Defining Benefit Plans

Page Name	Definition Name	Usage
Benefit Plan Table Page	BENEFIT_PLAN_TABLE	Enter benefit plan information.

Benefit plans are the benefits you want to offer to your employees. Benefit plans can be broken down into categories. A -character alphanumeric numbering scheme is used to identify the different categories. Nine categories are already set up in the Manage Base Benefits business process.

Category	Numbering Sequence
Simple Benefits	A0 – A9, AA – AZ
Health	10 – 19, 1A – 1Z
Life and Accidental Death	20 – 29, 2A – 2Z
Disability	30 – 39, 3A – 3Z
Savings	40 – 49, 4A – 4Z
Leave	50 – 59, 5A – 5Z
Flexible Spending Accounts	60 – 69, 6A – 6Z
Retirement	70 – 79, 7A – 7Z
Pension	80 – 89, 8A– 8Z
Vacation Buy/Sell	90 – 99, 9A – 9Z

Within each category, a set of predefined benefit plan types help the system identify the type of benefit plan. The following table lists the delivered benefit plan types.

Benefit Plan Type	Description
A0	Long-Term Care
A1	Legal Services
A2	Wellness Credit
10	Medical (USF) FEHB (federal employees health benefits)
11	Dental
12	Medical and Dental
13	Major Medical
14	Vision
15	Nonqualified Medical
16	Nonqualified Dental
17	Nonqualified Vision
20	Basic Life (USF) FEGLI (federal employees' group life insurance)
21	Supplemental Life Additional (USF) Option B – Additional
22	AD/D (life and accidental death and dismemberment)
23	Life and AD/D
24	Dependent AD/D
25	Dependent Life (USF) Option C – Family
26	Survivor Income
27	Supplemental AD/D
2Y	(USF) FEGLI Living Benefits
2Z	(USF) Option A – Standard
30	Short Term Disability
31	Long Term Disability
40	401(k)
41	Profit Sharing
42	Thrift (including Roth 401(k))
43	IRA (individual retirement account)
44	Capital Accumulation
45	US Savings Bonds
46	Elective 403(b)
47	Non-Elective 403(b)
48	Employer Only 403(b)
49	457(b)
4A	Stock Purchase (Stock Purchase Administration only)
50	Sick Leave
51	Vacation Leave Annual Leave
52	Personal Leave
53	FMLA Leave (Obsolete)
5A	Company Car (global users only)
60	Flexible Spending Health Care
61	Flexible Spending Dependent Care
65	Flexible Spending Canadian Health Care
66	Flexible Spending Canadian Retirement Counseling
67	Health Savings Account (health care for U.S. companies)
70	PERS (public employees' retirement system) Retirement
7Z	(USF) TSP 1% Agency Contribution (thrift saving plan 1 percent agency contribution)
80	(CAN) Standard Pension
81	(CAN) Supplementary Pension
82	(USA) Pension Plan 1
83	(USA) Pension Plan 2
84	(USA) Pension Plan 3
85	(USA) Pension Plan 4
86	(USA) Pension Plan 5
87	(USA) Pension Plan 6
90	Vacation Buy
91	Vacation Sell

You can add additional benefit plan types. However, you need to understand the numbering scheme behind benefit plan types. The system is designed to recognize specific sequences.

For example, anything with a 1 as the first character is recognized as a health plan. Anything with a 2 as the first character is recognized as a life and accidental death plan.

Because Oracle's PeopleSoft application adds plan types starting from the beginning of the alphabet, Oracle recommends that you start with Z and work backward to A. Oracle also recommends that you not delete a plan type; simply make it inactive.

Note: You should work within the PeopleSoft plan type series. If you add plan types that do not conform to the provided series, you'll have to add the new plan type to the Translate Table and update associated processing logic.

To set up a benefit plan:

Identify the benefit provider for the benefit plan and enter the benefit provider in the Provider/Vendor Table page.
Enter the detail information for the benefit plan on the Benefit Plan Table page.
Repeat this process for each benefit plan that you will offer to your employees.

Use the Benefit Plan Table page (BENEFIT_PLAN_TABLE) to enter benefit plan information.

Navigation:

Set Up HCM > Product Related > Base Benefits > Plans and Providers > Benefit Plan Table > Benefit Plan Table

Field or Control	Description
Set ID	Select a set ID for the vendor to be used.
Include in Health Pagelet	This check box is visible only for health plans (plan types 1x) Select this check box to include the plan in the Health Benefits Pagelet, which shows overall enrollment statistics for health plans.
Vendor ID	Enter the provider ID. Define vendor IDs on the Provider/Vendor Table page.
SPD URL ID (summary plan description uniform resource locator identifier)	Enter the URL ID for the provider. This URL is used with the PeopleSoft Benefits Self Service application to provide access to the summary plan description.
Group Number	Enter the group number. Group numbers are defined on the Provider Policy Table page.
Default Deduction Code	(Optional) Entering a default code saves you from typing the deduction code each time that you associate this benefit plan with a benefit program on the Benefit Program Table. Deduction codes are created on the Deduction Table.
Minimum Spousal Allocation % (minimum spousal allocation percentage)	Certain qualified plans in the life, savings, or pension category have mandated lower limits on the percentage amount that must be assigned to a spouse. Enter that amount here for the system to enforce or monitor compliance with this beneficiary right.
Include in Nondiscrimination	Check to include in nondiscrimination testing. Available only to plan types in the 40-series (savings plans).
Pay Mode	Complete if you are using PeopleSoft Payroll for North America with PeopleSoft Payables. Select when the vendor will be paid: Pay as Deducted: Pay the vendor each time payroll calculates this deduction. Pay at Specified Date: Specify the date in the AP Payment Date Type field. Pay when Collection Complete: Pay the vendor only when the goal amount or deduction end date has been reached. (This pay mode is valid for general deductions and garnishments.)
AP Payment Date Type (accounts payable payment date type)	Choose from Check Date or Pay Period End Date.
EDI Plan Coverage Description (electronic data interchange coverage description)	(Optional) Enter a value that is included in the HIPAA (Health Insurance Portability and Accountability Act of 1996) file.
EDI Insurance Line Code (electronic data interchange insurance line code)	Select a value from the drop-down menu.
Self-Service Plan Description	Enter text describing the benefit plan to appear on all fluid Benefits Self Service plan enrollment pages. In Classic Self Service, this field is used only for health (1x), disability (3x), leave (5x), and retirement (7x) plans.
Contact Type	Select the type of contact: COBRA Administrator (Consolidated Omnibus Budget Reconciliation Act), HIPAA Administrator (Health Insurance Portability and Accountability Act), or Plan Administrator.
Contact ID	Select the contact ID for the administrator. Contact IDs are defined on the Benef Administrative Contact (benefits administrative contact) page.

Defining Benefit Plans

Page Used to Define Benefit Plans

Understanding Benefit Plans

Benefit Plan Table Page