HCM: Local Configuration Guide - Benefits

This document contains the local configuration decisions made for use in deployment of the Base Benefits Module of Oracle’s PeopleSoft HCM 9.2 application.  As such, all additional documentation must be in agreement with the related items described herein.  Should conflict arise with information contained in another document, the data in this document shall be considered valid and that of the other shall be deemed incorrect. Any changes to the information in this document should be entered as dated additions.  No information should be deleted once initial configuration has been completed.

The Base Benefits Local Configuration Guide explains necessary tables needed to setup Benefits in the PeopleSoft system.  The order of the configuration tables presented in this document adheres to the table setup sequence required to successfully set up all tables.  All delivered ctcLink Benefits are setup at the enterprise level, only custom configuration has local components.

DRS Calendars

This is where DRS calendars are created for use in Core HR Job Data.

These are built to mimic Legacy functionality and, as of May 2018, must be built for FTF and PTF who are in DRS administered retirement plans (not CLA, EXP, or HRY).  They are needed for redistribution to run, and additionally if a calendar is indicated on Job Data the standard calendar hour value is returned to DRS instead of the payroll hour value for any given pay period.

DRS Calendar Page Example

Navigation: NavBar > Navigator > Set Up HCM > CTC Custom > DRS Calendar

Security:

  • ZD HR Local Config Vw
  • ZD DRS Processing Inquiry
  • ZZ DRS Processing

Menu: CTC_E205_DRS_CALENDAR
Component:
CTC_DRS_CAL_CMP
Page:
CTC_DRS_CAL_PG
Action:
AU/C

Prepay Deduction Mapping

This is where available deductions to the PrePay process are indicated.

This table maps Payroll deduction codes to the PrePay deduction codes (typically the same as the deduction code only with 900 in the first three digits).  This must be done on a school by school basis because, while most PrePay deduction are prescribed by Central Payroll, there can be differences in offered deductions.

Prepay Deduction Mapping Page Example

Navigation: NavBar > Navigator > Set Up HCM > CTC Custom > PrePay Deduction Mapping

Security:

  • ZD HR Local Config Vw
  • ZC Benefits Maintain PrePay
  • ZD Benefits PrePay Inquiry

Menu: CTC_E194_PREPAY_PAGES
Component:
CTC_PREPAY_DEDS
Page:
CTC_PREPAY_DEDS
Action:
AU/C

Prepay Calendars

Connects a deduction code set to a schedule of payment for a period of time when the employee will not be receiving regular Payroll deductions.

PrePay Calendars connect a specific deduction set with the intended pay cycle for a specific prepay run.  The Pay Cycle (which is then attached to an employee) will determine how much and from what period of time the payroll lump sum will be taken and then periodically distributed to the deductions after that initial deduction. The PrePay Calendars at the time of conversion will be extracted from PPMS and loaded into PeopleSoft.

PrePay Calendar Page Example

Navigation: NavBar > Navigator > Set Up HCM > CTC Custom > PrePay Calendars

Security:

  • ZD HR Local Config Vw
  • ZC Benefits Maintain PrePay
  • ZD Benefits PrePay Inquiry

Menu: CTC_E194_PREPAY_PAGES

Component: CTC_PREPAY_CAL

Page: CTC_PREPAY_CAL

Action: AU/C

Benefit Eligibility Checkbox (Campus Solutions Pillar)

This is where the part time faculty Benefit Eligible contract types are flagged. During the time that Faculty Workload is configured, part of configuration includes Contract Type.  At the time Contract Type is established, both the Benefits Eligibility (Include Eligibility) and the Absence Eligibility (Include Absence) checkboxes will need to be indicated.  Only FTE attached to eligible contracts will be displayed in HCM screens as part of the Benefits FTE.

Benefit Eligibility Checkbox Page example

Navigation: NavBar > Navigator > Set Up SACR > Product Related > Student Records > Curriculum Management > CTC Custom > Faculty Workload > FWL Setup > FWL Contract Type

Security: Under Development

Menu: CTC_FWL_MNU

Component: CTC_CONTRACT_TYPE

Page: CTC_CONTRACT_TYPE

Action: AU/C