Reviewing Benefit Information

This chapter discusses how to:

Review health plan information.
Review insurance plan information.
Review savings plan information.
Review pension estimates.
Review flexible spending account information.
Review health plan information.
Review dependent and beneficiary information.

Reviewing Health Plan Information

Employees enter the health plan pages from the Benefits Summary page by clicking any health plan link that they are interested in reviewing, such as medical, dental, vision, and so on. Each of these pages displays more detailed information about the specific plan-type, and includes links to provider pages, employee handbooks, and dependent information pages.

This chapter assumes that the employee has completed the enrollment process, and is accessing the Health Plan pages to review health plan information.

Pages Used to Review and Edit Health Plan Information Page

Page Name	Object Name	Navigation	Usage
Health Care Summary	W3EB_GRID	Self Service, Benefits, Benefits Information, Health Care Summary	Use the Health Care Summary page to review health plan coverage.
Medical Dental Vision Domestic Partner Medical	W3EB_HEALTH_PLANS	Select Medical from the Health Care Summary page. Select Dental from the Health Care Summary page. Select Vision from the Health Care Summary page. Select Domestic Partner Medical from the Health Plan Summary page.	Use the Medical page to review medical plan coverage. Use the Dental page to review dental plan coverage. Use the Vision page to review vision plan coverage. Use the Domestic Partner Medical page to review domestic partner medical plan coverage.
Health Care Dependent Summary	W3EB_DEPSMRYBYNM	Self Service, Benefits, Dependents and Beneficiaries, Health Care Dependent Summary	Used to review dependents covered under health plans.
Health Plan Dependents Coverage	W3EB_DEPENDENTS	Click Review Covered Dependents on the following pages to access the Dependents Summary pages: Medical Plan Summary page Dental Plan Summary page Vision Plan Summary page Domestic Partner Medical Plan Summary page	Used to review dependents covered under health plans.

Reviewing Insurance Plan Information

This chapter assumes that the employee has completed the enrollment process, and is accessing insurance plan pages to review insurance plan information or to modify their beneficiary allocations.

Pages displaying employee insurance plans are presented in a manner that enables the user to navigate from summary level pages to more detailed information by clicking the appropriate insurance plan links.

Pages Used to Review Insurance Information

Page Name	Object Name	Navigation	Usage
Insurance Summary	W3EB_GRID	Self Service, Benefits, Insurance Summary	Displays summary information about all insurance plan types for which you are enrolled. Includes links to plan-type detail pages, and a link to the enrollment page.
Life Dependent Life Vision Dependent AD/D	W3EB_LIFEADD_MAIN	Click Life on the Insurance Summary page. Click Dependent Life on the Insurance Summary page. Click Dependent AD/D on the Insurance Summary page.	Use the Life page to display information about your life insurance plan, and a link to associated plan beneficiaries. Use the Dependent Life page to review dependent life insurance information. Use the Dependent Life AD/D page to review dependent AD/D insurance information.
Insurance Beneficiary Summary	W3EB_LIFINSALLBYNM	Self Service, Benefits, Dependents and Beneficiaries, Insurance Beneficiary Summary	Used to review beneficiary insurance information.
Covered Beneficiaries − Life	W3EB_PRIM_SEC_BEN	Click Review Covered Beneficiaries on the Insurance page.	Used to review beneficiary allocations.
Change Current Beneficiaries and Allocations	W3EB_LFE_CHG_ALLOC	Click Change Current Beneficiaries and Allocations on the Insurance Review Covered Beneficiaries page.	Used to change beneficiary allocations.

Reviewing Savings Plans Information

Savings plan pages enable employees to access information about their savings plans. They may view information about their benefit selections, and then make any changes allowed by an organization’s program rules.

Pages Used to Review Savings Plan Information

Page Name	Object Name	Navigation	Usage
Savings Summary	W3EB_GRID	Self Service, Benefits, Benefits Information, Savings Summary	Review summary information about savings plans.
Savings Plan	W3EB_VIEWSAVINGS	Click a Type of Benefit savings plan link on the Savings Summary page.	Review information about your savings plan, review covered beneficiaries, and change fund allocations
Change Current Savings Plan Contributions	W3EB_SAVPLAN1	Click the Edit button in the Current Contributions section of the Savings Plan page.	Change current and savings plans contributions.
Fund Allocations	W3EB_SAVEVWFUND	Click Fund Allocations on the Savings Plan page.	Review savings plans fund allocations, and to link to pages enabling changes to fund allocations.
Change Current Fund Allocations	W3EB_SAVPLAN3_WRK	Click the Change Current Fund Allocations link on the Fund Allocations page.	Change fund allocations.
Savings Contributions for All Plans	W3EB_VWALLSAVCONTR	Self Service, Benefits, Benefits Information, Savings Contribution Summary	View savings contributions for all plans.
View Beneficiary Allocations	W3EB_SAVEVWBENEF	Click the Review Covered Beneficiaries link on the Savings Plan page.	View savings plan beneficiary allocations.
Change Current Beneficiary Allocations	W3EB_SAVPLAN4_WRK	Click Change Current Beneficiaries and Allocations on the View Beneficiary Allocations page.	Change savings plan beneficiary allocations.

Calculating Pension Estimates

Employees use the Estimate Pensions self-service transaction to calculate and view their Pension Benefit estimates. Separate estimates may be created to illustrate how different retirement dates could affect the pension benefit amount.

This section explains how to:

Enter the parameters for the pension estimate.
Calculate pension estimates.

Note. Only customers who have licensed PeopleSoft Pension Administration have access to the transactions described in this section.

Pages Used to Set Up and Calculate Pension Estimates

Page Name	Object Name	Navigation	Usage
Self Service Calculation Default Values	PA_SSV_DEFAULTS2	Set Up HRMS, Product Related, Pension, Self Service Calc Defaults	Define parameters for the Estimate Pension self-service transaction.
Estimate Pension	PA_I_ESTIMATE	Self Service, Benefits, Benefits Information, Pension Estimates	Enter information to run the Estimate Pension calculation.
Pension Plan Estimates - Payment Options Summary	PA_I_RESULTS	Click Accept on the Disclaimer page.	Displays a summary of the plans for which the user qualifies. This page is only displayed if the user is eligible for more than one plan.
Pension Plan Estimates − Payment Options Details	PA_I_RESULTS_PLAN	Click the link on the Payment Options Summary page.	Displays a list of all the estimated benefit payment options for a specified plan. If the user is only eligible for one plan, the system will bypass the Pension Plan Estimates − Payment Options Summary page and direct the user to the Pension Plan Estimates − Payment Options Details page.
Optional Forms Description	PA_I_OPFORM_DISP	Click the Descriptions of Options for Forms of Payment link on the Pension Plan Estimates − Payment Options Details page.	Displays a description of the payment options the company has defined for the available Pension plans.

Entering Pension Estimate Parameters

Access the Self Service Calculation Default Values page.

Default Values

As Of Date	Because your plan rules are effective-dated, you need to enter an As Of Date for the rules. If you are reproducing a past estimate, this date ensures that you use only the data that was available at the time.
Web Results Retention Months	Enter the number of months that you want the database to retain the user’s calculation results. Every time the user runs this Estimate Pensions calculation it replaces the previous calculation results.
Maximum BCD Age/YY.MM (maximum benefit commencement date age)	Enter the Maximum BCD Age in YY.MM format.
Wage Base Escalation Rate	Enter the Wage Base Escalation Rate. The wage base escalation rate is the assumed rate of increase in the Taxable Wage Base. This is used for Social Security calculations and it can also affect other calculation components, depending on the plan rules.
Salary Increase	Enter the Salary Increase percentage. The salary increase percentage is the assumed rate of increase in periodic earnings.
CPI Percent Increase (consumer price index percent increase)	Enter the CPI Percent Increase. The CPI percent increase is the assumed rate of increase in the CPI-W table. This is used for Social Security benefit increases.

Assumptions

Calculate All Plans	If you select the Calculate All Plans check box the system uses all Pension plans that have been defined in your Pensions Administration system.
Detailed Worksheet	Select the Detailed Worksheet check box to preserve these intermediate results for reporting purposes.
Grant Full Service Credit	If you select the Grant Full Service Credit check box, the calculation gives the employee full credit for all the service that was forfeited because of a withdrawal of contributions.
Load External Employee Data	If you select the Load External Employee Data check box the system runs your own process to bring relevant employee data into the calculation linkage where it is available to all the pension functions.
Allow User Salary Increase	Select this check box to enable the user to choose their own projected salary increase for use in the Estimate Pension calculation.
Maximum Salary Increase	If you have selected the Allow User Salary Increase check box, enter a Maximum Salary Increase limit.

Instructions for Users

Instructions to User	Use the Instructions to User text box to enter any instructions that you would like the user to read. These instructions appear at the top of the Estimate Pension page.
Disclaimer	Use the Disclaimer text box to enter information that appears to the user at the top of the Disclaimer page.
Optional Forms Description	Use the Optional Forms Description text box to enter payment descriptions that users access by clicking the Descriptions of Options for Forms of Payment button on the Pension Plan Estimate − Eligible Plans page.

Plan Information

Plan	Enter the Pension plans that your organization wants to make available to the users of the Estimate Pensions calculation. Only eligible plans are displayed to the user.
Pension Type	System displays the Pension Type.
Assumed Contributions Pct (assumed contributions percentage)	Enter the Assumed Contributions Pct. When the calculation projects contributions, the system applies this percentage to projected earnings to arrive at future contribution amounts.
Use Process Selection	Select the Use Process Selection check box to single out specific processes to run. Scroll to the desired plan and select the Use Process Selection check box. Then select the Execute box for each process you want to execute. If you select a process that depends on values obtained from previous processes, be sure you execute those previous processes as well.

Plan Information - Processes

Process Name	The Process Name is the name your organization has assigned to the specific process; the description follows.
Process Type	The Process Type tells you how your organization defined the processing rules; you can disregard this field.
Execute	Select the Execute check box for every process you want to execute.

Reviewing Flexible Spending Account Information

This chapter assumes that the employee has completed the enrollment process, and is accessing FSA plan pages to review plan information. Pages displaying employee FSA plans enable the user to navigate from summary level pages to more detailed information by clicking the appropriate plan links.

Flexible spending accounts (FSAs) are plans that enable employees to save money on out-of-pocket health or dependent care expenses by enabling them to pay with pretax dollars. There are two types of accounts:

Health Care Spending Account (HCSA). Employees can elect to contribute money on a pretax basis to this type of account and later reimburse themselves for certain qualifying medical expenses.
Dependent Care Spending Account (DCSA). Employees contribute pretax dollars into this account and use it to reimburse themselves for day care expenses.

Pages Used to Review FSA Accounts

Page Name	Object Name	Navigation	Usage
Flexible Spending Accounts	W3EB_FSA_ACCT_LIST	Self Service, Benefits, Benefits Information, Flexible Spending Accounts	Review flexible spending accounts activity.
Flexible Spending Account Review	W3EB_FSA_ACCT_DTLS	Click any Spending Account link on the Flexible Spending Accounts page.	Review details of flexible spending account.
Flexible Spending Account Claim Details	W3EB_FSA_CLAIM_DTL	Select any Service Start Date link under Claim History on the Flexible Spending Accounts page.	Review details of flexible spending account.
Flexible Spending Account Payment Details	W3EB_FSA_CLAIMPYMT	Click the Payment History link on the Flexible Spending Account Claim Details page.	Review details about FSA claim payments.
Flexible Spending Account Payment Details	W3EB_FSA_PYMTCLAIM	Select any Check Date link under Payment History on the Flexible Spending Accounts page.	Review details about FSA payments.

Reviewing Dependent and Beneficiary Information

Dependent/beneficiary pages that are specific to a given plan type are discussed in their respective chapters. Employees use these pages to view and edit information about their dependents and beneficiaries.

Pages Used to Review Dependent and Beneficiary Information

Page Name	Object Name	Navigation	Usage
Dependent and Beneficiary Coverage Summary	W3EB_DEPBEN_SUM	Self Service, Benefits, Dependents and Beneficiaries, Dependent/Beneficiary Coverage	Display summary dependent/beneficiary benefit information.
Dependent and Beneficiary Personal Information	W3EB_PERS_DTA_SMRY	Self Service, Benefits, Dependent/Beneficiary Info	Display a summary of dependent and beneficiary personal information.
Dependent/Beneficiary Personal Information	W3EB_DEPBEN_DETAIL	Click any name in the information section of the Dependent and Beneficiary Summary page.	Review and update detailed dependent and beneficiary personal information.