When does class start/end?
Classes begin promptly at 9:00 am, and typically end at 5:00 pm.
PeopleSoft Base Benefits - U.S. Rel 9.2 Ed 2
The PeopleSoft Base Benefits - U.S. Rel 9.2 course has been updated through update image 15. This training gives you the tools to manage your employee benefit programs. It enables you to set up your...
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$2,700 USD
Course Code
PPL-BASE
Duration
2 days
Available Formats
Classroom, Virtual
The PeopleSoft Base Benefits - U.S. Rel 9.2 course has been updated through update image 15. This training gives you the tools to manage your employee benefit programs. It enables you to set up your basic benefits system architecture and manually enroll employees and their dependents into the benefits system.
Learn To:
- Set up payroll deductions for benefit plans.
- Define and manage benefit plans and programs.
- Enroll employees, dependents and beneficiaries in benefit plans.
- Use eBenefits self-service functionalities.
Benefits to You
Better understand the foundation and configuration options of the PeopleSoft Base Benefits application. This knowledge will enable you to meet your organization's business requirements for administering benefits.
Set Up Manual Benefit Plans and Programs
Examine and implement health (medical, dental, vision), life (group life, supplemental life, dependent life), disability (LTD, STD), savings (401k, profit sharing), leave (vacation, sick, personal) and flexible and health spending accounts (FSA, HSA) benefits plans.
Manage Employee Benefits
Perform activities where you enroll employees in benefit plans, set up dependent and beneficiary data, calculate benefit deduction amounts and create and retrieve historical benefit data. You will learn to review eBenefits self service functionalities and examine imputed income calculations. This course will also provide an introduction to the ACA set up tables in Base Benefits.
Skills Gained
- Define and manage benefit plans and programs.
- Enroll employees, dependents, and beneficiaries in benefit plans.
- Introduce ACA set up tables in Base Benefits
- Describe the PeopleSoft Human Resources Base Benefits business process.
- Calculate benefit deduction amounts.
- Use eBenefits self-service functionality.
- Use multiple jobs within Benefits.
- Set up payroll deductions for benefit plans.
Who Can Benefit
- Developer
- Implementer
- Systems Administrator
Prerequisites
Suggested Prerequisite
- PeopleSoft Base Benefits - U.S. Rel 9.2 Ed 2
- Knowledge of HR control tables
- Understanding of HR employee data
Required Prerequisite
- Able to run processes and reports.
- Understanding of basic navigation and PeopleSoft concepts.
- Use of control tables to enforce business rules.
Course Details
Topics
- Business Process Overview
- Setting Up Payroll Deductions
- Setting Up Benefit Plans, Health Plans, and Benefit Programs
- Setting Up Life Insurance Plans
- Setting Up Disability Plans
- (USA) Setting Up Savings Plans
- Setting Up Leave Plans
- Setting Up Spending Accounts
- Adding New Employees, Dependents, and Beneficiaries
- Enrolling Employees
- Calculating Deductions
- Processing Leave Accruals
- Changing Benefit Programs and Employee Enrollments
- (USA) Managing ACA Regulations
- Using eBenefits Self Service Functionality with Base Benefits
- Describing Multiple Jobs Within Benefits
- Describing How Base Benefits Fits Into PeopleSoft HCM
- Describing the Phases of the Benefits Process
- Describing the Relationship Between Benefit Tables and Employee Data
- Describing the PeopleSoft Human Resources Base Benefits Components
Setting Up Payroll Deductions
- Setting Up Payroll Deduction Codes for Benefit Plans
- Determining Deduction Classifications
- Specifying Deduction Tax Effects
- Determining Settings for Specific Processing
- Specifying the Frequency of Benefit Deductions
Setting Up Benefit Plans, Health Plans, and Benefit Programs
- Identifying Health Plan Components
- Adding a Plan Provider
- Setting Up a Benefit Plan and a Health Plan
- Defining Coverage Codes
- Establishing Rate Types and Rates for a Benefit Plan
- Adding a Health Plan to a Benefit Program
Setting Up Life Insurance Plans
- Identifying Life Insurance Plan Components
- Defining a Life Insurance Plan
- Defining Coverage Rates
- Defining Calculation Rules
- Adding a Life Insurance Plan to a Benefit Program
Setting Up Disability Plans
- Identifying Disability Plan Components
- Setting Up a Formula
- Creating a Disability Plan
- Establishing Coverage Rates Based on Length of Service
- Adding a Disability Plan to a Benefit Program
(USA) Setting Up Savings Plans
- Identifying Savings Plan Components
- Defining a Savings Plan
- Setting Up the Service Step Table
- Setting Up Savings Plan Limits
- Setting Up Age 50 Catch-up Contributions
- Adding a Savings Plan to a Benefit Program
(CAN) Setting Up Pension Plan
- Identifying Pension Plan Components
- Setting Up Pension Plan
- Adding a Pension Plan to a Benefit Program
Setting Up Leave Plans
- Identifying Leave Plan Components
- Defining Leave Plans
- Establishing Earnings Codes for Leave Categories
- Adding a Leave Plan to a Benefit Program
Setting Up Spending Accounts
- Identifying Spending Account Plan Components
- Creating and Defining FSA and HSA Plans
- Adding a Spending Account Plan to a Benefit Program
Adding New Employees, Dependents, and Beneficiaries
- Identifying the Pages Used to Hire an Employee
- Viewing Job Related Information for an Employee
- Setting Up Dependent and Beneficiary Data
Enrolling Employees
- Assigning Employees to Benefit Programs
- Enrolling Employees in Benefit Plans
- Viewing Employee Benefit Enrollments
- Overriding Deduction Information
Calculating Deductions
- Setting Up Tables Used to Calculate Deductions
- Calculating Deductions
- Viewing Calculated Deductions Online
- Confirming Deduction Amounts
Processing Leave Accruals
- Processing Leave Accruals
- Viewing Employee Leave Accrual Balances Online
Changing Benefit Programs and Employee Enrollments
- Running the Benefit Program Report
- Creating a New Benefit Program using the Benefit Program Clone Utility
- Changing Employee Enrollments in Benefit Plans
(USA) Managing ACA Regulations
- Describing Affordable Care Act — Employer Shared Responsibility
- Introducing the Set Up Tables for Managing ACA Regulations in Base Benefits
- Describing Consent Processing
- Describing ACA Safe Harbor Codes and Safe Harbor Relief Groups
Using eBenefits Self Service Functionality with Base Benefits
- Explaining Self-Service Benefits Functionality
- Setting Up eBenefits
- Configuring the Life Event pages
- Using the PeopleSoft Fluid Interface to manage self service benefits transactions on tablets and smartphones
Describing Multiple Jobs Within Benefits
- Describing Multiple Jobs
- Grouping Jobs with Benefit Record Numbers
- Identifying Primary Jobs
- Calculating Benefit Deductions for Multiple Jobs