PEOPLESOFT PROPRIETARY AND CONFIDENTIAL PREFACE xi CHAPTER 1 Setting Up and Using Engagement Planning This chapter provides an overview of setting up and using PeopleSoft Engagement Planning, and discusses how to: • Set up Engagement Planning: establish opportunity status definition defaults. • ...
You set up pay types for 1099 processing to accurately allocate earnings, other than wages, for contract or pension employees. You must set up these pay types before you can enter the employee's pay in time entry and process it through a payroll cycle. Setting up pay types for 1099 proces...
They achieved the previous year's annual annuity business in just 3 months. Their calendar is fully booked, eliminating the need to chase cold leads. Over a span of 6 months, the office generated over 300 seminar leads that resulted in no-shows and failed to book appointments. These wereco...
Thinking of variable annuity guaranteed minimum benefits and universal life secondary guarantees, it would be very easy to lose the “in the moneyness” risk of certain policies with inappropriate compression. Moreover, modelers should “step through” each change in isolation to understand the impact...