling Employees
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
y
m
Note. This page is also part of the Hire and Job Data components but can be accessed through Benefits,
Enroll in Benefits
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
267
Enrolling Employees
Lesson 12
Activity 11: Assigning Employees to Benefit Programs

In this activity, you will review the activity overview and modify an employee's benefit program.
Slide 125
Activity Overview
In this activity, you will change an employee's benefit program. When hired, the employee was enrolled in a
benefit program, but now qualifies for the executive benefit program.
Use the information in this table:
Employee
Employee ID
Benefit Program Enrolled in at

Hire
(USA) Patrick Kelly
KULM01
KL2
(CAN) Tyler Jackson
KCLM01
KL4
y
m

e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
268
e
d
a
Lesson 12
Enrolling Employees
Enrolling Employees in Benefit Plans

Health Benefits
Employees assigned to a benefit program can enroll in any of the health plans within the program, as shown
in this diagram:
y
m
e
d
a
Slide 126
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
269
Enrolling Employees
Lesson 12
Student Notes
Page Used to Enroll Employees in Health Plans
Page Name
Navigation
Health Benefit Elections
Benefits, Enroll in Benefits, Health Benefits
Use this page to enroll employees and dependents in health plans such as medical, dental, and vision:
y
m
e
d
a
Health Benefit Elections (1 of 2)
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Health Benefit Elections (2 of 2)
e
l
c
a
r
O
Validating Covered Dependents

The list of covered dependents is validated against the coverage code and against the dependent age limits
established on the benefit program.
270
Lesson 12
Enrolling Employees
Enrolling Employees in Benefit Plans (continued)

Example: Deduction Calculation Based on Pay Calendar
The deduction begin date works with the pay period end date from the pay calendar to determine if the
deduction is taken during the payroll process, as shown in this table:
Pay Calendar Table Field
Value
Deduction Begin Date
Deduction Taken
Pay Period Begin Date
01/01/2000
01/01/2000
Yes
Pay Period End Date
01/15/2000
01/15/2000
Yes
Paycheck Issue Date
01/20/2000
01/16/2000
No
Slide 127
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
271
Enrolling Employees
Lesson 12

Example: Deduction Calculation Based on Pay Calendar
If the deduction begin date is after the pay period end date and coverage is waived or terminated, the benefit
deduction is also considered active and is taken, as shown in this table:
Pay Calendar Table Field
Value
Deduction 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
Slide 128
y
m
e
d
a
e
l
c
a
r
O
272
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 12
Enrolling Employees

Employees assigned to a benefit program can enroll in any of the life and accidental death and
dismemberment (AD/D) plans within the program, as shown in this diagram:
y
m
e
d
a
Slide 129
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
273
Enrolling Employees
Lesson 12
Student Notes
Page Used to Enroll Employees in Life and AD/D Plans
Page Name
Navigation
Life/ADD Elections
Benefits, Enroll in Benefits, Life and AD/D Benefits
Use this page to enroll employees in life plans, such as life, supplemental life, and AD/D, and to identify the
beneficiaries:
y
m
Life/ADD Elections (1 of 2)
e
l
c
a
r
O
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Life/ADD Elections (2 of 2)
274
c
A
e
d
a
Lesson 12
Enrolling Employees
Note. Be sure that hard copies of critical records exist for legal purposes. Some companies allow online
signatures, but this is an exception. Most providers require hard-copy records.
For life insurance, the system validates against the Minimal Spousal Allocation % field on the Benefit Plan
Table page when you update beneficiary information in Base Benefits.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
275
Enrolling Employees
Lesson 12

Disability Benefits
Employees assigned to a benefit program can enroll in any of the disability plans within the program, as
shown in this diagram:
y
m
e
d
a
Slide 130
e
l
c
a
r
O
276
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 12
Enrolling Employees
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:
y
m
e
d
a
Disability Benefit page
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
277
Enrolling Employees
Lesson 12

Savings and Pension Plans
Employees assigned to a benefit program can enroll in any of the savings plans within the program, as shown
in this diagram:
y
m
e
d
a
Slide 131
e
l
c
a
r
O
278
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 12
Enrolling Employees
Student Notes
Pages Used to Enroll Employees in Savings or Pension Plans
Page Name
Navigation
Savings Plan Elections
Benefits, Enroll in Benefits, Savings Plans, Savings Plan Elections
Pension Plan Elections
Benefits, Enroll in Benefits, CAN-Pension Plans, Pension Plan Elections
Use this page to enroll employees in savings plans, assign beneficiaries, and designate investment and
rollover options:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Savings Plan Elections (1 of 2)
e
l
c
a
r
O
279
Enrolling Employees
Lesson 12
y
m
e
d
a
Savings Plan Elections (2 of 2)
e
l
c
a
r
O
280
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 12
Enrolling Employees
Use this page to enroll employees in Canadian pension plans:
y
m
Pension Plan Elections page
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
a
r
O
281
Enrolling Employees
Lesson 12

Leave Plans
Employees assigned to a benefit program can enroll in any of the leave plans within the program, as shown in
this diagram:
y
m
e
d
a
Slide 132
e
l
c
a
r
O
282
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 12
Enrolling Employees
Student Notes
Page Used to Enroll Employees in Leave Plans
Page Name
Navigation
Leave Plans (USA)
Benefits, Enroll in Benefits, Leave Plans - Leave Plans (USA)
Leave Plans
Benefits, Enroll in Benefits, Leave Plans - CAN/INT - Leave Plans
(USA) Use this page to enroll the employee in leave plans such as for sick leave and vacation leave:
y
m
e
d
a
Leave Plans (USA) page
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
283
Enrolling Employees
Lesson 12
(CAN) Use this page to enroll employees in Canadian leave plans.
Leave Plans page
y
m
e
d
a
e
l
c
a
r
O
284
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 12
Enrolling Employees

FSA Benefits
Employees assigned to a benefit program can enroll in any of the flexible spending account (FSA) plans
within the program, as shown in this diagram:
y
m
e
d
a
Slide 133
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
285
Enrolling Employees
Lesson 12
Student Notes
Pages Used Enroll Employees in FSA Benefits:
Page Name
Navigation
FSA Benefits (USA)
Benefits, Enroll in Benefits, USA-FSA Benefits
FSA Benefits (CAN)
Benefits, Enroll in Benefits, CAN-FSA Benefits
(USA) Use this page to record employee participation in flexible spending accounts, such as health care and
dependent care, which allows employees to contribute pretax dollars to a fund from which they can later
draw to pay eligible expenses, including health care and dependent care:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Spending Accounts page (USA)
e
l
c
a
r
O
286
c
A
Lesson 12
Enrolling Employees
(CAN) Use this page to record employee participation in flexible spending accounts, such as health care
and retirement counseling:
y
m
Spending Accounts page (CAN)
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
287
Enrolling Employees
Lesson 12
Viewing Employee Benefit Enrollments

Reviewing Benefit Summaries
After you enroll employees in their elected benefit plans, you can view a summary of their current
enrollments and deductions on these pages:
Benefit Enrollment Summary
Benefit Deduction Summary
Slide 134
y
m
e
d
a
e
l
c
a
r
O
288
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 12
Enrolling Employees
Student Notes
Pages Used to View Benefit Summaries
Page Name
Navigation
Benefit Enrollment Summary
Benefits, Review Employee Benefits, Current Benefits Summary
Benefit Deduction Summary
Benefits, Review Employee Benefits, Current Benefits Summary
Use this page to view an employee's current enrollments:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Benefit Enrollment summary page
e
l
c
a
r
O
289
Enrolling Employees
Lesson 12
Use this page to view an employee's current benefit deductions:
y
m
e
d
a
Benefit Deduction Summary page
e
l
c
a
r
O
290
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 12
Enrolling Employees
Viewing Employee Benefit Enrollments (continued)

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

Page Name
Navigation
Base Benefits Consistency

Audit
Benefits, Reports, Audits, Base Benefit Consistency Audit
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
Use the Base Benefits Consistency Audit page to run the Base Benefits Consistency Audit report.
e
l
c
a
r
O
291
Enrolling Employees
Lesson 12
Activity 12: Enrolling Employees

Enroll an employee and dependents in health plans.
Enroll an employee and dependents in other benefit plans.
Slide 136
Activity Overview
In this activity, you enroll the employee in the following plans:
Medical
Dental
Life insurance
Long-term disability
y
m
(USA) Savings
e
d
a
(CAN) Pension
Vacation
(USA) FSA
c
A
You also enroll the employee's three dependents in medical and dental plans.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Choose the appropriate employee name and ID from this table:

Employee
(USA) Patrick Kelly
KULM01
(CAN) Tyler Jackson
KCLM01
e
l
c
a
r
O
292
ID
Lesson 12
Enrolling Employees

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
Plan Type
10
10
Coverage Begin Date
October 1, 2003
October 1, 2003
October 1, 2003
October 1, 2003
Coverage Election:
Elect
Elect
Election Date
October 1, 2003
October 1, 2003
Benefit Plan
BSM
BSM
Coverage Code
Health Provider ID
12345
Previously Seen
Selected
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
c
A
4
NA
NA
4. Click the Enroll All dependents button.
5. (USA) Enter the Health Provider ID of 12345 and select the Previously Seen checkbox for each
dependent.
e
l
c
a
r
O
293
Enrolling Employees
Lesson 12
6. Insert a row in the Plan Type scroll area, and enter the following information:
Page Element
Plan Type
11
11
Coverage Begin Date
October 1, 2003
October 1, 2003
October 1, 2003
October 1, 2003
Coverage Election
Elect
Elect
Election Date
October 1, 2003
October 1, 2003
Benefit Plan
DNTL
DNTL
Coverage Code
Health Provider ID
Blank
Blank
Previously Seen
Cleared
Cleared
y
m
7. Click the Enroll all Dependents button.

8. Click Save.
e
l
c
a
r
O
294
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 12
Enrolling Employees
Enrolling an Employee and Dependents in Other Benefit Plans

To enroll the employee and his dependents in the remaining benefit plans:
Life and AD/D Plan Enrollment
To enroll the employee and dependents in a life insurance plan:
1. Select Benefits, Enroll in Benefits, Life and AD/D Benefits.
2. Enter the employee ID, and click Search.
Note. The system should open the Life/ADD Elections page with the employee's name and ID.
3. On the Life/Add Elections page, enter the following information:
Page Element
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
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
4. Click the Assign All Beneficiaries button.
y
m
e
d
a
c
A
2X
5. On the Spouse row, enter the Percent of Benefit of 60.

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

8. Click the Update Totals button.
9. Click Save.
e
l
c
a
r
O
295
Enrolling Employees
Lesson 12
Disability Plan Enrollment

To enroll the employee in a disability plan:
1. Select Benefits, Enroll in Benefits, Disability Benefits.
Page Element
Plan Type
31
31
Coverage begin date
October 1, 2003
October 1, 2003
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.
e
l
c
a
r
O
296
e
d
a
y
m
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 12
Enrolling Employees
(USA) Savings Plan Enrollment

To enroll the employee in a savings plan:
1. Select Benefits, Enroll in Benefits, Savings Plans.
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
October 1, 2003
Participation Election
Elect
Election Date
October 1, 2003
Benefit plan
401(K)
Before Tax Investment
y
m
e
d
a
Percent of Earnings
After Tax Investment
Percent of Earnings
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
3. In the Dependent/Beneficiaries scroll area, enter the following information:

Page Element
ID
Beneficiary Percentage
Value or Status
01
100
4. Click the Update Totals button.
5. In the Investments scroll area, enter the following information:

Page Element
e
l
c
Value or Status
Investment Option
Investment Percent
100
a
r
O
6. Click Save.
297
Enrolling Employees
Lesson 12
(CAN) Pension Plan Enrollment

To enroll the employee in a pension plan:
1. Select Benefits, Enroll in Benefits, CAN-Pension Plan.
Page Element
Value or Status
Plan Type
80
October 1, 2003
Participation Election
Elect
Election Date
October 1, 2003
Benefit Plan
PEN
3. Click Save.
y
m
(USA) Leave Plan Enrollment
e
d
a
To enroll the employee in a leave plan:

1. Select Benefits, Enroll in Benefits, Leave Plans.
c
A
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I

Page Element
Plan type
Effective Date
51
October 1, 2003
Coverage Election
Elect
Election Date
October 1, 2003
e
l
c
Benefit plan
a
r
O
3. Click Save.
298
Value or Status
VAC
Lesson 12
Enrolling Employees
(CAN) Leave Plan Enrollment

To enroll the employee in a leave plan:
1. Select Benefits, Enroll in Benefits, Leave Plans - CAN/INTL.
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.
y
m
(USA) FSA Plan Enrollment
e
d
a
To enroll the employee in a flexible spending account:

1. Select Benefits, Enroll in Benefits, Spending Accounts.
Page Element
Play Type
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Value or Status
61
Coverage Begin Date
October 1, 2003
October 1, 2003
Election Date
October 1, 2003
Benefit Plan
Annual Pledge
e
l
c
Empl Contribution
a
r
O
c
A
DCAR
1200
100
3. Click Save.
299
Enrolling Employees
Lesson 12
Viewing the Benefits Summary

To review enrollment results:
1. Select Benefits, Review Employee Benefits, Current Benefits Summary and view the summary.
2. Compare your results to these examples:
(USA) Benefit Enrollment Summary
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
(CAN) Benefit Enrollment Summary
e
l
c
a
r
O
300
c
A
Lesson 12
Enrolling Employees
Overriding Deduction Information

Overriding Deduction Processing
You can override:
The frequency in which a deduction is taken.
Maximum arrears payback amount.
Slide 137
Student Notes
Page Used to Override Deduction Processing:
Page Name
Navigation
Benefit Arrears/Frequency
Ovrd
Benefits, Enroll in Benefits, Set Max Arrears/Frequency Ovrd
e
d
a
Use this page to override deduction processing for a specific employee:
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
c
A
a
r
O
Note. This page is not effective-dated. Changes that you make here remain in effect until you make other
changes.
301
Enrolling Employees
Lesson 12
Review
Employees are first associated with a benefit program, and then enrolled in plans that belong to that
program.
You can enroll an employee in multiple plans (for example, medical, dental, and vision) in the same
category using the same page. You do not have to save between enrollments.
You can view employee enrollment information using summary pages or reports.
You can override the frequency in which a deduction is taken or the maximum arrears payback amount.
Slide 138
Student Notes
y
m
lesson:
See
Benefit program assignment and benefit

plan enrollment

Benefits, "Enrolling Participants"
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Employee benefit enrollment review
e
l
c
a
r
O
302
e
d
a
Topic
c
A

Benefits, "Reviewing Enrollments and Benefit Calculations"
Lesson 13
Calculating Deductions
Objectives
Set up tables used to calculate deductions.
Calculate deductions.
View calculated deductions online.
Confirm deduction amounts.
Slide 140
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
303
Lesson 13
Setting Up Tables Used to Calculate Deductions

This table describes the tables that the system uses when calculating deductions:
Table
Details
Installation
Select Payroll for North America or Payroll Interface to specify which process the
system uses when calculating deductions.
Balance ID
Specify start and end dates for each type of balance year (calendar, fiscal, or any other
period) that you set up.
Pay Calendar
Define a pay calendar for every pay group to determine employee benefit costs for
each pay frequency.
Pay Run
Define pay run IDs and associate them with one or more pay calendars.
y
m
Slide 141
e
d
a
e
l
c
a
r
O
304
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 13
Setting Up Tables Used to Calculate Deductions (continued)

Selecting Payroll Processing on the Installation Table
This diagram illustrates the process flow for calculating benefit deductions:
Slide 142
Student Notes
Page Used to Define Benefit Deduction Calculations Processing
Page Name
Navigation
Installation Table-Products
Set Up HRMS, Install, Installation Table
e
d
a
Use this page to define which payroll system to use to process benefit deduction calculations:
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
c
A
a
r
O
Installation Table Products page
305
Lesson 13

Defining Earnings Balances
This diagram shows that you need to define earnings balances before creating pay calendars:
Slide 143
y
m
e
d
a
e
l
c
a
r
O
306
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 13
Student Notes
Pages Used to Define Months, Quarters, and Years for Maintaining Earning Balances
Page Name
Navigation
Balance ID Table 1
Set Up HRMS, Product Related, Payroll Interface, Payroll, Balance ID Table

Set Up HRMS, Product Related, Payroll for North America, Payroll Processing
Controls, Balance ID Table
Balance ID Table 2
Set Up HRMS, Product Related, Payroll Interface, Payroll, Balance ID Table

Controls, Balance ID Table
Use this page to view the months and years for which you want to maintain earning balances:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Balance ID Table 1 page
e
l
c
a
r
O
307
Lesson 13
Use this page to view the quarters for which you want to maintain earning balances:
y
m
Balance ID Table 2 page
Maintaining Balances
e
d
a
c
A
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.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
You specify the start and end dates for each type of balance year that you set up, as well as the quarters,
periods, and date ranges for each year. You can update, adjust, and report on balance information by various
year types.
Note. When defining balances to be maintained, you can create a calendar year or a noncalendar year.
How To Use the Balance ID Table 2 Page
Use the Balance ID Table 2 page to define the actual quarter by year for each balance ID.
If you selected the Bal for Calendar Year check box and clicked the Create button on the Balance ID Table 1
page, the system populates field information for the Balance ID Table 2 page.
e
l
c
a
r
O
If you did not specify a balance type with a calendar year in the Balance ID Table 1 page, you must enter a
value for the Year, Qtr, Period Name, Abbrev, From Period, and Thru Period fields. For each row that you
add after the first, the From Period field is set automatically based on the value in Quarters in a Year.
308
Lesson 13

Creating Pay Calendars
This diagram shows that the next step in preparing to calculate payroll benefit deductions is to define your
pay calendars:
Slide 144
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
309
Lesson 13
Student Notes
Pages Used to Establish Pay Periods and Create Pay Calendars
Page Name
Navigation
Pay Calendar Creation
Set Up HRMS, Product Related, Payroll Interface, Payroll, Create Pay Calendars
Controls, Create Pay Calendars
Pay Calendar Table
Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Calendar Table
Controls, Pay Calendar Table
Use this page to create pay calendars automatically:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Pay Calendar Creation page
e
l
c
a
r
O
310
c
A
Lesson 13
Use this page to manually create calendars or to attach the pay run IDs to the calendars:
Pay Calendar Table page
y
m
Defining Pay Calendars
e
d
a
You use the Pay Calendar Table component to establish pay periods for each pay group. Each entry on a pay
calendar corresponds to a specific pay period for a pay group. For example, if you have a weekly pay group,
you have fifty-two pay calendars per year.
c
A
A pay period is defined by its begin and end dates. The system uses the Pay Period of the Month field in
conjunction with the Deduction table to determine when deductions should be taken.
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
311
Lesson 13

Defining Pay Run IDs
This diagram shows the tables from which the system retrieves the data needed to run payroll benefit
deductions:
Slide 145
Student Notes
Page Used to Establish Pay Run IDs
y
m
Page Name
Navigation
Pay Run Table
e
d
a
Controls, Pay Run Table
c
A
Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Run Table
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Use this page to establish Pay Run IDs:
Pay Run Table page
e
l
c
a
r
O
312
Lesson 13
Activity 13: Assigning Pay Calendars

1. Assign pay groups.
2. Verify the creation of pay calendars.
Slide 146
Activity Overview
In this activity, you will correct the pay group assigned to three employees. Use the pay group (USA) KLA or
(CAN) 9LA.
Pay calendars that will be used to calculate deductions later in the lesson have already been created.
After assigning the pay group to the employees, verify that the calendars were built for your pay group, for
company GBI, and year 2004.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
313
Lesson 13

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).
y
m
8. Click Search.
e
d
a

10. Click Save.
c
A
11. Click Return to Search, and enter the employee ID ([USA] KULO01 or [CAN] KCLO01).
12. Click Search.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I

14. Click Save.
e
l
c
a
r
O
314
Lesson 13
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.
Page Element
Company
GBI
GBI
Pay Group
KLA
9LA
3. Click Search.
The search results area should contain 12 rows.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
315
Lesson 13
Activity 14: Creating and Linking the Pay Run ID

1. Create a pay run ID.
2. Link the pay run ID to the pay calendar table.
Slide 147
Activity Overview
To calculate benefit deductions, you must create a pay run ID and link it to the Pay Calendar table. Doing so
enables you to identify the pay period for which you are calculating benefit deductions.
y
m
e
d
a
e
l
c
a
r
O
316
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 13

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:
y
m
1. Select Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Calendar Table.
e
d
a
2. Click Clear.
Page Element
Company
Pay Group
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Pay Period End
4. Click Search.
c
A
GBI
GBI
KLA
9LA
December 31, 2004
December 31, 2004

6. Click Save.
e
l
c
a
r
O
317
Lesson 13
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.
3. Click Search.
4. Verify your pay calendar data with the information below:
Page Element
Company
GBI
GBI
Pay Group
KLA
9LA
Pay Period End Date
December 31, 2004
December 31, 2004
y
m
e
d
a
e
l
c
a
r
O
318
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 13
Running the Process
The following table describes the differences between employee- and plan-level changes:
Level of Change
Example
Action
Employee Level
Personal data, benefits enrollment

pages.
Recalculate only where needed.
Plan Level
Rate table, calculation rules.
Recalculate all.
Slide 148
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
319
Lesson 13
Student Notes
Page Used to Calculate Deductions For Payroll Interface
Page Name
Navigation
Deduction Calculation
Payroll Interface, Pay Period Deductions, Calculate Deductions
Use this page to calculate deductions when using PeopleSoft Payroll Interface:
y
m
e
d
a
Deduction Calculation page
c
A
Note. This process is run each pay period and can be run as many times as necessary to ensure that valid data
has been generated.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Running the Calculation Process
The first time that you calculate deductions for a pay period, everyone in the group is calculated. If you need
to run subsequent calculations for the same pay period, you need to consider whether any employee- or
plan-level changes took place.
Page Element
Only Calculate Where Needed
Use
Select to process deductions for employees who:
Were not yet calculated this pay period.
e
l
c
a
r
O
(Re) Calculate All
320
Were calculated but for whom errors occurred during the calculation process.
Had benefit or job changes since the last deduction calculation for the pay
period.
Select to calculate deductions for all eligible employees. Select this option only
if you've made table changes that affect the deduction calculation, such as benefit
premium adjustments on the benefits tables.
Lesson 13
Activity 15: Calculating Deductions in PeopleSoft Payroll

Interface
In this activity, you will review the activity overview and run the Deduction Calculation process.
Slide 149
Activity Overview
In this activity, you will run the Deduction Calculation process for the employee that you previously enrolled,
and then verify the employee's calculated deductions.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
321
Lesson 13

Running the Deduction Calculation Process

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

10. Note the process instance number here:___________________.
e
d
a
11. On the Deduction Calculation page, select the Process Monitor link to monitor the status of the process.
c
A
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.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
13. Select Payroll Interface, Pay Period Deductions, Review Error Messages.
Page Element
Company
Pay Group
15. Click Search.
e
l
c
GBI
GBI
KLA
9LA
Note. The message "No matching values were found," indicates that the system completed your
calculation successfully.
a
r
O
322
Lesson 13
Viewing Calculated Deductions Online

Viewing an Employee's Deductions
This flow chart illustrates the process of confirming deductions:
y
m
Slide 150
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
323
Lesson 13
Student Notes
Page Used to View Calculated Deductions Online
Page Name
Navigation
Calculated Deductions
Payroll Interface, Pay Period Deductions, Review Deductions
Use this page to view deduction calculation results:
y
m
e
d
a
e
l
c
a
r
O
324
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 13
Activity 16: Viewing Calculated Deductions Online

View the calculated deductions online.
Review and correct deduction calculation errors.
Slide 151
Activity Overview
In this activity, you will view calculations online and then review and correct errors in the deduction
calculations for your employee if necessary.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
325
Lesson 13

Viewing Calculated Deductions Online

To view calculated deductions online:
1. Select Payroll Interface, Pay Period Deductions, Review Deductions.
Page Element
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):
y
m
e
d
a
e
l
c
a
r
O
326
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 13
(CAN) Results
These are the calculated deductions for employee KCLM01 (Tyler):
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
327
Lesson 13
Reviewing and Correcting Deduction Calculation Errors

If the deductions aren't correct, you must troubleshoot the calculations.
To determine the source of the errors, and correct them:
1. Review the correct calculations. Your calculations should match the ones in the Results examples.
2. Check the employee's plan data and enrollment data and make changes as necessary.
You might want to check the following information:
The benefit program
The benefit plans
Note. Remember that the components of a benefit plan include the Plan Type table, the Deduction Code
table, the Provider/Vendor table, the Benefit Plan table, the Plan Specific table, Rate tables, and
possibly the Calculation Rules table.
Employee information (the job data, personal data, and benefit enrollment components.)
This table provides general navigation information that you might find useful when calculating and
correcting:
y
m
e
d
a
e
l
c
a
r
O
328
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 13
Information
Navigation
Deduction calculation process
Select Payroll Interface, Pay Period Deductions, Calculate

Deductions
Deduction calculation results
Select Payroll Interface, Pay Period Deductions, Review

Deductions
Deduction calculation messages
Select Payroll Interface, Pay Period Deductions, Review

Error Messages.
Benefit tables
Select Set Up HRMS, Product Related, Base Benefits
Plans and Providers, Benefit Plan Table,

Provider/Vendor Table
Plan Attributes, Plan Specific Tables

Rates and Rules, Rate Tables and Calculation Rules
Program Structure
Deduction tables
Select Set Up HRMS, Product Related, North American

Payroll, Deductions, Deduction Table
Benefit enrollment data
Select Base Benefits, Enroll In Benefits
Personal and job data
Select Workforce Administration,
Personal Information
Job Information
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
c
A
Compare the activities in the guide with what you have entered in your database. If something does not
match, make the correction in your database and rerun the process. Don't forget to select (Re) Calculate All
Checks if you make a table-level change.
Continue to troubleshoot the calculations until all of your calculations are correct.
e
l
c
a
r
O
329
Lesson 13
Confirming Deduction Amounts

Prerequisites
Before you confirm deductions, you must:
1. Make any necessary modifications to deduction data for this pay period.
2. Run the Deduction or Pay Calculation process.
3. Review the results, make changes, and rerun the Deduction or Pay Calculation process as necessary.
Slide 152
Student Notes
Page Used to Run the Payroll Deduction Confirmation Process
Page Name
Navigation
Deduction Confirmation
Payroll Interface, Pay Period Deductions, Confirm Deductions
Use the Deduction Confirmation page to run the deduction confirmation process.
e
d
a
y
m
c
A
Note. Using PeopleSoft Enterprise software, you build an interface that exports the deduction amounts to
your payroll system.
e
l
c
a
r
O
330
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Lesson 13
Review
The Pay Calendar table is used to establish pay periods for each pay group. A pay run ID is then associated
to that calendar for processing purposes.
To run the Deduction and Pay Calculation processes, you enter a pay run ID on the Process Parameters
page.
You can review calculated deductions for individual employees online.
The Deduction Confirmation process (for PeopleSoft Payroll Interface) or the Pay Confirmation process
(for PeopleSoft Payroll for North America) is run after reviewing and making changes to calculated
deductions.
Slide 153
Student Notes
y
m
lesson:
e
d
a
c
A
Topic
See
Tables used to calculate deductions
PeopleSoft Enterprise Human Resources Application Fundamentals 9.0

PeopleBook, "Setting Up Pay Calendars"
Deduction calculation
PeopleSoft Enterprise Payroll Interface 9.0 PeopleBook, "Running

Deductions"
Online view of calculated deductions
PeopleSoft Enterprise Payroll Interface 9.0 PeopleBook, "Exchanging

Data Using Payroll Interface"
Deduction amount confirmation
PeopleSoft Enterprise Payroll Interface 9.0 PeopleBook, "Preparing for

Data Export"
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
331
y
m
e
d
a
a
r
O
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 14
Processing Leave Accruals

Objectives
Process leave accruals.
View employee leave accrual balances online.
Slide 155
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
333
Lesson 14

When Leave Accrual is Posted
As shown in this table, the system credits an employee's leave accrual balance based on the accrual rate unit
defined for the leave plan:
Accrual Rate Unit
Award Frequency
Hours per hour
Every accrual run.
Hours per month
First run of the month.
Hours per pay period
First run of the pay period.
Hours per week
First run of the week.
Hours per year
First run of the year.
y
m
Slide 156
e
d
a
e
l
c
a
r
O
334
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 14
Student Notes
Page Used to Process Leave Accruals
Page Name
Navigation
Leave Accrual Proc (leave

accrual process)
Benefits, Manage Leave Accruals, Calculate Periodic Accruals
Use this page to set up the operating parameters for an accrual cycle:
y
m
Leave Accrual Proc page
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
Note. The Leave Accrual process processes all employees who are currently enrolled in the selected plan type
and benefit plan. It does not check the employee status of the employee.
e
l
c
a
r
O
335
Lesson 14
Viewing Employee Leave Accrual Balances Online

Example of Leave Accrual
This example shows an employee's leave balance calculation for a leave award of 10 hours of leave a month:
Prior accrual process date
January 1, 2002
Leave balance
20 hours
Leave used during January 2002
16 hours
Accrual process date
February 1, 2002
Leave credited
10 hours
New leave balance
14 hours
y
m
Slide 157
e
d
a
e
l
c
a
r
O
336
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 14
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:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Leave Accrual Balances page
c
A
Note. Balances might change with each payroll run, so if employees inquire about the amount of time that
they have accrued, let them know that the balances can be different after payroll is run.
e
l
c
a
r
O
337
Lesson 14
Activity 17: Running the Leave Accrual Process

1. Run the leave accrual process for your vacation plan.
2. View leave accrual balances.
Slide 158
Activity Overview
In this activity, you will run the leave accrual process for the vacation plan that you set up for your benefit
program.
y
m
e
d
a
e
l
c
a
r
O
338
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 14

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.
y
m
c
A
6. On the Process Scheduler Request page, select PSNT as the server name.
7. Click OK.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
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.
e
l
c
a
r
O
339
Lesson 14
Viewing Leave Accrual Balances

To view leave accrual balances:
1. Select Benefits, Manage Leave Accruals, Review Accrual Balances.
2. Enter the employee ID of Patrick ([USA] KULM01) or Tyler ([CAN] KCLM01).
3. Compare your results with the Results section.
(USA) Results
You should see the following data for Patrick:
y
m
e
d
a
e
l
c
a
r
O
340
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 14
(CAN) Results
You should see the following data for Tyler:
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
341
Lesson 14
Review
You run a process to calculate leave accruals for employees once per accrual frequency.
You review leave accruals for an employee through the Benefits menu.
When viewing the leave accrual balances, note that unprocessed data is updated by the Pay Confirm
process, and Accrual Balances - Hours is updated by the Leave Accrual Process.
Slide 159
Student Notes
lesson:
Cross-Reference
Leave accrual process and online view of

employee leave accrual balances

Benefits, "Managing Leave Plans"
e
l
c
a
r
O
342
y
m
Topic
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
d
a
Lesson 15
Changing Benefit Programs and

Employee Enrollments
Objectives
Run the Benefit Program report.
Create a new benefit program using the Benefit Program Clone utility.
Change employee enrollments in benefit plans.
Slide 161
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
343
Changing Benefit Programs and Employee Enrollments
Lesson 15
Running the Benefit Program Report

The Benefit Program Report
The Benefit Program report serves as an audit trail for information defined on the Benefit Program table,
including:
Associations between benefit programs and plans.
Rates.
Calculation rules.
Payroll rules.
Slide 162
Student Notes
Page Used to Print the Benefit Program Report
e
d
a
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:
e
l
c
a
r
O
344
y
m
Page Name
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 15
Activity 18: Running the Benefit Program Report

In this activity, you will review the activity overview and run the Benefit Program report.
Slide 163
Activity Overview
Run the Activity Program Report for the X benefit program.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
345
Lesson 15

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
y
m
5. Click Run.
6. On the Process Scheduler Request page, enter the following information:
Page Element
Value or Status
Server Name
PSNT
Type
Format
7. Click OK.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
WEB
PDF
8. On the Benefit Program page, select the Process Monitor link.
9. Click Refresh periodically until the run status indicates success.

10. Click the Details link.
11. On the Process Detail page, click the View Log/Trace link.
e
l
c
12. On the View Log/Trace page, click the BEN713 XXX.PDF link.
Adobe Acrobat opens.
a
r
O
13. View the report on line.
346
c
A
e
d
a
Lesson 15
Creating a New Benefit Program Using the Benefit Program Clone

Utility
Cloning a Benefit Program
The Benefit Program Clone utility allows you to:
Create new benefit programs using an existing program as a template.
Create a benefit program with a new effective date to maintain history.
Make minimal changes when creating a new benefit program that is similar to an existing one.
Slide 164
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
347
Lesson 15
Student Notes
Page Used to Clone a Benefit Program
Page Name
Navigation
Benefits Clone
Clone Utility
Use this page to create a new benefit program by using an existing program as a template:
y
m
e
d
a
Benefits Clone page
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Using the Benefit Program Clone Utility
The Benefit Program Clone utility enables you to create a new benefit program by using an existing program
as a template. You might use it to copy programs to make other similar programs. Or, you might copy
existing programs with new effective dates to keep history.
a
r
O
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.
348
Lesson 15
Activity 19: Cloning a Benefit Program

1. Clone the executive benefits program (X).
2. Change the description and options for the new program.
3. Include a dependent life plan in the new program.
4. Include employee and domestic partner coverage in the basic medical plan.
Slide 165
Activity Overview
Global Business Institute (GBI) has decided to make their executive benefits program available to all salaried
employees. They are also adding a dependent life plan to the salaried benefits program.
To define the dependent life plan, you typically enter data into the appropriate tables. However, for this
activity, the following data has already been entered into the system.
Table
(USA) Data
(CAN) Data
Deduction
KUDLFS
KCDLFS
Provider/Vendor
USAKUMETLF
Benefit Plan
Age Graded Rate
Calculation Rule
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Dependent Life/KUDLFS
y
m
e
d
a
c
A
CANKCLONDN
Dependent Life/KCDLFS
KA03
KA03
KAGD
KAGD
Note. (CAN) Correct benefit rate table KA03 by replacing USD with CAD in the Currency Code field.
(USA) To add employee and domestic partner coverage to the basic medical plan that is included in the
benefit program, add this information:
1. Set up a flat rate code (M12) for employee and domestic partner coverage.
Total cost of coverage is USD 306.
e
l
c
The employee portion is USD 237.
a
r
O
2. Modify the basic medical plan to include employee and domestic partner coverage.
349
Lesson 15

(CAN) Updating Rate Table KA03

To update rate table KA03:
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:
y
m
1. Select Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Clone Utility.
e
d
a
2. Select Executive Benefits Program (X) from the list.

(Hint: Use the Last link.)
c
A
3. Copy this program to the new benefit program S, using the effective date of January 1, 2003.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
4. Click the Clone button.
e
l
c
a
r
O
350
Lesson 15
Changing the Description and Options for the New Program

To change the description and options:
Page Element
Benefit Program
Effective Date
January 1, 2003
January 1, 2003
Correct History
Selected
Selected
3. Click Search.
The Benefit Program Table-Benefit Program page displays the information from the original benefit
program that was just cloned.
4. Change the following information for the new program:
y
m
Page Element
Description
Salaried Benefits Program
Salaried Benefits Program
Short Description
Salaried
Salaried
5. Access the Benefit Program Table-Plan Type and Option page.

6. Click Save.
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
a
r
O
351
Lesson 15
Including a Dependent Life Plan in the New Program

To include a dependent life plan in the new program:
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.
Page Element
Optn Type
Benefit Plan
KUDLFS
KCDLFS
Deduction Cd
KUDLFS
KCDLFS
6. Access the Cost page, and enter the following information for the benefit plan:
Cost Type
Price
Price
Rate Type
Age Graded
Rate TblID
Calc TblID
7. Click Save.
e
l
c
a
r
O
352
y
m
Page Element
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
KA03
KAGD
c
A
e
d
a
Age Graded
KA03
KAGD
Lesson 15
(USA) Including Employee and Domestic Partner Coverage in the Basic Medical Program
To add a rate code of this coverage:
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.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
e
d
a
c
A
To modify the basic medical plan to include employee and domestic partner coverage:
2. Enter S in the Benefit Program field.
3. Select Correct History.
4. Click Search.
e
l
c
a
r
O
353
Lesson 15
6. In the Option group box, add a new row on the Eligibility tab and enter this information:
Page Element
Value or Status
Benefit Plan
BSM
12
Deductn Code (deduction code)
MED

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.
e
l
c
a
r
O
354
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
y
m
c
A
e
d
a
Lesson 15
Changing Employee Enrollments in Benefit Plans

Updating Employee Enrollments
Remember these essential points:
All benefits enrollment pages have multiple scroll areas.
Make sure that you are updating enrollment information for the correct plan type.
Use the second scroll area (key field is the effective date) to maintain a history of enrollments within a plan
type.
Slide 166
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
355
Lesson 15
Activity 20: Updating Employee Benefit Records

1. Assign employees to the salaried benefit program.
2. (CAN) Enroll dependents in the dependent life insurance plan.
3. Enroll a family in the health plan.
4. (USA) Enroll an employee and domestic partner in the medical plan.
5. (CAN) Process family status changes.
Slide 167
Activity Overview
For updating the employee records, use these employees:
Update
(USA) Employees
(CAN) Employees
Assigning employees to the salaried

benefit program.
Patrick (KULM01)
Tyler (KCLM01)
Melissa (KULN01)
Jennifer (KCLN01)
Brevin (KULO01)
Jon (KCLO01)
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
(CAN) Enrolling dependents in the

dependent life insurance plan.
NA
Tyler (KCLM01)
Enrolling a family in the health plan.
Brevin (KULO01)
Jon (KCLO01)
(USA) Enrolling an employee and

domestic partner in the health plan.
Melissa (KULN01)
NA
Processing family status changes.
NA
Jennifer (KCLN01)
e
l
c
a
r
O
356
e
d
a
y
m
Lesson 15

Assigning Employees to the Salaried Benefit Program

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

To enroll Tyler's dependents in the dependent life insurance plan:
2. Enter Tyler's employee ID and click Search.
y
m
3. Insert a row and enter the following information:

Page Element
Value or Status
Plan Type
25
Coverage Begin Date
December 15, 2003
December 15, 2003
Coverage Election
Elect
Benefit Plan
KCDLFS
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
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.
e
l
c
a
r
O
357
Lesson 15
Enrolling a Family in the Health Plan

To enroll (USA) Brevin's family or (CAN) Jon's family in a health plan:
2. Enter the employee ID and click Search.
3. On the Health Benefit Elections page, enter the following information:
Page Element
Plan Type
10
10
Coverage Begin Date
October 1, 2003
December 15, 2003
October 1, 2003
December 15, 2003
Coverage Election
Elect
Elect
Election Date
October 1, 2003
October 1, 2003
Benefit Plan
BSM
BSM
Coverage Code
Health Provider ID
12345
Blank
4. Click the Enroll All Dependents button.

5. Click Save.
e
l
c
a
r
O
358
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
d
a
y
m
Lesson 15
(USA) Enrolling an Employee and Domestic Partner in the Medical Plan

To enroll Melissa and her domestic partner in a medical plan:
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
December 15, 2003
Benefit Plan
BSM
Coverage Code
12
Health Provider ID
12345
Previously Seen
Selected
y
m
e
d
a
4. Click the Enroll All Dependents button.
c
A
5. In the Dependent/Beneficiaries scroll area, enter the Health Provider ID12345 and select the Previously
Seen check box.
6. Click Save.
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
a
r
O
359
Lesson 15
(CAN) Processing Family Status Changes

Jennifer (KCLN01) has gotten married, effective December 10, 2003.
To process family status changes:
1. Select Benefits, Employee/Dependent Information, Update Dependent/Beneficiary.
2. Enter Jennifer's ID and click Search.
3. On the Name page, enter the following information:
Page Element
Value or Status
Effective Date
December 10, 2003
Format Type
English
Page Element
Value or Status
First Name
Joseph
Last Name
Allen
y
m
e
d
a
5. Click OK.
6. Access the Address page, enter the effective date of December 10, 2003.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Page Element
Date of Birth
Effective Date
December 10, 2003

Spouse
Both
e
l
c
ra
360
April 18, 1947
Gender
Value or Status
Male
Marital Status
Married
As of
December 10, 2003
c
A
Lesson 15
9. Click Save.
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
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.
y
m
15. Click Save.
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
361
Lesson 15
Review
In this chapter, you learned that:
The Benefit Program Report serves as an audit trail for information defined on the Benefit Program table.
You can create a new benefit program quickly by using the Benefit Program Clone utility.
Clicking the correct Insert button when making employee enrollment changes is important.
You must determine whether you need to insert a new plan type or just a new coverage election within an
existing plan type.
Slide 168
Student Notes
lesson:
e
d
a
Topic
See
Benefit Program Clone utility

e
l
c
a
r
O
362
y
m
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 16
(USA) Managing HIPAA Regulations

Objectives
Designate a Health Insurance Portability and Accountability Act (HIPAA) plan.
Process HIPAA certificates.
Slide 170
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
363
Lesson 16
Designating a HIPPA Plan

HIPAA Provisions
These provisions enacted through HIPAA have been in effect since June 1, 1997:
Protects employees with preexisting conditions from health plan exclusionary periods.
Outlines creditable health coverage plans.
Outlines the preexisting conditions that HIPAA governs.
Prohibits discrimination against employees and dependents based on health status.
Guarantees that health coverage is available and renewable immediately to certain individuals.
Slide 171
Student Notes
y
m
Page Used to Designate a HIPAA Plan

Navigation
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Use this page to designate the plan types that are tracked for HIPAA reporting:
e
l
c
a
r
O
364
e
d
a
Page Name
Lesson 16
Processing HIPAA Certificates

Providing HIPAA Certificates
HIPAA reports (BEN022 and BEN023):
Create certificates of group health plan coverage for employees whose health plans have been terminated.
List all group health coverage for the 12-month period preceding the date on which coverage ended.
Are used by subsequent health coverage carriers to evaluate preexisting condition clauses, if applicable.
Slide 172
Student Notes
Page Used to Run the BENN022 and BEN023 Reports
Page Name
Navigation
HIPAA Medical Cert (HIPAA

medical certificate)
Benefits, Reports, Regulatory and Compliance, HIPAA
y
m
e
d
a
Use this page to print the Employee HIPAA Certificate and the Dependent HIPAA Certificate.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
HIPAA Medical Cert page
e
l
c
Note. You can run both BEN022 (Employee HIPAA Certificate) and BEN0023 (Dependent HIPAA
Certificate) from the same run control page.
a
r
O
365
Lesson 16
Processing HIPAA Certificates (continued)

HIPAA Scenarios
Some of the ways in which HIPAA affects employees and their families include:
HIPAA limits the period of preexisting medical condition restrictions so that most plans must cover an
individual's preexisting condition after 12 months.
Under HIPAA, your new employer's plan is required to give you credit for the length of time that you had
continuous health coverage that reduces the 12-month exclusion period.
Not all preexisting conditions are covered under HIPAA.
Preexisting condition exclusions cannot be applied to pregnant women or to newborn or adopted children.
You may not impose a preexisting condition exclusion period for any condition for which no medical
advice, diagnosis, care, or treatment was recommended or received more than 6 months before the
enrollment date.
Slide 173
y
m
Student Notes
Page Used to View HIPAA Report Dates
Page Name
Notification Letters
Navigation
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Benefits, Review Employee Benefits, Notification Letters
Use this page to view HIPAA dates for an employee:
e
l
c
Notification Letters page
a
r
O
366
c
A
e
d
a
Lesson 16
Activity 21: Generating a HIPAA Certificate

In this activity, you will review the activity overview and generate HIPAA certificates.
Slide 174
Activity Overview
Run the HIPAA report to generate all unprinted certificates.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
367
Lesson 16

Generating a HIPAA Certificate

To generate HIPAA certificates:
1. Select Benefits, Reports, Regulatory and Compliance, HIPAA.
2. Use BEN as the run control ID.
3. On the HIPAA Medical Cert page, click Run.
4. On the Process Scheduler Request page, select the HIPAA report for employee and the HIPAA report for
dependents.
5. Select the type Web, format PDF, for both reports.
6. On the Process Scheduler Request page, click OK.
7. On the HIPAA Medical Cert page, click the Process Monitor link.
8. Click the Refresh button periodically to see when your report is complete.
y
m
9. Click the Details link.
e
d
a
10. When the run status is Posted, select the View link to access the documents (Ben022 XX.PDF and
Ben023 XX.PDF).
Results
This report displays the HIPAA certificate for Don Johnson:
e
l
c
a
r
O
368
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 16
This report displays the HIPAA report for Sean Johnson (Don's dependent):
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
e
l
c
a
r
O
369
Lesson 16
Review
HIPAA protects employees and their families from losing or being excluded from health insurance
coverage.
PeopleSoft generates HIPAA certificates for employees and their dependents.
Slide 175
Student Notes
lesson:
Topic
See
Health Insurance Portability and

Accountability Act (HIPAA) plans

HIPAA certificate processing
PeopleSoft Enterprise HRMS Application Fundamentals 9.0 PeopleBook

, "PeopleSoft Application Fundamentals for HRMS Reports"
y
m
c
A
e
d
a
PeopleSoft 9.0 Human Resources PeopleBook:Manage Base Benefits,

"Enrolling Participants"
e
l
c
a
r
O
370
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Lesson 17
Using eBenefits Self Service Functionality

with Base Benefits
Objectives
Explain self-service benefits functionality.
Set up eBenefits.
Describe security considerations for eBenefits.
Slide 177
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
371
Using eBenefits Self Service Functionality with Base Benefits
Lesson 17
Explaining Self-Service Benefits Functionality

Self-Service Benefits Options
The self-service benefits options available with both Base Benefits and Benefits Administration include:
Health
Savings
Insurance
Flexible spending accounts
Dependent/Beneficiary
Life events (except enrollment)
Benefits Administration also offers the self-service option for enrollment.
Slide 178
y
m
e
d
a
e
l
c
a
r
O
372
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 17
Student Notes
Page Used to Access Benefit Information
Page Name
Navigation
Benefits
Self Service, Benefits
Use this page as the starting place for employees to access their benefits information:
y
m
e
d
a
Benefits page
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
PeopleSoft Self-Service Applications
c
A
PeopleSoft offers these self-service applications for employee use:

Recruiting Activities
Time Reporting
Personal Information
Payroll and Compensation

Benefits
Stock Activity
e
l
c
Learning and Development
a
r
O
Performance Management
373
Lesson 17
Setting Up eBenefits
Prerequisites for eBenefits
For eBenefits to function correctly, you must set up:
Control tables
Workflow
Security
Merchant integration (optional)
Slide 179
y
m
e
d
a
e
l
c
a
r
O
374
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 17
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:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Installation Table Products page
c
A
Note. Prior to setting up eBenefits, you must set up Base Benefits, including creating Benefit plans, plan
attribute tables, and benefit programs.
e
l
c
a
r
O
375
Lesson 17
Setting Up eBenefits (continued)

Setting Up Access to Providers and Handbooks
You can provide employees with online access to provider websites and benefit handbooks using these pages:
URL Maintenance page
Provider/Vendor Table-Policy Information page
Slide 180
y
m
e
d
a
e
l
c
a
r
O
376
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 17
Student Notes
Pages Used to Create Online Access
Page Name
Navigation
URL Maintenance
PeopleTools, Utilities, Administration, URLs, URL Maintenance
Provider/Vendor Policy
Information

Provider/Vendor Table, Policy Information
Use this page to create an identifying code for a web address:
y
m
URL Maintenance page
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
a
r
O
377
Lesson 17
Use this page to specify the uniform resource locator (URL) for policy and provider information.
y
m
Policy Information page
e
d
a
URL Identifiers
c
A
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.
e
l
c
a
r
O
378
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Lesson 17

Setting Self-Service Options in Plans and Programs
You indicate self-service plan options on these tables:
Benefit Plan table
Benefit Program table
Slide 181
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
379
Lesson 17
Student Notes
Pages Used to Indicate Self-Service Plan Options
Page Name
Navigation
Benefit Plan Table
Set Up HRMS, Product Related, Base Benefits, Plans and Providers, Benefit Plan
Table
Benefit Program Table
Table
Use this page to specify the summary plan document uniform resource locator (SPD URL) for a benefit
plan provider:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Benefit Plan Table page
e
l
c
a
r
O
380
c
A
Lesson 17
Use this page to configure self-service options for a benefit plan:
y
m
e
d
a
Self-Service Configuration
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Select the Collect Dependent/Beneficiary check box when you want the system to collect information
pertaining to dependents and benefits and display that information on the eBenefit Summary and the eBenefit
Detail Information pages. This works in conjunction with the Ignore Dep/Ben flag on the Event Rules page.
When the Collect Fund Allocations check box is selected, the system collects the information pertaining to
savings plans and displays that information on the eBenefit Savings Summary and the Detail Information
pages.
Note. If you enter URLs in multiple locations, the system invokes a hierarchy that determines which URL is
used on the self-service pages.
e
l
c
a
r
O
381
Lesson 17

Viewing Online Information
From the Benefit Summary page, you can access:
Basic information for each of your benefit plans.
Benefit providers' home pages.
Slide 182
y
m
e
d
a
e
l
c
a
r
O
382
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 17
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:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Benefits Summary page
e
l
c
a
r
O
383
Lesson 17
Use this page to view the basic information about your medical plan and to access the plan provider's
internet home page:
y
m
Medical page
e
d
a
Note. The SPD URL (defined on the Benefit Plan table) has priority over the General Policy URL (defined
on the Vendor table). If both are specified, the SPD URL will appear, not the General Policy URL.
e
l
c
a
r
O
384
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 17
Use this page to view information about your plan provider:
y
m
Kaiser Permanente home page
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
a
r
O
385
Lesson 17

Life Event Transactions
You can carry out these two life event transactions using self service:
Initiate a life event to record a marriage.
Initiate a life event to record the birth or adoption of a child.
Slide 183
Student Notes
Delivered Workflow
The system includes a delivered workflow for the life event of marriage. When a life event transaction of
marriage is posted in base benefits, the system routes information, through workflow, to a human resources
representative for review and processing.
y
m
Example: Workflow Notification
e
d
a
When employees change their marital status in the Life Event, the system invokes a workflow notification, as
shown in this diagram:
e
l
c
a
r
O
386
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 17
Describing Security Considerations For eBenefits

Security Considerations
The following requirements must be met for employees to access eBenefits:
All employees need user IDs to access the system.
User IDs must be linked to employee IDs.
All user IDs must be assigned a role.
Roles must be assigned to a permission list.
Slide 184
Student Notes
User IDs, Roles, and Permission Lists
y
m
Roles determine:
Transactions that employees can access.
e
d
a
Information that employees can view.
c
A
Roles are attached to User IDs. Examples of roles are Employee, Benefits Administrator, and Manager. A
user is frequently attached to multiple roles concurrently.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Permission lists are then attached to roles. Permission lists for self-service applications are delivered with the
application. The eBenefits permission list must be associated with roles to access benefits information online.
The system is delivered with the Employee role linked to the eBenefits permission list.
e
l
c
a
r
O
387
Lesson 17
Activity 22: Viewing Benefits Summary Using Self-Service

1. View Benefits Summary using self-service.
2. Update your life insurance beneficiary.
Slide 185
Activity Overview
You are logged into the system as Betty Locherty. Use eBenefits to view your current benefits summary and
update your life insurance beneficiary information.
y
m
e
d
a
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.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
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.
e
l
c
a
r
O
8. When you receive the save confirmation, click OK.
388
Lesson 17
Review
Using Base Benefits with eBenefits allows employees to use self-service features to view elections, update
dependant and beneficiary information, update contributions to savings, and process life event changes.
Self-service configuration is available on these Base Benefits tables:
Provider/Vendor
Benefit Plan
Health Plan
Benefit Programs
User IDs must be linked to roles and roles must be linked to permission lists to enable employee access to
eBenefits through self-service features.
Slide 186
y
m
Student Notes
e
d
a
lesson:
Topic
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Cross-Reference
c
A
eBenefits functionality
PeopleSoft Enterprise eBenefits 9.0 PeopleBook, "Understanding

PeopleSoft eBenefits"
eBenefits setup

, "Installing PeopleSoft HRMS"
PeopleSoft Enterprise eBenefits 9.0 PeopleBook, "Setting Up Base
Benefits"
e
l
c
a
r
O
389
y
m
e
d
a
a
r
O
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 18
Using Multiple Jobs Within Benefits

Objectives
Describe multiple jobs.
Group jobs with benefit record numbers.
Identify primary jobs.
Calculate benefits deductions for multiple jobs.
Slide 188
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
391
Lesson 18
Describing Multiple Jobs

Employee with Multiple Jobs
The following diagram shows one employee with four jobs:
y
m
e
d
a
Slide 189
e
l
c
a
r
O
392
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 18
Student Notes
Features of Multiple Jobs
The Multiple Jobs feature enables you to hire an employee into more than one job at any given time. For this
section, consider the example in the slide of an employee who works at a university with a hospital. For tax
and legal reasons, the university and hospital are set up as separate companies. The employee holds four
concurrent jobs-professor, dean, and researcher at the university, and physician at the teaching hospital.
This is different from an employee simply moving from one job to another over time, or prorating salary
expenses over different departments, because the jobs can be treated as separate entities for Payroll for North
America, Base Benefits, and reporting purposes, or they can be logically grouped.
You must use the Multiple Jobs feature to accommodate:
Employees with multiple concurrent jobs in different companies.
In the US, this would mean multiple federal employer identification numbers.
Employees with multiple benefits eligibilities due to multiple jobs.
The need to distribute all employee expenses (not just earnings) among different cost centers.
For benefits expenses, this is by benefit record, although, this can also be handled through commitment
accounting.
y
m
The real power of the Multiple Jobs feature lays in how jobs are processed in the back-end modules such as
Payroll for North America, Base Benefits, and Pension Administration.
You might not need to use the Multiple Jobs feature if:
Employees never hold multiple jobs concurrently.
Proration of earnings expense without other expenses is acceptable.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
e
d
a
c
A
No issues with benefits eligibility exist.
e
l
c
a
r
O
393
Lesson 18
Grouping Jobs with Benefit Record Numbers

Employee with Four Jobs and Two Benefit Records
For benefit purposes, you can logically combine two or more concurrent jobs into a single benefit track or
program, identified by a benefit record number:
y
m
e
d
a
Slide 190
e
l
c
a
r
O
394
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 18
Student Notes
Page Used to Assign a Benefit Record Number to a Job
Page Name
Navigation
Job Data-Benefit Program

Participation
Workforce Administration, Job Information, Job Data

Click the Benefits Program Participation link on any page in this component.
Use this page to assign a benefit record number to a job:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Benefit Program Participation page
c
A
Note. The Benefit Record Number is zero by default. You manually change this field when appropriate.
Because you are maintaining an effective-dated history of primary jobs for benefits according to a set of strict
rules, don't change the benefit record number of an existing job. Doing so invalidates the primary job
indicators that reside on the effective-dated Primary jobs table and can result in erroneous processing within
Benefits Administration and Payroll for North America, resulting in abnormal termination of some processes.
e
l
c
a
r
O
395
Lesson 18
Identifying Primary Jobs

Benefit Primary Jobs
For each benefit record number, only one job can be identified as the benefit primary job, as shown in this
table:
Employee Record
Benefit Record
Primary Job
0 (Professor)
No
2 (Researcher)
No
3 (Dean)
Yes
1 (Physician)
Yes
Slide 191
y
m
e
d
a
e
l
c
a
r
O
396
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 18
Student Notes
Pages Used to Define Multiple Job Options and Maintain Primary Job Flags
Page Name
Navigation
Multiple-Job Optns
(multiple-job options)
Set Up HRMS, Product Related, Base Benefits, Multiple Job Options, Multiple-Job
Optns
Primary Jobs Flags
Benefits, Maintain Primary Jobs, Maintain Flags, Primary Jobs Flags
Use this page to define the rules for how the system sets the Primary Job Flags page for the employee:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Multiple Job Optns (multiple job options) page
e
l
c
a
r
O
397
Lesson 18
Use this page to view and update an employee's Primary Job flag and Include Deductions flags:
Primary Jobs Flags page
Note. Use the Primary Jobs Audit report to identify errors in primary job designations. Errors might include
employees with either no active primary job or more than one active primary job.
How the System Uses the Benefit Primary Job
y
m
The benefit primary job is used throughout the system to:

Determine to which job the system applies the benefit deduction.
e
d
a
Identify the job that will provide the service date and the termination date.
c
A
Note. Do not confuse the Benefit Primary Job flag with the Primary Job Indicator, which is used for Human
Resource reporting.
e
l
c
a
r
O
398
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Lesson 18
Calculating Benefits Deductions for Multiple Jobs

Calculating Deduction and Coverage Amounts
You can calculate deduction and coverage amounts based on:
Primary Job in Benefit Record - the salary from the primary job.
Flagged Jobs in Benefit Record - the sum of the salaries from a group of jobs within the same benefit record
number selected for deduction processing.
All Flagged Jobs - the sum of salaries across all benefit record numbers selected for deduction processing.
Slide 192
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
399
Lesson 18
Student Notes
Page Used to Define Calculation Rules for Multiple Jobs
Page Name
Navigation
Calculation Rules
Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Calculation Rules
Table, Calculation Rules
Use this section of the Calculation Rules page to define rules for grouping jobs together when the benefit
deduction calculations are based on the employee's salary:
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Calculation Rules page
a
r
O
400
c
A
Lesson 18
Calculating Deduction and Coverage Amounts

When calculating benefit deductions or coverage amounts based on the employee's salary, you need to
determine which job salaries to use.
Note. The Combine Base for Multiple Jobs check box and Group Method field on the Calculation Rules page,
along with the employee's Include Deductions flag from the Primary Jobs Flags page determine the deduction
or coverage amount for salary-based plans.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
401
Lesson 18
Calculating Benefits Deductions for Multiple Jobs (continued)

Considerations for Benefit Deduction Process
You must also determine which job salaries will be considered for the benefit deduction process, as shown in
the Used in Deductions column below:
Benefit Record
Primary Job
Used in Deductions
Compensation
No
Yes
20,000
No
No
10,000
Yes
Yes
5,000
Yes
Yes
50,000
Slide 193
y
m
Student Notes
Example: Life Insurance Coverage Changes
e
d
a
c
A
In the Group Method field on the Calculation Rules page, you can select whether to include only the
compensation within a specific benefit record number (Flagged Jobs in Benefit Record), for all benefit record
numbers (All Flagged Jobs), or for only the primary job (Primary Job in Benefit Record).
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Deduction Calculations for Multiple Jobs
For deduction processing to work, the system needs to know which jobs should contribute salary information
when calculating the deductions or coverage amount for salary-based plans.
To calculate the deduction or coverage amount for salary-based plans, the system needs to know the jobs that
contribute salary information. To keep track of this information, the system uses the:
Primary Jobs table, which is automatically created whenever a job is added using the Add Concurrent Job
pages and updated whenever a job is terminated, based upon rules that you define in the Multiple-Job Optns
(multiple job options) page.
e
l
c
Multiple-Job Optns page, which holds the rules that are used to automatically set the flags in the Primary
Jobs table.
a
r
O
You can override these flags on the Primary Jobs Flags page.
Calculation Rules page, which specifies how to add the employee's jobs together during the deduction
calculation process.
402
Lesson 18
Calculating Benefits Deductions for Multiple Jobs (continued)

Insurance Coverage
This table shows life insurance coverage changes according to the selected grouping method.
Group Method Option
Benefit Record 0
Benefit Record 1
Primary Job in Benefit Record
5,000
50,000
Flagged Jobs in Benefit Record
35,000
50,000
All Flagged Jobs
85,000
85,000
Slide 194
Student Notes
y
m
Example: Life Insurance Coverage
e
d
a
If the employee was enrolled in a plan for benefit record zero with a rule of Flagged Jobs in Benefit Record,
and a separate plan for benefit record 1 that used a calculation rule of All Flagged Jobs, then the employee
would be covered for 25,000 in the first plan and 75,000 in the second.
c
A
The following table shows what the coverage would be in this situation with a life plan of two times salary.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Benefit Record Number
Plan
Calculation Rule
Coverage
2X Life
Flagged Jobs in Benefit

Record
70,000 (35,000 2)
2X Life
All Flagged Jobs
170,000 (85,000 2)
With both plans, the employee's total coverage is 200,000.
e
l
c
a
r
O
403
Lesson 18
Activity 23: Implementing Multiple Jobs

Include multiple jobs in calculation rules.
Define employee benefit options.
Slide 195
Activity Overview
Your employee ([USA] Patrick Kelly, KULM01, and [CAN] Tyler Jackson, KCLM01) have been hired with
multiple jobs. In this activity, you will set up calculation rules for multiple jobs and assign a concurrent job,
with new benefits options, to the employee. Then you will assign this employee to new plans and rerun the
Deduction Calculation process.
You need two calculation rules that include multiple jobs. You will modify an existing calculation rule to
include only the jobs flagged with a benefit record for deduction processing, and you will create a new rule.
The new rule will include all jobs flagged for deduction processing. You will assign the new calculation rules
to your X benefit program.
You need to implement the following settings:
Settings
X Benefit Program
Calculation Rule
C1
Yes
Group Method
e
l
c
a
r
O
404
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Combine Salary for Multi-Jobs
e
d
a
S Benefit Program
c
A
C4
y
m
Yes
All Flagged
Lesson 18

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:
2. Enter C1 as the calculation rules table ID.
y
m
4. Update the following fields using the effective date of January 1, 2004:
e
d
a
Page Element
Combine Salary for Multi Jobs
Selected
Selected
Consider Active Jobs Only
Selected
Group Method
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Selected
Note. Do not change any other values.

5. Click Save.
e
l
c
a
r
O
405
Lesson 18
Adding a New Rule that Includes Multiple Jobs

To add a new rule that includes multiple jobs:
2. Select Add a New Value, and enter C4 as the calculation rules table ID.
Page Element
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
Employee
Employee
Use Benefits Base As Of
Check Date
Check Date
Source
Annual Rate
Annual Rate
Combine Salary for Multi-Jobs
Selected
Selected
Consider Active Jobs Only
Selected
Group Method
All Flagged Jobs
All Flagged Jobs
Blank
Blank
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Max Deduction % of Gross Pay

(maximum deduction percentage of
gross pay)
4. Click Save.
e
l
c
a
r
O
406
e
d
a
y
m
c
A
Selected
Lesson 18
Adding Rule C4 to the Executive Benefit Program

To add rule C4 to the X benefit program:
2. Enter X as the Benefit Program.
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.
y
m
e
d
a
e
l
c
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
a
r
O
407
Lesson 18
Defining Employee Benefit Options

To defining employee benefit options:
Modify the employees current job.
Create a concurrent job.
Enroll the employee in a life insurance plan.
Rerun the deduction calculation.
View the results.
Modifying an Employee's Current Job
To modify the employee's current job:
1. Select Workforce Administration, Job Information, Job Data.
2. Enter (USA) Patrick's or (CAN) Tyler's employee ID, select Correct History, and then click Search.
3. Access the Job Information page, and change the standard hours to 20.
4. On the Compensation page, select the Conversion tab in the Pay Components scroll area, and select Apply
FTE.
y
m
5. Click the Calculation Compensation button.
e
d
a
Note. Do not change any other information.

6. Click Save.
7. (CAN) Click OK if a warning message is displayed.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Creating a Concurrent Job
c
A
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.
e
l
c
a
r
O
408
Lesson 18
4. On the Work Location page, enter the following information:

Page Element
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
Job Code
600035
820045
Standard Hours
20
20
e
d
a
Note. Do not change any other default values.

6. Access the Payroll page, and enter the following information:
Page Element
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Payroll System
Payroll Interface
Payroll Interface
Pay Group
KLA
9LA
KUCA00
KCAB00
Tax Location Code
y
m
7. Access the Salary Plan page, and enter the following information:
Page Element
Salary Administration Plan
e
l
c
Grade
KU01
KC01
008
008
a
r
O
8. Access the Compensation page.
409
Lesson 18
9. In the Pay Components group box enter the following information on the Amounts tab:
Page Element
Race Code
NAANNL
NAANNL
Comp Rate
100,000.00
100,000.00
Currency
USD
CAD
Frequency
10. Select the Conversion tab and select Apply FTE.

11. Click the Calculate Compensation button.
Note. (USA) The compensation rate for this job should be 4,166.67 monthly.
12. Click the Benefits Program Participation link.
13. Identify the benefit record number as 1.
14. Enroll the employee in benefit program X for this benefit record number.
y
m
15. Click OK.
e
d
a
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.
e
l
c
a
r
O
410
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
Lesson 18
Enrolling an Employee in a Life Insurance Plan

To enroll an employee in a life insurance plan:
2. Enter (USA) Patrick's or (CAN) Tyler's employee ID and Benefit Record Number 1.
3. Click Search.
Page Element
Plan type
20
20
Coverage begin date
October 1, 2003
October 1, 2003
October 1, 2003
October 1, 2003
Election date
October 1, 2003
October 1, 2003
Benefit Plan
2X
2X
y
m
e
d
a
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.
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
Rerunning the Deduction Calculation
c
A
To rerun the deduction calculation:
1. Select Payroll Interface, Pay Period Deductions, Calculate Deductions.

Page Element
Run Control
Pay Run ID
e
l
c
Recalculate all checks
BEN
BEN
12-31-04
12-31-04
Selected
Selected
a
r
O
3. Run the process.
411
Lesson 18
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:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
This page displays the expected results of the Deduction Calculation process for Patrick, benefit record 1:
e
l
c
a
r
O
412
Lesson 18
(CAN) Results
This page displays the expected results of the Deduction Calculation process for Tyler, benefit record 0:
y
m
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A
This page displays the expected results of the Deduction Calculation process for Tyler, benefit record 1:
e
l
c
a
r
O
413
Lesson 18
Review
In this lesson, you leaned that:
You can logically combine two or more concurrent jobs into a benefits program identified by a benefit
record number.
When you activate multiple jobs, you can change views using the Benefits Search View Mgmt page.
For each benefit record number, you must designate one job as the benefit primary job.
Slide 196
Student Notes
lesson:
y
m
Topic
See
Multiple jobs

, "Setting Up PeopleSoft HRMS"
Grouping jobs with benefit record numbers

, "Working with Multiple Jobs"
Primary jobs
e
d
a
e
l
c
a
r
O ly
& On
l
a e
n
r
s
e
t
U
n
I
c
A

Benefits, "Managing Multiple Jobs"
Benefits"Setting Up Additional Human Resources Base Benefits
Features"
Benefit deductions for multiple jobs

, "Working with Multiple Jobs"
Benefits, "Setting Up Benefit Support Tables"
Benefits, "Setting Up Multiple Jobs"
e
l
c
a
r
O
414

HR Base Benifits

Încărcat de

Informații document

Drepturi de autor

Formate disponibile

Partajați acest document

Partajați sau inserați document

Opțiuni de partajare

Vi se pare util acest document?

Este necorespunzător acest conținut?

Drepturi de autor:

Formate disponibile

HR Base Benifits

Încărcat de

Drepturi de autor:

Formate disponibile

Base Benefits - U.S.

Copyright 2007, Oracle. All rights reserved.

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

Use eBenefits self-service functionality.

Business Process Overview

Business Process Overview

Describing How PeopleSoft Enterprise Human Resources Base

Business Process Overview

Describing How PeopleSoft Enterprise Human Resources Base

Manual. The benefits administrator must do the

Automated. You set up the rules in PeopleSoft so the

thinking and determine who is eligible for what and

system does the thinking. The eligibility is internal.

Purchased as a separate product.

Delivered with PeopleSoft Human Resources.

Business Process Overview

Describing the Phases of the Benefits Process

Business Process Overview

Set up benefit plans and supporting tables.

Set up benefit plans and providers.

Include benefit plans in benefit programs.

Include benefit plans in one or more benefit programs. A

Assign employees to benefit programs and enroll them

Determine the benefit program in which an employee

Enroll employee in selected benefit elections.

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 an

Business Process Overview

Describing the Phases of the Benefits Process (continued)

Business Process Overview

Life and Accidental Death

Flexible spending accounts (FSA)

Vacation buy and sell

Defining and Adding Plan Types

Business Process Overview

Benefit Supporting Tables

Plan types are:

Two-character, alphanumeric codes.

In this table, you define:

Payroll processing rules.

In this table, you define:

In this table, you define:

Default deduction codes

Plan Attribute tables

In the plan attribute tables, you define additional

In these tables, you define:

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

Business Process Overview

Benefit Supporting Table

Coverage Formula tables

In these tables, you define:

Simple formulas to calculate coverage for both life and

How the benefits compensation base is determined, a

If the coverage is subject to reduction based on attained

In this table, you define:

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

Which salary field to use: Annual Rate or Benefit Base

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

Business Process Overview

Describing the Phases of the Benefits Process (continued)

A collection of benefit plans.

A specific benefit offering within a plan type, such as