2. Agenda
Base Benefits Overview
Base Benefits Business Process
Building Blocks In Base Benefits
Introduction to Vendor, Benefit Plan, Benefit Plan Type, Benefit
Program
Types of Benefit Plans
Implementing Base Benefits & Employee Enrollment
Base Benefits Table Information
3. Base Benefits Overview
PeopleSoft Base Benefits Provides you tools that you need to manage entire
benefits to employees In an Organization
Create unlimited Benefit plans and we can group them into a particular Benefit
type
(ex: Benefit plans are like health, savings, pension etc)
Track Information on Benefit providers
Enroll employee dependents into payroll process
Base Benefits can be integrated to other PeopleSoft applications like NA Payroll ,
Benefits Administration, Pension Administration etc
Administer COBRA (Consolidated Omnibus Budget Reconciliation Act) coverage
for qualified participants
Print HIPAA (Health Insurance Portability and Accountability Act) reports.
4. Base Benefits Business Process
The Manage Base Benefits business process includes four core phases of operation:
1. Set up supporting tables and benefit plans.
( i.e. Based on business needs we can set up Benefit providers, dependent Info, coverage
codes, coverage group codes and etc )
2. Build benefit programs.
3. Assign employees to benefit programs and enroll them in plans for which their
program enrollment
4. Calculate rates and benefit deductions.
6. Complete Core Tables Information
Core Tables are initial parameters need to set up before implementing
base benefits
Some of the core tables that we can set up are
• Benefit Providers Benefit Certifications
• Dependents Leave Vacation / Buy Sell Earnings
• Coverage Codes
• Coverage Group Codes
• Benefit Rates
• FEGLI Codes
(Federal Employee Group Life Insurance Codes)
• Calculation Rules
• Deduction Codes
7. Benefit Provider Information
• Benefit Provider is also known as Vendor
• Benefit provider is the entity that sponsors the benefit plan that your
company offers to your employees
• Benefit Provider can be Vendor ,Garnishment payees ,Tax collectors
Navigation :
• Set Up HRMS /Product Related/Base Benefits/Plans and
Providers /Provider/Vendor Table
SetID : Related to country code
Vendor Id : Give Benefit
Provider Name
8. Vendor Implementation
Page : Vendor Information
• Navigation:
Set Up HRMS /Product Related/Base Benefits/Plans and
Providers /Provider/Vendor Table/Vendor Information
Name :Enter Payee Name
Status :Select As Approved
9. Vendor Implementation Continues
Page : Addresses
• Navigation:
Set Up HRMS /Product Related/Base Benefits/Plans and Providers /Provider/Vendor
Table/Addresses
Address Type: Enter
the one or more
addresses for the
vendor.
If you are using
PeopleSoft Payables at
least one address
should be the
remittance address.
This is the address that
is used when creating
payment
vouchers.
10. Vendor Implementation Continues
Page :Locations ,Contacts
• Navigation:
Set Up HRMS /Product Related/Base Benefits/Plans and Providers /Provider/Vendor
Table/
Remit Vendor : To Whom Payments are
Sequence No: Automatically Generated
made
Select Type Of Contact
Link Bank accounts, Comments, Payment
Map Address to contacts
Options
Enter company web site info
11. Vendor Implementation Continues
Page :Policy Information
• Navigation:
Set Up HRMS /Product Related/Base Benefits/Plans and Providers /Provider/Vendor
Table/ Policy Information
General Policy URL ID :Select the
vendor's website address that provides
general policy information.
Authorized Providers URL ID :Select
the vendor's website address that
contains a list of authorized
participating
providers
12. Benefit Plans
• Benefit Plans are benefits that you are offering to your employees
• A plan is always subordinate to a plan type
Navigation :
• Set Up HRMS /Product Related/Base Benefits/Plans and
Providers /Benefit Plan
13. Types Of Benefit Plans
• Health Plans
• Life Insurance Plans
• Savings Plan
• Leave Plans
• Retirement Plans
• Pension Plans
• FMLA Plans (Family Medical Leave Act Plan)
• Disability Plan
• FSA Plan (Flexible Spending Accounts)
• Vacation Buy/Sell Plan
14. Benefit Plan Type
• Plan types are essential in a benefit program
• They group individual plans or options that may be elected by an
employee for a particular type of benefit
Benefit Plan Type :10
(Medical)
Benefit Plan Name :A1
Fill Set Id, Vendor Id
(Core Tables)
Pay Mode
(Fill the Pay Mode Options
when using NA Payroll)
EDI Options
(Enter a value that is included
in the HIPAA file)
15. Benefit Program
• A benefit program is a collection of benefits that are offered to a group
of employees
• Use the Benefit Program Table to establish a program for employees, link
the appropriate plan types to it, and associate a variety of rules
• The Benefit Program Table brings together all of the information that
relates to a benefit program
• Navigation : Set Up HRMS / Product Related / Base Benefits / Program
Structure / Benefit Program Table
16. Implementation Of Benefit Program
Navigation :
• Page : Benefit Program
Set Up HRMS / Product Related / Base Benefits / Program Structure /
Benefit Program Table / Benefit Program
Benefit Program Name : BAS
Program Type :Automated/Manual
Currency Code : Select From Prompt
Dependent Limits :This group box
defines the age at which dependents
are no longer eligible for health
benefits
Remaining all are different core
tables & COBRA related options
17. Implementation Of Benefit Program Continues
Navigation:
• Page : Plan Type and Option
Set Up HRMS / Product Related / Base Benefits / Program Structure /
Benefit Program Table / Plan Type and Option
Plan Type: Select the plan type that you want to add or display
Option – Eligibility Tab
Enter the options available to the employee for the designated
plan type in this section.
18. Implementation Of Benefit Program Continues
Navigation:
• Page : Cost
Set Up HRMS / Product Related / Base Benefits / Program Structure /
Benefit Program Table / Cost
Rate type: Identifies the type of rate (flat amount, age-graded, etc.) associated
with this plan type and benefit option combination.
Calc TbLID : Identifies the calculation rule linked to the plan type and benefit
option combination.
19. Enrollment
Navigation:
Benefits /Enroll In Benefits /Assign to Benefit Program
Benefit Program : Enter the Benefit Program
Currency Code will be displayed Automatically based on
selection of benefit program
Once done with benefit program enrollment , Enroll
employees into benefit plans
Note : If you run a payroll before you enter a benefit program,
payroll cannot process the employee.
22. Summary & Conclusion
• Base Benefits is a step by step process in organizing benefits to employees
• Four typical steps are
Make core tables ready
Attach all core details to benefit plans
Attach benefit plans to Benefit program
Enroll Employee
• Peoplesoft’s provides different ways to organizations to offer complete end-to-
end benefit solution for their employees
e Benefits
Benefits Administration
Base Benefits
Suppliers
• Run the payroll to process the Employee Benefits