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







       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