PeopleSoft 9.2 New Functionality : Benefits Administration

• A new Life Events guided process, the PeopleTools Activity Guide feature, allows organizations to configure life events through a sequence of action items. Organizations are able to define life event templates to support end to end HR/Benefits business processes and ensure uniform compliance with business policy and rules.
• Customers can add new life event types in addition to the out-of-the-box event types such as Marriage, Birth, Divorce and Adoption. Each event type can have its own set of rules according to the practices established by the organization. For example, a Benefits Administrator can indicate whether a proof is required for a life event type.
• Customers can create Life Event Categories to define the Employee Self Service Life Event Selection menu (the menu available to an employee on the Life Event main page to select which life event to process). Based on the business needs, a customer can define custom life event categories (groups), and then specify the menu items (life events) within a category.
• Employee Life Event Descriptive Pages have been introduced to guide employees through the activity guide process to complete a life event. A welcome page and an exit page are included, which customers can customize to include descriptive and informative text using the Text Catalog.
• Customers can configure what information should be displayed or hidden from the employees' Benefits Enrollment Summary Statement, a preliminary report generated by employees to review their benefit options. Employee Enrollment Summary Statement controls have been introduced to enable customers to customize the report.
• The benefits enrollment workflow has been enhanced for Life Events. When an employee starts enrollment, remote calls are initiated to prepare the employee's benefit options. An enrollment summary page, subpages and related hyperlinks enables easy enrollment of benefits by the employee.
• The benefits enrollment workflow has been enhanced for Life Events. Employees can complete benefits enrollment through a more user friendly approach using the start page, enrollment summary page, subpages and related hyperlinks.
• The benefits review process has been enhanced. A pop-up modal page is introduced to review an employee's benefit plan. A new preliminary report, the Benefits Enrollment Summary Statement in PDF format has been introduced to enable employees review the selected benefit options. The employee can then go back to any previous steps and make additional changes if required, before completing the benefits enrollment.