PeopleSoft HCM 9.2: Human Resources Manage Base Benefits

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1 PeopleSoft HCM 9.2: Human Resources Manage Base Benefits March 2013

2 PeopleSoft HCM 9.2: Human Resources Manage Base Benefits CDSKU hcm92pbr0 Trademark Notice Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. License Restrictions Warranty/Consequential Damages Disclaimer This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. Warranty Disclaimer The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. Restricted Rights Notice If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. Hazardous Applications Notice This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.

3 Third Party Content, Products, and Services Disclaimer This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services. Alpha and Beta Draft Documentation Notice If this document is in preproduction status: This documentation is in preproduction status and is intended for demonstration and preliminary use only. It may not be specific to the hardware on which you are using the software. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to this documentation and will not be responsible for any loss, costs, or damages incurred due to the use of this documentation.

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5 Contents Preface...xv Understanding the PeopleSoft Online Help and PeopleBooks...xv PeopleSoft Hosted Documentation... xv Locally Installed Help... xv Downloadable PeopleBook PDF Files...xv Common Help Documentation...xv Field and Control Definitions... xvi Typographical Conventions...xvi ISO Country and Currency Codes... xvii Region and Industry Identifiers... xvii Access to Oracle Support... xviii Documentation Accessibility... xviii Using and Managing the PeopleSoft Online Help...xviii PeopleSoft HCM Related Links...xviii Contact Us...xix Follow Us...xix Chapter 1: Getting Started with PeopleSoft Manage Base Benefits PeopleSoft Manage Base Benefits Overview...21 PeopleSoft Manage Base Benefits Business Process PeopleSoft Manage Base Benefits Integrations...22 PeopleSoft Manage Base Benefits Implementation Chapter 2: Setting Up Base Benefits Core Tables...25 Understanding the Core Tables for PeopleSoft Manage Base Benefits Setting Up Benefit Providers...25 Setting Up Dependent Relationships Page Used to Set Up Dependent Relationships Understanding Dependent Relationships Dependent Relationships Table Page Setting Up Coverage Codes...28 Page Used to Set Up Coverage Codes Understanding Coverage Codes Health Coverage Codes Page...30 Setting Up Coverage Group Codes Page Used to Set Up Coverage Group Codes Understanding Coverage Group Codes...32 Life and AD/D Coverage Groups Page Setting Up FEGLI Codes Page Used to Set Up FEGLI Codes FEGLI Code Table Page Setting Up the Service Step Table...35 Page Used to Set Up the Service Step Table...35 Understanding the Service Step Table Service Step Table Page Setting Up Benefit Rates Pages Used to Define Benefit Rates...38 Understanding Benefit Rates...39 Understanding Percent of Gross Limits...39 v

6 Contents Benefit Rate Types Page Benefit Rates page Amount Subject to Limit Page Setting Up Annual Benefits Base Rates...48 Page Used to Set Up ABBR Types Annl Benef Base Rt Type Tbl Page Setting Up Calculation Rules Page Used to Set Up Calculation Rules Understanding Calculation Rules...49 Calculation Rules Table Page Setting Up Deduction Codes Page Used to Set Up Deduction Codes Understanding Deduction Codes...54 Deduction Table - Setup Page...56 Setting Up Special Accumulators...56 Page Used to Set Up Special Accumulators...57 Understanding Special Accumulators Special Accumulator Table Page Setting Up Limits for Qualified Savings Plans...58 Page Used to Set Up Limits for Qualified Savings Plans Understanding Limits Understanding 401 Limit Understanding 402 Limit Understanding 403 Limit Understanding 415 Limit Understanding 415Z Limit Understanding 457 Limit Understanding Limit Extensions Common Elements Used to Define Limits...60 Limit Table Page for 401(a) Limits Limit Table Page for 402(g) Limits...62 Limit Table Page for 403(b) Limits...63 Limit Table Page for 415 Limits Limit Table Page to Set Up 415(c) Limits for 403(b) Plans Setting Up Deduction Class Order for 415 Limit Tables Limit Table Page for 457 Limits Limit Table Page for User Defined Limits Setting Up Dependent Rules for Health Plans Understanding Dependent Rules Dependent Rules Table Page...73 Setting Up Earnings for Leave and Vacation Buy/Sell Plans Setting Up Payroll Information for Leave Accruals...74 Setting Up Vacation Buy and Sell Earnings Setting Up Benefits Certifications...75 Page Used to Create Benefit Certification Forms Understanding Benefits Certification Certification Definition Page...76 Chapter 3: Setting Up Benefit Plans...79 Defining Benefit Plans...79 Page Used to Define Benefit Plans...79 Understanding Benefit Plans vi

7 Contents Benefit Plan Table Page Setting Up Health Plans Page Used to Set Up Health Plans Health Plan Table Page Setting Up Simple Rate Plans Page Used to Set Up Simple Rate Plans Understanding Simple Rate Plans...86 Simple Plan Table Page Setting Up Life Insurance and Accidental Death Plans Pages Used to Set Up Life Insurance and AD/D Plans...87 Understanding Coverage Calculation Formulas Coverage Formula Table Page Life and AD/D Plan Table Page (USF) Understanding Option A - Standard FEGLI Plan Calculations Setting Up Disability Plans Page Used to Set Up Disability Plans Prerequisites Disability Plan Table Page Setting Up Savings Plans Pages Used to Set Up Savings Plans Employee Limit on Investments Page Employer Contribution/Match Page Calculating Thrift Savings Plan (TSP) Employer Match for Federal Benefits Rollover of Funds Page Setting Up Thrift Savings Plans (TSP) Setting Up Leave Plans Page Used to Set Up Leave Plans Leave Plan Table Page Setting Up FMLA Plans Page Used to Set Up FMLA Plans Prerequisites FMLA Plan Table Page Setting Up FSA Plans Pages Used to Set Up FSA Plans and HSA Excluded Coverages Understanding FSA Plans Spending Accounts Page HSA Contribution Limits Page FSA Admin Config Page HSA Excluded Coverages Page Setting Up Retirement Plans Page Used to Set Up Retirement Plans Retirement Plan Page Setting Up Pension Plans Pages Used to Set Up Pension Plans Pension Plan Table Page (USA) Pension Plan Table CAN Page Setting Up Vacation Buy/Sell Plans Page Used to Set Up Vacation Buy/Sell Plans Vacation Buy/Sell Table Page Chapter 4: Building Base Benefit Programs Understanding Benefit Programs vii

8 Contents Understanding Benefit Programs Understanding Plan Types Understanding Plans Understanding Effective Dates Building Benefit Programs Pages Used to Build Benefit Programs Benefit Program Table - Benefit Program Page Benefit Program Table - Plan Type and Option Page Benefit Program Table - Cost Page Cloning Benefit Programs, Coverage Formulas, Eligibility Rules, Event Rules, or Life Event Templates Page Used to Clone Benefit Programs, Coverage Formulas, Eligibility Rules, Event Rules, or Life Event Templates Benefit Clone Utility Page Field and Control Definitions Chapter 5: Setting Up Additional Manage Base Benefits Features Setting Up Benefits Billing Pages Used to Set Up Benefits Billing Understanding Benefits Billing Set Up Billing Parameters Page Define Calendar Page Setting Up Internal Administrative Contact Information Page Used to Set Up Internal Administrative Contact Information Understanding Internal Administrative Contact Information Administrative Contacts Page Setting Up COBRA Administration Pages Used to Set Up COBRA Administration Prerequisites Linking COBRA to Benefit Packages Identifying COBRA-Eligible Benefit Plans Establishing Coverage Codes for COBRA Defining COBRA-Qualifying Events Event Rules Page Setting Up HIPAA Tables Pages Used to Set Up HIPAA Tables EDI Trading Partners Page EDI 834 Transaction Map Table Page Setting Up Multiple Jobs Page Used to Set Up Multiple Jobs Understanding Multiple Jobs Multiple Jobs Options Page Setting Up Retroactive Benefits and Deductions Pages Used to Set Up Retroactive Benefit and Deduction Programs and Mass Requests Prerequisites Retro Ben/Ded Program Page Retro Ben/Ded Mass Request Page Chapter 6: Entering Dependent and Beneficiary Information Understanding Dependent and Beneficiary Information Entering Dependent and Beneficiary Information Entering Dependent and Beneficiary Comments Page Used to Enter Dependent and Beneficiary Comments viii

9 Contents Record Dep/Ben Comments Page Updating Benefits Certifications Page Used to Edit Benefits Certifications Maintain Certifications Page (USF) Designating Beneficiaries for a Final Check Page Used to Designate Beneficiaries for a Final Check Assign Final Check Beneficiary Page Terminating Dependent Enrollments or Beneficiary Status Entering Court Orders and Spousal Waivers Chapter 7: Enrolling Participants Reviewing Employee Eligibility Page Used to Review Employee Eligibility Review HR/Job/Payroll Data Page Enrolling Participants in Benefit Programs and Plans Pages Used to Enroll Participants in Benefit Programs and Plans Understanding Enrolling Participants in Base Benefits Assign to Benefit Program Page Health Benefits Page Life and AD/D Benefits Page Benefits Personal Data page Update ABBRs Page Disability Benefits Page Savings Plans Page Leave Plans Page Spending Accounts Page Retirement Plans Page USA-Pension Plans Page Vacation Benefits Page Simple Benefits Page (USF) Enrolling Employees in Benefit Programs and Plans Pages Used to Enroll Employees in Benefit Programs and Plans Through the PAR Benefits/FEHB Data Page FEGLI/Retirement Data/FICA Page FEGLI Assignments - Assignee Page FEGLI Assignments - Assignee Benef Page TSP Agency Basic Page TSP Investment Allocations Page Terminating Dependent Enrollments or Beneficiary Status Generating HIPAA Certificates Pages Used to Generate HIPAA Certificates HIPAA Page Notification Letters Page Chapter 8: Reviewing Enrollments and Benefit Calculations Auditing Your Benefit Information Viewing Current Benefits Summary Data Pages Used to View Benefits Summary Data Benefits Deduction Calculations Benefit Enrollment Summary Page Benefit Deduction Summary Page Overriding the Frequency of Benefit Deductions Page Used to Override the Frequency of Benefit Deductions ix

10 Contents Set Max Arrears/Frequency Ovrd Page Chapter 9: Performing Nondiscrimination Testing Understanding Section 401 Nondiscrimination Tests Basic and Alternate Section 401(k) Tests Basic and Alternate Section 401(m) Tests The Aggregate Limit Test Defining Highly Compensated Earnings Identifying Highly Compensated Employees Setting Up Test Criteria and Plans Page Used to Set Up Test Criteria and Plans Nondiscrimination Rules Page Identifying Benefit Plans to Include in a Test Defining the Nondiscrimination Test Run Control Pages Used to Define the Nondiscrimination Test Run Control Define Test Information (Section 401 Testing) Page Define Test Information (Section 129 Testing) Page Running Nondiscrimination Tests Pages Used to Run Nondiscrimination Tests Identify Highly Comp Employees Page (k) Nondiscrimination Test - Run Control Page and NDT Section 401(m) Testing Page Running Section 129 Nondiscrimination Testing Understanding Nondiscrimination Test Results Viewing Nondiscrimination Test Results Pages Used to View Nondiscrimination Test Results Savings Plan Page Review Test Results (for 401(k)) Page Review Test Results (for 129) Page Running Nondiscrimination Test Reports Setting Limits to Comply with Test Results Chapter 10: Managing Savings Plans Understanding Savings Plan Management Calculating 403(b) and 457 Extensions Pages Used to Calculate 403(b) and 457 Extensions Understanding the 403(b) and 457 Extensions Calculate 403(b) Extensions Page Identifying Age-50 Extensions Page Used to Identify Age-50 Extensions Understanding Age-50 Extension Running the Age-50 Process Managing Savings Plan Limits Pages Used to Manage Savings Plan Limits Understanding Managing Savings Plan Limits Savings Management Page (b) Adjustments Page Adjustments Page Chapter 11: Managing FMLA Plans Understanding FMLA Plan Administration Entering FMLA Leave Requests Page Used to Enter FMLA Leave Requests Request/Authorize/Track Leave - Request Page Monitoring Leave Requests x

11 Contents Determining FMLA Eligibility Page Used to Determine FMLA Eligibility Request/Authorize/Track Leave - Eligibility Page Scheduling FMLA Leave Pages Used to Schedule FMLA Leave Request/Authorize/Track Leave - History Page Schedule Leave Days Page Mark Paid Leave Page Tracking FMLA Activity Page Used to Track FMLA Activity Request/Authorize/Track Leave - Activity Page Chapter 12: Managing Leave Plans Understanding the Leave Process Processing Leave Accruals Page Used to Process Leave Accruals Calculate Periodic Accrual Page Viewing Employee Balances Page Used to View Employee Balances Review Accrual Balances Page Chapter 13: Managing Vacation Buy/Sell Plans Understanding the Vacation Buy/Sell Process Reviewing Vacation Buy/Sell Calculation Results Page Used to Review Vacation Buy/Sell Calculation Results Vacation Benefits Page Viewing the Number of Vacation Hours Bought or Sold Chapter 14: Managing Benefits Billing Understanding Benefits Billing Prerequisite Understanding the Billing Calculation Process Enrolling Participants Pages Used to Enroll Participants Locating Eligible Participants Enrolling Participants Automatically Enroll in Billing Page Request Hold/Alternate Address Page Calculating Charges Pages Used to Calculate Charges Calculate Periodic Charges Page Enter Manual Charges Page Reviewing Charges Pages Used to Review Charges Charge Page Charge Detail Page Rvw Charge Smry by Bill Period Page Rvw Charge Smry by Plan Type Page Generating Benefits Billing Statements Pages Used to Generate Benefits Billing Statements Print Billing Statement Page Reprint Statement Page Processing Payments Pages Used to Process Payments xi

12 Contents Allocate Payments to Charges Page Review Payments/Details Page Adjusting Charges and Payments Pages Used to Adjust Charges and Payments Adjust Charges Page Adjust Payments Page Reviewing Charge and Payment History Page Used to Review Charge and Payment History Review Employee Balances Page Chapter 15: Managing COBRA Understanding COBRA Management Determining Qualified COBRA Events Page Used to Determine Qualified COBRA Events Understanding COBRA Events Review COBRA Triggers Page Overriding Initial and Secondary COBRA Events Running the COBRA Process Pages Used to Run the COBRA Process Understanding the COBRA Process Qualify Event/Proc Enrollment Page Understanding COBRA Event Status Assigning Qualified COBRA Beneficiaries to Benefit Programs Determining Eligible Plan Types Determining Eligible Options Calculating COBRA Costs for Eligible Options Processing Secondary COBRA Qualifying Events Review Processing Messages Page Creating Notification Letters Pages Used to Create Notification Letters Determining Notification Recipients Create Initial Letter Page Create Secondary Letter Page Reprint Selected Letters Page Entering COBRA Elections and Waivers Page Used to Enter COBRA Elections and Waivers Understanding COBRA Elections Participant Elections Page Validating and Enrolling Elections Processing Enrollments for Secondary Events Understanding Initial Event Status and Secondary Events Identifying Differences in Individual and Dependent Coverage Processing Understanding Combination Events Managing COBRA Events Pages Used to Manage COBRA Events Review Event Summary Page Update Event Status Page Managing COBRA Benefit Plan and Dependent Information Pages Used to Manage COBRA Benefit Plan and Dependent Information Assign to Benefit Program Page Health Benefits Page FSA Benefits Page xii

13 Contents Name Page Managing Nonemployee COBRA Participants Pages Used to Manage Non-Employee COBRA Participants Medicare and Job Page Converting Nonemployee Individual Coverage to Dependent Coverage Terminating COBRA Coverage Pages Used to Terminate COBRA Coverage Terminate Participant Page Create Termination Letter Page Enrolling Participants in COBRA Coverage Manually Pages Used to Enroll Participants in COBRA Coverage Manually Create COBRA Non-Employee Page Assign Benefit Program Page Select Health Benefits Page Chapter 16: Processing Retroactive Benefits and Deductions Understanding Retroactive Benefits and Deductions Triggering Individual Retroactive Benefit/Deduction Requests Triggering Mass Retroactive Benefit/Deduction Requests Page Used to Trigger Mass Retroactive Benefit/Deduction Requests Setting Up Mass Retroactive Benefit/Deduction Programs and Requests Process Mass Retro Deductions Page Handling Duplicate Requests Viewing Retroactive Benefit/Deduction Requests Page Used to View Retroactive Benefit/Deduction Requests Retro Ben/Ded Request Summary Page Calculating Retroactive Benefits and Deductions Pages Used to Calculate Retroactive Benefits and Deductions Calculate Retroactive Ben/Deds Page Viewing Error Messages Reviewing and Updating Calculated Retroactive Benefits and Deductions Pages Used to Review and Update Calculated Retroactive Benefits and Deductions Update Retro Ded Calc Results Page Loading Calculations into PeopleSoft Payroll for North America Page Used to Load Calculations into Payroll for North America Load Retro Deds to Paysheets Page Processing Payroll for Retroactive Benefits and Deductions Chapter 17: Managing Multiple Jobs Understanding Multiple Jobs Changing Benefit Record Numbers Understanding Multiple Jobs Data and Calculating Deductions Understanding Calculation Rules Changing Primary Job Data Pages Used to Change Primary Job Data Maintain Flags Page Job Data Page Automatically Building Primary Job Data for Multiple Employees Page Used to Automatically Build Primary Job Data for Multiple Employees Rebuild Primary Job Flags Page Chapter 18: Sending Benefit Information Understanding Benefit Data Extraction Specifying the Data to Extract xiii

14 Contents Page Used to Specify Data to Extract Enrollment Snapshot Options Page Running the Enrollment Reporting Snapshot Process Pages Used to Run the Enrollment Reporting Snapshot Process Understanding Database Record Layout Details Sending Data to Benefit Providers Creating SQR Provider Extracts Running Carrier Extracts Sending HIPAA Data to Providers Page Used to Create the HIPAA EDI 834 File Create HIPAA EDI 834 File Page (USF) Sending FEHB Data to the OPM Pages Used Send FEHB Data to the OPM xiv

15 Preface Understanding the PeopleSoft Online Help and PeopleBooks The PeopleSoft Online Help is a website that enables you to view all help content for PeopleSoft Applications and PeopleTools. The help provides standard navigation and full-text searching, as well as context-sensitive online help for PeopleSoft users. PeopleSoft Hosted Documentation You access the PeopleSoft Online Help on Oracle s PeopleSoft Hosted Documentation website, which enables you to access the full help website and context-sensitive help directly from an Oracle hosted server. The hosted documentation is updated on a regular schedule, ensuring that you have access to the most current documentation. This reduces the need to view separate documentation posts for application maintenance on My Oracle Support, because that documentation is now incorporated into the hosted website content. The Hosted Documentation website is available in English only. Locally Installed Help If your organization has firewall restrictions that prevent you from using the Hosted Documentation website, you can install the PeopleSoft Online Help locally. If you install the help locally, you have more control over which documents users can access and you can include links to your organization s custom documentation on help pages. In addition, if you locally install the PeopleSoft Online Help, you can use any search engine for fulltext searching. Your installation documentation includes instructions about how to set up Oracle Secure Enterprise Search for full-text searching. See PeopleTools 8.53 Installation for your database platform, Installing PeopleSoft Online Help. If you do not use Secure Enterprise Search, see the documentation for your chosen search engine. Note: Before users can access the search engine on a locally installed help website, you must enable the Search portlet and link. Click the Help link on any page in the PeopleSoft Online Help for instructions. Downloadable PeopleBook PDF Files You can access downloadable PDF versions of the help content in the traditional PeopleBook format. The content in the PeopleBook PDFs is the same as the content in the PeopleSoft Online Help, but it has a different structure and it does not include the interactive navigation features that are available in the online help. Common Help Documentation Common help documentation contains information that applies to multiple applications. The two main types of common help are: Application Fundamentals xv

16 Preface Using PeopleSoft Applications Most product lines provide a set of application fundamentals help topics that discuss essential information about the setup and design of your system. This information applies to many or all applications in the PeopleSoft product line. Whether you are implementing a single application, some combination of applications within the product line, or the entire product line, you should be familiar with the contents of the appropriate application fundamentals help. They provide the starting points for fundamental implementation tasks. In addition, the PeopleTools: PeopleSoft Applications User's Guide introduces you to the various elements of the PeopleSoft Pure Internet Architecture. It also explains how to use the navigational hierarchy, components, and pages to perform basic functions as you navigate through the system. While your application or implementation may differ, the topics in this user s guide provide general information about using PeopleSoft Applications. Field and Control Definitions PeopleSoft documentation includes definitions for most fields and controls that appear on application pages. These definitions describe how to use a field or control, where populated values come from, the effects of selecting certain values, and so on. If a field or control is not defined, then it either requires no additional explanation or is documented in a common elements section earlier in the documentation. For example, the Date field rarely requires additional explanation and may not be defined in the documentation for some pages. Typographical Conventions The following table describes the typographical conventions that are used in the online help. Typographical Convention Description Bold Highlights PeopleCode function names, business function names, event names, system function names, method names, language constructs, and PeopleCode reserved words that must be included literally in the function call. Italics Highlights field values, emphasis, and PeopleSoft or other book-length publication titles. In PeopleCode syntax, italic items are placeholders for arguments that your program must supply. Italics also highlight references to words or letters, as in the following example: Enter the letter O. xvi Key+Key Indicates a key combination action. For example, a plus sign ( +) between keys means that you must hold down the first key while you press the second key. For Alt+W, hold down the Alt key while you press the W key. Monospace font Highlights a PeopleCode program or other code example.... (ellipses) Indicate that the preceding item or series can be repeated any number of times in PeopleCode syntax.

17 Preface Typographical Convention Description { } (curly braces) Indicate a choice between two options in PeopleCode syntax. Options are separated by a pipe ( ). [ ] (square brackets) Indicate optional items in PeopleCode syntax. & (ampersand) When placed before a parameter in PeopleCode syntax, an ampersand indicates that the parameter is an already instantiated object. Ampersands also precede all PeopleCode variables. This continuation character has been inserted at the end of a line of code that has been wrapped at the page margin. The code should be viewed or entered as a single, continuous line of code without the continuation character. ISO Country and Currency Codes PeopleSoft Online Help topics use International Organization for Standardization (ISO) country and currency codes to identify country-specific information and monetary amounts. ISO country codes may appear as country identifiers, and ISO currency codes may appear as currency identifiers in your PeopleSoft documentation. Reference to an ISO country code in your documentation does not imply that your application includes every ISO country code. The following example is a country-specific heading: "(FRA) Hiring an Employee." The PeopleSoft Currency Code table (CURRENCY_CD_TBL) contains sample currency code data. The Currency Code table is based on ISO Standard 4217, "Codes for the representation of currencies," and also relies on ISO country codes in the Country table (COUNTRY_TBL). The navigation to the pages where you maintain currency code and country information depends on which PeopleSoft applications you are using. To access the pages for maintaining the Currency Code and Country tables, consult the online help for your applications for more information. Region and Industry Identifiers Information that applies only to a specific region or industry is preceded by a standard identifier in parentheses. This identifier typically appears at the beginning of a section heading, but it may also appear at the beginning of a note or other text. Example of a region-specific heading: "(Latin America) Setting Up Depreciation" Region Identifiers Regions are identified by the region name. The following region identifiers may appear in the PeopleSoft Online Help: Asia Pacific Europe Latin America xvii

18 Preface North America Industry Identifiers Industries are identified by the industry name or by an abbreviation for that industry. The following industry identifiers may appear in the PeopleSoft Online Help: USF (U.S. Federal) E&G (Education and Government) Access to Oracle Support Oracle customers have access to electronic support through My Oracle Support. For information, visit or visit lookup?ctx=acc&id=trs if you are hearing impaired. Documentation Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at Using and Managing the PeopleSoft Online Help Click the Help link in the universal navigation header of any page in the PeopleSoft Online Help to see information on the following topics: What s new in the PeopleSoft Online Help. PeopleSoft Online Help acessibility. Accessing, navigating, and searching the PeopleSoft Online Help. Managing a locally installed PeopleSoft Online Help website. PeopleSoft HCM Related Links PeopleSoft Information Portal on Oracle.com My Oracle Support PeopleSoft Training from Oracle University PeopleSoft Video Feature Overviews on YouTube HCM Abbreviations xviii

19 Preface Contact Us Send us your suggestions Please include release numbers for the PeopleTools and applications that you are using. Follow Us Get the latest PeopleSoft updates on Facebook. Follow PeopleSoft on xix

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