PeopleSoft Benefit Administration Business Flow and Tables

• Benefits Administration Is:

An Automated Eligibility Processing System Delivered by PeopleSoft

Driven by Tables and Rules

Based on Employee Data

• Ben Admin is Driven By:

– Tables And Rules

– These Include

Deduction Tables Benefit Plan Tables Geographic Location Tables Benefit Program Tables Eligibility Rules Event Rules Calculation Rules

• Ben Admin Utilizes

– Data from Employee Records

Personal Data Job Data Employment Data

– This data helps Ben Admin determine eligibility for various benefit options

• Ben Admin Eligibility Rules

– Benefits for US Employees is primarily driven by:

Employees Date of Birth Home Address Work Location Company & Paygroup combination Employee Class Eligibility Configuration 1,2, & 3

– By setting a unique combination of these values, Ben Admin is able to offer employees the appropriate set of benefits options.

• Ben Admin Event Classes

– Event Class, is a way of equating actions on Job to Benefits eligibility events and guaranteeing that they will perform in a certain fashion each time

– Event Classes have

1:1 correlation from job in some cases Default class if no 1:1 correlation Open Enrollment event class Ben Admin Event Classes

– Examples of Events that have a 1:1 Correlation

Hire Action = HIR Event Family Status Change Action = FSC Event Transfer Action = XFR Event Termination Action = TER Event Retirement Action = RET Event

– There are others that are 1:1 as well

• Ben Admin Event Classes

– If there is no event class that matches the action on Job, Ben Admin assigns it to the default event class, MSC, or Miscellaneous

– Each event class is assigned to a set of rules

• Ben Admin Event Rules

– Event Rules Define

The Options that are available to the employee for a particular type of event

Family Status Changes don’t allow the employee to change their medical or dental plan

Transfer events allow the employee to change medical and/or dental plans

• What are Benefit Programs

– A Benefit Program is a collection of benefits options that a particular segment of the population is eligible to receive.

US Benefit programs are primarily driven by Employee Class

The Working Tables

– Ben Admin does all its work in 6 major tables

BAS_Partic BAS_Partic_Plan BAS_Partic_Option BAS_Partic_Dependent BAS_Partic_Cost BAS_Partic_Invest

– These are viewable as the Employee Event Summary panel group in Administer Automated Benefits

– BAS = Benefits Admin System

Bas Partic

Contains the high level keys for the whole bas partic structure

EmplID, Benefit Program, Event Class

The relevant job info

Various date features

Overall status of the event

Bas Partic Plan

Primarily the repository of the employee’s current benefit elections

The benefit plans that the employee had coming into this event

Where the changes to benefit plans are recorded

Bas Partic Option

• Table that stores all the options for each plan type that the employee is eligible for in their benefit program

Bas Partic Cost

• Contains all the costs associated with each option that Ben Admin has calculated in the Bas Partic Option section of the table

• Contains per pay period information as well as annual amounts

Bas Partic Dependent

• Table that stores the enrolled dependents for medical and/or dental by plan type

• Stores beneficiary designations for Life Insurance elections

Bas Partic Investment

• This records investment options for savings type plans (401(k))

Ben Admin Base Tables

• Once Ben Admin is complete with an event (i.e. Finalized), it copies the plan election and dependent info to the BASE (i.e. posting tables)

• Once the elections are in these BASE tables, Payroll and others are able to view the employees elections

Benefits Administration

• The Posting Tables (Base Tables)

– Employees Elections are recorded in the following tables:

• Health Benefits

– Health Dependent

• Life & AD&D Benefits

– Life & ADD Beneficiary

Disability Benefits FSA Benefits Savings Plans

– These tables are viewable under the Use menu in Administer Base Benefits