PEBT Process Overview

PEBT Process Overview

GOAL: To provide a wholistic overview of PEBT setup and configuration for Life Insurance. 

[BOARD CONFIG] Benefit Provider Configuration

HR > BOARD CONTROL > BENEFITS > BENEFIT PROVIDER CONFIGURATION

Select Benefit Provider = PEBT.

**Configure Benefit Provider = PEBT, along with correct Interfect ID and B.A.G**

Note: Description, Interface ID and Benefit Administration Group (BAG) must be setup in this screen.

Interface ID and Benefit Administration Group (B.A.G) will be used in the HRIS file 

• Header
• Transactions
• Trailer 

IMPORTANT Note: The Interface ID and BAG values must comply with PEBT requirements. 

Interface ID = SD##HRIS 

Benefit Administration Group = ## (from SD##) 

It is important to note that these values will be different for other BC school boards.  

BOARD CONTROL > GENERAL TABLES > MISCELLANEOUS CODES MAINTENACE

Here Miscellaneous Codes are created for each PEBT specific parameter. 

PEBT Employee Group:  The drop-down list values must exist as active codes in the Miscellaneous Codes table, EC_CODE where CODE_TYPE = ‘BG’. 

PEBT Employment Basis: The drop-down list values must exist as active codes in the Miscellaneous Codes table, EC_CODE where CODE_TYPE = ‘BB’. 

PEBT Work Status: The drop-down list values must exist as active codes in the Miscellaneous Codes table, EC_CODE where CODE_TYPE = ‘BW’. 

For each miscellaneous PEBT code type, the PEBT specific values have been created as per specifications. 

Ensure you refer to your PEBT Workbook – HRIS document. 

[EMPLOYEE LEVEL] Employee Spotlight

HR > STAFFING > STAFF MANAGEMENT > EID > BENEFITS Tab

**Ensure PEBT Plan = YES, and populate PEBT PLAN tab to ensure EID pulls in File**

HR > STAFFING > STAFF MANAGEMENT > EID > POSITION AND ASSIGNMENT 

Employee Position tab 

**Ensure Benefit Plan = PEBT for accurate Salaries and Scheduled Hours are reported**