Peoplesoft Benefits Documentation PDF

TABLE
OF
CONTENTS
1 Introduction........................................................................................................................................................................2
PURPOSE...................................................................................................................................................................................2
REFERENCES..............................................................................................................................................................................2
STRUCTURE OF THE DOCUMENT....................................................................................................................................................2
2 System Overview................................................................................................................................................................3
3 Base Benefits Setups..........................................................................................................................................................4
4 Benefit Administration Setups........................................................................................................................................14
5 Benefits Pre Processor.....................................................................................................................................................36
6 Changes to EE data..........................................................................................................................................................40
6.1 Employee choosing benefits through ESS ................................................................................................................40
6.2 Hire/Rehire/Termination Transactions.....................................................................................................................51
6.3 Few Other Events to note..........................................................................................................................................65
6.4 Transactions through Core ......................................................................................................................................65
7 Reports..............................................................................................................................................................................68
8 Appendix...........................................................................................................................................................................71
APPENDIX A GLOSSARY...................................................................................................................................................71
APPENDIX B QUICK NAVIGATIONS.....................................................................................................................................71
APPENDIX C TABLE REFERENCES.......................................................................................................................................71
APPENDIX D REVIEW DETAILS..........................................................................................................................................71
Report Title
PeopleSoft Benefits Documentation
Publication
PeopleSoft Benefits Module
1 Introduction
Purpose
Peoplesoft Benefits Documentation is an evolving document that provides information about the
Benefits module implemented at Albertsons. It also facilitates as reference for those who are new
to the system and for getting a quick start by providing high level understanding of the modules
functionality.
References
Reference Manuals
Wipro PeopleSoft COE documentation
Peoplesoft online library

Discussions/Interactions with the Application specialist
Structure of the Document

Chapter
Chapter
Chapter
Chapter
Chapter
Chapter
Chapter
Chapter
1
2
3
4
5
6
7
8
Introduction
System Overview
Base Benefits Setups
Benefit Administration Setups
Benefits Pre Processor
Changes to EE data, Processes to be run
Reports
Appendix
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2 System Overview
This diagram illustrates the interlinkages between Base Benefits and other PS
HRMS modules
PeopleSoft HRMS
Core HR Modules
Base Benefits
Benefits Administration
Payroll Module
1. Employee data flows from Core HR tables to Benefits tables. Employee Benefit Program
details flow from Benefits tables to Core HR
2. Deductions for availing benefits are passed on to the payroll module. These will be
included while calculating employees pay
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3 Base Benefits Setups

This section details what are the setups required for Base Benefits module and how they all are
interlinked
Before we start, lets get familiar with few frequently used table references/terminologies and
their meanings
Table
Vendor/Provider
Rate Tables
PS Table name
ps_vendor
ps_age_rate_tbl
ps_flat_rate_tbl
ps_salary_rate_tbl
ps_svc_rate_tbl
Calculation
Rules
ps_calc_rules_tbl
Coverage Codes
ps_covrg_cd_tbl
Deduction Code
ps_deduction_tbl
Benefit
Plan
Type
Benefit Plan
XLAT Values
Benefit Program
ps_ben_defn_pgm
ps_benef_plan_tbl
Definition
Organization that provides or services a benefit offering.
There are four types of rate tables: Age, Salary, Service,
and Flat. These tables are used to calculate the cost of a
benefit.
Defines the rules for calculating benefit deductions, such
as as-of dates for age, service, premium, and coverage
calculations; rounding rules; and minimum/maximum
coverage amounts.
Defines who can be covered by the benefit. Eg: Only
Spouse, Spouse and children, Only children
Defines the rules for calculating the amount of the
deduction and how payroll should process the deduction.
Any benefit category, such as health, life, or savings.
A specific benefit offering within a plan type. For example,
Basic Dental or Enhanced Dental
To define a benefit plan, identify the benefit plan type and
name the benefit plan. You can link a benefit plan to many
benefit programs; you dont need to reenter the same
benefit plan information, no matter how many benefit
programs include the plan.
Is defined through multiple components such as rate
tables and calculation rules
A collection of benefit plans. Differs by group of employees
like hourly, salaried, and executive employees. We can
defined as many programs as necessary based on the
business rules.
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Pictorial representation of how the Benefit Plans and Employee data are linked
Employees Job
Data (assigned to
the benefit
program)
Benefit Program
Benefit Plan Type
Benefit Plan
Rates defined
Calculation Rules
Only one benefit program an Employee.
Sample Chosen :
Benefit Program : 132 (PT Chicagoland 881 Clerks)
Benefit Plan Type : 10 (Medical)
Benefit Plan : BPOS1B
Rate: UA11 (Flat Rate Type)
Benefit Program
Navigation: Setup HRMS > Product Related > Base Benefits > Program Structure > Benefit
Program Table
While searching for the Benefit Program, sometimes we get to see muultiple rows for a
benefit program. These are tagged to different effective dates usually
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Same program can be assigned to more than one employees.

Different effective dates for one benefit program:
program with new effective date provides additional benefits
previous effective date.
compare to same program with
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Benefit Plan Table

Navigation: SetUP HRMS > Product Releated> Base Benefits> Plans and Providers> Benefit Plan
Table
A specific benefit offering within a plan type. For example, Basic Dental or Enhanced
Dental for a Dental plan type
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Rate Table
Navigation: Setup HRMS > Product Related > Base Benefits > Rates and Rules > Flat Rate Table
o
o
The cost of benefits chosen is calculated based on the rates defined

These are defined based upon:
Age
Salary
Service
Flat amounts
Calculation Rules table

Navigation: Set Up HRMS > Product Related > Base Benefits > Rates and Rules > Calculation
Rules Table
o
Define the rules for calculating the benefits deductions
Eg: Benefit Program 132, plan type 20
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Calc Rule definition page
Employee Job Data Page Benefit Program Participation Tab. This tab is used to assign Program
to the employee.
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Few other setups to note

Vendor/Provider Table
Navigation: Setup HRMS > Product Releated > Base Benefits > Plans and Providers >
Provider/Vendor Table
Coverage Code Table

Navigation: Set Up HRMS > Product Related > Base Benefits > Plan Attributes > Health Coverage
Codes
Most commonly used Coverage Codes and their description
Coverage Code
1
2
3
4
8
Description
Employee only covered
Employee and Spouse covered
Employee and Dependants(Children) covered
Family coverage (Employee+Spouse+Children)covered
Employee and one child covered
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Plan Types
o
o
These are two character, alphanumeric codes

Stored in Translate Table
Category
Health
Life and Accidental Death
Disability
Savings
Leave
Flexible Spending Accounts
Retirement
Pension
Vacation Buy/Sell
Numbering Sequence
10 19, 1A 1Z
20 29, 2A 2Z
30 39, 3A 3Z
40 49, 4A 4Z
50 59, 5A 5Z
60 69, 6A 6Z
70 79, 7A 7Z
80 89, 8A 8Z
90 99, 9A 9Z
Deduction Table
Navigation: Home > Setup HRMS > Product Related > North American Payroll > Deductions >
Deduction Table
o
Here we define the payroll processing rules for Benefits to which Employee is enrolled
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Assign Benefit Program to an associate

Navigation: Benefits > Enroll in Benefits > Assign to Benefit Program
o
Page where we can assign benefit program to an associate
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4 Benefit Administration Setups

Once Base Benefits setups are done, we have to setup Benefit Administration related tables. This
section detailes the same
To start with, activate PeopleSoft Benefits Administration on the installation table.
Installation Table
Navigation: Setup HRMS -> Install -> Installation Table
Other setups required are listed below
Step
Define
Define
Define
Define
eligibility rules.
geographic eligibility rules.
event rules.
flexible credits.
Build
your
automated
benefit
programs.
For Canadian users, define Canadian
credit allocation rules.
Reference
Setting Up Eligibility Rules
Note : Not covered in this documentation
(As per peoplebooks: (USF) Flexible credits are not
generally used in the U.S. federal government)
Building Automated Benefit Programs
(CAN) Handling Canadian Credit Allocations
Note: Not covered in this documentation
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Before we go through each of these setups, here are few terminologies to get familiar with:
o
o
o
o
o
o
o
Bas Group ID: Group Employees based on geographical or other means of company structure
for ease of Benefit records handling.
Eligibility Rules Table: To enroll employee into a benefit program the field values should match
with the list of fields selected and defined in rules table. This acts as a matrix table for
selecting benefit program to each employee by meeting required field values.
Event Class ID: This will prioritize the benefit records on each employee based on the action.
(i.e HIR, FSC, etc.,)
Event Rules Table: Each Event rule is defined for each plan such as Medical, Dental etc., that
will process the election on each plan based on event class or a collection of event class.
Event Rules table IDs are assigned to the Benefit Program.
Snap shot, Open enrollment & Event Maintenance definition: Snapshot: Used once first time
implementing Ben Admin. Open Enrollment: Every year once at the benefit enrollment period.
Event Maintenance: Day to day use of Ben Admin to process various employee events.
Schedule Table: Assign Create snapshot, Event Maintenance & Open enrollment definition &
Bas Group Id for processing Ben Admin.
Define Eligibility Rules

Navigation: Setup HRMS > Product Related > Automated Benefits > Eligibility and Event Rules >
Eligibility Rules Table
o
o
o
o
To determine the benefit program for which each employee is eligible

To determine eligibility for each plan option within a benefit program
To set up the system so that a participant can be eligible for only one benefit program at a
time
To define eligibility based on a wide range of personal and job information, as well as
geographic location
Sample Chosen: (Example referred above)

Plan Type Tab in the Benefit Program Definition Page
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Eligibility IDs are defined as below in the Eligibility Rules definition page. Eg: SB Elig ID
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Eligibility Criteria fields

PeopleSoft provides 27 different criteria fields (plus 2 federal-specific fields) that can be used to
determine employee benefit eligibility. Nine of these criteria fields can be defined to meet
organization specific needs. The criteria fields are:
Field Name
Age
Benefit Status
Eligibility Config 1 9
EmplID Override
Employee Class
Employee Type
FEHB Indicator
FLSA Status
FTE
Full/Part Time
Location
Field Name
Officer Code
Pay Group
Regular and Temporary
Regulatory Region
Retirement Plan (Federal)
Salary Grade
Service Months
Standard Hours
State
Union Code
Define Geographic Location Eligibility Rules

Navigation: Set Up HRMS > Product Related > Automated Benefits > Eligibility and Event Rules >
Geographic Location Elig (Eligibility)Table
To define postal code ranges for employee home or work locations.
Possible scenarios
If the employee
Lives within the postal range and
within the postal range.
Lives within the postal range but
outside the postal range.
Lives outside the postal range but
within the postal range.
Lives outside the postal range and
outside the postal range.
works
The employee
will
Pass
works
Pass
works
Pass
works
Fail
Sample Chosen: (Example referred above)

o
Plan Type Tab in the Benefit Program Definition Page
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Geog Locn Eligibilities are defined as below in the Geog Locn Elig Table definition page. Eg:
BCBS Geog Locn
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Define Event Rules

Navigation: Set Up HRMS > Product Related > Automated Benefits > Eligibility and Event Rules >
Event Class Table
o
Event rules are not the same as eligibility rules. Eligibility rules help determine what benefit
program and benefit plan options an employee can have. They tell the system that because of
changes to employee data, Employee X is no longer eligible for certain plan options, but is
eligible for others.
Event rules determine which eligible options Employee X can actually choose, based on the
type of event that has occurred and when new coverage begins. The event rules also
determine when the plans that Employee X is now ineligible for will be terminated and which
plan options Employee X will be enrolled into if new enrollments are not specified.
Event Rules are attached to a benefit program on the Benefit Program page. We can have a
different event rule for each plan type in a benefit program.
To set up event rules:

o Use the Action Reason Table to link personal action/action reason combinations that affect
benefits eligibility.
Personnel actions, such as promotions, transfers, terminations, salary increases, and leaves of
absence are attached to action reasons that explain why the action took place. Each defined
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action/reason combination enables the system to classify and track the events that cause
changes to employees employment and benefit coverage status.
Eg: Hire transaction. Navigation: Setup HRMS > Product Related > Workforce
Administration > Action Reasons > HIR action
Use the Event Class Table to assign the types or classes of events you want the system to
recognize, and to control how the system processes event classes.
Use the Event Rules Table to define the specific behavior that the system takes for each event
classification.
Event Class Table. Eg: ADR event (Address Change Event)
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Event Rules Table. Eg: Dental Event Rules ID for ADR Event Class
Date Rules Tab - Defining Start and End Dates for Coverage, Deductions, and Flex Credits
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Define Trigger Events

1. Manually insert events into the BAS Activity Table
Navigation: Benefits > Manage Automated Enrollment > Events > Review Bas Activity
o
Manually insert events to be processed according to event rules that map to the BAS action
you enter when you run the Ben Admin process.
We can only insert event classes into the BAS Activity table that have the Manual Event
Allowed check box selected in the Event Class Table.
As delivered, we can insert two event classes manually: Family Status Change (FSC) and
Miscellaneous Status Change (MSC).
2. Define passive events

Navigation: SetUp HRMS > Product Related > Automated Benefits > Eligibility and Event Rules >
Passive Event Definition
o
Define events that are not initiated by data entry.
For Eg: Set up a passive event to determine which employees are eligible for certain benefits
once they've worked in the organization for a year. To do this, define a passive event with the
service date event type and an Event Limit - Months value of 12.
After setting up the passive event, the system calculates the difference between
employees' service dates and the process date, and it triggers the event for any
employees with a difference of twelve months within the date range we specify on the
Ben Admin process run control page. The system then processes the passive event.
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3. Automatically trigger events through employee data changes
An administrator opens an employee data page, such as the Personal Data page, and
enters a change to employee information or The employee enters a marital status or birth
or adoption change through eBenefits. (self service)
To increase the efficiency of the Event Maintenance process, the system triggers "job" and
"non-job" events from a variety of different tables. Job events are relevant to
employment, such as hires, transfers and terminations. Non-job events cause changes in
employees personal or demographic information that affect benefits eligibility or elections.
Possible non job events could be DOB Change, Postal Code Change, Service Date
Change, State Code Change.
To summarise the Base Benefits and Ben Admin setups detailed above:
Build the foundation by setting up Base Benefit information:
o Define benefit deductions using the Deduction Table.
o Identify benefit plans using the Benefit Plan Table page.
o Identify benefit providers using the Provider and Vendor Table
o Define benefit coverage using the Coverage Codes
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Establish rate tables using the Age-Graded Rate Table page, the Salary Rate Table page, the
Service Rate Table page and the Flat Rate Table page.
Establish calculation rules using the Calculation Rules Table.
Build the Automated Benefits program:

o Define the benefit program.
o Link the plan types and options.
o Attach event and eligibility rules.
o Define costs and credits.
Setups for Open Enrollment and Event Maintenance
Define Open Enrollment Ids
Navigation: Set Up HRMS > Product Related > Automated Benefits > Processing Controls > Open
Enrollment Definition
o
o
o
Set up the parameters of the open enrollment

List of Benefit Programs to be covered under this Open Enrollment event
Period end date and period begin date are used by ben admin.
Enrollment begin date and enrollment end date are used by Employee.
Define SnapShot Ids
Navigation: Set Up HRMS > Product Related > Automated Benefits > Processing Controls >
Snapshot Definition
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Use snapshot if you are going for event maintenance and not for Open Enrollment.
Snapshot definition : used by employee for online election.
Establishing Process Schedular for running Ben Admin Process

Navigation: Setup HRMS > Product Related > Automated Benefits > Processing Controls >
Schedule Table
o
Ben Admin processes are grouped and identified by schedules. This includes the Run Control
process, enrollment statements, data entry, and confirmation statements.
We need to define at least one schedule for open enrollment and another for event
maintenance
Event Maintenance Schedule Id
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Open Enrollment Scehdule Id
Ben Admin Run Control Page

Navigation: Benefits > Manage Automated Enrollment > Events > Run Automated Event
Processing
Schedule and Chkpt Restart Tab
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Identify the Open Enrollment, Event Maintenance, or Snapshot schedule for which you're
planning to run the Ben Admin process
Participant Lists Tab
Add a specific set of employees under Schedule Only Employee(s) grid to the schedule you're
processing or under Process Only Participant(s) to process a specific set of employees.
OE/Snapshot Tab
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These will be enabled when Schedule ID selected in the first tab is for OE/Snapshot
Enter reprocessing information for Open Enrollment or Snapshot schedules. Capture new
participants for a specific Open Enrollment or Snapshot schedule already in progress. Finalize
and apply defaults for participants in the schedule who have been processed with errors.
Passive Event Processing Tab
o
o
For Event Maintenance schedules, identify the passive events that have occurred in a defined
period of time and create an entry of the events in the BAS_ACTIVITY table.
List of possible Process Statuses when Ben Admin is run
Process Status
Description
Next Processing Steps
AE - Program
Eligibility Assigned
Error
Participant event is
assigned to multiple
programs.
AN - Program
None
Participant event is not

assigned to a benefit
program.
The system cannot process the participant event through

the next stage (Option Preparation) until the errors are
corrected. Most likely need to make corrections to
participant personal/employment/job information or to
program eligibility information. Each time Ben Admin is run,
the system reevaluates AE events.
During the Option Election phase of the process, the system
determines if the AN participant associated with the event
has current elections that require termination due to loss of
program eligibility. If not, the event is assigned to FA
(Finalized - Assigned None) status and processing ends. If
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AS - Program
Participant event is
assigned to a benefit
program.
FA - Finalized Benefit Program

None
Participant event has no

program assignment
and no current
elections. Used for
events assigned an AN
process status during
the Scheduling and
Program Assignment
and whose associated
participants do not have
current benefit
elections.
System has assigned
the participant event to
a benefit program, but
the associated
participant is not
allowed to elect any
new options.
The system has
encountered an error.
Events are given a PE
process status during
option eligibility
determination or
calculation of credits.
The system has
calculated eligible
options, credits, rates.
AN events that have
current elections can
also be brought to a
status of PR.
FP - Finalized Prepared None
PE - Prepare Error
PR - Prepared
NT - Notified
Election enrollment
form has been
distributed to the
participant associated
with the event. The
system updates the
event's process status
to NT when election
forms are generated for
that participant via
report BAS004.
Participants can only
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the participant does have elections, the system updates

process status to PR (prepared). Before the system can
terminate this event, you have to acknowledge it on the
data entry pages.
The Find Terminations workflow process locates participant
events at PR status that require termination.
The event continues on to a process status of FP (Finalized Prepared None), PE (Prepare Error), or PR, depending on
the associated participant's eligibility for benefit options.
There is no further processing for this event. The online
page description for this process status (on the Schedule
Summary page, for example) is Program None.
No further processing occurs for this participant event. The

online page description for this process status (on the
Schedule Summary page, for example) is Prepare None.
To correct, make corrections to the

personal/employment/job information of the associated
participant or to plan and option eligibility information. Each
time Ben Admin in run, the system reevaluates PE events.
> For PE or AS events, processing stops. Enrollment forms

should be created for and delivered to the participant
associated with the event to bring the event to a process
status of NT (notified).
> For AN events, processing also stops. Review the event (a
pending termination of benefits), confirm it by marking it for
finalization, and then run the second phase of Ben Admin.
The event is brought to a process status of ET (Entered. The
system brings the event to a process status of FE (Finalized
- Enrolled) and automatically inserts termination rows for
each of the associated participant's current elections.
Participants need to complete their election forms and
return them to the HR/Benefits department. When the
elections are entered into the system with the data entry
pages, the system will advance the events to an ET
(entered) process status.
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advance to NT if their
previous process status
was PR.
Any processing errors are typically caused by problems with:

Eligibility rules.
Event rules.
The benefit program involved.
The participants HR information.
When an
error occurs, we need to:

Evaluate the error.
Correct it.
Reprocess the event.
A quick look at the flow of the above process statuses
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AS Assigned
Employee is
assigned to a
Benefit Program
AN Assigned None
Employee is assigned
to no benefit program
No
Is Employee able
to change options?
FP Finalized
Prepared None
No additional
processing occurs
Yes
PE Prepared Error
Error in Option
Preparation
Yes
PR - Prepared
Does the employee

have current
elections?
No
FA Finalized
Benefit Program
None
No additional
processing occurs
Yes
No
Are eligible options

calculated correctly ?
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Make Corrections,
Rerun Ben Admin
Process
PR Prepared
No elections are
allowed
Use Update Event

Status panel to
review event and
check the final flag
Run Ben Admin

Process
Print Enrollment
Forms
NT - Notified
FE Finalized
Enrolled
No additional
processing occurs
On to Election
Validation and
Loading Stage of
Second Ben Admin
Run
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Entering, Validating and Loading Elections

Process Status
Description
Next Processing Steps
ET - Entered
A benefits administrator
(or the employee via PS
eBenefits) has entered the
participant's new elections
into the system, and they
are ready for validation by
Ben Admin process.
Participant events with a
process status of ET can
have a prior process status
of PR, NT, or RE
(Reentered).
The system encountered
an error in processing the
elections for the
participant associated with
the event. No elections are
posted to the Base
Benefits business process
tables.
Errors are posted to the
Message Table and are
identified by participant
and event.
The previous process
status was either ET or EE.
Ben Admin processing is
complete for the
participant event. All
elections have been
validated and loaded to the
appropriate Base Benefits
business process and
Payroll tables.
Events reach this status
either from a process
status of ET, EE or PR, or if
we "force finalize" a
participant.
If the participant came
from a process status of
PR due to a loss of all
eligibility, the system
inserts a termination row
for each of the
participant's current
elections.
Enables elections
associated with processing
for the participant event to
be reentered after the
participant event has been
brought to a process status
of FE.
Events are updated to RE
status through the Event
Status Update page
> If there are no errors with the elections, the elections are posted
to the appropriate benefit and payroll tables and the system
updates the process status to FE.
> If there are errors, the status becomes EE.
> If we run the Ben Admin process with Finalize selected, EE
participant events are brought to FE status, and the system goes
through the normal validation. If any of the employee's choices are
invalid, event rules are to be refered to determine whether current
elections or defaults should be loaded.
EE - Election Error
FE - Finalized Enrolled
RE Re-Entered
No further processing occurs for this participant event. We need to

correct the errors by reentering employee elections and run the Ben
Admin process again.
Alternatively, we can "force finalize" this participant event to
finalize it with errors. The system loads the default values for the
associated participant's erroneous benefit option elections. If a
dependent/beneficiary or investment choice is in error, the system
loads the employee's option choice but does not load the
dependent/beneficiary or investment choice.
We can generate confirmation statements for participants whose
events have an EE process status; the form indicates the plan
information in error along with the valid plan choices.
We need to generate and deliver a confirmation form to the

participant associated with the event.
To change a participant's elections after they've been finalized (for
example, if a participant wants to correct information on the
confirmation statement), we can reprocess them by giving the
associated event a process status of RE (re-entered) in the Event
Status Update page and rerunning the Ben Admin process.
After we update the elections in the data entry pages, the system
updates the process status from RE to ET.
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A quick look at the flow of the above process statuses
NT - Notified
Elections entered /
Re entered in data
entry panels
ET Notified
Elections were entered .
No Ben Admin run prior
to this status
Run Ben Admin

Process
Re re Entered
Re entered participant
elections
No
Were elections
entered correctly ?
EE Election
Error
No
Yes
Do you want to
force finalize ?
Yes
FE Finalized
Enrolled
No additional
processing occurs
Run Ben Admin

process . Turn Finalize
on
Finalized events process

indicator updated to Re enter on Processing
Controls update or Event
status update
Run Ben Admin

process
Ben Admin Process Results

Navigation: Benefits > Manage Automated Enrollment > Review Processing Results
o
Using this, we can

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Review error messages.

Review process results for schedules.
Enter search criteria to review process results for participant events
Review process results for participant events
Review event information for participants
Review plan type details for participant events.
Review cost and credit information for plan types
Review passive event processing history
Navigation: Benefits > Manage Automated Enrollment > Investigate Exceptions

o
Using this, we can

Review eligibility results
Run various Ben Admin related reports like process status of participants, eligibility to
a benefit program details for a participant, invalid elections etc
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5 Benefits Pre Processor

Benefits preprocessor which is also called as an Eligibility processor is a customised process to
take care of Albertsons specific benefit rules and calculations. It identifies the associates initial
eligibility for a Health and Welfare plans or Retirements plans. Also looks at associates Hire date,
Benefit program, their Elig Config values. Accordingly, the process inserts a corresponding row
into Job CI staging table ps_a_ca_jobci_stg.
When the Job CI (ALB_CA_JOBCI App Engine) is run, appropriate rows are inserted in the Job
Data record for an associate.
Navigation for Pre Processor: Benefits > Manage Automated Enrollments > Events > Run
Automated Event Processing > Select appropriate Sched ID > Select list of emplids to schedule >
Select ALBCHW01 Java process to run
Navigation for Job CI: Release 4 interfaces > Contract Admin Job Data Port
To summarize, the Eligibility processor performs the following:
1. If the associate is hired new in to the system, looks the benefit program he/she belongs
to.
2. Based on the Benefit program identifies all the Benefit type he will be eligible for.
3. Calculates the wait period before he can enter into the Benefit program and updates the
ADR (associate detail record) record
4. If he qualifies for any of the benefit types then inserts a row into the staging table with the
corresponding Eligibility Configuration values.
5. If the associate is in the system for a while and if he/she completes the wait period, the
eligibility processor picks the associate and process the associates with all the rules
governing the benefit type and inserts a row into the staging table.
6. Then ALBJOBCI process will pick these associates and inserts a row into the Job Table.
Diagram depicting the Eligibility Processors flow
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Eligibility
Processor
(Identifies the
Eligible
associates)
A
L
B
C
H
W
01
JOBCI
(Row inserted
with
corresponding
Elig Config
values in this
staging table)
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A
L
B
J
O
B
CI
Job Data
(Job CI
inserts a row
into the
Employee
job data)
Associate Detail
Record
(Inserts a row for
each benefit Type for
tracking the
Eligibility)
At the same time eligibility processor enters data in BAS_action table.

Terminologies used
Elig Config Values: There are 9 Elig Config values. These are Elig_config1, 2..,9.
Each value represents the associates eligibility in benefit type.
Benefit type: There are different benefit types attached to each benefit program. They are:
1. 10(NON) No Benefit
2. 20(VMD) Voluntary Medical/Dental
3. 30(Single) Eligible for Single benefit
4. 40(Family) Eligible for Family Medical/Dental plan
5. 45(Requal) Re-qualification of medical/dental Benefit
6. 50(PIP) Pension Investment Plan
7. 60(401K) ASRE plan
8. 70(Catch-up) ASRE Catch-up plan
9. 80(Makeup) ASRE Makeup Plan
10. 90(2DC) 2DC plan
11. 95(RIC) Shaw RIC plan
Company Benefits page

Page where the eligibility rules are defined and based on which Eligibility Processor identifies
associates benefit eligibilities
Navigation: Setup HRMS > Product Related > Albertsons Contract Admin > Program Tables >
Company Benefits
Eg: Benefit Program 132
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For each CB Type, required rules are defined here
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When we click on Method Items hyperlink, we get to view the components of each rule type
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6 Changes to EE data
Now that the setups are done, lets look at few day to day transactions which change employee
data and how they impact employee benefits enrollment
6.1 Employee choosing benefits through ESS

Sample Chosen: Changes to Medical/Dental/Vision benefit enrolments
These are the existing benefit plans chosen by the associate by name Bruski-Markowitz, Donna
Medical
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Dental
Vision
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Coverage begin date = event date

Election date = system date
Login as Employee and make changes to the benefits enrolled
Navigation: Home > ESS > Benefits > Benefits Home > Annual Enrollment
Backend Table: W3EB_EVENT_VW
Benefits Main Page. Here the employee needs to choose the benefits
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Chose the benefit plans: Click on Edit button displayed next to the Benefit Plan Type > Select
a benefit plan and any dependant enrolment.
o
Here we are choosing Waive option for Medical, Dental and Vision plan types
Below is the screenshots of choosing Waive for medical plan type
o
o
Perform the above steps for Dental and Vision as well

Selected option appears in the benefits summary page
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When completed with benefits selection, click on Continue displayed in the benefit summary
page.
Page summarizing the employees benefits chosen > Click on Submit
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Final confirmation page
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Event Status changed from Open to Submitted
Run Ben Admin through On Demand Event Maintenance (As this is for single emplid)
Navigation: Benefits > Manage Automated Enrollment > Events > On
Demand Event Maintenance > Select the emplid
Bas Process Status is Entered and Event Status is Open
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Select Validate/Finalize button > Following message is displayed
Note that the Bas Process Status is changed to Finalized Enrolled and Event Status is
Closed
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Backend table to view the event status: PS_BAS_PARTIC
Above made changes should appear in the Health Benefits Record of the associate
Navigation: Benefits > Enroll in Benefits > Health Benefits
Medical
Dental
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Vision
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6.2 Hire/Rehire/Termination Transactions

Hire/Rehire Transaction
o
Perform Express Hire Hire/Rehire Transaction > Run Hire Rehire Process
Hire transaction
Benefit Program and job code depends on Position no.
Emplid: 3033526
Verify if a row is inserted in Bas Activity table for HIR transaction with Bas_Action as DEF
ReHire transaction
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Emplid: 1010199
Verify if a row is inserted in Bas Activity table for REH transaction with Bas_Action as DEF
Run Benefits Pre Processor
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Verify the JobCI staging table. Appropriate rows with elig config9 values should be inserted
Elig Value
Run Job CI
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Verify if appropriate row is entered in the Job Data page

Emplid: 3033526
Emplid: 1010199
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Check the Bas Activity table for new bas actions inserted
Run Ben Admin to schedule the emplid > Click on Schedule/Prepare Activity
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We can either run through Run Automated Event Processing or On Demand Event
Maintenance
Usually, its more user-friendly to use On Demand Event Maintenance while running
for a single or few emplids
If there are multiple events, each has to be processed individually
Emplid: 3033526
For Event Class DEF
For Event Class SRE
Emplid: 1010199
For Event Class DEF
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For Event Class SRE
For Event Class PIP
Verify if the row still exists in Bas Activity Table. It should not.
Check if a row is inserted in Bas Partic table
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o
o
o
o
o
o
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Click on the Election Entry button > It will display all the benefit plans which the associate is
eligible to enroll
Make appropriate elections
Once saved, the process status is changed to ET
Click on the Validate/Finalize button > Save the changes
Note that the event status is Closed and Process Status is FE
Verify if appropriate row is inserted in the respective benefit table
Emplid: 3033526
For Event Class DEF
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For Event Class SRE
Emplid: 1010199
For Event Class PIP
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For Event Class DEF
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For Event Class SRE
Online Page
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Backend Table
Note: Overall process is after performing the hire/rehire transactions, Run Benefits Pre Processor
> Job CI > Ben Admin to schedule > Perform election entries > Ben Admin to finalize the events.
In this scenario, it is not required to run Default Processor. It is required to run this incase of
event classes related to other Job Changes.
Termination Transaction
Perform a termination transaction > Emplid: 1010178
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Verify if a row is inserted in Bas Activity table for TER transaction with Bas_Action as TER
Run Ben Admin to schedule the emplid > Click on Schedule/Prepare Activity
Verify if the row still exists in Bas Activity Table. It should not.
Check if a row is inserted in Bas Partic table with process status as PR
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Select the Finalize/Apply Defaults > Click on the Validate/Finalize button > Save the
changes made
Note that the event status is Closed and Process Status is FE
Verify if appropriate row is inserted in the benefit tables
Eg: Health Benefits Page
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6.3 Few Other Events to note

o
ADR Event
This event is triggered when there is an address change to the employee record
MSC Event
This event is triggered when there are job related changes like position change, transfer,
pay rate change, promotion, step down etc
To look at the possible list of actions, we can query the ps_actn_reason_tbl for bas_action
as MSC
CLS Event
This event is triggered to delete the overage dependents from the benefits enrollment
We can refer to ps_dependent_benef, ps_dep_benef_vw1 for viewing dependants details
For all the above events, processes to be run are in this sequence: Ben Admin run (To Schedule)
> Default Processor run (To validate and set the finalize flag to Y) > Ben Admin (To post the
changes to benefit and payroll tables)
6.4 Transactions through Core

Add dependants
Navigation: Benefits > Employee/Dependent Information > Update Dependent/Beneficiary
Add a new row > Select Relationship to Employee value, Dep/Benef Type value > Name
Details as shown in the below screen print
Provide details in all other tabs > Click on save
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To verify the backend table
Enroll dependant to the existing benefit plan. Eg: Life and ADD/D Benefits
Existing enrolment to plan type 20
Add a row > Add the new dependant to the benefit plan > Save the changes
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To verify the backend table
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7 Reports
Here are the list of few benefits related interfaces/reports
Inbound interfaces
o
ZITI415
Navigation: Release 4 Interfaces > Ceridian Commuter FSA Inbound

This interface covers processing of Commuter FSA enrollment/initiation file from Ceridian. This file
contains enrollement records. This interface will read the data from the inbound file & insert it
into the FSA Benefits Table
o
ZITI807
Navigation: Release 3 Interfaces >Interfaces > ASRE Deferral Feedback

This interface reads the ASRE enrollment details from the inbound file. This data is required for
making appropriate deductions from associate's paychecks
o
ZITI808
Navigation: Release 4 interfaces > ASRE Loan Feedback

Loan feedback file is received from Fidelity on a weekly basis and the records are processed
accordingly
ZITI705
Navigation: North American Payroll > Payrol Processing > Albertsons Interfaces > CA-WAGE
Lump Sum Update Process
This is an inbound interface that reads an inbound file and inserts data into the time load tables
Outbound interfaces
o
ZITO414
Navigation: Release 4 interfaces > COBRA Interface to Telewire

The interface sends COBRA formatted information to Medsoft. Medsoft will use the data to mail
COBRA notification letters.
o
ZITO413
Navigation: Release 4 interfaces > COBRA Interface to Telewire
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The interface sends HIPAA formatted information to Telewire. Telewire will use the
data to mail HIPAA letters.
o
ZITO404
Navigation: Release 4 Interfaces > Initial Enrollment/Reinstatement

This interface is sent to the fulfillment vendor ADP, to send letters to associates on their eligibility
and confirming benefit elections after enrollment
ZITO419
Navigation: Release 4 Interface > Metlife Eligibility

This interface provides a listing of associates who are eligible for Metlife products
o
ZITO410
Navigation: Release 4 Interface > FSA Interface to FH and Ceridian

The output file is to provide Enrollment and Termination information of the associates as required
by First Health and Ceridian
o
ZITO806
Navigation: Release 3 Interfaces>Interfaces>ASRE Monetary Process

This is the monetory file generated with details of ASRE contributions and loans
o
ZITO810
Navigation: Release 4 Interface > ASRE Indicative Data

The interface sends ASRE eligibility data to vendor Fidelity which includes most current indicative
information
o
ZBEN0584
Navigation: Benefits > Reports > Custom Reports > Medical HMO Comparison Report
This report extracts all active employees enrolled in Medical Plan for a particular HMO. Run control
parameter has an option to run either full or changes file
o
BN_834_HIPAA
Navigation: Benefits > Interface with Providers > Create HIPAA EDI 834 File
HIPPA Process runs every Thursday of the week after the daily Ben Admin process.
It generates eligibility files in the EDI HIPAA834 format for various vendors like BCBS, FH, Delta
Dental etc.
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The files contain benefit election information to notify of benefit elections and changes. It includes
a full load of current benefit elections for the employee and dependent. This interface also
includes benefit termination notification records to notify that an individual no longer has benefit
coverage under the specified plan.
Note the following:
If run manually, need to run Ben100A (Benefits > Interface with Providers > Refresh
Benefit Snapshot before running Hipaa process. Hipaa process reads data from the
PS_BN_SNAP_PLAN table and this table gets updated when Ben100A is run)
If run through ESP, need to follow this sequence: ZPAYSTM > Ben100a > Hipaa
process
To verify the vendor id setup for Hipaa run
Navigation: Setup HRMS > Product Related > Base Benefits > EDI Trading Partners
We can refer to the attached PDF file to understand and read the flat files generated
Hipaa 834
Layout.pdf
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8 Appendix
APPENDIX A Glossary
Acronym
ABS
DB
PS
Ben Admin
ADR Record
Expansion
Albertsons
Database
PeopleSoft
Benefit Administration
Associate Detail Record
APPENDIX B Quick Navigations

Page
Benefit Program
Benefit Plan
Coverage Code
All Rate Tables
Calculation Rules
Deduction Table
Various
Eligibility
Rules
definitions
Associate Detail Record
Navigation
Setup HRMS > Product Related > Base Benefits > Program Structure
> Benefit Program Table
Setup HRMS > Product Releated > Base Benefits > Plans and Providers >
Benefit Plan Table
Setup HRMS > Product Related > Base Benefits > Plan Attributes > Health
Coverage Codes
Setup HRMS > Product Related > Base Benefits > Rates and Rules
Setup HRMS > Product Related > Base Benefits > Rates and Rules >
Calculation Rules Table
Setup HRMS > Product Related > North American Payroll > Deductions >
Deduction Table
Setup HRMS > Product Related > Automated Benefits > Eligibility and
Event Rules
Benefits > Enroll in Benefits > Associate Detail Record
APPENDIX C Table references

Query for
Benefit Program
Benefit Plan
Dependant Info
Bas Activity
Bas Partic
Health Benefits
Life and ADD/D Benefits
Savings Plans
FSA Spending Accounts
Job CI Staging Table
Table
ps_ben_defn_pgm
ps_benef_plan_tbl
ps_dependent_benef
ps_bas_activity
ps_bas_partic
ps_health_benefit
ps_life_add_ben
ps_savings_plan
ps_fsa_benefit
ps_a_ca_jobci_stg
APPENDIX D Review Details

Albertsons Associate
Review Date
Review Comments
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Structure of the Document

3 Base Benefits Setups

Benefit Plan Type

Only one benefit program an Employee.

Same program can be assigned to more than one employees.

compare to same program with

Benefit Plan Table

The cost of benefits chosen is calculated based on the rates defined

Calculation Rules table

Define the rules for calculating the benefits deductions

Eg: Benefit Program 132, plan type 20

Calc Rule definition page

Few other setups to note

Coverage Code Table

These are two character, alphanumeric codes

Assign Benefit Program to an associate

Page where we can assign benefit program to an associate

4 Benefit Administration Setups

Other setups required are listed below

Define Eligibility Rules

To determine the benefit program for which each employee is eligible

Sample Chosen: (Example referred above)

Plan Type Tab in the Benefit Program Definition Page

Eligibility Criteria fields

Define Geographic Location Eligibility Rules

To define postal code ranges for employee home or work locations.

Sample Chosen: (Example referred above)

Plan Type Tab in the Benefit Program Definition Page

Define Event Rules

To set up event rules:

Event Class Table. Eg: ADR event (Address Change Event)

Define Trigger Events

2. Define passive events

Define events that are not initiated by data entry.

3. Automatically trigger events through employee data changes

Build the Automated Benefits program:

Set up the parameters of the open enrollment

Establishing Process Schedular for running Ben Admin Process

Event Maintenance Schedule Id

Open Enrollment Scehdule Id

Ben Admin Run Control Page

Participant Lists Tab

Next Processing Steps

Participant event is not

The system cannot process the participant event through

FA - Finalized Benefit Program

Participant event has no

FP - Finalized Prepared None

the participant does have elections, the system updates

No further processing occurs for this participant event. The

To correct, make corrections to the

> For PE or AS events, processing stops. Enrollment forms

Any processing errors are typically caused by problems with:

error occurs, we need to:

A quick look at the flow of the above process statuses

Does the employee

Are eligible options

Use Update Event

Run Ben Admin