• Benefits Administration

• eBenefits
• Pension Administration
• Stock Administration
• Sales Incentive Management
• Workforce Rewards
• eCompensation
• eCompensation Manager Desktop

Benefits Administration

With Oracle's PeopleSoft Enterprise Benefits Administration, you can build and manage
a comprehensive employee benefits system that is tailored to the particular needs of your
organization, from automated enrollment and billing to the selection of multiple benefit
programs. In addition, PeopleSoft Benefits Administration serves the special needs of
U.S. federal government employers.

PeopleSoft Benefits Administration is part of Oracle’s PeopleSoft Enterprise Human

Capital Management family of applications.

Benefits Administration - Features List

Complete Benefits

• Establish and manage multiple employee benefits programs, including flexible

spending accounts, as well as leave accruals for sick, vacation, or personal time
off (PTO) plans.
• Define your providers, rates, and beneficiaries, including spouses, domestic
partners, and dependents, and calculate coverages and premiums for employees
who have multiple jobs.
• Establish and administer plans for FMLA (Family Medical Leave Act), COBRA
(Consolidated Omnibus Budget Reconciliation Act), health and life insurance,
savings (including 401(k) and 403(b) plans), Section 129 dependent care
reimbursement, and Section 457 savings plans.

Automatic Event Maintenance, Enrollment, and Billing

• Automatically enroll participants and dependents in a variety of benefit options.

• Determine and track employee eligibility based on 18 delivered fields.
• Use passive event processing to trigger events automatically.
• Generate and process billings, payments, and adjustments for individuals and
groups.
• Automatically identify eligible employees and calculate and process retroactive
benefits and deductions.
Manage and Administer Flexible Spending Accounts

• Administer health care and dependent care FSA claims.

• Record pledges.
• Process claims.
• Print checks.
• Account for funds.
• Enter and validate claims online.

Comprehensive Reporting and Analysis

• Generate reports for frequently requested information and create your own
customized, ad hoc reports for agency-specific requirements.
• Analyze trends in your workforce and study the enterprise-wide impact of your
programs and policies, including various benefits-expense ratios.

Complete Functionalities for U.S. Federal Government Employers

• Establish and administer benefits that meet applicable federal standards.

• Gain advanced capabilities for processing federal leaves.
• Automate benefits enrollment and gain event-maintenance functionalities for
federal benefits programs.

eBenefits

Oracle PeopleSoft Enterprise eBenefits offers employee self-service benefits transactions,

including open enrollment, plan changes, dependent and personal data maintenance, and
life event processing. Pre-integrated links connect employees directly with benefits
suppliers. PeopleSoft eBenefits moves beyond paperless employee self-service
transactions to provide the information employees need to maximize the value of their
benefits plan. PeopleSoft eBenefits automates many of the administrative tasks related to
benefits and payroll and decreases the need to create and maintain customized carrier
interfaces and integrations.

PeopleSoft eBenefits is part of Oracle’s PeopleSoft Enterprise Human Capital

Management family of applications.

eBenefits - Features List

Self-Service Benefits

• Provide employees with online access to their benefits programs, including health,
dental, vision, insurance, and savings plans.
 • Enable employees to communicate their benefit choices to their organization,
including elections, validations, confirmation statements, and other related
content.
• Ensure that any elections or changes are allowed by your program's rules.

Ease of Use

• Provide access to complete benefits information and transactions from a single

page and with a single signon.
• Enable users to view benefits information on summary-level pages and then
navigate to more detailed information by clicking the appropriate plan links.

Managing Work and Life Events

• Use the Activity Guide tool to walk the user through each of the steps necessary
to complete the process.
• Specify whether each step within an event is optional or required, or structure
them in priority order.
• Automatically launch workflow and approval routing, both within and beyond
enterprise boundaries.

Easy Global Deployment

• Use PeopleSoft’s global functionality to ensure that all text, date formatting, and
data elements are appropriate for the employee wherever they are.
• Do business in nine different languages; support for Unicode permits translation
into 200 additional languages.

Connecting Employees and Benefits Suppliers

• Knowledge-base content provider Authoria provides individualized responses to

employee health, welfare, and retirement plan inquiries.
• eBenX provides timely and accurate exchange of health enrollment data and
financial information between your enterprise and your health and welfare
carriers.

Pension Administration

Oracle's PeopleSoft Enterprise Pension Administration enables you to manage multiple,

complex, defined-benefit plans with a single pure internet solution that you can configure
to match your unique plan rules. Automate tasks ranging from pension calculations to
tracking service credit, produce reports, and provide critical information to use when
counseling plan participants.
PeopleSoft Pension Administration is part of Oracle’s PeopleSoft Enterprise Human
Capital Management family of applications.

Pension Administration - Features List

Integrate Your Data

• Leverage the capabilities of the entire range of PeopleSoft Enterprise HCM

solutions to integrate pension data in a single database.
• Store effective-dated employment history to track jobs, employment status,
salaried or hourly status, union affiliation, and more.
• Access individual historical earnings, hours, and pension contribution data;
consolidate data; or keep per-period history.
• Track all payees (retirees, beneficiaries, and qualified domestic relations order
[QDRO] alternate payees) in one database.

Manage Complex Plan Rules

• Establish rules for every aspect of your plans, including eligibility, participation,
compensation, vesting, contributions, optional forms of payment, and early
retirement factors.
• Use effective-dating to keep a history of plan provisions.
• Set up rules for special plan provisions, including grandfathered benefits, early
retirement window benefits, minimum benefit formulas, and breaks in service.
• Calculate service by using elapsed time, hours counting, or hours equivalency
methods, which you can establish independently for each plan.

Manage Contributory Plans

• Calculate employee contributions and manage separate employee accounts (for

example, tax-deferred, post-tax).
• Automatically deduct pension contributions from employee paychecks via an
interface with PeopleSoft Payroll.
• Administer "buyback" provisions.

Automate Administrative Functions

• Maintain service credit accruals and payroll consolidations through periodic batch
updates.
• Run on-demand calculations for individual employees, or schedule large batch
runs for later processing.
• View calculation results online and print worksheets to explain pension benefits
to your employees.
• Track communications, activities, election forms, and verifications.
• Track domestic relations orders (DROs).
Calculate Benefits

• Calculate benefits for all types of pension plans; for all optional forms of
payment; and for past, present, or future dates.
• Produce worksheets with estimates and accrued benefit information for plan
participants.
• Calculate benefits for a group of employees by using an event date alias.
• Enable plan participants to project pension benefits via the Internet by using
PeopleSoft Enterprise eBenefits' Self-Service Estimate Pension function.

Stock Administration

Oracle's PeopleSoft Enterprise Stock Administration is a pure internet solution for

establishing, managing, and administering multiple, complex equity plans and employee
stock purchase plans (ESPP) for your workforce. In addition, Stock Administration
delivers web-based self-service information about individual plans to employees,
optionees, and managers.

PeopleSoft Stock Administration is part of Oracle’s PeopleSoft Enterprise Human Capital

Management family of applications

Stock Administration - Features List

Integration with Other PeopleSoft Enterprise Human Capital Management (HCM)

Applications

• Leverage relevant employee data from your PeopleSoft HCM system.

• Gain two-way data exchange with your PeopleSoft Payroll system for
contributions to an employee stock purchase plan and to update year-to-date tax
information from stock sales.
• Obtain information for tax limits and tax rates from Payroll.
• Use the calculate taxes feature in Stock Administration to calculate taxes due.
• Use the update payroll balance feature to send income and tax withholding
information to Payroll.

Manage Multiple Stock Plans

• Incentive stock options (ISOs)

• Nonqualified stock options (NQs)
• Restricted stock awards (RSAs)
• Tandem stock appreciation rights (ISARs and NSARs)
• Employee stock purchase plans (ESPPs)

Enhance Stock Balance Tracking and Reporting Capabilities

 • Track multiple stock balances, including treasury pools, stock plans, and common
and preferred shares outstanding.
• Capture online transactions and batch processes for grants, purchases, exercises,
repurchases, releases, and sales or dispositions.
• Generate predefined, customized reports to meet requirements for financial
disclosure, auditing, and regulatory compliance.
• Track Section 16 insiders, 10 percent shareholders, and individuals to include in
your proxy reporting.

Simplify Complex Stock Plan Administration

• Define business rules for each stock plan at setup to automate administering
termination and/or leave-of-absence periods and to calculate fair market values
for each plan.
• Create customized vesting schedules and set up restricted stock awards to allow
exercising before vesting.
• Administer fixed and rolling employee stock purchase plan offerings and convert
employee stock purchases in foreign currencies.
• Prorate purchases, provide anti-dilution adjustments, and define a variety of
purchase limits.

Self-Service Tools for Employees

• View a summary of active stock option grants, including detailed vesting

information and future vesting.
• Model potential gains using value and taxation assumptions.
• View details of all activities, including grants, exercises, releases, sales,
repurchases, and cancellations/expirations for a specific date range.
• Enter and view insurance information and select broker or certificate issuance.

Self-Service Tools for Managers

• Enable managers to view information about all active grants, along with vesting
details for their direct reports.
• View information as of today's date or enter a past or future date.
• Model potential net gain of exercisable shares, view future vesting, and gain a
graphical view of potential gain.

Sales Incentive Management

Sales Incentive Management enables you to align your sales force with corporate
objectives, increasing performance and profits. With Sales Incentive Management you
get the real-time visibility and flexibility required to impact sales behaviors and meet
your goals. It also helps you improve administrative efficiencies and lower costs by
integrating your sales business processes across the enterprise.

Sales Incentive Management is part of Oracle's PeopleSoft Enterprise family of Sales

applications.

Sales Incentive Management - Features List

• Enable an information-driven sales organization.

• Increase sales productivity with real-time access to commission credits and status.
• Provide timely problem resolution through automated routing and workflow.
• Reduce administrative time and costs through a configurable and intuitive user
interface.
• Support all types of plans from simple to complex.
• Manage multiple plans, in multiple currencies, globally.
• Provide configurable, interactive reports to end users.
• Reduce total cost of ownership with delivered plan templates based on industry-
specific business processes.
• Streamline incentive processing with integration to your PeopleSoft HCM, CRM,
SCM, and Financial solutions.
• Leverage internet-based technology to communicate commission credits any time,
any place.
• Reduce commission overpayments through back-end system integration and
automated error-checking.
• Measure and track incentive plan effectiveness.
• Quickly change incentive plans to meet new business objectives.

Workforce Rewards

The most valuable resources in any organization are the people who make it run. You
rely on the skills your people possess to execute business objectives. Yet, your
competitors are fighting for those very same people, making it increasingly expensive to
continually recruit and train replacement personnel.

Oracle's PeopleSoft Workforce Rewards provides the tools you need to proactively
manage your company's compensation and retention policies. PeopleSoft Workforce
Rewards determines the overall value of your company's compensation package and puts
that information in the context of the overall marketplace to help you build a competitive
compensation strategy. PeopleSoft Workforce Rewards will also identify the best and
brightest employees so you can retain the people your organization needs in order to be
successful.

Workforce Rewards - Features and Benefits

Compensation Planning and Simulation

 • Create multiple base and incentive pay plan scenarios to analyze the cost and
return on investment of proposed changes.
• Define compensation plan eligibility groups and base and incentive pay rules.
• Design pay structures with the optimal mix of base and incentive pay.
• Adjust pay structures, eligibility rules, and formulas to create compensation
models for running scenarios.
• Identify the difference between actual cost and the eventual employee value of
different compensation elements.

Base Pay Structure Management

• Identify the design parameters for your base pay structure.

• Communicate pay range opportunities to job applicants and employees.
• Test and revise the structure to conform to your organization's compensation
strategy.
• Assign benchmark and nonbenchmark jobs to ranges in the pay structure.
• Conduct base pay structure scenario modeling.

Market-Based Pricing

• Compare your organization's compensation structure with published

compensation surveys for similar jobs.
• Collect external market survey data from a variety of sources and make it relevant
to your organization.
• Create market-rate models based on job codes and calculate market rates using
weighted averages.
• Run market-based pricing scenarios to compare your current pay levels and
structures with the market.

Retention Planning and Risk Assessment

• Track employees who possess critical skills, represent a high development

investment, or show high potential for future development.
• Define risk and performance assessment rules and identify high-turnover risk
factors.
• Calculate potential cost and lost value of individual turnover.
• Import employee survey data, and then compare this with information from your
PeopleSoft human resources applications, financial management applications, and
other legacy systems.

Workforce Simulation

• Combine existing workforce data with projections about your organization's

workforce growth and reduction.
• Input data as rules to create a simulated workforce for use in the Workforce
Rewards compensation planning and simulation tool.
eCompensation

Your employees are less likely to be recruited away from your organization if they
understand the true impact of the package you're offering them. Oracle's PeopleSoft
Enterprise eCompensation empowers your employees with a collaborative employee
compensation application that shows their complete compensation package in an intuitive
format—and provides the tools they need to plan their financial futures.

PeopleSoft eCompensation is part of Oracle’s PeopleSoft Enterprise Human Capital

Management family of applications.

eCompensation - Features List

Intuitive Self-Service

• Enable employees to review or verify their compensation history online.

• Include their entire history of cash and noncash compensation, such as base
salary, bonuses, and details about stock options granted through a variable
compensation plan.

Managing Work and Life Events

• Use the Activity Guide tool to walk the user through each of the steps necessary
to complete the process.
• Specify whether each step within an event is optional or required or structure
them in priority order.
• Automatically launch workflow and approval routing, both within and beyond the
enterprise's boundaries.

Easy Global Deployment

• Use PeopleSoft's global functionality to ensure that all text, date formatting, and
data elements are appropriate for the employee, wherever he or she is.
• Conduct business in any of nine languages, or use Unicode support to translate
eCompensation into 200 additional languages.

eCompensation Manager Desktop

Oracle's PeopleSoft Enterprise eCompensation Manager Desktop enables your managers

to make fast, informed workforce compensation decisions, then act on them—all online.
Managers gain easy access to total workforce compensation information as well as third-
party benchmarking and salary surveys, which they can then use to request or perform
salary changes.

PeopleSoft eCompensation Manager Desktop is part of Oracle’s PeopleSoft Enterprise

Human Capital Management family of applications.

eCompensation Manager Desktop - Features List

Self-Service Compensation Management

• View total compensation-related information for direct reports from a central

location, including salary, cash components such as bonuses, and noncash items
such as retirement contributions or stock plans.
• Request or grant base salary increases for employees, which are automatically
routed for approval, either during targeted review periods or on an ad-hoc basis.
• Request or grant a base salary increase for a group of employees, which you can
optionally track against an approved salary-increase budget.
• Easily set up workflow to automate approval routing.

Easy Global Deployment

• Use PeopleSoft's global functionality to ensure that all text, date formatting, and
data elements are appropriate for the employee, wherever he or she is.
• Conduct business in any of nine languages, or use Unicode support to translate
eCompensation Manager Desktop into 200 additional languages.