Reviewing Enrollments and Benefit Calculations

This chapter discusses how to:

Audit your benefit information.
View benefit summary data.
Override the frequency of benefit deductions.

Auditing Your Benefit Information

PeopleSoft uses the same set of audits for both Base Benefits and PeopleSoft Enterprise Benefits Administration.

Audits are intended to catch errors that would otherwise show up when you try to process enrollments or changes. Some of them can be used at any time and others relate to a specific purpose, such as eligibility analysis or enrollment.

If you look through the audits, you see why it’s important to audit your data and make corrections before you process enrollments.

This table lists the Human Resources audits and corrective actions. Perform these audits regardless of whether you use Base Benefits or Benefits Administration to enroll participants.

Benefits Audit Functions and Corrective Actions

Benefits Audit	Audit Functions	Corrective Actions
Benefit Tables	Identifies vacation plans in the Benefit Program Table with an associated Calculation Rules code where rounding rules are defined in the Calculation Rules Table.	Set up the Calculation Rules Table information without rounding rules.
	Identifies health plans in the Benefit Program Table with a rate unit that is not set to None in the Rate Schedule Table.	Correct the information in the Rate Schedule Table.
Employee Data	Identifies employees with personal data but with no employment data.	Enter employee employment data.
	Identifies employees with personal and employment data but with no job data.	Enter employee job data.
	Identifies employees with birth dates less than or equal to 16 years from the current date.	Verify that employee should be 16 years old or less or correct the error.
Enrollment Data	Identifies participants with a nonstandard dependent - not a spouse, son, daughter, father, or mother - enrolled in health benefits.	Verify that the person should be a dependent or correct the error.
	Identifies participants that work in the same company as their dependents, elect the same health coverage in the same plan type as their dependents, and cover the health benefits of their dependents. For the system to perform this check, enter both national IDs in employee personal data and on dependent data.	Verify that the enrollments are correct or correct the error.
	Identifies participants with dependents enrolled in health benefits where the dependent is older than 25 (or older than 19 and not a student), not a spouse, and not handicapped. The audit identifies persons who typically are not dependents.	Correct the dependent information.

Where Employee Benefits Data is Controlled: PAR Versus the Individual Benefit Plan

The following table contains a list of the plan types delivered by the Base Benefits business process for the U.S. federal government and a breakdown of how benefit plan information is controlled by the PAR process and the individual benefit plan pages.

Note. Benefit plan enrollments for FEGLI and retirement are made in the PAR while benefit plan enrollments for FEHB, TSP, and leave are performed through the individual benefit plan pages.

Plan Type	Benefits Data Controlled in PAR	Benefits Data Controlled in Individual Plan Pages
FEHB	FEHB Eligibility	Coverage begin and end date (elections). Deduction begin and end date (elections). Plan type (FEHB election). Coverage code (elections). Dependent ID (dependents).
FEGLI	FEGLI Coverage Living Benefits Enrollment	FEGLI assignments (beneficiaries). Percent of benefit allocation (beneficiaries).
TSP		Coverage begin and end date (TSP employee/matching - elections). Deduction begin and end data (TSP employee/matching - elections). Benefit plan (TSP election, TSP employee/matching - elections). Before tax investment (TSP employee/matching — elections). After tax investment (TSP employee/matching - elections). Investment option/investment percent (TXP employee/matching - investments). Beneficiary ID/Percent of benefit (TSP employee/matching - beneficiaries).
Leave Plans		Effective date, end date (leave plans). Benefit plan (leave plan election, leave plans). Grandfathered carryover (leave plans).
Retirement Plans	Retirement Plan FERS Coverage Annuitant Indicator Previous Retirement Coverage CSRS Annuity Offset Amount	TSP 1% Agency Contribution (TSP Agency Basic).

Note. PeopleSoft provides audits for your benefit information. Some audits are specifically for the Base Benefits business process and others are for Benefits Administration. After you enroll participants, check your data using the Human Resources audits.

Viewing Benefits Summary Data

During regular payroll processing cycles, the system uses all relevant human resources, benefits, and payroll table information and employee data to process deductions and compensation.

Regardless of whether your organization uses PeopleSoft Enterprise Payroll for North America or PeopleSoft Enterprise Payroll Interface, you can view a summary of employee benefit data, including the most recent payroll deduction. You can view either:

The general benefits summary.
The payroll interface benefits summary.

Pages Used to View Benefits Summary Data

Page Name	Object Name	Navigation	Usage
Benefits Summary	BENEFITS_SUMMARY1	Benefits, Review Employee Benefits, Benefits Summary (w/Pay Dedns), Benefits Summary	View deduction information for all the selected employee’s benefit plans.
Benefits Summary (PI DedCalc)	BENEFITS_DED_SUMM1	Benefits, Review Employee Benefits, Benefits Summary (w/PI Dedns), Benefits Summary (PI DedCalc)	View details for all an employee’s benefits programs. For U.S. employees only.

Overriding the Frequency of Benefit Deductions

After the system has performed benefit deductions for your employees, you can override the frequency of a deduction amount for individual employees using the Benefit Arrears/Frequency Ovrd page.

Page Used to Override Deduction Frequency

Page Name	Object Name	Navigation	Usage
Benefit Arrears/Frequency Ovrd (benefit arrears/frequency override)	BENEF_DED_OVERRIDE	Benefits, Enroll In Benefits, Set Max Arrears/Frequency Ovrd, Benefit Arrears/Frequency Ovrd	Manage overrides to benefit deduction frequency and arrears processing.

Entering the Benefit Arrears Amount and Deduction Frequency Information

Access the Benefit Arrears/Frequency Ovrd page.

Maximum Arrears Payback

When employee net pay is insufficient to cover a deduction and it’s not possible to deduct all appropriate amounts, the employee is in arrears. In other words, the employee owes the employer for a deduction that could not be made.

Using this field, you can specify how the system handles the payback of arrears balances, by indicating the maximum amount of arrears payback that can be taken out of an employee's paycheck.

Deduction Period

This group box enables you to override the deduction frequency. Normally, the frequency with which a deduction is taken from an employee’s paycheck is controlled through the deduction table and paygroup.