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Benefits Administration Snapshot: Purpose and Setup (Doc ID 1318568.1)

Last updated on NOVEMBER 09, 2023

Applies to:

PeopleSoft Enterprise HCM Benefits Administration - Version 8.8 SP1 and later
Information in this document applies to any platform.


Using the Eligibility Snapshot functionality in BenAdmin.

If an organization is about to implement or upgrade Ben Admin, a starting picture of the employees' current eligibility will be needed as of the Go-Live date. This baseline of information for any individual employee can take the form of an Open Enrollment row, a Snapshot row, or the employee’s hire row, if they come into the organization after the Go-Live. If the Go-Live for Benefits Administration is planned for Event Maintenance, and not Open Enrollment, the Snapshot process will give a starting picture for all employees in the organization.  This document describes this in detail.


Benefits Administrators, users assigned to implementation or upgrade tasks.


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In this Document
 What is the purpose of the Benefits Administration Snapshot?
 Why is a starting picture needed?
 What does a Snapshot do?
 What Effective Dates should be used for the Snapshot?
 A Note about Scheduling and Running Snapshot.
 Running in Different Test Environments.
 Converting BAS_PARTIC Table Data for Upgrade

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