•
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
