PeopleSoft Base Benefits allows companies to manage employee benefits. It includes tools to create unlimited benefit plans that are grouped into benefit types like health or savings. Base Benefits integrates with other PeopleSoft applications and can administer COBRA and print HIPAA reports. Setting up base benefits involves four core phases - building supporting tables, creating benefit programs, assigning employees to programs, and calculating rates and deductions. Core tables must be set up first, then benefit plans are attached with details, plans are attached to programs, and finally employees are enrolled.

1. PeopleSoft Base Benefits
By
Raju Pvk

2. Agenda
 Base Benefits Overview
 Base Benefits Business Process
 Building Blocks In Base Benefits
 Introduction to Vendor, Benefit Plan, Benefit Plan Type, Benefit
Program
 Types of Benefit Plans
 Implementing Base Benefits & Employee Enrollment
 Base Benefits Table Information

3. Base Benefits Overview
 PeopleSoft Base Benefits Provides you tools that you need to manage entire
benefits to employees In an Organization
 Create unlimited Benefit plans and we can group them into a particular Benefit
type
(ex: Benefit plans are like health, savings, pension etc)
 Track Information on Benefit providers
 Enroll employee dependents into payroll process
 Base Benefits can be integrated to other PeopleSoft applications like NA Payroll ,
Benefits Administration, Pension Administration etc
 Administer COBRA (Consolidated Omnibus Budget Reconciliation Act) coverage
for qualified participants
 Print HIPAA (Health Insurance Portability and Accountability Act) reports.

4. Base Benefits Business Process
The Manage Base Benefits business process includes four core phases of operation:
1. Set up supporting tables and benefit plans.
( i.e. Based on business needs we can set up Benefit providers, dependent Info, coverage
codes, coverage group codes and etc )
2. Build benefit programs.
3. Assign employees to benefit programs and enroll them in plans for which their
program enrollment
4. Calculate rates and benefit deductions.

5. Base Benefits Structure
Benefit
Program
Benefit
Plan
Type
Benefit
Plan
Core
Benefit
Tables

6. Complete Core Tables Information
 Core Tables are initial parameters need to set up before implementing
base benefits
 Some of the core tables that we can set up are
• Benefit Providers Benefit Certifications
• Dependents Leave Vacation / Buy Sell Earnings
• Coverage Codes
• Coverage Group Codes
• Benefit Rates
• FEGLI Codes
(Federal Employee Group Life Insurance Codes)
• Calculation Rules
• Deduction Codes

7. Benefit Provider Information
• Benefit Provider is also known as Vendor
• Benefit provider is the entity that sponsors the benefit plan that your
company offers to your employees
• Benefit Provider can be Vendor ,Garnishment payees ,Tax collectors
Navigation :
• Set Up HRMS /Product Related/Base Benefits/Plans and
Providers /Provider/Vendor Table
 SetID : Related to country code
 Vendor Id : Give Benefit
Provider Name

8. Vendor Implementation
Page : Vendor Information
• Navigation:
Set Up HRMS /Product Related/Base Benefits/Plans and
Providers /Provider/Vendor Table/Vendor Information
Name :Enter Payee Name
Status :Select As Approved

9. Vendor Implementation Continues
Page : Addresses
• Navigation:
Set Up HRMS /Product Related/Base Benefits/Plans and Providers /Provider/Vendor
Table/Addresses
Address Type: Enter
the one or more
addresses for the
vendor.
If you are using
PeopleSoft Payables at
least one address
should be the
remittance address.
This is the address that
is used when creating
payment
vouchers.

10. Vendor Implementation Continues
Page :Locations ,Contacts
• Navigation:
Set Up HRMS /Product Related/Base Benefits/Plans and Providers /Provider/Vendor
Table/
 Remit Vendor : To Whom Payments are
Sequence No: Automatically Generated
made
Select Type Of Contact
 Link Bank accounts, Comments, Payment
Map Address to contacts
Options
Enter company web site info

11. Vendor Implementation Continues
Page :Policy Information
• Navigation:
Set Up HRMS /Product Related/Base Benefits/Plans and Providers /Provider/Vendor
Table/ Policy Information
 General Policy URL ID :Select the
vendor's website address that provides
general policy information.
 Authorized Providers URL ID :Select
the vendor's website address that
contains a list of authorized
participating
providers

12. Benefit Plans
• Benefit Plans are benefits that you are offering to your employees
• A plan is always subordinate to a plan type
Navigation :
• Set Up HRMS /Product Related/Base Benefits/Plans and
Providers /Benefit Plan

13. Types Of Benefit Plans
• Health Plans
• Life Insurance Plans
• Savings Plan
• Leave Plans
• Retirement Plans
• Pension Plans
• FMLA Plans (Family Medical Leave Act Plan)
• Disability Plan
• FSA Plan (Flexible Spending Accounts)
• Vacation Buy/Sell Plan

14. Benefit Plan Type
• Plan types are essential in a benefit program
• They group individual plans or options that may be elected by an
employee for a particular type of benefit
 Benefit Plan Type :10
(Medical)
 Benefit Plan Name :A1
 Fill Set Id, Vendor Id
(Core Tables)
 Pay Mode
(Fill the Pay Mode Options
when using NA Payroll)
 EDI Options
(Enter a value that is included
in the HIPAA file)

15. Benefit Program
• A benefit program is a collection of benefits that are offered to a group
of employees
• Use the Benefit Program Table to establish a program for employees, link
the appropriate plan types to it, and associate a variety of rules
• The Benefit Program Table brings together all of the information that
relates to a benefit program
• Navigation : Set Up HRMS / Product Related / Base Benefits / Program
Structure / Benefit Program Table

16. Implementation Of Benefit Program
Navigation :
• Page : Benefit Program
Set Up HRMS / Product Related / Base Benefits / Program Structure /
Benefit Program Table / Benefit Program
Benefit Program Name : BAS
Program Type :Automated/Manual
 Currency Code : Select From Prompt
Dependent Limits :This group box
defines the age at which dependents
are no longer eligible for health
benefits
Remaining all are different core
tables & COBRA related options

17. Implementation Of Benefit Program Continues
Navigation:
• Page : Plan Type and Option
Set Up HRMS / Product Related / Base Benefits / Program Structure /
Benefit Program Table / Plan Type and Option
Plan Type: Select the plan type that you want to add or display
Option – Eligibility Tab
Enter the options available to the employee for the designated
plan type in this section.

18. Implementation Of Benefit Program Continues
Navigation:
• Page : Cost
Set Up HRMS / Product Related / Base Benefits / Program Structure /
Benefit Program Table / Cost
Rate type: Identifies the type of rate (flat amount, age-graded, etc.) associated
with this plan type and benefit option combination.
Calc TbLID : Identifies the calculation rule linked to the plan type and benefit
option combination.

19. Enrollment
Navigation:
Benefits /Enroll In Benefits /Assign to Benefit Program
 Benefit Program : Enter the Benefit Program
 Currency Code will be displayed Automatically based on
selection of benefit program
Once done with benefit program enrollment , Enroll
employees into benefit plans
 Note : If you run a payroll before you enter a benefit program,
payroll cannot process the employee.

20. Enrollment Summary
• Page :Benefit Enrollment Summary
• Navigation : Benefits /Review Employee Benefits / Current Benefits Summary
/Benefit Enrollment Summary

21. Table Information
• PS_VENDOR
• PS_BENEF_COMMENT
• PS_BN_RATE_TBL
• PS_DEPENDENT_BENEF
• PS_BN_RATE_DATA
• PS_DEPENDENT_BENEF
• PS_CALC_RULES_TBL
• PS_DEP_BEN_EFF
• PS_COVRG_CD_TBL
• PS_DEP_BENEF_VW
• PS_DEDUCTION_TBL,
• PS_DEP_BEN_ADDR
• PS_BENEF_PLAN_TBL
• PS_BEN_NAME
• PS_BEN_DEFN_PGM
• PS_DEP_BENEF_NID
• PS_BEN_PROG_PARTIC
• PS_DEPENDENT_PHONE
• PS_BENEFIT_PARTICl
• PS_HEALTH_PLAN_TBL
• PS_BENEF_COMMENT
• PS_HEALTH_PLAN_VW
• PS_HEALTH_PLAN_LNG
• PS_HEALTH_BENEFIT

22. Summary & Conclusion
• Base Benefits is a step by step process in organizing benefits to employees
• Four typical steps are
Make core tables ready
Attach all core details to benefit plans
Attach benefit plans to Benefit program
Enroll Employee
• Peoplesoft’s provides different ways to organizations to offer complete end-to-
end benefit solution for their employees
e Benefits
Benefits Administration
Base Benefits
Suppliers
• Run the payroll to process the Employee Benefits

23. Thank You
P. V. KRISHNAM RAJU
WWW.ENVYTEE.COM