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PeopleSoft Benefits with Benefit Adminstration
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Day#Topics CoveredDuration (HH:MM)
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Video Day 1What are Benefits0:45
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Types of Benefits
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Managing Benefits through PeopleSoft
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How do we manage Benefits in PeopleSoft
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Video Day 2How PeopleSoft Benefit works when Payroll is inside PeopleSoft1:17
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How PeopleSoft Benefit works when Payroll Outside PeopleSoft
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Understanding Benefit Plans provided by Employer
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Understanding these Plans from PeopleSoft perspective
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Adding Benefit Plan Providers
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Creating Benefit Plans
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Video Day 3Understanding Plan Type defined in PeopleSoft for each Benefit Type1:10
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Understanding Medical Plans
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Defining Dependent Relationships
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Video Day 4Understanding and Setting up Coverage Codes1:30
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Understanding and Setting up Life and AD/D coverage Groups
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Understanding and Setting up Service Step table
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Understanding and Setting up Benefit Rates
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Video Day 5Understanding Setting up Annual Benefit Base Rate (ABBR)1:23
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Understanding and Setting up Calculation Rules
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Understanding and Setting up Coverage Formulas
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Understanding and Setting up Limit Table
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Video Day 6Understanding and Setting up Health Benefit Plans1:02
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Understanding and Setting up Life AD/D Benefit Plans
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Understanding and Setting up Disability Plans
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Video Day 7Understanding Leave Accruals and Setting up Leave Plans1:10
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Understanding and Setting up FSA Plan
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Video Day 8Understanding and setting up 401(k)0:35
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Understanding and Setting up Vacation Buy/Sell
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Video Day 9Understanding how Benefit is processed if employee has multiple Job assignments1:30
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Understanding the Benefit Status of employee and how it is affected with Action/Action Reason
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Understanding and setting up Eligibility Rules
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Understanding and eligibility rules at Program Level and Plan Level
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Video Day 10Understanding the Open Enrollment process1:08
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Understanding the Event Maintenance process
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Events that affects various Benefit Plans
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Understanding and Setting up Event Classes
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Video Day 11Understanding Event Rules1:20
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Creating Event Rules for each Plan Type
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Understanding various options in Event Rule Setup for various Event Classes
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Video Day 12Defining Earning Codes for Credits in Benefit1:25
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Defining Deduction Codes for Costs in Benefit
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Defining Benefit Program Part 1
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Video Day 13Defining Benefit Program Part 21:48
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Understanding Ben Admin Processing
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Understanding and Setting UP OE/EM Schedule
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Understanding and Setting up Benefit Group ID
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Understanding Ben Admin Run Control Page
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Video Day 14Processing Open Enrollment2:45
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Resolving the errors/issues during OE processing
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Understanding how the Options are prepared for each Plan Type in Employee Event Details page
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Understanding various stages in Open Enrollment processing
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Video Day 15Reprocessing the OE event after correcting the data2:24
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Using the Update Event Status page update the event status and Re-Processing it
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Using Schedule Summary Page to review the Processing Statistics
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Understanding how to use various Ben Admin reports to review Processing Results
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Finalizing the OE event
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Using On Demand Event Maintenance page to Process an event on ad-hoc basis
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Video Day 16Understanding the Event Maintenance process7:30
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Entering and Processing the Life Events
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Processing HIR, TER events
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Understanding various stages in Event Maintenance Processing
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Understanding how various Setup Pages play their roles in Preparing the Benefit Plan options
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Understanding how Event Rule setup plays its role in Benefit Elections
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Understanding how each Benefit Plans is Processed when we run the Ben Admin process
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Finalizing the EM event
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Video Day 17Know what are all the tables involved in the setup and Ben Admin Processing2:00
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What exactly happens when we run the Ben Admin process on Technical Front
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Reviewing the Benefit Plans/Premiums/Deductions from various pages
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Benefits with Ben Admin
Global Payroll and Absence Mgmt
Core HR
PS Technical
Installation 9.2/8.56 with Update Image (DPKs)
Time and Labor
PeopleSoft Security
Profile Management