PeopleSoft Benefits Administration Training Rel 9.2

PeopleSoft Benefits Administration Training Rel 9.2


PeopleSoft Benefits Administration Training Rel 9.2 course with detailed hands-on Exercises

This PeopleSoft Benefits Administration Training Rel 9.2 will teach you how to establish and maintain automated benefits programs in PeopleSoft Benefits Administration. Interact with expert Oracle University instructors through hands-on learning.

PeopleSoft Benefits Administration Training Rel 9.2Related Courses:

Duration: 5 days


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

Customize It:

With onsite Training, courses can be scheduled on a date that is convenient for you, and because they can be scheduled at your location, you don’t incur travel costs and students won’t be away from home. Onsite classes can also be tailored to meet your needs. You might shorten a 5-day class into a 3-day class, or combine portions of several related courses into a single course, or have the instructor vary the emphasis of topics depending on your staff’s and site’s requirements.

Audience / Target Group:

Business Analysts
Functional Implementer
Project Manager

What You Will Learn:

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.

Skills Gained:

Running the Snapshot eligibility process
Describing Benefits Administration
Setting up automated benefit programs with eligibility and event rules
Enrolling employees automatically into benefit plans
Administering and manage open enrollment
Establishing validations across plan types
Managing employee benefits with multiple events, self-service, and multiple jobs
Processing Event Maintenance

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

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Time Frame: 0-3 Months4-12 Months

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