Establishing a Processing Schedule
To set up a processing schedule, use the Schedule Table (BAS_SCHEDULE) component.
This section provides an overview of processing schedules and discusses how to use the BenAdmin schedule to control your processing schedule.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
BAS_SCHEDULE |
Control your processing schedule. |
All Benefits Administration processes are grouped and identified by schedules. This includes the Run Control process, enrollment statements, data entry, and confirmation statements.
You need to define at least one schedule for open enrollment and another for event maintenance. Define only one schedule for open enrollment, although you might set up more open enrollment schedules to enhance system performance or to split up processing by location, regulatory region, or a similar differentiator.
Use the Schedule Table page (BAS_SCHEDULE) to control your processing schedule.
Navigation:
This example illustrates the fields and controls on the Schedule Table page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Ben Admin Type (Benefits Administration type) |
Select from the following values: Open Enrollment, Event Maintenance, or Snapshot. |
Company |
Enter the name of the company. If this field is left blank, all companies will qualify. |
BAS Group ID (Benefits Administration schedule group identification) |
Enter the BAS group ID. If this field is left blank, all benefits groups will qualify. |
No New Events |
Select if you don't want any new events assigned to the schedule. Existing events assigned to the schedule will continue to be processed. For example, if you want event maintenance to begin assigning new events to a new schedule that has the same attributes as an existing schedule, you can create a new schedule and select this check box on the old schedule. New events are assigned to the new schedule and you can continue to run the old schedule until all events are finalized. |
Available through Self Service |
Select if you will enable employees to enter elections for this Benefits Administration process through the PeopleSoft eBenefits application. If this check box is not selected, benefits administrators will have to update the employee elections resulting from this process through the Data Entry pages. |
Open Enrollment Definition ID |
Enter the open enrollment definition ID if this is to be an open enrollment processing schedule. |
Open Enrollment Status Flag |
Displays the current processing status of the Open Enrollment process represented by the open enrollment definition ID. |
Snapshot Definition ID |
Enter the snapshot definition ID if this is to be a Snapshot processing schedule. |
Snapshot Status Flag |
Displays the current processing status of the Snapshot process represented by the snapshot definition ID. |
Note: If you are using the PeopleSoft Benefits Administration for U.S. Federal Government application and this is for an open season period, the schedule ID should match the open enrollment definition ID for that open season period.