PeopleSoft Base Benefits - U.S. Rel 9.1

This course covers the activities and functions required to set-up and administer benefits through PeopleSoft Human Resources Base Benefits. The course encompasses the structure and set-up of benefit plans, benefit programs and payroll deductions. The types of benefit plans you′ll examine in this course include health (medical, dental, vision), life (group life, supplemental life, dependent life), disability (LTD, STD), savings (401k, profit sharing), leave (vacation, sick, personal), and flexible spending accounts (FSA).Activities also include enrolling employees in benefit plans, setting up dependent and beneficiary data, running the Payroll Interface program to calculate benefit deduction amounts, and creating and retrieving historical benefit data. Additional benefits related topics and activities cover: creating and tracking HIPAA certificates; understanding imputed income calculations; and QMCSO requirements.Learn To:Define and manage benefit plans and programs.Set up payroll deductions for benefit plans.Calculate benefit deduction amounts.Enroll employees, dependents, and beneficiaries in benefit plans.Calculate benefit deduction amounts.Use eBenefits self-service functionality.

• 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
• (CAN) Setting Up Pension Plans
• Setting Up Leave Plans
• Setting Up Flexible Spending Accounts
• Adding New Employees, Dependents, and Beneficiaries
• Enrolling Employees
• Calculating Deductions
• Processing Leave Accruals
• Changing Benefit Programs and Employee Enrollments
• (USA) Managing HIPAA Regulations
• Using eBenefits Self Service Functionality with Base Benefits
• Using Multiple Jobs Within Benefits

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Gedetailleerde onderwerpenlijst

Hieronder vind u een gedetailleerd overzicht met onderwerpen die in de cursus PeopleSoft Base Benefits - U.S. Rel 9.1 behandeld zullen worden:

• Business Process Overview
• Describing How Base Benefits Fits Into PeopleSoft HRMS
• Describing the Phases of the Benefits Process
• Describing the Relationship Between Benefit Tables and Employee Data
• Describing the PeopleSoft Human Resources Base Benefits Components
• Describing Sources of Information About PeopleSoft Human Resources Base Benefits in PeopleBooks
• 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 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 Plans
• Identifying Pension Plan Components
• Setting Up Pension Plans
• 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 Flexible Spending Accounts
• Identifying Flexible Spending Account Plan Components
• Creating and Defining FSA Plans
• Adding an FSA 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 HIPAA Regulations
• Designating a Health Insurance Portability and Accountability Act (HIPAA) Plan
• Processing HIPAA Certificates
• Using eBenefits Self Service Functionality with Base Benefits
• Using eBenefits Self Service Functionality with Base Benefits
• Explaining Self-Service Benefits Functionality
• Setting Up eBenefits
• Describing Security Considerations for eBenefits
• Using Multiple Jobs Within Benefits
• Describing Multiple Jobs
• Grouping Jobs with Benefit Record Numbers
• Identifying Primary Jobs
• Calculating Benefit Deductions for Multiple Jobs

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