D40495 PDF

Base Benefits
Volume I • Activity Guide
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Copyright © 2004, 2005, Oracle. All rights reserved.
This document contains proprietary information and is protected by copyright and other intellectual property laws. You may
copy and print this document solely for your own use in an Oracle training course. The document may not be modified or
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upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part
without the express authorization of Oracle.
The information contained in this document is subject to change without notice. If you find any problems in the document,
please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This
document is not warranted to be error-free.
If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United
States Government, the following notice is applicable:
U.S. GOVERNMENT RIGHTS

The U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are
restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract.
Oracle, JD Edwards, and PeopleSoft are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be
trademarks of their respective owners.
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CONTENTS
Preface Base Benefits ......................................................................................................................v

Typographical Conventions and Visual Cues .....................................................................v
Related Documentation and Resources ............................................................................ vii
Lesson 1 Course Overview ...............................................................................................................1
Lesson 2 Business Process Overview ...............................................................................................3
Lesson 3 Setting Up Payroll Deductions .........................................................................................5

Activity 1: Setting Up Payroll Deductions ......................................................................6
Lesson 4 Setting Up Benefit Plans, Health Plans, and Benefit Programs ..................................17
Activity 2: Defining Health Plans..................................................................................18
Activity 3: Creating a Benefit Program .........................................................................29
Lesson 5 (USA) Setting Up Domestic Partner Plans....................................................................35

Activity 4: (USA) Setting Up Domestic Partner Plans..................................................36
Lesson 6
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Setting Up Life Insurance Plans.....................................................................................39
Activity 5: Setting Up Life Insurance Plans ..................................................................40
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Lesson 7
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Setting Up Disability Plans .............................................................................................45
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Activity 6: Setting Up Disability Plans..........................................................................46
Lesson 8
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(USA) Setting Up Savings Plans.....................................................................................51
Lesson 9 A I
Activity 7: (USA) Setting Up a Savings Plan................................................................52
(CAN) Setting Up Pension Plans....................................................................................59

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Activity 8: (CAN) Setting Up an Executive Pension Plan ............................................60
Lesson 10
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Setting Up Leave Plans ...................................................................................................65
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Activity 9: Setting Up a Vacation Leave Plan ...............................................................66
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Lesson 11
Activity 10:
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Setting Up Flexible Spending Accounts.........................................................................71
Setting Up Flexible Spending Accounts .................................................72
Lesson 12 I n
Adding New Employees, Dependents, and Beneficiaries .............................................75
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Activity 11: Adding Dependent and Beneficiary Data................................................76
Lesson 13
r a Enrolling Employees .......................................................................................................83
O Activity 12
Activity 13:
Assigning Employees to Benefit Programs.............................................84
Enrolling Employees ...............................................................................86
Lesson 14 Calculating Deductions ...................................................................................................93

Activity 14: Assigning Pay Calendars.........................................................................94
PeopleSoft Proprietary and Confidential iii

Base Benefits Contents
Activity 15: Creating and Linking the Pay Run ID .....................................................97

Activity 16: Calculating Deductions in PeopleSoft Payroll Interface .......................100
Activity 17: Viewing Calculated Deductions Online ................................................102
Lesson 15 Processing Leave Accruals ...........................................................................................107

Activity 18: Running the Leave Accrual Process......................................................108
Lesson 16 Changing Benefit Programs and Employee Enrollments ..........................................111

Activity 19: Running the Benefit Program Report....................................................112
Activity 20: Cloning a Benefit Program....................................................................114
Activity 21: Updating Employee Benefit Records ....................................................117
Lesson 17 (USA) Managing HIPAA Regulations .........................................................................123

Activity 22: Generating a HIPAA Certificate ...........................................................124
Lesson 18 Using eBenefits Self Service Functionality with Base Benefits..................................129

Activity 23: Viewing Benefits Summary Using Self-Service ...................................130
Lesson 19 Using Multiple Jobs Within Benefits ...........................................................................133

Activity 24 Implementing Multiple Jobs..................................................................134
Lesson 20 Course Review ...............................................................................................................143
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iv PeopleSoft Proprietary and Confidential

Preface
Base Benefits
Typographical Conventions and Visual Cues

This section discusses:
• Typographical conventions.
• Visual cues.
• Country, region, and industry identifiers.
• Currency codes.
Typographical Conventions
This table contains the typographical conventions that are used in this guide:
Typographical Convention
Bold
Description
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Indicates PeopleCode function names, method names, language
literally in the function call.

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constructs, and PeopleCode reserved words that must be included
Italics
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Indicates field values, emphasis, and PeopleSoft or other book-
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length publication titles. In PeopleCode syntax, italic items are
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placeholders for arguments that your program must supply.
We also use italics when we refer to words as words or letters as
KEY+KEY O
letters, as in the following: Enter the letter O.
Indicates a key combination action. For example, a plus sign (+)
l & between keys means that you must hold down the first key while
you press the second key. For ALT+W, hold down the ALT key
n a while you press the W key.

Monospace font
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“ ” (quotation marks)
r Indicates a PeopleCode program or other code example.
Indicate lesson and chapter titles in cross-references and words that
I n are used differently from their intended meanings.
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. . . (ellipses) Indicate that the preceding item or series can be repeated any
number of times in PeopleCode syntax.
r a { } (curly braces) Indicate a choice between two options in PeopleCode syntax.

Options are separated by a pipe ( | ).
O [ ] (square brackets) Indicate optional items in PeopleCode syntax.
PeopleSoft Proprietary and Confidential v

Base Benefits Preface
Typographical Convention Description

& (ampersand) When placed before a parameter in PeopleCode syntax, an
ampersand indicates that the parameter is an already instantiated
object.
Ampersands also precede all PeopleCode variables.
Visual Cues
Training courses contain the following visual cues.
Notes
Notes indicate information that you should pay particular attention to as you work with
the PeopleSoft system.
Note. Example of a note.
If the note is preceded by Important!, the note is crucial and includes information that
concerns what you must do for the system to function properly.
Important! Example of an important note.
Warnings
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Warnings indicate crucial configuration considerations. Pay close attention to warning
messages.
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Warning! Example of a warning.
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Cross-References
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Training guides provide cross-references either under the heading “See Also” or on a
separate line preceded by the word See. Cross-references lead to other documents, such
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as PeopleBooks, that are pertinent to the immediately preceding documentation.
Example:
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Example of cross-reference to a PeopleBook
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Country, Region, and Industry Identifiers
r a Information that applies only to a specific country, region, or industry is preceded by a

standard identifier in parentheses. This identifier typically appears at the beginning of a
O section heading, but it may also appear at the beginning of a note or other text.
Example of a country-specific heading: “(FRA) Hiring an Employee”
Example of a region-specific heading: “(Latin America) Setting Up Depreciation”
vi PeopleSoft Proprietary and Confidential

Preface Base Benefits
Country Identifiers
Countries are identified with the International Organization for Standardization (ISO)
country code. The following country identifiers appear in this guide:
• USA (United States)
• CAN (Canada)
Currency Codes
Monetary amounts are identified by the ISO currency code. The following currency
codes appear in this guide:
• USD (U.S. dollars)
• CAD (Canadian dollars)
Related Documentation and Resources

PeopleSoft applications are documented in PeopleBooks, which are delivered on the
PeopleBooks CD-ROM. You can also order printed, bound versions of PeopleBooks
through the Documentation section of the PeopleSoft Customer Connection website. You
can find updates and additional documentation for each release on the PeopleSoft
Customer Connection website.
See PeopleSoft Customer Connection, http://www.peoplesoft.com/corp/en/login.jsp.
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The following resources are located on the PeopleSoft Customer Connection website:l y
Resource Navigation
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Application maintenance information
Business process diagrams
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Updates + Fixes
Support, Documentation, Business Process Maps
Hardware and software requirements
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Implement, Optimize + Upgrade, Implementation
Guide, Implementation Documentation and
O Software, Hardware and Software Requirements

Installation guides
l & Implement, Optimize + Upgrade, Implementation

Guide, Implementation Documentation and
a Software, Installation Guides and Notes
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Interactive Services Repository
PeopleBook documentation updates
Interactive Services Repository
Support, Documentation, Documentation Updates
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PeopleSoft support policy
Product release roadmap
Support, Support Policy
Support, Roadmaps + Schedules
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Release notes Implement, Optimize + Upgrade, Upgrade Guide,
r a Upgrade Documentation and Software, Release

Notes
O Troubleshooting information
Upgrade documentation
Support, Troubleshooting
Implement, Optimize + Upgrade, Upgrade Guide
PeopleSoft Proprietary and Confidential vii

Base Benefits Preface
Note. For data models, please contact the Global Support Center.
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viii PeopleSoft Proprietary and Confidential

Lesson 1
Course Overview
This lesson has no activities.
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PeopleSoft Proprietary and Confidential 1

Course Overview Lesson 1
Notes
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2 PeopleSoft Proprietary and Confidential

Lesson 2
Business Process Overview

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Business Process Overview Lesson 2
Notes
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Lesson 3
Setting Up Payroll Deductions
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Setting Up Payroll Deductions Lesson 3
Activity 1: Setting Up Payroll Deductions

In this activity, you will review the activity overview and:
1. Set up a medical deduction.
2. Set up a life insurance deduction code.
3. (USA) Add a saving plan deduction code.
4. (CAN) Add a pension plan deduction code.
Slide 37 _______________________________________________________________________________________________________
Activity Overview
Global Business Institute (GBI) is adding a new benefit program for executive
employees, effective January 1, 2002. You are on the implementation team, and it is your
responsibility to set up the program. In consecutive activities, you will set up the
following plans so that they can be included in the executive benefit program.
Plan Type Description

Medical Provides coverage for employees and eligible dependents.
covered hospital expenses with no deductible.
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• Plan 1 provides comprehensive coverage and pays 100 percent of
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• (USA) Plan 2 provides supplemental coverage and pays 80 percent of
covered individual.
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covered hospital expenses with an annual deductible of 100 USD for each
Dental
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Provides full coverage for preventive, minor and major restorative, and
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orthodontia with a 100 USD deductible for each covered individual.
Life
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Basic life insurance of two times the employee’s annualized base pay is
provided at no cost.
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Disability
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Long Term Disability pays 66 2/3 percent of predisability pay (up to 7,500
USD monthly) and remains level through out disability.
Savings
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For U.S. employees, the company will match 50 percent of an employee's
n a before-tax contribution up to 6 percent of the employee's gross pay during

the first two years of service. After two years of service, the company will
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of the employee’s gross pay. Employees may contribute up to 12 percent
I n before or after-tax, or any combination of the two, as long as the total does
not exceed 12 percent.
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Leave
FSA
Employees will earn vacation leave.
For U.S. employees, set up a dependent care spending account to pay up to
r a 5,000 USD of dependent care expenses on a before-tax basis.
O Pension For Canadian employees may contribute 4 percent up to Yearly Maximum

Pensionable Earnings (YMPE ) and 6 percent over YMPE. The company
will match 50 percent.

Lesson 3 Setting Up Payroll Deductions
In this activity, you will create three deduction codes to link to benefit plans in a
subsequent lesson.
(USA) Creating Deduction Codes

Create a medical deduction with no maximum arrears payback and a before-tax
classification. The deduction should subtract from both FICA and FUT. Allow for partial
and arrears deductions. Define a second, nontaxable benefit tax effect with no partial or
arrears deductions allowed. Set up weekly deductions.
Create a life insurance deduction with no maximum arrears payback with a nontaxable
and a taxable benefit option. The taxable option will add to FICA and have no effect on
FUT. Partial and arrears deductions are not allowed.
Create a 410(k) deduction with no maximum arrears payback and after-tax, nontaxable,
and nontaxable before-tax benefit options.
(CAN) Creating Deduction Codes

Create a medical deduction with no maximum arrears payback and an after-tax
classification. The deduction will have no tax effect. Allow for partial and arrears
deductions. Define a second, nontaxable benefit tax effect with no partial or arrears
deductions allowed. Set up weekly deductions.
Create a life insurance deduction with no maximum arrears payback with a nontaxable
and a taxable benefit option. The taxable option will add to QIT, CPP, QPP, T4 and RL.
Partial and arrears deductions are not allowed.
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Create a pension plan deduction with no maximum arrears payback and a before-tax
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option that subtracts from QIT, CPP, QPP, and EI. Allow partial and arrears deduction
processing.
Deduction Codes Already Defined

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the deduction tables that are already created:
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Three deduction codes have already been defined for you. The following table describes
Plan Type (USA) Tables

A I (CAN) Tables
Dental KUMDO
O KCDMO
Long-Term Disability
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Flexible Spending Dependent Care & KULTD9
LFSADC
KCLTD9
NA
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Flex Spending Health – Canadaa NA KCHFSA
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(flexible spending health-Canada)
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Note. You are completing this course in a shared database; therefore your instructor will
assign you a two-digit student identifier number to be used throughout this course.
r a Whenever you see <student id> you should use your student identifier to ensure that you
are entering unique data. Do not work on any activities in your activity guide unless
O instructed to do so.
Note. Use PS for the user name and password in this activity.

Activity Detailed Steps

Perform the detailed steps to complete the activity.
Setting Up a Medical Deduction
To set up a medical deduction:
1. Set up basic information.
2. Determine tax classifications.
3. Specify deduction tax implications.
4. Determine settings for partial deductions and arrears.
5. Add another tax classification.
6. Specify deduction tax implications.
7. Determine settings for partial deductions and arrears.
8. Specify the frequency of the benefit deduction.
Setting Up Basic Information

To set up basic information:
1. Select Set Up HRMS, Product Related, Payroll for North America, Deductions,
Deduction Table.
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2. Access the Add a New Value page, and enter the following information:
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Page Element (USA) Value or Status (CAN) Value or Status
Plan Type
Deduction Code
Medical
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MED<student id> U Medical
MED<student id>
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3. Click Add.
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4. On the Setup page, enter the following information:
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Page Element
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Effective Date
r (USA) Value or Status
January 1, 2002
(CAN) Value or Status
January 1, 2002
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Description Medical Deduction Medical Deduction
c l e Short Description
Priority
Medical
500
Medical
510
r a Maximum Arrears Payback No Maximum No Maximum
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Determining Tax Classifications
To determine tax classifications:

1. Access the Tax Class page.
2. Enter the following information:

Deduction Calculation Before-Tax After-Tax
Canadian Sales Tax NA None
Specifying Deduction Tax Implications

To specify deduction tax implications:
1. Access the Tax Effect page.

Effect on FICA Gross Subtracts NA
Effect on FUT Gross Subtracts NA
Taxable Gross Comp ID 125 NA
Effect on QIT Gross NA No Effect
Effect on CPP Gross NA No Effect
Effect on QPP Gross
Effect on EI Gross
NA
NA
No Effect
No Effect
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Effect on True T4 Gross
Effect on True RL Gross
NA
NA
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No Effect
No Effect
Effect on T4A Gross NA
U s No Effect
Effect on RL-2 Gross
Eff on Payroll Tax Gross
NA
NA
A I No Effect
No Effect
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Determining Settings for Partial Deductions and Arrears
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To determine settings for partial deductions and arrears, access the Process page and
enter the following information:
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Partial Deduction Allowed Selected Selected
c l e Deduction Arrears Allowed

Deductions Taken From Sep Chk
Selected
Cleared
Selected
Cleared
r a Stop Deduction At Termination Selected Selected
O Liability Accounts-Non Commitment

Accounting
DED01 DED01

Adding Another Tax Classification

To add another tax classification:
2. Insert a new row in the Tax Classifications scroll area and select Nontaxable Benefit.
Specifying Deduction Tax Implications

To specify deduction tax implications:
1. Access the Tax Effect page.
2. Accept the default effects on specific taxes for the nontaxable benefit deduction
classification.
Determining Settings for Partial Deductions and Arrears

To determine settings for partial deductions and arrears:
1. Access the Process page.
2. In the Nontaxable Benefit row, enter the following information:

Partial Deduction Allowed Cleared Cleared
Deduction Arrears Allowed Cleared Cleared
Stop Deduction At Termination
Cleared
Selected
Cleared
Selected
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Liability Accounts-Non Commitment
Accounting
DED01
e ODED01
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Specifying the Frequency of the Benefit Deduction
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To specify the frequency of the benefit deduction:
1. Access the Schedule page.
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boxes are selected. a
2. Accept the default frequency of Weekly and verify that all of the pay period check
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3. Click Save. r
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Setting Up a Life Insurance Deduction Code
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To set up a life insurance deduction code:
O ra 1. Select Set Up HRMS, Product Related, North American Payroll, Deductions,

Deduction Table.
Note. You do not need to repeat the full navigation. To build a new deduction code, click
the Add button on the bottom of the page.


Plan Type Life Life
Deduction Code LFIN<student id> LFCN<student id>
3. Click Add, and enter the following information:

Effective Date January 1, 2002 January 1, 2002
Description Life Insurance Deduction Life Insurance Deduction
Short Description Life Life
Deduction Priority 500 500
Maximum Arrears Payback No Maximum No Maximum
4. Access the Tax Class page, and enter the following information:

Deduction Calculation Nontaxable Benefit Taxable Benefit
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5. Access the Tax Effect page, and enter or verify the following information:
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Page Element
Effect on FICA Gross
(USA) Value or Status
No Effect
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NA
Effect on FUT Gross No Effect
A I NA
Taxable Gross Comp ID
Effect on QIT Gross
Blank
NA O NA
Adds To
Effect on CPP Gross
l& NA Adds To
na
Effect on QPP Gross NA Adds To
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Effect on True T4 Gross
Effect on True RL Gross
NA
NA
Adds To
Adds To
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6. Access the Process page, and enter the following information:
r a Page Element (USA) Value or Status (CAN) Value or Status
O Partial Deduction Allowed

Deduction Arrears Allowed
Cleared
Cleared
Cleared
Cleared
Deductions Taken From Sep Chk Cleared Cleared

Stop Deduction at Termination Cleared Selected

Maximum Yearly Deduction Blank Blank
Liability Accounts – Non DED01 DED01
Commitment Accounting
7. (USA) Access the Tax Class page.
8. (USA) Insert a new row in the Tax Classifications scroll area, and select the Taxable
Benefit option.
9. (USA) Access the Tax Effect page, and enter the following information for the new
tax classification:

Effect on FICA Gross Adds To NA
Effect on FUT Gross No Effect NA
Taxable Gross Component ID GTL NA
GTL/DPL Add to GTL NA
Withhold FWT Selected NA
10. (USA) Access the Process page, and enter the following information:
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Page Element
Partial Deduction Allowed
Cleared
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NA
Deduction Arrears Allowed Cleared
U s NA
Stop Deduction at Termination
Cleared
Cleared
A I NA
NA
Liability Accounts-Non
Commitment Accounting O
DED01 DED01
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11. Access the Schedule page and enter the following information:
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Page Element
Pay Frequency
Weekly
Weekly
cl e Deduction Frequency Select each pay period Select each pay period
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O 12. Click Save.
Setting Up a Savings Plan or Pension Plan Deduction Code
To set up a savings plan deduction code:

1. Select Set Up HRMS, Product Related, North American Payroll, Deductions,

Deduction Table.
Note. You do not need to repeat the full navigation. To build a new deduction code, click
the Add button on the bottom of the page.

Plan Type 401(k) Standard Pension
Deduction Code 401<student id> PNS<student id>

Description 401(k) Savings Plan Deduction Standard Pension Plan
Short Description 401(k) Pension
Deduction Priority 540 540
Maximum Arrears Payback No Maximum No Maximum
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4. Access the Tax Class page, and enter the following information:
Page Element (USA) Value or Status

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Deduction Classification After Tax
U s Before Tax
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5. Access the Tax Effect page, and enter or verify the following information:
Page Element
l&(USA) Value or Status (CAN) Value or Status
na
Effect on FICA Gross No Effect NA
e r
Effect on FUT Gross No Effect NA
nt
Taxable Gross Comp ID Blank NA
e I Effect on QIT Gross

Effect on CPP Gross
NA
NA
Subtracts
No Effect
c l Effect on QPP Gross NA No Effect
r a Effect on EI Gross NA No Effect
O Eff on True T4 Gross

Eff on True RL Gross
Effect on T4A Gross
NA
NA
NA
No Effect
No Effect
No Effect
Effect on RL-2 Gross NA No Effect


Eff on Payroll Tax Gross NA No Effect

Deduction Arrears Allowed Cleared Selected
Deductions Taken From Sep Chk Cleared Cleared
Liability Accounts-Non DED01 DED01
8. Insert a new row in the Tax Classifications scroll area, and select the nontaxable
benefit option.
9. Access the Tax Effect page, and enter the following information for the new tax
classification:

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Effect on FICA Gross
Effect on FUT Gross
No Effect
No Effect
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NA
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Page Element
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(USA) Value or Status (CAN) Value or Status
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Deduction Arrears Allowed
Cleared
Cleared
Cleared
Cleared
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In
Liability Accounts-Non DED01 DED01
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r a 11. Access the Tax Class page.
O 12. (USA) Insert a new row in the Tax Classifications scroll area, and select the
Nontaxable Btax Benefit option.
13. (USA) Access the Tax Effect page, and accept the default effects on specific taxes for
the third deduction classification.

14. (USA) Access the Process page, and enter the following information for the third
deduction classification:

Partial Deduction Allowed Cleared NA
Deduction Arrears Allowed Cleared NA
Deductions Taken from Separate Cleared NA
Check
Stop Deduction at Termination Cleared NA
Liability Accounts-Non DED01 NA
15. Access the Schedule page, and enter or verify the following information:
Grid Column Label (USA) Value or Status (CAN) Value or Status

Pay Frequency Weekly Weekly
Deduction Frequency Select every pay period Select First Pay Period only
16. (CAN) Add a new row, and enter the following information:
Grid Column Label

Pay Frequency
NA
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Biweekly n
Deduction Frequency NA
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Select First Pay Period only
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Grid Column Label
Pay Frequency NA O
Semimonthly
Deduction Frequency
l & NA Select First Pay Period only
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I nGrid Column Label (USA) Value or Status (CAN) Value or Status
c l e Pay Frequency NA Monthly
r a Deduction Frequency NA Select First Pay Period only
O 19. Click Save.
This concludes the activity. Please do not continue.

Notes
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Lesson 4
Setting Up Benefit Plans, Health

Plans, and Benefit Programs
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Setting Up Benefit Plans, Health Plans, and Benefit Programs Lesson 4
Activity 2: Defining Health Plans

1. Set up a plan provider
2. Set up plans in the Benefit Plan table.
3. Set up plans in the Health Plan table.
4. Set up rates in the Flat Rate table.
Slide 47 _______________________________________________________________________________________________________
Activity Overview
In this activity, you will set up the medical and dental plan options that are available for
your executives.
Medical
You will set up the following medical plans:
• Plan 1 provides comprehensive coverage and pays 100 percent of covered hospital
expenses with no deductible.
• (USA) Plan 2 provides supplemental coverage and pays 80 percent of covered

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hospital expenses with an annual deductible of 100 USD for each covered individual.
Dental
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The dental plan provides full coverage for preventive, minor, and major restorative and
orthodontia with a 100 USD deductible for each covered individual.
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When you're finished, you'll have several unique table entries or distinct pieces of
information. You will then link these pieces to form your benefit plans when you
assemble your benefit program.
O
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Note. Some values have already been set up in the system. In Lesson 3, Activity 1, you
a
set up the deduction codes. One vendor ID has been created already for this activity. You
n
r
will be building the tables in italics below.
te
n
(USA) Tables Used in this Activity
I
Table Medical Plan 1 Medical Plan 2 Dental Plan
cl e
Deduction MED<student id> MED<student id> KUDMO
ra
Provider/Vendor FOUND<student id> FOUND<student id> USAKUDELTA
O
Benefit Plan BSM<student id> SUPP<student id> DNTL<student id>
Health Plan (plan- BSM<student id> SUPP<student id> DNTL<student id>
specific)
Flat Rate (employee- M<student id> M<student id> D<student id>
only)

Lesson 4 Setting Up Benefit Plans, Health Plans, and Benefit Programs
Flat Rate (family) MF<student id> MF<student id> DF<student id>
(CAN) Tables Used in this Activity

Table Medical Plan 1 Dental Plan
Deduction MED<student id> KUDMO
Provider/Vendor AHC<student id> AHC<student id>
Benefit Plan BSM<student id> DNTL<student id>
Health Plan (plan- BSM<student id> DNTL<student id>
specific)
Flat Rate (employee- M<student id> D<student id>
only)
Flat Rate (family) MF<student id> DF<student id>
Important! The classroom workstations are set up to replicate a real business

environment. Therefore, everyone is completing this course in a shared database; any
changes that you make could affect the entire class. Please do not make any changes in
the database unless instructed to do so in an activity or by the instructor.
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Setting Up a Plan Provider
To add a plan provider:
1. Select Set Up HRMS, Product Related, Base Benefits, Plans and Providers,
Provider/Vendor Table.
2. Select the Add a New Value link on the search page, and enter these values:

SetID SHARE SHARE
Vendor ID FOUND<student id> AHC<student id>

Name 1 Foundation Health Care Alberta Health Care
ShortName Foundation Alberta HC
HRMS Class
Status
P
Approved
P
Approved
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Persistence Regular
e O Regular
U s
4. Access the Addresses page, and enter the following information:
Page Element
A I
Description
O
Foundation Health Care Alberta Health Care
Address Type
Effective Date
l &
Business
January 1, 2002
Business
January 1, 2002
Status
n a Active Active
Country
te r USA (United States) CAN (Canada)
I n
c l e
5. Select the Edit Address link, and enter the following information:
r a Page Element
Address 1
2500 Grand Ave
10101 9th Street
O City
State
Des Moines
IA
Edmonton
AB
Postal 50215 T6J 7A1

6. Click OK to return to the Addresses page.
7. Access the Locations page, and enter the following information:

Location HQ HQ
Description Foundation Health Care Alberta Health Care
Status Active Active
Vendor FOUND<student id> AHC<student id>
Location HQ HQ
Address 1 1
8. Access the Contacts page, and enter the following information:

Description Foundation Health Care Alberta Health Care
Status
Type
Active
Customer Service
Active
Claims
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Contact Name
Title
Carrie Turner
Member Services Representative
e O Carrie Hall
Member Claims
U s Representative
A I
9. Access the Policy Information page, and enter the following information:
O
Page Element
Group Number
l & (USA) Value or Status
US12345
CN12345
n
Policy Begin Date
a January 1, 2002 January 1, 2002
te r
I n
10. Click Save.
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Setting Up Plans in the Benefit Plan Table
c
r a To set up plans in the Benefit Plan table:
O •
•
Set up the medical plan.
(USA) Set up the supplemental medical plan.
• Set up the dental plan.

Setting Up the Medical Plan

To set up the first medical plan in the Benefit Plan table:
1. Select Set Up HRMS, Product Related, Base Benefits, Plans and Providers, Benefit
Plan Table.

Plan Type Medical Medical
Benefit Plan BSM<student id> BSM<student id>

Description Basic Medical Coverage Basic Medical Coverage
Short Description BasicMed BasicMed
SetID SHARE SHARE
Vendor ID FOUND<student id> AHC<student id>
Group Number US12345 CN12345
Default Deduction Code
Pay Mode
MED<student id>
Pay as Deducted
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MED<student id>
n
Pay as Deducted
AP Payment Date Type Check Date
e OCheck Date
U s
4. Click Save.
(USA) Setting Up the Supplemental Medical Plan A I

O
1. Click the Add button at the bottom of the page, and enter the following information
&
for the supplemental medical benefit plan:
l
Page Element
n a Value or Status
Plan Type
Benefit Plan
te r Medical
SUPP<student id>
I n
c l e
r a Page Element Value or Status
O Effective Date
Description
01/01/2002
Supplemental Medical Coverage
Short Description Suppmed

SetID SHARE
Vendor ID FOUND<student id>
Default Deduction Code MED<student id>
3. Click Save.
Setting Up the Dental Plan

for the dental benefit plan:

Plan Type Dental Dental
Benefit Plan DNTL<student id> DNTL<student id>

Description Full Dental Coverage Full Dental Coverage
Short Description
SetID
Dental
SHARE
Dental
SHARE
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Vendor ID USAKUDELTA
e O AHC<student id>
Default Deduction Code KUDMO
U s KCDMO
3. Click Save.
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Setting Up Plans in the Health Plan Table O
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To set up plans in the Health Plan table:
•
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•
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Set up the medical plan.
(USA) Set up the supplemental medical plan.
•
I nSet up the dental plan.
cl e
O ra To set up the Health Plan table:
1. Select Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Health Plan
Table.


Plan Type 10 10

Health Provider Required Required No Required
4. Click Save.
(USA) Setting Up the Supplemental Medical Plan

To set up the Health Plan table for the supplemental medical plan:
for the supplemental medical plan:
Page Element Value or Status

Plan Type 10
Benefit Plan SUPP<student id>
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Page Element
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Value or Status
Effective Date
A I
January 1, 2002
Health Provider Required
O Required
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3. Click Save.
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To set up the Health Plan table for the dental plan:
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1. Click the Add button at the bottom of the page and enter the following information
c l e for the dental plan:
O Plan Type
Benefit Plan
11
DNTL<student id>
11
DNTL<student id>


Health Provider Required Required Not Required
3. Click Save.
Setting Up Rates in the Flat Rate Table
To set up rates in the flat rate table:
• Set up the medical plan.
• (USA) Set up the supplemental medical plan.
• Set up the dental plan.

To set up the medical plan:
• Establish an employee-only coverage rate.
• Establish a family coverage rate.
Establishing an Employee-Only Coverage Rate

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To establish an employee-only coverage rate:
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1. Select Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Flat Rate
Table.
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ID field.
A I
2. Access the Add a New Value page, and enter M<student id> in the Flat Rate Table
O
Page Element
l& (USA) Value or Status (CAN) Value or Status
na
Description
t e r
Short Description
Basic Medical – Employee Only
Med-EEonly
Basic Medical – Employee Only
Med-Eeonly
I nPremium Pay Frequency M M
c l e Rate per Unit

Total
None
138.0000
None
25.0000
r a Employer 69.0000 12.5000
O Provider 138.0000 25.0000
4. Click Save.

Establishing a Family Coverage Rate

To establish a family coverage rate:
1. Click the Add button at the bottom of the page, and enter MF<student id> in the Flat
Rate Table ID field.
2. Click Add and enter the following information:

Description Basic Medical – Family Basic Medical – Family
Short Description Med-Family Med-Family
Premium Pay Frequency M M
Rate per Unit None None
Total 169.0000 50.0000
Employer 84.5000 25.0000
Provider 169.0000 50.0000
3. Click Save.
(USA) Setting Up the Supplemental Medical Plan
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1. Click the Add button at the bottom of the page to set up the supplemental medical
plan employee-only rate.
n
2. Enter MS<student id> as the Flat Rate Table ID.
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Page Element
Effective Date
A I
Value or Status
January 1, 2002
Description
O Med-Supplemental Employee only
l&
Short Description SuppEEonly
Pay Frequency
n a M
Rate Per Unit
Total
t e r None
150.00
I Employer
n 75.00
cl e Employee
Provider
75.00
150.00
r a
O 4. Click Save.
5. Click the Add button at the bottom of the page to set up the supplemental medical
plan family rate.

6. Enter MP<student id> as the Flat Rate Table ID.
7. Click Add and enter following information:

Effective Date January 1, 2002
Description Med-Supplemental Family
Short Description SuppFamily
Pay Frequency M
Rate Per Unit None
Total 196.00
Employer 98.00
Employee 98.00
Provider 196.00
8. Click Save.

1. Click the Add button at the bottom of the page to set up the dental plan employee-
only rate.
2. Enter D<student id> in the Flat Rate Table ID field.

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Page Element
Effective Date
January 1, 2002
January 1, 2002
Description
Short Description Den-EEonly
A I
Dental-Employee only Dental-Employee only
Den-EEonly
Pay Frequency M
O M
l&
Rate Per Unit None None
Total
n a 11.00 2.50
Employer
Employee
t e r 0.00
11.00
0.00
2.50
I Provider
n 11.00 2.50
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r a 4. Click Save.
O 5. Click the Add button at the bottom of the page to set up the dental plan family rate.
6. Enter DF<student id> in the Flat Rate Table ID field.


Description Dental-Family Dental-Family
Short Description DenFamily DenFamily
Pay Frequency M M
Rate Per Unit None None
Total 33.00 9.75
Employer 0.00 2.50
Employee 33.00 7.25
Provider 33.00 9.75
8. Click Save.
This concludes the activity. Do not continue.
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Activity 3: Creating a Benefit Program

1. Create a benefit program.
2. Insert the medical plans with employee-only and family coverage codes.
3. Insert the dental plan with employee-only and family coverage codes.
Slide 51 _______________________________________________________________________________________________________
Activity Overview
Now that you have defined the necessary health plans, you will add a new executive
benefits program to the Benefit Program table and include the appropriate medical and
dental options.

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Creating a Benefit Program
To create the executive benefits program:
1. Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program
Table.

Benefit Program X<student id> X<student id>
Note. Make sure to enter the proper effective date for your benefit program.

Status as of Effective Date
Description
Active
Executive Benefits Program
Active
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Executive Benefits Program
Program Type
Short Description
Manual
Executive
e O Manual
Executive
Currency Code USD
U s CAD
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Inserting the Medical Plans With Employee-Only and Family Coverage Codes
O
&
To insert the medical plans for employee–only and family coverage.
l
a
1. Access the Plan Type and Option page.
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2. Enter the medical plan type 10.
te
I n
3. (USA) Select the HIPAA Plan check box.
4. Scroll down to the option section and enter the following information on the
c l e Eligibility tab:
r a Grid Column Label (USA) Value or Status (CAN) Value or Status
O Optn Type (option type)

Benefit Plan
Covrg Code (coverage code)
O
BSM<student id>
1
O
BSM<student id>
1
Deductn Cd (deduction code) MED<student id> MED<student id>

5. Add a new row, and enter the following information:

Optn Type (option type) O O
Covrg Code (coverage code) 4 4
Deductn Cd (deduction code) MED<student id> MED<student id>
6. (USA) Add a new row, enter the following information:
Grid Column Label (USA) Value or Status

Optn Type (option type) O
Benefit Plan SUPP<student id>
Covrg Code (coverage code) 1
Deductn Cd (deduction code) MED<student id>
7. (USA) Add a new row, enter the following information:
Grid Column Label (USA) Value or Status
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Optn Type (option type)
Benefit Plan
O
SUPP<student id>
e O
Covrg Code (coverage code)
Deductn Cd (deduction code)
4
U s
MED<student id>
A I
8. Access the Cost page. O
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9. Using the Option scroll area, scroll to view the benefit plan BSM<student id>,
a
coverage code 1 and enter the following information:
n
Page Element
Cost Type
te r (USA) Value or Status
Price
Price
I n
Rate Type Flat Flat
c l e Rate TblID (rate table ID) M<student id> M<student id>
r a
O 10. Scroll to view the benefit plan BSM<student id>, coverage code 4 and enter the
following cost information:


Cost Type Price Price
Rate Type Flat Flat
Rate TblID (rate table ID) MF<student id> MF<student id>
11. (USA) Scroll to view the benefit plan SUPP<student id>, coverage code 1 and enter
the following cost information:

Cost Type Price NA
Rate Type Flat NA
Rate TblID (rate table ID) MS<student id> NA
12. (USA) Scroll to view the benefit plan SUPP<student id>, coverage code 4 and enter
the following cost information:

Cost Type Price NA
Rate Type
Rate TblID (rate table ID)
Flat
MP<student id>
NA
NA
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13. Click Save.
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Inserting the Dental Plan With Employee-Only and Family Coverage Codes
A I
To insert the dental plan for employee-only and family coverage:
1. Access the Plan Type and Option page. O

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2. Insert a row on the Plan Type scroll area.
n
3. Enter the dental plan type 11.a
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4. (USA) Select the HIPAA Plan check box.
I n
5. Scroll to the option section and enter the following information on the Eligibility tab:
cl e Grid Column Label (USA) Value or Status (CAN) Value or Status
r a Optn Type (option type)

Benefit Plan
O
DNTL<student id>
O
DNTL<student id>
O Covrg Code (coverage code)

Deductn Cd (deduction code)
1
KUDMO
1
KCDMO

6. Add a new row, and enter the following information:

Benefit Plan DNTL<student id> DNTL<student id>
Covrg Code (coverage code) 4 4
Deductn Cd (deduction code) KUDMO KCDMO
7. Access the Cost page.
8. Using the options scroll area, scroll to view the benefit plan DNTL<student id>,
coverage code 1 and enter the following cost information:

Rate Type Flat Flat
Rate Tbl ID (rate table ID) D<student id> D<student id>
9. Scroll to view the benefit plan DNTL<student id>, coverage code 4 and enter the
following cost information:

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Cost Type
Rate Type
Price
Flat
e OPrice
Flat
Rate Tbl ID (rate table ID) DF<student id>
U s DF<student id>
A I
10. Click Save.
O
(USA) Results
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When you have completed the activity, your program will include the information
reflected in the following table:
Plan Type
te r Deduction Code Coverage Code Benefit Plan Flat Rate
e In
10 Basic Medical
10 Basic Medical
MED<student id>
MED<student id>
1 (Employee Only)
4 (Family)
BSM <student id>
BSM <student id>
M<student id>
MF<student id>
c l 10 Supplemental MED<student id 1 (Employee Only) SUPP<student id> MS<student id>
r a Medical
10 Supplemental MED<student id 4 (Family) SUPP<student id> MP<student id>
O Medical
11 Dental KUDMO 1 (Employee Only) DNTL<student id> D<student id>
11 Dental KUDMO 4 (Family) DNTL<student id> DF<student id>

(CAN) Results
When you have completed the activity, your program will include the information
reflected in the following table:
Plan Type Deduction Code Coverage Code Benefit Plan Flat Rate
10 Basic Medical MED<student id> 1 (Employee Only) BSM<student id> M<student id>
10 Basic Medical MED<student id> 4 (Family) BSM<student id> MF<student id>
11 Dental KCDMO 1 (Employee Only) DNTL<student id> D<student id>
11 Dental KCDMO 4 (Family) DNTL<student id> DF<student id>
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Lesson 5
(USA) Setting Up Domestic

Partner Plans
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(USA) Setting Up Domestic Partner Plans Lesson 5
Activity 4: (USA) Setting Up Domestic Partner Plans

1. Update a domestic partner benefit plan with a new provider.
2. Add a domestic partner plan to the executive benefit program.
Slide 61 _______________________________________________________________________________________________________
Activity Overview
A domestic partner medical plan, KUMED1, is set up for you. Update the Benefit Plan
table by assigning a new vendor ID FOUND<student id> with the effective date of
January 1, 2002, and then associate the plan with the executive benefit program.

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Lesson 5 (USA) Setting Up Domestic Partner Plans

Updating a Domestic Partner Benefit Plan With a New Vendor
To update a domestic partner benefit plan with a new vendor:
Plan Table.
2. Enter Domestic Partner Medical as the Plan Type.
3. Enter KUMED1 as the Benefit Plan.
4. Click Search.
5. Insert a new effective-dated row of January 1, 2002.

Vendor ID FOUND<student id>
Group Number Blank
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Important! Do not click Save. The instructor will instruct only one student to click Save.
Adding a Domestic Partner Plan to the Executive Benefit Program

e O
s
To add a domestic partner plan to the executive benefit program:
U
Program Table.
A I
1. Select Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit
O
2. Enter X<student id> as the benefit program.
&
3. Select Correct History, and click Search.
l
a
n
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5. Insert a row in the Plan Type scroll area.
I n
6. Enter the plan type 15.
c l e
7. Scroll to the Option section and select the Eligibility tab.
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O
Benefit Plan KUMED1
Covrg Cd (coverage code) 5

(USA) Setting Up Domestic Partner Plans Lesson 5

Deductn Cd (deduction code) KUMED9
9. Access the Cost page, and enter the following information:

Cost Type Price
Rate Type Flat
Rate TblID (rate table identification) KFMB
10. Click Save.
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Lesson 6
Setting Up Life Insurance Plans
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Setting Up Life Insurance Plans Lesson 6
Activity 5: Setting Up Life Insurance Plans

1. Set up the benefit plan table.
2. Set up the Life and AD/D Plan table.
3. Set up the age-graded rate table.
4. Set up the calculation rules table.
5. Add the new life insurance plan to the executive benefit program.
Slide 72 _______________________________________________________________________________________________________
Activity Overview
The deduction code for life insurance, LIFINS, was set up in “Setting Up Payroll
Deductions.” Data is already in the Provider/Vendor table.
In this activity, you will set up the remaining tables for a life insurance plan.
Define a new benefit plan using the plan type Life and create the life insurance plan using
the coverage Factor × Salary + Flat Amount.
n l
Define the age-graded rate for males and females with the age ranges 0–39 and 40 and y
coverage range of 10,000 to 500,000.
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older. Create the calculation rule using the check date for all calculation dates and the
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Lesson 6 Setting Up Life Insurance Plans
Activity Detail Steps

Setting Up the Benefit Plan Table
To set up the benefit plan table:
Plan Table.

Plan Type Life Life
Benefit Plan 2X<student id> 2X<student id>

Description Life Insurance—2X Pay Life Insurance—2X Pay
Short Description
SetID
2X Pay
SHARE
2X Pay
SHARE
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Vendor ID
Group Number
USAKUMETLF
Blank
e O CANKCLONDN
Blank
Default Deduction Code LFIN<student id>
U s LFCN<student id>
Minimum Spousal Allocation % 50
A I 50
4. Click Save. O
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Setting Up the Life and AD/D Plan Table
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To set up the Life and AD/D Plan table:
1. Select Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Life and
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AD/D Plan Table.
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Plan Type
20
20
O Benefit Plan 2X<student id> 2X<student id>

3. Click Add, and enter the following plan-specific Life and AD/D information:

Coverage Factor × Salary + Flat Amount Factor × Salary + Flat
Amount
Amount Blank Blank
Factor 2 2
4. Click Save.
Setting Up the Age-Graded Rate Table
To set up the age-graded rate table:
1. Select Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Age-Graded
Rate Table.
2. Access the Add a New Value page.
3. Enter 02<student id> as the Age-Graded Rate Table ID.
Page Element
Effective Date
January 1, 2002
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n
January 1, 2002
Description 2002 Rates
e O 2002 Rates
Short Description
Premium Pay Frequency
2002
M
U s 2002
M
Rate per Unit Per Thousand
A I Per Thousand
O
&
5. On the General tab, enter the following information:
l
Page Element
n aRow 1 Row 2 Row 3 Row 4

Gender
te
Age Range Low
r Female
0
Female
40
Male
0
Male
40
I n
Age Range High 39 Blank 39 Blank
c l e Total Rate Smoker

Total Rate Non Smoker
.14
.11
.24
.21
.18
.15
.28
.25
r a
O 6. On the Employer Portion tab, enter the following information:

Lesson 6 Setting Up Life Insurance Plans
Page Element Row 1 Row 2 Row 3 Row 4

Gender Female Female Male Male
Age Range Low 0 40 0 40
Age Range High 39 Blank 39 Blank
Total Rate Smoker .14 .24 .18 .28
Total Rate Non Smoker .11 .21 .15 .25
7. Click Save.
Setting Up the Calculation Rules Table
To set up the calculation rules table:
1. Select Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Calculation
Rules Table.
3. Enter C1<student id> as the calculation rules table ID.

l
January 1, 2002
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Description
Short Description
Calculation Rule 1
C1
e O
Calculation Rule 1
C1
Premium Calculation
Coverage Calculation
Check Dt
Check Dt
U s Check Dt
Check Dt
Age As Of Check Dt
A I Check Dt
Service As Of
Age Source
Check Dt
EmployeeO Check Dt
Employee
Coverage Minimum
l&10,000 10,000
na
Coverage Maximum 500,000 500,000
t e r
Maximum Benefit Base
Add Flat Amount Option
Blank
After Fctr
Blank
After Fctr
I n
Max Deduction % of Gross Pay Blank Blank
c l e Source for Benefit Base

Use Rounding Rules
Annual Rate
Selected
Annual Rate
Selected
r a Round Up On 500 500
O Round to Multiple of
Round Benefits Base
1,000
Selected
1,000
Selected
Round Factored Benefits Base Cleared Cleared
Adding Flat Amount

Round Final Calculated Covrg Selected Selected

(round final calculated coverage)
5. Click Save.
Adding the New Life Insurance Plan to the Executive Benefit Program
To add the new plan to the executive benefit program:
Program Tbl.
2. Enter the benefit program X<student id>.
5. Insert a row in the Plan Type scroll area.
6. Enter the life plan type 20.
7. Scroll to the option section, and enter the following information on the Eligibility tab:

Opt Type (option type)
Benefit Plan
O
2X<student id>
O
n
2X<student id>l y
Deductn Cd (deduction code) LFIN<student id>
e O LFCN<student id>
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Page Element
I
A
Cost Type Price O Price
Rate Type
l& Age-Graded Age-Graded
na
Rate TblID (rate table ID) 02<student id> 02<student id>
ID)
e r
Calc TblID (calculation table C1<student id> C1<student id>
I nt
c l e
9. Click Save.
r a This concludes the activity. Do not continue.

Lesson 7
Setting Up Disability Plans
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Setting Up Disability Plans Lesson 7
Activity 6: Setting Up Disability Plans

1. Set up the Benefit Plan table.
2. Set up the Disability Plan table.
3. Set up the Service Rate table.
4. Set up the Calculation Rules table.
5. Add the new disability plan to the executive benefit program.
Slide 80 _______________________________________________________________________________________________________
Activity Overview
Data is already in the Deduction and Provider/Vendor tables. In this activity you will set
up the remaining tables for a disability plan.
Define a new benefit plan using the Long-Term Disability plan type and create a
disability plan with maximum monthly benefit of $7.500 and a salary replacement of
66.67 percent.
Define service rate premiums for 0, 36, and 60 months of service.
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Create the calculation rule using the check date for all calculation dates and as of dates.
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Lesson 7 Setting Up Disability Plans

To set up the Benefit Plan table:
Plan Table.

Plan Type Long-Term Disability Long-Term Disability
Benefit Plan LTD<student id> LTD<student id>

Description 66 2/3% Predisability Pay 66 2/3% Predisability Pay
Short Description
SetID
66 2/3%
SHARE
66 2/3%
SHARE
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Vendor ID
Group Number
USAKUMETLF
Blank
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CANKCLONDN
Blank
Default Deduction Code KULTD9
U s KCLTD9
4. Click Save. A I
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Setting Up the Disability Plan Table
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To set up the Disability Plan table:
n
Plan Table.
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1. Select Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Disability
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c l e Page Element (USA) Value or Status (CAN) Value or Status
r a Plan Type
Benefit Plan
31
LTD<student id>
31
LTD<student id>
O


Maximum Monthly Benefit 7,500 7,500
Salary Replacement % 66.67 66.67
4. Click Save.
Setting Up the Service Rate Table
To set up the Service Rate table:
1. Select Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Service Rate
Table.
3. Enter 30<student id> as the Service Rate Table ID.

Description Service Rate 30 Service Rate 30
Short Description
Premium Frequency
30
M
30
M n l y
Rate per Unit Per Hundred
e O Per Hundred
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5. Enter the following service rate premiums:
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Page Element
After Months of Service
Row 1
0 O Row 2
36
Row 3
60
Total Rate
l&
.200 .200 .200
na
Employer Portion .000 .075 .15
e r
I nt
6. Click Save.
l e
Setting Up the Calculation Rules Table
c
r a To set up the Calculation Rules table:
O 1. Select Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Calculation
Rules Table.
3. Enter C2<student id> as the Calculation Rules Table ID.

Lesson 7 Setting Up Disability Plans

Effective Date January 1. 2002 January 1. 2002
Description Calculation Rule 2 Calculation Rule 2
Short Description C2 C2
Premium Calculation Check Dt Check Dt
Coverage Calculation Check Dt Check Dt
Age As Of Check Dt Check Dt
Service As Of Check Dt Check Dt
Age Source Employee Employee
Coverage Minimum Blank Blank
Coverage Maximum Blank Blank
Maximum Benefit Base Blank Blank
Add Flat Amount Option After Factoring After Factoring
Source for Benefit Base Annual Rate Annual Rate
Use Rounding Rules Selected Selected
Round Up On .5 .5
Round to Multiple of 1 1
Round Benefits Base
Round Factored Benefits Base
Selected
Cleared
Selected
Cleared
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Before Adding Flat Amount
Round Final Calculated Covrg Cleared Cleared
se
I U
5. Click Save.
Adding the New Disability Plan to the Executive Benefit Program O A

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To add the new plan to the executive benefit program:
n a
Program Table.
te r
n
I
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r a 5. Insert a row on the Plan Type scroll area.
O 6. Enter the plan type 31.
7. Scroll down to the option section and enter the following information on the
Eligibility tab:


Optn Type O O
Deductn Cd KULTD9 KCLTD9
8. Access the Cost page and enter the following information:

Rate Type Service Rt Service Rt
Rate TblID 30<student id> 30<student id>
Calc TblID C2<student id> C2<student id>
9. Click Save.
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Lesson 8
(USA) Setting Up Savings Plans
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(USA) Setting Up Savings Plans Lesson 8
Activity 7: (USA) Setting Up a Savings Plan

1. Set up the Benefit Plan Table page.
2. Set up the Service Step Table page.
3. Set up the Savings Plan Table component.
4. Set up the Calculation Rules Table page.
5. Include the savings plan in the executive benefit program.
Slide 92 _______________________________________________________________________________________________________
Activity Overview
In this activity, you will set up the 401 (k) savings plan that you offer to Global Business
Institute (GBI) executives. The company matches:
• Fifty percent of an employee’s before-tax contribution, up to six percent of the

employee’s earnings during the first two years of service.
• One hundred percent of the employee’s before-tax contributions, up to six percent

after two years of service.
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the two, as long as the total does not exceed 12 percent.
e O
Employees may contribute up to 12 percent before-tax or after-tax, or any combination of
s
You will enter the following data in the appropriate tables.
U
Table
Benefit Plan
A I
Savings Plan
401(k)/401X<student id>
Service Step
O 401X<student id>
l&
Savings Plan 401(k)/401X<student id>
Calculation Rules
n a C3<student id>
t e r
In
The following data has already been entered in the appropriate tables.
c l e Table
Deduction
Savings Plan
401
O ra Provider/Vendor USAKUFDLTY

Lesson 8 (USA) Setting Up Savings Plans

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Setting Up the Benefit Plan Table Page
To set up the Benefit Plan Table page:
Plan Table.

Plan Type 401(k)
Benefit Plan 401X<student id>

Description 401(k) Savings Plan
Short Description
SetID
401(k)
SHARE
n l y
Vendor ID
Group Number
USAKUFDLTY
Blank
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Minimum Spousal Allocation % Blank
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401<student id>
Include in Nondiscrimination
A I Selected
O
4. Click Save.
l &
Setting Up the Service Step Table Page
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To set up the Service Step Table page:
I n
1. Select Set Up HRMS, Product Related, Base Benefits, Rates and Rules, Service Step
Table.
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r a 3. Enter 401X<student id> as the Service Step Table ID.
O 4. Click Add, and enter the following information:



Description 401(k) Executive Savings Plan
Short Description 401(k)
After Months of Service 0
Deduction Class Before-Tax
Up to % of Employee Earnings 6.00
% of Employee Investment 50.00
5. Click the Insert button on the Service scroll area to create a new row of data, and
enter the following information:

After Months of Service 24
Deduction Class Before-Tax
Up to % of Employee Earnings 6.00
% of Employee Investment 100.00
6. Click Save.
Setting Up the Savings Plan Table Component

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To set up the Savings Plan Table component:
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Table.
U s
1. Select Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Savings Plan
I
A
Page Element
O Value or Status
&
Plan Type 40
Benefit Plan
a l 401X<student id>
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I te
nPage Element Value or Status
c l e Effective Date January 1, 2002
r a Use Special Accumulator

Plan Contribution
401
EE Contribution Optional
O
4. Enter the following information in the Up-To-Threshold Limit (Percent of Earnings)
group box within the Limit on Employee Investments group box:


Total Investment 12
Before-Tax 12
After-Tax 12
Employee YTD Earning Threshold (employee 0
year-to-date earning threshold)
Note. Leave the fields blank in the Over-Threshold Limit (Percent of Earnings) group
box and the Rules for Highly Compensated Employees Investments group box.
5. Enter the following information in the Investment group box:
Page Element Row 1 Row 2

Investment Option 1 2
Description Mutual Fund High Technology Stocks
6. Access the Employer/Contribution Match page and enter the Service Step Table ID
401X<student id>.
7. In the Employer Investment Limits group box, enter the following information:
Page Element Value or Status n l y

Maximum Total Employee Contributions eligible
for matching (or Maximum Total Employer non-
Blank
e O
matching Contributions) Per pay Period
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I
Maximum Total Employee Contributions eligible 6
for matching (or Maximum Total Employer non-
matching Contributions) And//Or
O
Maximum Employee Contributions eligible for
A6
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matching (or Maximum Employer non-matching
Contributions) Before-Tax Percent of Earnings
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Maximum Employee Contributions eligible for Blank
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matching (or Maximum Employer non-matching
Contributions) After-Tax Percent of Earnings
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8. Access the Rollover of Funds page.
r a 9. Select None in the Rollover Options group box.
O 10. Select the Calculate Pct of Annual Rate check box.
11. Click Save.

Setting Up the Calculation Rules Table Page
To set up the Calculation Rules Table page:
Rules Table.
3. Enter C3<student id> as the Calculation Rules Table ID.

Description Calculation Rule 3 – Savings
Short Description C3
Premium Calculation Check Dt
Coverage Calculation Check Dt
Age As Of Check Dt
Service As Of Check Dt
Age Source Employee
Coverage Maximum Blank
Coverage Minimum
Add Flat Amount Option
Blank
After Fctr
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Max Deduction % of Gross Pay
Source of Benefits Base
Blank
Annual Rate
e O
Use Rounding Rules Cleared
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Round Up On
Round to Multiple of
A I 500
1000
Round Benefits Base
O Cleared
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Round Factored Benefits Base Before Adding Flat Cleared
Amount
na
Round Final Calculated Covrg (round final Selected
r
calculated coverage)
e
I nt
5. Click Save.
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Note. The system displays the following message when you save this table: “Warning—
r a Rounding rules will be ignored…” Click OK to save the page.
O
Including the Savings Plan in the Executive Benefit Program
To include the savings plan in the executive benefit program:

Program Table.
3. Select Correct History and click Search.
5. Insert a row on the Plan Type scroll area and enter the plan type 40.

Deduction Cd (deduction code) 401<student id>

Cost Type Price
Calc TblID (calculation table ID) C3<student id>
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Note. The only data that you can enter on the Benefit Program Table – Cost page is the
calculation table ID after you select the cost type of Price. The amount will be determined
by the employee’s election.
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8. Click Save.
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Lesson 9
(CAN) Setting Up Pension Plans
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(CAN) Setting Up Pension Plans Lesson 9
Activity 8: (CAN) Setting Up an Executive Pension Plan

2. Set up the Pension Plan table.
3. Update the Benefit Program table.
Slide 99 _______________________________________________________________________________________________________
Activity Overview
Employees can contribute 4 percent up to YMPE and 6 percent over YMPE in this
pension plan. The company matches this contribution by 50 percent.
You will enter the following data in the appropriate tables.
Table Data
Deduction PENS<student id>
Provider/Vendor CANKCVNB
Benefit Plan PENX<student id>
Pension Plan (plan-specific) PNX<student id>
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Lesson 9 (CAN) Setting Up Pension Plans

Plan Table.
2. Access the Add a new value page, and enter the following information:

Plan Type Standard Pension

Description Executive Pension Plan
Short Description Pension
SetID
Vendor ID
SHARE
CANKCVNB
n l y
Group Number
Blank
e
PNS<student id>
O
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4. Click Save.
A I
Setting Up the Pension Plan Table
O
l
To set up the Pension Plan table: &
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1. Select Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Pension Plan
Table CAN.
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I nPage Element Value or Status
cl e Plan Type 80
ra
O 3. Click Add, and enter the following information:


Use Special Accumulator Instead of Gross KC1
Based on YTD (based on year to date) Cleared
Pension Plan Type MoneyPurch
Voluntary Contributions Allowed Cleared
Coordinate with CCP Cleared
Plan Registration # ALB789784
4. In the Contribution Percent group box, enter the following information:

Rate Type None
Contribution & Up to YMPE Employee% 4%
Contribution & Up to YMPE Employer % 2%
Contribution & Over YMPE Employee% 6%
Contribution & Over YMPE Employer% 3%
5. Click Save.
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Setting Up the Benefit Program Table
e O
To set up the Benefit Program table:
U s
Program Table.
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5. Insert a row in the Plan Type scroll area, and enter 80 in the Plan Type field.
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cl e Optn Type O
ra
Deduction Cd (deduction code) PNS<student id>
O
7. Click Save.

Lesson 9 (CAN) Setting Up Pension Plans
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Notes
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Lesson 10
Setting Up Leave Plans
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Setting Up Leave Plans Lesson 10
Activity 9: Setting Up a Vacation Leave Plan

2. Set up the Leave Plan table.
3. Set up the Benefit Program table.
Slide 109 ______________________________________________________________________________________________________
Activity Overview
The vacation leave plan includes 12 days per year, gradually increasing to 18 days after 4
years.
You will enter the following data in the appropriate tables:
Table U.S. Data Canada Data

Provider/Vendor USAKUGBI CANKCVNB
Benefit Plan VACX<student id> VACX<student id>
Leave Plan (plan specific VACX<student id> VACX<student id>
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The values in the Provider/Vendor table have already been set up in the system.
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Lesson 10 Setting Up Leave Plans

Plan Table.
2. Select the Add a New Value link, and enter the following information:

Plan Type Vacation Vacation

Description Executive Vacation Leave Plan Executive Vacation Leave
Plan
Short Description
SetID
Vacation
SHARE
Vacation
SHARE
n l y
Vendor ID USAKUGBI
e O
CANKCVNB
Group Number
Blank
Blank
U s Blank
Blank
A I
4. Click Save.
O
Setting Up the Leave Plan Table
l &
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To set up the Leave Plan table:
te r
1. Select Set Up HRMS, Product Related, Base Benefits, Plan Attributes, Leave Plan
I n
Table.
r a Plan Type 51 51
O Benefit Plan VACX<student id> VACX<student id>
3. Click Add and enter the following information:


Service Units Months Months
Accrual Rate Units Hours per Month Hours per Month
Special Calculation Routine Cleared Cleared
Special Calculation at Year Begin Cleared Cleared
Max Leave Balance (maximum 99999.000 99999.00
leave balance)
Max Leave Carryover (maximum 200.000 200.00
leave carryover)
4. Expand the Manual Accrual Processing section, and enter the following information:

Pay in Lieu of Time Off Cleared Cleared
Pay at Termination Selected Selected
Allow Negative Balance Selected Selected
Max Negative Hours Allowed 40 40
(maximum negative hours
allowed)
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5. In the Accrual Rate Values scroll area, enter the following information:
e
Page Element
After Service Interval
0
0
Accrue Hours At
A I
8 (Hours per Month) 8 (Hours per Month)
O
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6. Click the Insert button to add additional Accrual Rate Values rows with the following
information:
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Page Element
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After Service Interval
12
12
I n
Accrue Hours At 10 (Hours per Month) 10 (Hours per Month)
c l e After Service Interval

Accrue Hours At
48
12 (Hours per Month)
48
12 (Hours per Month)
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O 7. Click Save.

Lesson 10 Setting Up Leave Plans
Setting Up the Benefit Program Table
To set up the Benefit Program table:
Program Table.
5. Insert a row in the Plan Type scroll area, and enter the plan type 51.

Deduction Cd (deduction code) Blank Blank
7. Click Save.
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Notes
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cle ______________________________________________________________________
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Lesson 11
Setting Up Flexible Spending

Accounts
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Setting Up Flexible Spending Accounts Lesson 11
Activity 10: Setting Up Flexible Spending Accounts

2. Set up the FSA Benefit Plan table.
3. Add the new FSA plan to the executive benefit program.
Slide 117 ______________________________________________________________________________________________________
Activity Overview
Data is already in the Deduction and Provider/Vendor tables. You will set up the
remaining tables for an FSA plan.
(USA) Notes for Activity

You will set up a dependent care FSA to pay up to 5,000 USD in dependent care expense
on a before-tax basis. Then add the plan to the executive benefit program. Deduction and
vendor information is already provided.
(CAN) Notes for Activity
y
You will set up a health care FSA whereby the employer offers up to 750 CAD on health-
l
related items that are not covered by the basic medical plan. Then add the plan to the
executive benefit program. Deduction and vendor information is already provided. n
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Lesson 11 Setting Up Flexible Spending Accounts

Plan Table.

Plan Type Flex Spending Dependent Care Flex Spending Health - Canada
Benefit Plan DCAR<student id> HCAR<student id>

Description Dependent Care FSA Health Care FSA
Short Description
SetID
DepCare
SHARE
Health Car
SHARE
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Vendor ID
Group Number
USAKUGBI
Blank
e OLCARE1
Blank
Default Deduction Code LFSADC
U s KCHFSA
4. Click Save. A I
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Setting Up the FSA Benefit Plan Table
l &
a
To set up the FSA Benefit Plan table:
n
Table.
te r
1. Select Set Up HRMS, Product Related, Base Benefits, Plan Attributes, FSA Benefits
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r a Plan Type
Benefit Plan
61
DCAR<student id>
65
HCAR<student id>
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Setting Up Flexible Spending Accounts Lesson 11

SetID SHARE SHARE
Balance ID CY CY
Contribution Frequency M A
Employer Contribution None Flat Amount
Flat Contribution Amount Blank $750.00
Employer Carryforward Choice Blank ER Clain
4. Click Save.
Adding the New FSA Plan to the Executive Benefit Program
To add the new FSA plan to the executive benefit program:
Program Table.
2. Enter X<student id> as the benefit program.
n l
5. Insert a row on the Plan Type scroll area, and enter the following information:
y
Plan Type 61
U s 65
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O
Page Element
Optn Type (option type)
l &(USA) Value or Status
O
O
Benefit Plan
n a DCAR<student id> HCAR<student id>
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Deductn Cd (deduction code) LFSADC KCHFSA
I n
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7. Click Save.
r a This concludes the activity. Do not continue.

Lesson 12
Adding New Employees,

Dependents, and Beneficiaries
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Adding New Employees, Dependents, and Beneficiaries Lesson 12
Activity 11: Adding Dependent and Beneficiary Data

In this activity, you will review the activity overview and enter dependent and beneficiary
data.
Slide 127 ______________________________________________________________________________________________________
Activity Overview
In the remaining activities in this class, you will be working with three employees who
have been hired at Global Business Institute (GBI).
Use this table to record the last name and employee ID for the employees whom you will
be working with:
(USA) Employees Employee ID (CAN) Employees Employee ID

Patrick KULM Tyler KCLM
Melissa KULN Jennifer KCLN
Brevin KULO Jon KCLO
In this activity, you’ll add the dependent and/or beneficiary information for (USA)
Patrick, or (CAN) Tyler.
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(USA) For Patrick, use the data in this table:
e O
Dependent/Beneficiary Personal
Data
Relationship to Employee
U s Address
Anne
DOB: October 11, 1964
Married: October 1, 2002
Spouse
A I Same as employee
Tyler Son O Same as employee

DOB: May 5, 1991
l &
Gilbert
n a Nephew 645 Bennett Street
te r
DOB: September 28, 1980 Luzerne, PA 18704
I n
(CAN) For Tyler, use the data in this table:
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Dependent/Beneficiary Personal Relationship to Employee Address
r a Data
Anne Spouse Same as employee
O DOB: October 11, 1964

Married: October 1, 2002

Lesson 12 Adding New Employees, Dependents, and Beneficiaries
Dependent/Beneficiary Personal Relationship to Employee Address

Data
Tyler Son Same as employee
DOB: May 5, 1991
Gilbert Nephew 645 Bennett Street
DOB: September 28, 1980 Calgary, AB T2S 0B8
Dependent/Beneficiary information for Melissa, Brevin, and Jon has been entered for
you. You will view the dependents already created.
In subsequent activities, you will enroll the first employee in the benefit plans that you
have set up and calculate the employee’s deductions, and you will maintain enrollments
for all three employees.

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Creating Dependent and Beneficiary Data
To create dependent and beneficiary data for an employee:
1. Select Benefits, Employee/Dependent Information, Update Dependent/Beneficiary.
2. Enter the employee ID for either Patrick (KULM<student id>) or Tyler

(KCLM<student id>).
3. Click Search.
4. On the Name page, enter the following information:

Dependent/Beneficiary ID 01 01
Format Type English English
5. Click the Edit Name link, and on the Edit Name page, enter the following
information:

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First Name
Last Name
Anne
<assigned last name>
e O Anne
<assigned last name>
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6. Click OK
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7. Access the Address page, and enter the effective date of January 1, 2003.
&
8. Select the Same Address as Employee check box.
l
a
9. Access the Personal Profile page, and enter the following information:
n
te
Page Elementr (USA) Value or Status (CAN) Value or Status
I n
Date of Birth
Effective Date
October 11, 1964
January 1, 2003
October 11, 1964
January 1, 2003
cl e Relationship to Employee Spouse Spouse
r a Dependent Beneficiary Type

Gender
Both
Female
Both
Female
O Marital Status
Date
Married
October 1, 2002
Married
October 1, 2002

10. Access the Names page, and insert a row in the Dependent/Beneficiaries group box.

Dependent/Beneficiary ID 02 02
Format type English English
information:
Page Element (USA) Value or Status (CAN Value or Status

First Name Tyler Tyler
Last Name <assigned last name> <assigned last name>
13. Click OK.
14. Access the Address page, and enter the effective date of January 1, 2003.
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Page Element
Date of Birth
May 5, 1991
May 5, 1991
U s January 1, 2003
Dependent Beneficiary Type
Son
Both
A I Son
Both
Gender Male
O Male
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Marital Status Single Single
n a
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17. Access the Name page, and insert a row in the Dependent/Beneficiaries group box.
t
e In
c l Page Element
Dependent/Beneficiary ID
03
03
r a Effective Date January 1, 2003 January 1, 2003
O Format Type English English

information:

First Name Gilbert Gilbert
Last Name <assigned last name> <assigned last name>
20. Click OK.
21. Access the Address page and enter the following information:

Country USA CAN
22. Click the Edit Address link, and on the Edit Address page, enter the following
information:

Address 1 645 Bennett Street 645 Bennett Street
City
State/Province
Luzerne
PA
Calgary
AB
n l y
Postal 18704
e O T2S 0B8
U s
23. Click OK.
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Page Element O
Date of Birth
l&
September 28, 1980 September 28, 1980
na
e r
Relationship to Employee Nephew Nephew
nt
Dependent Beneficiary Type Beneficiary Beneficiary
e I Gender
Marital Status
Male
Single
Male
Single
c l
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O 25. Click Save.
(USA) Results
To view the dependent and beneficiary data that you added for Patrick, select Benefits,
Employee/Dependent Information, Review Dep/Ben Summary.

Your results should look like this for your assigned employee:
Dependent/Benef. page
To view dependent and beneficiary data for Melissa, select Return to Search, enter the
employee ID KULN<student ID>, and click Search.
To view dependent and beneficiary data for Brevin, select Return to Search, enter the
employee ID KULO<student ID>, and click Search.
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Dependent/Benef. page a
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(CAN) Results
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To view the dependent and beneficiariy data for Tyler, select Benefits,
Employee/Dependent Information, Review Dep/Ben Summary.
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To view dependent and beneficiary data for Jon, select Return to Search, enter the
employee ID KCLO<student ID>, and click Search.

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Lesson 13
Enrolling Employees
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Enrolling Employees Lesson 13
Activity 12 Assigning Employees to Benefit Programs

In this activity, you will review the activity overview and modify an employee’s benefit
program.
Slide 132 ______________________________________________________________________________________________________
Activity Overview
In this activity, you will change an employee’s benefit program. When hired, the
employee was enrolled in a benefit program, but now he qualifies for the executive
benefit program.
Use the information in this table:
Employee Employee ID Benefit Program Enrolled in

at Hire
(USA) Patrick <assigned last name> KULM<student id> KL2
(CAN) Tyler <assigned last name> KCLM<student id> KL4

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Lesson 13 Enrolling Employees

Modifying an Employee’s Benefit Program
To modify an employee’s benefit program:
1. Select Benefits, Enroll in Benefits, Assign to Benefit Program.
2. Enter the employee’s ID, and click Search
3. On the Benefit Program Participation page, insert a new effective-dated row.
4. Enter a date of January 1, 2003.
5. Enter X<student id> in the Benefit Program field.
6. Click Save.
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Activity 13: Enrolling Employees

• Enroll an employee and dependents in health plans.
• Enroll an employee and dependents in other benefit plans.
Slide 143 ______________________________________________________________________________________________________
Activity Overview
In this activity, you enroll the employee in the following plans:
• Medical
• Dental
• Life insurance
• Long-term disability
• (USA) Savings
•
(CAN) Pension
Vacation
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• (USA) FSA
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You also enroll the employee’s three dependents in medical and dental plans.
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Employee A I
Choose the appropriate employee name and ID from this table:
ID
(USA) Patrick <assigned last name> O KULM<student id>
(CAN) Tyler <assigned last name>
a l& KCLM<student id>
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Enrolling an Employee and Dependents in Health Plans
To enroll an employee and dependents in health plans:
1. Select Benefits, Enroll in Benefits, Health Benefits.
2. Enter the employee ID, and click Search.
3. On the Health Benefit Elections page, enter the following information:

Plan Type 10 10
Coverage Begin Date October 1, 2003 October 1, 2003
Deduction Begin Date October 1, 2003 October 1, 2003
Coverage Election: Elect Elect
Election Date October 1, 2003 October 1, 2003
Coverage Code 4 4
Health Provider ID 12345 NA
Previously Seen Selected NA
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4. Click the Enroll All dependents button.
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5. (USA) Enter the Health Provider ID of 12345 and select the Previously Seen
checkbox for each dependent.
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6. Insert a row in the Plan Type scroll area, and enter the following information:
Page Element O
Plan Type
l& 11 11
na
Coverage Begin Date October 1, 2003 October 1, 2003
t e r
Deduction Begin Date
Coverage Election
October 1, 2003
Elect
October 1, 2003
Elect
e In
Election Date
Benefit Plan
October 1, 2003
DNTL<student id>
October 1, 2003
DNTL<student id>
c l Coverage Code 4 4
O ra Health Provider ID
Previously Seen
Blank
Cleared
Blank
Cleared
7. Click the Enroll all Dependents button.

8. Click Save.
Enrolling an Employee and Dependents in Other Benefit Plans
To enroll the employee and his dependents in the remaining benefit plans:
Life and AD/D Plan Enrollment

To enroll the employee and dependents in a life insurance plan:
1. Select Benefits, Enroll in Benefits, Life and AD/D Benefits.
2. Enter the employee ID, and click Search.
Note. The system should open the Life/ADD Elections page with the employee’s name
and ID.
3. On the Life/Add Elections page, enter the following information:

Plan Type 20 20
Coverage begin date October 1, 2003 October 1, 2003
Deduction begin date October 1, 2003 October 1, 2003
Coverage Election Elect Elect
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2X<student id>
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4. Click the Assign All Beneficiaries button.
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5. On the Spouse row, enter the Percent of Benefit of 60.
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6. On the Son row, enter the Percent of Benefit of 20.
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7. On the Nephew row, enter the Percent of Benefit of 20.
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8. Click the Update Totals button.
9. Click Save.
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Disability Plan Enrollment
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To enroll the employee in a disability plan:
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1. Select Benefits, Enroll in Benefits, Disability Benefits.
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and ID.
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Plan Type 31 31
3. Click Save.
(USA) Savings Plan Enrollment

To enroll the employee in a savings plan:
1. Select Benefits, Enroll in Benefits, Savings Plans.
and ID.
2. On the Savings Plan Elections page, enter the following information:

Plan Type
Coverage begin date
40
October 1, 2003 n l y
Deduction begin date October 1, 2003
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Participation Election
Election Date
Elect
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October 1, 2003
Benefit plan
Before Tax Investment A I 401X<student id>
Percent of Earnings
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After Tax Investment
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Percent of Earnings
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3. In the Dependent/Beneficiaries scroll area, enter the following information:
I
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ID
Value or Status
01
O ra Beneficiary Percentage 100
4. Click the Update Totals button.
5. In the Investments scroll area, enter the following information:


Investment Option 2
Investment Percent 100
6. Click Save.
(CAN) Pension Plan Enrollment

To enroll the employee in a pension plan:
1. Select Benefits, Enroll in Benefits, CAN-Pension Plan.
and ID.

Plan Type 80
Deduction begin date October 1, 2003
Participation Election Elect
Election Date October 1, 2003
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3. Click Save.
(USA) Leave Plan Enrollment

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To enroll the employee in a leave plan:
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1. Select Benefits, Enroll in Benefits, Leave Plans.
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and ID.
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Page Element
Plan type
Value or Status
51
c l Effective Date October 1, 2003
O ra Coverage Election
Election Date
Benefit plan
Elect
October 1, 2003
VACX<student id>

3. Click Save.
(CAN) Leave Plan Enrollment

To enroll the employee in a leave plan:
1. Select Benefits, Enroll in Benefits, Leave Plans – CAN/INTL.
and ID.

Plan type 51
Effective Date October 1, 2003
Coverage Election Elect
Election Date October 1, 2003
Benefit plan VACX<student id>
3. Click Save.
(USA) FSA Plan Enrollment

To enroll the employee in a flexible spending account:
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1. Select Benefits, Enroll in Benefits, USA – FSA Benefits.
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Page Element
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Value or Status
Play Type
A I 61
Coverage Begin Date
Deduction Begin Date O October 1, 2003
October 1, 2003
Election Date
l& October 1, 2003
na
Benefit Plan DCAR<student id>
Annual Pledge
t e r
Empl Contribution
1200
100
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3. Click Save.
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O 1. Select Benefits, Review Employee Benefits, Benefits Summary (w/PI Dedns) and
view the summary.
2. Verify that the employee is enrolled in the following plans:

• Medical: BASIC
• Dental: DENTAL
• Life: 2X
• Long-Term Disability: LTD1
• (USA) Savings: 401EXE
• (CAN) Pension: PENEXE
• Leave: VACEXE
• (USA) FSA: DCARE
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Lesson 14
Calculating Deductions
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Calculating Deductions Lesson 14
Activity 14: Assigning Pay Calendars

1. Assign pay groups.
2. Verify the creation of pay calendars.
Slide 153 ______________________________________________________________________________________________________
Activity Overview
In this activity, you will correct the pay group assigned to our three employees. The
instructor will assign you a pay group.
Write your pay group here:_________________________
Pay calendars that will be used to calculate deductions later in the lesson have already
been created.
After assigning the pay group to the employees, verify that the calendars were built for
your pay groups, for company GBI and year 2004.
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Lesson 14 Calculating Deductions

Assigning Pay Groups
To correct the pay group assigned to our employees:
1. Select Workforce Administration, Job Information, Job Data.
2. Enter the employee ID ([USA] KULM<student id> or [CAN] KCLM<student id>)
3. Select Correct History, and click search.
4. Access the Payroll page.
5. Enter your assigned pay group.
6. Click Save.
7. Click Return to Search, and enter the employee ID ([USA] KULN<student id> or
[CAN] KCLN<student id>),
8. Click Search.
10. Click Save.
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11. Click Return to Search, and enter the employee ID ([USA] KULO<student id> or
[CAN] KCLO<student id>),
12. Click Search.

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14. Click Save.
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Verifying the Creation of the Pay Calendars.
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To verify the creation of the pay calendars:
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1. Select Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Calendar
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Table.
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I nPage Element (USA) Value or Status (CAN) Value or Status
c l e Company GBI GBI
r a Pay Group KL<assigned by instructor> 9L<assigned by instructor>
O 3. Click Search.
The search results area should contain 12 rows.

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Activity 15: Creating and Linking the Pay Run ID

1. Create a pay run ID.
2. Link the pay run ID to the pay calendar table.
Slide 154 ______________________________________________________________________________________________________
Activity Overview
To calculate benefit deductions, you must create a pay run ID and link it to the Pay
Calendar table. Doing so enables you to identify the pay period for which you are
calculating benefit deductions.

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Creating a Pay Run ID
To create a pay run ID:
1. Select Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Run Table.
2. Select the Add a New Value link.
3. Enter 12-31-04<student id> as the pay run ID.
4. Click Add.
5. Enter Monthly pay for Dec as the description.
6. Click Save.
Linking the Pay Run ID to the Pay Calendar Table
To link the pay run ID to the Pay Calendar table:
1. Select Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Calendar
Table.
2. Click Clear.

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Company
Pay Group
GBI
<assigned pay group>
U s GBI
<assigned pay group>
Pay Period End
I
December 31, 2004
A
December 31, 2004
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4. Click Search.
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5. Enter 12-31-04<student id> as the pay run ID.
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6. Click Save.
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Results
To verify that the pay calendar is linked to the pay run ID:
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1. Select Set Up HRMS, Product Related, Payroll Interface, Payroll, Pay Run Table.
r a 2. Enter 12-31-04<student id> as the pay run ID.
O 3. Click Search.
4. Verify your pay calendar data with the information below:


Company GBI GBI
Pay Group <assigned pay group> <assigned pay group>
Pay Period End Date December 31, 2004 December 31, 2004
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Activity 16: Calculating Deductions in PeopleSoft Payroll Interface

In this activity, you will review the activity overview and run the Deduction Calculation
process.
Slide 156 ______________________________________________________________________________________________________
Activity Overview
In this activity, you will run the Deduction Calculation process for the employee that you
previously enrolled, and then verify the employee’s calculated deductions.

Running the Deduction Calculation Process

To run the deduction calculation process:
1. Select, Payroll Interface, Pay Period Deductions, Calculate Deductions.
2. Enter ben<student id> as the Run Control ID.
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3. On the Deduction Calculation page, enter the Pay Run ID 12-31-04<student id>.
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4. Click Run.
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5. On the Process Scheduler Request page, enter PSNT as the server name.
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6. Select the Calculate Deductions check box and click OK.
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7. Note the process instance number here:___________________.
status of the process.

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8. On the Deduction Calculation page, select the Process Monitor link to monitor the
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9. Click the Refresh button periodically until the system indicates that your process was
successful.
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After your process has completed successfully, you should determine whether the
system generated messages regarding the deduction calculation process.
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10. Select Payroll Interface, Pay Period Deductions, Review Error Messages.
O ra 11. Enter the following information:

Company GBI GBI

12. Click Search.
Note. The message “No matching values were found,” indicates that the system
completed your calculation successfully.
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Activity 17: Viewing Calculated Deductions Online

• View the calculated deductions online.
• Troubleshoot deduction calculation errors.
Slide 158 ______________________________________________________________________________________________________
Activity Overview
In this activity, you will view calculations online and then troubleshoot errors in the
deduction calculations for your employee if necessary.

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Viewing Calculated Deductions Online
To view calculated deductions online:
1. Select Payroll Interface, Pay Period Deductions, Review Deductions.

EmplID (employee ID) KULM<student id> KCLM<student id>
3. Compare your calculated deductions to the results section.
(USA) Results
These are the calculated deductions for employee KULM<student id> (Patrick):
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Calculated Deductions page for Patrick (1 of 2)
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Calculated Deductions page for Patrick (2 of 2)

(CAN) Results
These are the calculated deductions for employee KCLM<student id> (Tyler):
Calculated Deductions page for Tyler
Troubleshooting Deduction Calculation Errors
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If the deductions aren’t correct, you must troubleshoot the calculations to determine the
source of the errors.
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To troubleshoot deduction calculation errors:
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Results examples.
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1. Review the correct calculations. Your calculations should match the ones in the
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2. Check the employee’s plan data and enrollment data and make changes as necessary.
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You might want to check the following information:
• The benefit program

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•
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The benefit plans a
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Note. Remember that the components of a benefit plan include the Plan Type table, the
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Deduction Code table, the Provider/Vendor table, the Benefit Plan table, the Plan
Specific table, Rate tables, and possibly the Calculation Rules table.
c l e • Employee information (the job data, personal data, and benefit enrollment
r a components.)
O This table provides general navigation information that you might find useful when
calculating and troubleshooting:

Information Navigation
Deduction calculation process Select Payroll Interface, Pay Period Deductions,
Calculate Deductions
Deduction calculation results Select Payroll Interface, Pay Period Deductions,
Review Deductions
Deduction calculation messages Select Payroll Interface, Pay Period Deductions,
Review Error Messages.
Benefit tables Select Set Up HRMS, Product Related, Base
Benefits
• Plans and Providers: Benefit Plan Table,
Provider/Vendor Table
• Plan Attributes: Plan Specific Tables
• Rates and Rules: Rate Tables and Calculation
Rules
• Program Structure
Deduction tables Select Set Up HRMS, Product Related, North
American Payroll, Deductions, Deduction Table
Benefit enrollment data Select Base Benefits, Enroll In Benefits
Personal and job data Select Workforce Administration
• Personal Information
• Job Information
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Compare the activities in the guide with what you have entered in your database. If
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something does not match, make the correction in your database and rerun the process.
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Don’t forget to select (Re) Calculate All Checks if you make a table-level change.
Continue to troubleshoot the calculations until all of your calculations are correct.

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Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
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cle ______________________________________________________________________
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Lesson 15
Processing Leave Accruals
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Processing Leave Accruals Lesson 15
Activity 18: Running the Leave Accrual Process

1. Run the leave accrual process for your vacation plan.
2. View leave accrual balances.
Slide 165 ______________________________________________________________________________________________________
Activity Overview
In this activity, you will run the leave accrual process for the vacation plan that you set up
for your benefit program.

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Lesson 15 Processing Leave Accruals

Running the Leave Accrual Process for Your Vacation Plan
To run the leave accrual process for your vacation plan:
1. Select Benefits, Manage Leave Accruals, Calculate Periodic Accrual.
2. Enter ben<student id> as the run control ID.
3. Click Search.
4. On the Leave Accrual Proc page, enter the following information:

Company GBI
Plan Type Vacation
Benefit Plan VACX<student id>
Accrual Process Date October 31, 2004
5. Click Run.
6. On the Process Scheduler Request page, enter PSNT as the server name.
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7. Click OK.
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8. On the Leave Accrual Proc page, select the Process Monitor link.
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9. Note the process instance number here:______________. s
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10. Click Refresh periodically to determine when your process is completed.
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Viewing Leave Accrual Balances
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To view leave accrual balances:
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1. Select Benefits, Manage Leave Accruals, Review Accrual Balances.
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2. Enter the employee ID of Patrick ([USA] KULM<student id>) or Tyler ([CAN]
KCLM<student id>).
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3. Compare your results with the Results section.
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(USA) Results
O ra You should see the following data for Patrick:

Processing Leave Accruals Lesson 15
Leave Accrual Balances for Patrick
(CAN) Results
You should see the following data for Tyler:
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Leave Accrual Balances for Tyler
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Lesson 16
Changing Benefit Programs and

Employee Enrollments
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Managing Changes to Plans, Programs, and Employee Enrollments Lesson 16
Activity 19: Running the Benefit Program Report

In this activity, you will review the activity overview and run the Benefit Program report.
Slide 170 ______________________________________________________________________________________________________
Activity Overview
Run the Activity Program Report for the X<student id> benefit program.

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Lesson 16 Managing Changes to Plans, Programs, and Employee Enrollments

Perform the detailed steps to complete the activity
Running the Benefit Program Report
To generate the Benefit Program report:
1. Select Set Up HRMS, Product Related, Base Benefits, Plan Reports, Benefit
Program.
2. Enter ben<student id> as the run control ID.
3. Click Search.
4. On the Benefit Program page, enter the following information:

As of Date January 1, 2003
Benefit Program X<student id>
5. Click Run.
6. On the Process Scheduler Request page, enter the following information:

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Server Name
Type
PSNT
WEB
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Format PDF
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7. Click OK. A I
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8. On the Benefit Program page, select the Process Monitor link.
9. Click Refresh periodically until the run status indicates success.
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10. Click the Details link.
11. On the Process Detail page, click the View Log/Trace link.
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12. On the View Log/Trace page, click the BEN713 XXX.PDF link.
cl e Adobe Acrobat opens.
r a 13. View the report on line.
O This concludes the activity. Do not continue.

Activity 20: Cloning a Benefit Program

1. Clone the executive benefits program.
2. Change the description and options for the new program.
3. Include a dependent life plan in the new program.
Slide 172 ______________________________________________________________________________________________________
Activity Overview
Global Business Institute (GBI) has decided to make their executive benefits program
available to all salaried employees. They are also adding a dependent life plan to the
salaried benefits program.
To define the dependent life plan, you typically enter data into the appropriate tables.
However, for this activity, the following data has already been entered into the system.
Table (USA) Data (CAN) Data

Deduction KUDLFS KCDLFS
Provider/Vendor
Benefit Plan
USAKUMETLF
Dependent Life/KUDLFS
CANKCLONDN
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Dependent Life/KCDLFS
Age Graded Rate
Calculation Rules
KA03
KAGD
e O KA03
KAGD
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Cloning the Executive Benefits Program
To clone the executive benefits program:
Program Clone Utility.
2. Select Executive Benefits Program (X<student id>) from the list.
(Hint: use the Find link and enter X<student id>.)
3. Copy this program to the new benefit program S<student id>, using the effective
date of January 1, 2003.
4. Click the Clone button.
Changing the Description and Options for the New Program
To change the description and options:
Program Table.

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Benefit Program
Effective Date
S<student id>
January 1, 2003
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January 1, 2003
Correct History Selected
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3. Click Search.
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The Benefit Program Table-Benefit Program page displays the information from the
original benefit program that was just cloned.
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Page Element
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4. Change the following information for the new program:
te (USA) Value or Status (CAN) Value or Status
I nDescription Salaried Benefits Program Salaried Benefits Program
c l e Short Description Salaried Salaried
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O 5. Access the Benefit Program Table-Plan Type and Option page.
6. Click Save.

Including a Dependent Life Plan in the New Program
To include a dependent life plan in the new program:
Program Table.
2. Enter the benefit program S<student id>, select Correct History, and click Search.
3. Select the Benefit Program Table-Plan Type and Option page.
4. Insert a new row in the Plan Type scroll area, and enter the plan type 25.

Optn Type O O
Benefit Plan KUDLFS KCDLFS
Deduction Cd KUDLFS KCDLFS
6. Access the Cost page, and enter the following information for the benefit plan:

Rate Type Age Graded Age Graded
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Rate TblID
Calc TblID
KA03
KAGD
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KAGD
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7. Click Save.
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Activity 21: Updating Employee Benefit Records

1. Assign employees to the salaried benefit program.
2. (CAN) Enroll dependents in the dependent life insurance plan.
3. Enroll a family in the health plan.
4. (USA) Enroll an employee and domestic partner in the health and domestic partner
medical plans.
5. (CAN) Process family status changes.
Slide 174 ______________________________________________________________________________________________________
Activity Overview
For updating the employee records, use these employees:
Update (USA) Employees (CAN) Employees

Assigning employees to the • Patrick (KULM<student id>) • Tyler (KCLM<student id>)
salaried benefit program. • Melissa (KULN<student id>) • Jennifer (KCLN<student id>)
(CAN) Enrolling dependents in

• Brevin (KULO<student id>)
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• Jon (KCLO<student id>)
Tyler (KCLM<student id>)
the dependent life insurance plan.
Enrolling a family in the health Brevin (KULO<student id>)
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Jon (KCLO<student id>)
plan.
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(USA) Enrolling an employee and
domestic partner in the health and
domestic medical plans.
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Melissa (KULN<student id>) NA
Processing family status changes. NA

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Assigning Employees to the Salaried Benefit Program
To assign employees to the salaried benefit program:
1. Select Benefits, Enroll in Benefits, Assign to Benefit Program.
2. Correct the Benefit Program Participation page with the salaried benefits program
(S<student id>), effective October 1, 2003 for the employees listed in the activity
overview.
Note. Remember to save between employees.
(CAN) Enrolling Dependents in the Dependent Life Insurance Plan
To enroll Tyler’s dependents in the dependent life insurance plan:
2. Enter Tyler’s employee ID and click Search.
3. Insert a row and enter the following information:
Page Element
Plan Type
Value or Status
25
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Coverage Begin Date
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December 15, 2003
December 15, 2003
Coverage Election
Benefit Plan
Elect
KCDLFS
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5. Enter a flat amount of 2,000 CAD for each dependent in the Dependent/Beneficiary
section.
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6. Click Save.
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Enrolling a Family in the Health Plan
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To enroll (USA) Brevin’s family or (CAN) Jon’s family in a health plan:
r a 2. Enter the employee ID and click Search.

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Plan Type 10 10
Coverage Begin Date October 1, 2003 December 15, 2003
Deduction Begin Date October 1, 2003 December 15, 2003
Coverage Code 4 4
Health Provider ID 12345 Blank
4. Click the Enroll All Dependents button.
5. Click Save.
(USA) Enrolling an Employee and Domestic Partner in the Health and Domestic Partner Medical
Plans
To enroll Melissa in a health plan and her domestic partner in a domestic partner medical
plan:
2. Enter Melissa’s employee ID and click Search.
3. On the Health Benefit Election page, enter the following information:

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Page Element
Plan Type
Value or Status
15
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Coverage Begin Date
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December 15, 2003
Benefit Plan
A I December 15, 2003
KUMED1
Coverage Code
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Health Provider ID 12345
Previously Seen
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4. Click the Enroll All Dependents button.
5. In the Dependent/Beneficiaries scroll area, enter the Health Provider ID 12345 and
c l e select the Previously Seen check box.
O ra 6. Click Save.
(CAN) Processing Family Status Changes
Jennifer (KCLN<student id>) has gotten married, effective December 10, 2003.
To process family status changes:

1. Select Benefits, Employee/Dependent Information, Update Dependent/Beneficiary.
2. Enter Jennifer’s ID and click Search.
3. On the Name page, enter the following information:

Effective Date December 10, 2003
Format Type English
information:

First Name Joseph
Last Name Allen
5. Click OK.
6. Access the Address page, enter the effective date of December 10, 2003.
7. Click the Same Address as Employee check box.
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Date of Birth
Effective Date
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April 18, 1947
December 10, 2003
Dependent Beneficiary Type A I Spouse
Both
Gender O Male
Marital Status
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na
As of December 10, 2003
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10. On the Life/ADD Elections page, enter the following information:
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Plan Type
Value or Status
20
O Coverage Begin Date

December 10, 2003
December 10, 2003
Coverage Election Elect


11. Click Assign All Beneficiaries.
12. In the Dependent/Beneficiaries scroll area, enter 100 in the Percent of Benefit field.
13. Click Save.
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Lesson 17
(USA) Managing HIPAA

Regulations
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(USA) Managing HIPAA Regulations Lesson 17
Activity 22: Generating a HIPAA Certificate

In this activity, you will review the activity overview and generate HIPAA certificates.
Slide 181 ______________________________________________________________________________________________________
Activity Overview
Run the HIPAA report to generate all unprinted certificates.

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Lesson 17 (USA) Managing HIPAA Regulations

Generating a HIPAA Certificate

To generate HIPAA certificates:
1. Select Benefits, Reports, Regulatory and Compliance, HIPAA.
2. Use ben<student id> as the run control ID.
3. On the HIPAA Medical Cert page, click Run.
4. On the Process Scheduler Request page, select the HIPAA report for employee and
the HIPAA report for dependents.
5. Select the type Web, format PDF for both reports.
6. On the Process Scheduler Request page, click OK.
Important! Do not click OK. The instructor will direct only one student to run the
process.
7. On the HIPAA Medical Cert page, click the Process Monitor link.
8. Click the Refresh button periodically to see when your report is complete.
9. Click the Details link.

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XX.PDF and Ben023 XX.PDF).
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10. When the run status is Posted, select the View link to access the documents (Ben022
Results
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This report displays the HIPAA certificate for Don Johnson:
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HIPAA Certificate
This report displays the HIPAA report for Sean Johnson (Don’s dependent):
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Dependent HIPAA Certificate (1 of 2)
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Lesson 17 (USA) Managing HIPAA Regulations
Dependent HIPAA Certificate (2 of 2)
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Lesson 18
Using eBenefits Self Service

Functionality with Base Benefits
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Using eBenefits Self Service Functionality with Base Benefits Lesson 18
Activity 23: Viewing Benefits Summary Using Self-Service

1. View Benefits Summary using self-service.
2. Update your life insurance beneficiary.
Slide 192 ______________________________________________________________________________________________________
Activity Overview
You are logged into the system as Betty Locherty. Use eBenefits to view your current
benefits summary and update your life insurance beneficiary information.

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Lesson 18 Using eBenefits Self Service Functionality with Base Benefits

Viewing Benefits Summary Using Self-Service
To view benefits using self-service, select Self Service, Benefits, Benefits Summary.
The system displays a summary of your current benefits.
Updating a Life Insurance Beneficiary
To update your life insurance beneficiary:
1. Click the life link.
2. Click Edit to add beneficiaries for life insurance.
3. Click Add a New Beneficiary.
4. Enter your personal information in the appropriate fields.
5. Enter your relationship to the employee as Niece or Nephew.
6. Enter your information in the Status Information section.
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Important! Do not click Save. The instructor will direct only one student to click Save.
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8. When you receive the save confirmation, click OK.
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Using eBenefits Self Service Functionality with Base Benefits Lesson 18
Notes
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Lesson 19
Using Multiple Jobs Within

Benefits
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Using Multiple Jobs Within Benefits Lesson 19
Activity 24 Implementing Multiple Jobs

• Include multiple jobs in calculation rules.
• Define employee benefit options.
Slide 202 ______________________________________________________________________________________________________
Activity Overview
Your employee ([USA] Patrick, KULM<student id>, and [CAN] Tyler, KCLM<student
id>) should have been hired with multiple jobs. In this activity, you will set up
calculation rules for multiple jobs and assign a concurrent job, with new benefits options,
to an employee. Then you will assign this employee to new plans and rerun the
Deduction Calculation process.
You need two calculation rules that include multiple jobs. You will modify an existing
calculation rule to include only the jobs flagged with a benefit record for deduction
processing, and you will create a new rule. The new rule will include all jobs flagged for
deduction processing. You will assign the new calculation rules to your X<student id>
benefit program.
You need to implement the following settings:
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Settings X<student id> Benefit S<student id> Benefit
Program Program
Calculation Rule C1<student id>
s e C4<student ID
Combine Salary for Multi-Jobs
Group Method
Yes
Flagged BR
I U Yes
All Flagged
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Lesson 19 Using Multiple Jobs Within Benefits

Including Multiple Jobs in Calculation Rules
To include multiple jobs in calculation rules:
• Modify rule C1 to include multiple jobs.
• Add a new rule that includes multiple jobs.
• Add rule C4 to the Executive Benefit program.
Modifying Rule C1 to Include Multiple Jobs

To modify rule C1<student id> to include multiple jobs:
Rules Table.
2. Enter C1<student id> as the calculation rules table ID.
3. Select Correct History, and click search.
4. Update the following fields using the effective date of January 1, 2004:

Combine Salary for Multi Jobs
Consider Active Jobs Only
Selected
Selected
Selected
Selected n l y
Group Method Flagged BR
e O Flagged BR
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Note. Do not change any other values.
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5. Click Save.
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Adding a New Rule that Includes Multiple Jobs
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To add a new rule that includes multiple jobs:
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Rules Table.
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2. Select Add a New Value, and enter C4<student id> as the calculation rules table ID.
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Description
January 1, 2002
Calculation Rule 4 – All job
January 1, 2002
Calculation Rule 4 – All job
Short Description C4 C4
Combine Salary for Multi-Jobs Selected Selected


Consider Active Jobs Only Selected Selected
Group Method All Flagged All Flagged
Premium Calculation Check Dt (check date) Check Dt
Coverage Calculation Check Dt Check Dt
Age As Of Check Dt Check Dt
Service As Of Check Dt Check Dt
Age Source Employee Employee
Coverage Minimum 10,000 10,000
Coverage Maximum 500,000 500,000
Maximum Benefit Base Blank Blank
Add Flat Amount Option After Fctr (after factor) After Fctr
Max Deduction % of Gross Pay Blank Blank
(maximum deduction percentage
of gross pay)
Source for Benefits Base Annual Rt (annual rate) Annual Rt
Use Rounding Rules Selected Selected
Round Up On 500 500
Round to Multiple of 1,000 1,000
Round Benefits Base
Round Factored Benefits Base
Selected
Cleared
Selected
Cleared
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Before Adding Flat Amount
Round Final Calculated Covrg Selected
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4. Click Save.
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Adding Rule C4 to the Executive Benefit Program O
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To add rule C4<student id> to the X<student id> benefit program:
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Program Table.
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2. Enter X<student id> as the Benefit Program.
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4. Access the Cost page, and use the arrows in the Plan Type scroll area to access the
r a life plan type (20).
O 5. In the Calc Tbl ID field, replace the previous calculation rule with C4<student id>.
6. Click Save.

Defining Employee Benefit Options
Modifying an Employee’s Current Job

To modify the employee’s current job:
1. Select Workforce Administration, Job Information, Job Data.
2. Enter (USA) Patrick’s or (CAN) Tyler’s employee ID, select Correct History, and
then click Search.
3. Access the Job Information page, and change the standard hours to 20.
4. (CAN) Access the Compensation page, and navigate to the Pay Components section.
5. (CAN) Change the frequency on the Amounts tab from M (monthly) to A (Annual).
6. On the Compensation page, select the Conversion tab in the Pay Components scroll
area, and select Apply FTE.
7. Click the Calculation Compensation button.
Note. Do not change any other information.
8. Click Save.
Creating a Concurrent Job

To create a concurrent job:
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1. Select Workforce Administration, Job Information, Add Additional Assignment.
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2. Add a new job for (USA) Patrick or (CAN) Tyler with an employee record number of
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3. On the Work Location page, enter the following information:
Page Element
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Effective Date
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October 1, 2002 October 1, 2002
Company
Business Unit
l &GBI
GBIBU
GBI
GBIBU
Department
n a 10500 10000
Location
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4. Access the Job Information page, and enter the following information:
r a Page Element (USA) Value or Status (CAN) Value or

Status
O Job Code
Standard Hours
600035
20
820045
20

Note. Do not change any other default values.
5. Access the Payroll page, and enter the following information:

Payroll System Payroll Interface Payroll Interface
Tax Location Code KUCA00 KCAB00
6. Access the Salary Plan page, and enter the following information:

Salary Administration Plan KU01 KC01
Grade 008 008
7. Access the Compensation page, and scroll to the Pay Components section.
8. Enter the following information on the Amounts tab:

Race Code NAANNL NAANNL
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Currency
100,000.00
USD
e O 100,000.00
CAD
Frequency A
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9. Select the Conversion tab and select Apply FTE.A I

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10. Click the Calculation Compensation button.
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Note. The compensation rate for this job should be 4,166.76 monthly.
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11. Click the Benefits Program Participation link.
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12. Identify the benefit record number as 1.
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13. Enroll the employee in benefit program X<student id> for this benefit record
number.
r a 14. Click OK.
O 15. Click OK on the warning message.
16. On the Add New Assignment page, click the Refresh button.

Enrolling an Employee in a Life Insurance Plan

To enroll an employee in a life insurance plan:
2. Enter (USA) Patrick’s or (CAN) Tyler’s employee ID and Benefit Record Number 1.
3. Click Search.

Plan type 20 20
Benefit Plan 2X<student id> 2X<student id>
6. Assign the spouse 60 percent, the son 20 percent, and the nephew 20 percent.
Note. A 50 percent minimum spousal allocation is associated with this plan.
7. Click Save.
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Rerunning the Deduction Calculation
To rerun the deduction calculation:
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1. Select Payroll Interface, Pay Period Deductions, Calculate Deductions.

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Page Element
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Run Control
Pay Run ID
l &ben<student id>
12-31-04<student id>
ben<student id>
12-31-04<student id>
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Recalculate all checks
a Selected Selected
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3. Run the process.
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Viewing Results
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O 1. Select Payroll Interface, Pay Period Deductions, Review Deductions.
2. Check results for both benefits records for (USA) Patrick or (CAN) Tyler.
3. Compare your results with the following examples.

(USA) Results
This page displays the expected results of the Deduction Calculation process for Patrick,
benefit record 0:
Calculated Deductions page for employee record # 0
benefit record 1:
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This page displays the expected results of the Deduction Calculation process for Patrick,
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Calculated Deductions page for employee record # 1
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This page displays the expected results of the Deduction Calculation process for Tyler,
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benefit record 0:
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Calculated Deductions for employee record # 0
This page displays the expected results of the Deduction Calculation process for Tyler,
benefit record 1:
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Calculated Deductions for employee record # 1
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Notes
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Lesson 20
Course Review
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Course Review Lesson 20
Notes
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Base Benefits

Volume I • Activity Guide

U.S. GOVERNMENT RIGHTS

Preface Base Benefits ......................................................................................................................v

Lesson 1 Course Overview ...............................................................................................................1

Lesson 2 Business Process Overview ...............................................................................................3

Lesson 3 Setting Up Payroll Deductions .........................................................................................5

Lesson 5 (USA) Setting Up Domestic Partner Plans....................................................................35

(CAN) Setting Up Pension Plans....................................................................................59

Lesson 14 Calculating Deductions ...................................................................................................93

PeopleSoft Proprietary and Confidential iii

Activity 15: Creating and Linking the Pay Run ID .....................................................97

Lesson 15 Processing Leave Accruals ...........................................................................................107

Lesson 16 Changing Benefit Programs and Employee Enrollments ..........................................111

Lesson 17 (USA) Managing HIPAA Regulations .........................................................................123

Lesson 18 Using eBenefits Self Service Functionality with Base Benefits..................................129

Lesson 19 Using Multiple Jobs Within Benefits ...........................................................................133

Lesson 20 Course Review ...............................................................................................................143

iv PeopleSoft Proprietary and Confidential

Typographical Conventions and Visual Cues

• Country, region, and industry identifiers.

literally in the function call.

n a while you press the W key.

I n are used differently from their intended meanings.

r a { } (curly braces) Indicate a choice between two options in PeopleCode syntax.

O [ ] (square brackets) Indicate optional items in PeopleCode syntax.

PeopleSoft Proprietary and Confidential v

Typographical Convention Description

Note. Example of a note.

Important! Example of an important note.

r a Information that applies only to a specific country, region, or industry is preceded by a

Example of a country-specific heading: “(FRA) Hiring an Employee”

Example of a region-specific heading: “(Latin America) Setting Up Depreciation”

vi PeopleSoft Proprietary and Confidential

• USA (United States)

• USD (U.S. dollars)

• CAD (Canadian dollars)

Related Documentation and Resources

See PeopleSoft Customer Connection, http://www.peoplesoft.com/corp/en/login.jsp.

O Software, Hardware and Software Requirements

l & Implement, Optimize + Upgrade, Implementation

a Software, Installation Guides and Notes

r a Upgrade Documentation and Software, Release

PeopleSoft Proprietary and Confidential vii

viii PeopleSoft Proprietary and Confidential

PeopleSoft Proprietary and Confidential 1

2 PeopleSoft Proprietary and Confidential

Business Process Overview

PeopleSoft Proprietary and Confidential 3

4 PeopleSoft Proprietary and Confidential

Setting Up Payroll Deductions

PeopleSoft Proprietary and Confidential 5

Activity 1: Setting Up Payroll Deductions

1. Set up a medical deduction.

2. Set up a life insurance deduction code.

3. (USA) Add a saving plan deduction code.

4. (CAN) Add a pension plan deduction code.

Plan Type Description

covered hospital expenses with no deductible.

n a before-tax contribution up to 6 percent of the employee's gross pay during

te r match 100 percent of the employee's before-tax contribution up to 6 percent

r a 5,000 USD of dependent care expenses on a before-tax basis.

O Pension For Canadian employees may contribute 4 percent up to Yearly Maximum