Benefits Course Content

Day#	Topics Covered	Duration (HH:MM)
Video Part 1	What are Benefits	0:45
	Types of Benefits
	Managing Benefits through PeopleSoft
	How do we manage Benefits in PeopleSoft
Video Part 2	How PeopleSoft Benefit works when Payroll is inside PeopleSoft	1:17
	How PeopleSoft Benefit works when Payroll Outside PeopleSoft
	Understanding Benefit Plans provided by Employer
	Understanding these Plans from PeopleSoft perspective
	Adding Benefit Plan Providers
	Creating Benefit Plans
Video Part 3	Understanding Plan Type defined in PeopleSoft for each Benefit Type	1:10
	Understanding Medical Plans
	Defining Dependent Relationships
Video Part 4	Understanding and Setting up Coverage Codes	1:30
	Understanding and Setting up Life and AD/D coverage Groups
	Understanding and Setting up Service Step table
	Understanding and Setting up Benefit Rates
Video Part 5	Understanding Setting up Annual Benefit Base Rate (ABBR)	1:23
	Understanding and Setting up Calculation Rules
	Understanding and Setting up Coverage Formulas
	Understanding and Setting up Limit Table
Video Part 6	Understanding and Setting up Health Benefit Plans	1:02
	Understanding and Setting up Life AD/D Benefit Plans
	Understanding and Setting up Disability Plans
Video Part 7	Understanding Leave Accruals and Setting up Leave Plans	1:10
	Understanding and Setting up FSA Plan
Video Part 8	Understanding and setting up 401(k)	0:35
	Understanding and Setting up Vacation Buy/Sell
Video Part 9	Understanding how Benefit is processed if employee has multiple Job assignments	1:30
	Understanding the Benefit Status of employee and how it is affected with Action/Action Reason
	Understanding and setting up Eligibility Rules
	Understanding and eligibility rules at Program Level and Plan Level
Video Part 10	Understanding the Open Enrollment process	1:08
	Understanding the Event Maintenance process
	Events that affects various Benefit Plans
	Understanding and Setting up Event Classes
Video Part 11	Understanding Event Rules	1:20
	Creating Event Rules for each Plan Type
	Understanding various options in Event Rule Setup for various Event Classes
Video Part 12	Defining Earning Codes for Credits in Benefit	1:25
	Defining Deduction Codes for Costs in Benefit
	Defining Benefit Program Part 1
Video Part 13	Defining Benefit Program Part 2	1:48
	Understanding Ben Admin Processing
	Understanding and Setting UP OE/EM Schedule
	Understanding and Setting up Benefit Group ID
	Understanding Ben Admin Run Control Page
Video Part 14 - 15	Processing Open Enrollment	2:45
	Resolving the errors/issues during OE processing
	Understanding how the Options are prepared for each Plan Type in Employee Event Details page
	Understanding various stages in Open Enrollment processing
Video Part 16	Reprocessing the OE event after correcting the data	2:24
	Using the Update Event Status page update the event status and Re-Processing it
	Using Schedule Summary Page to review the Processing Statistics
	Understanding how to use various Ben Admin reports to review Processing Results
	Finalizing the OE event
	Using On Demand Event Maintenance page to Process an event on ad-hoc basis
Video Part 17-20	Understanding the Event Maintenance process	7:30
	Entering and Processing the Life Events
	Processing HIR, TER events
	Understanding various stages in Event Maintenance Processing
	Understanding how various Setup Pages play their roles in Preparing the Benefit Plan options
	Understanding how Event Rule setup plays its role in Benefit Elections
	Understanding how each Benefit Plans is Processed when we run the Ben Admin process
	Finalizing the EM event
Video Part 21	Know what are all the tables involved in the setup and Ben Admin Processing	2:00
	What exactly happens when we run the Ben Admin process on Technical Front
	Reviewing the Benefit Plans/Premiums/Deductions from various pages
	Understanding Payroll Deductions
	How NA Payroll integrates Benefits module
Part 22	How Payroll Deduction codes are linked to Benefit Plans	1:50
	How NA Payroll calculates deduction amount
	Understanding Deduction classifications and Tax types
	Defining Deductions