PeopleSoft - Course Details

PSBAR92 PeopleSoft Benefits Administration Rel 9.2

PeopleSoft Course Description:
Establish and maintain automated benefits programs. Manage eligibility and event requirements. Establish validations across plan types. Manage employee enrollment. Process open enrollment and on-going event maintenance. Set up eBenefits to process enrollments and life events.
PeopleSoft Course Duration:
5 Days Training
PeopleSoft Course Target Audience:
Business Analysts,Functional Implementer,Project Manager
PeopleSoft Course Prerequisite:
Thorough understanding of Benefits control tables,Practical experience with open enrollment benefits process,Experience with enrolling employees into benefit programs and plans,Basic understanding of payroll processing
Course Content:
Reviewing the Benefits Business Process
  • Identifying the differences between Base Benefits and Benefits Administration
  • Explaining the Base Benefits Process
  • Identifying the Base Benefits Foundation Tables
  • Describing the Base Benefits Building Blocks
  • Defining a Benefit Program and Listing the Benefit Program Records
  • Describing the Components that make up a Benefits Adminstration Program
  • Explaining Flexible Credits
  • Defining Cross-Plan Validation
Setting Up Automated Benefits Programs
  • Activating Benefits Administration
  • Determining the Benefits Administration Start Date
  • Identifying the Fields Activated with Benefits Administration
Setting Up Eligibility for Automated Benefits Programs
  • Defining Benefit Eligibility Rules
  • Setting Up Employee Eligibility Criteria
  • Using Configurable Parameters
  • Identifying Employee Eligibility Overrides
Setting Up Events for Automated Benefit Programs
  • Defining Events in Benefits Administration
  • Identifying Benefits Administration Actions
  • Identifying Event Classes
  • Defining Event Rules
  • Examining Default Methods
  • Setting Up Event Rules for Open Enrollment
Creating an Automated Benefit Program Table
  • Building an Automated Benefit Program
  • Defining Plan Type and Options for a Program
  • Defining Costs and Credits for a Program
Setting Up Health Plans
  • Defining Eligibility Based on Employees’ Geographic Location
  • Creating Eligibility Criteria at the Benefit Option Level
  • Defining Event Processing Rules for Health Plans
  • Controlling the Display of Plan Types and Options
Setting Up Life Insurance and Disability Plans
  • Setting Up Event Rules for Life Insurance and Disability Plans
  • Cloning an Event Rule
Defining Credits
  • Defining Flexible Credits
  • Identifying Earning Codes and Programs Used for Flexible Credits
  • Setting Up Program General Credits
  • Setting Up Plan Type General Credits
  • Setting Up Option-Based Credits
  • Reviewing Employee Additional Pay Data
Setting Up Savings Plans
  • Defining Savings Plan Event Rules
Setting Up Flexible Spending Accounts
  • Defining a Conbtribution Frequency and Annual Limits
  • Defining Event Rules for Flexible Spending Accounts
Setting Up Vacation Buy and Sell Plans
  • Setting Up Vacation Buy and Sell Deductions
  • Describing the Impact of Vacation Buy and Sell Plans on Leave Accrual Balances
  • Defining Earnings Codes for Vacation Buy and Sell
  • Viewing Employee Vacation Benefit Enrollment
  • Reviewing Eligibility Rules for Vacation Buy and Sell
Reviewing Employee Records in Benefits Administration
  • Reviewing the Benefits Administration Process
  • Defining a Default Benefit Program
  • Describing the Difference Between Base Benefits and Benefits Administration Enrollments
  • Reviewing Employees’ Benefits Elections
Preparing for Open Enrollment
  • Creating Pay Calendars
  • Reviewing the Base Benefits Audit Report
  • Defining Benefits Administration Processing Groups
  • Setting Up an Open Enrollment Definition
  • Creating Benefits Administration Processing Schedules
Examining the Benefits Administration Process
  • Identifying Process Statuses at Each Phase of the Benefits Administration Process
  • Identifying Benefits Administration Processing Records
  • Describing Each Phase of the Benefits Administration Process
Running Open Enrollment
  • Identifying Open Enrollment Steps
  • Defining the Run Control Options for the Benefits Administration Process
  • Producing Benefits Enrollment Statements, Reprocessing Open Enrollment, and Reprinting Statements
  • Viewing Benefits Processing Records for Employees
  • Performing Employee Election Entry
  • Printing Confirmation Statements
  • Finalizing Open Enrollment
  • Preparing for Next Year's Open Enrollment
Using Cross Plan Validation
  • Setting Up Cross Plan Validation in a Benefit Program
  • Creating Domestic Partner or Non-Qualified Dependent Benefit Plans
Preparing and Running the Event Maintenance Process
  • Reviewing Event Classes and Identifying Event Triggers
  • Defining Benefit Statuses and Actions
  • Defining Event Classes
  • Defining and Updating Event Rules
  • Triggering Events for Event Maintenance
  • Identifying Event Maintenance Process Phases
  • Validating Elections and Finalizing Event Maintenance
  • Processing On-Demand Event Maintenance
Running the Snapshot Process
  • Defining the Snapshot Event Class
  • Defining the Snapshot Event Rules
  • Defining the Snapshot Definition
  • Defining the Snapshot Schedule
  • Running the Snapshot Process
Coordinating Multiple Events and Benefits Administration Troubleshooting
  • Coordinating Event Maintenance and Open Enrollment
  • Coordingating Multiple Benefits Events
  • Troubleshooting Errors in Benefits Administration
Using eBenefits with Benefits Administration
  • Explaining eBenefits Functionality
  • Definig eBenefits Setup
  • Defining Life Events Configuration
  • Using eBenefits for Enrollment
Using Multiple Jobs with Benefits Administration
  • Defining Multiple Jobs
  • Setting Benefit Record Numbers for Employees
  • Specifying Multiple Job Processing Options
  • Setting Multiple Job Options for Eligibility Rules
  • Setting Multiple Job Options for Geographic Location
  • Reviewing Eligibility with Multiple Jobs
  • Calculating Benefits Deductions for Multiple Jobs
  • Reviewing Processing Results