(24C) Oracle Fusion Cloud HCM Cloud: Using Benefits

Overview of Benefits

• Common Questions
• Oracle Human Capital Management
• Configuring and Administering Benefits Overview
• Benefits Hierarchy and Structure
• Key Points
• Practices

Overview of Benefits Administration

• Common Questions
• Benefits Terminology
• How Do Benefits Typically Work?
• How Do Benefits Administrators Get Involved?
• What Are The Common Administrative Tasks Performed by Benefits Administrators for Participants?
• What Are Other Common Administrative Tasks Performed by Benefits Administrators?
• Key Points

Benefits Relationships, Year Periods, and Effective and Session Dates

• Common Questions
• What's It All About?
• What's an Employment Model?
• How Are Benefits Associated With An Employee?
• When Do You Need To Take Action?
• Modify A Worker's Benefits Relationships
• What Are Year Periods?
• What's an Effective As-of Date?
• Session Effective Dates
• Key Points
• Practices

Manage Participants

• Common Questions
• What's It All About?
• Where Do You Do It?
• What's Available to Modify?
• Benefits Summary
• People to Cover
• Benefits Relationships
• What Are Benefit Balances?
• Benefit Balances
• Benefit Groups
• Employment Info
• Compensation
• Person Info
• Billing
• Key Points
• Practices

Manage Life Events

• Common Questions
• What is a Life Event?
• Life Event Life Cycle
• What Do You Have To Do?
• Types of Life Events
• 1. Evaluate Life Events
• 2.1. Review Life Events: Benefits Service Center
• 2.2. Review Life Events: Individual Participants
• 2.3. Review Life Events: Life Events Dashboard
• 3. Manage Exceptions
• 3.1. Add An Open Enrollment
• 3.2. Reopen Or Back Out A Processed Event
• 3.3. Process or Collapse Potential Life Events
• 3.4. Edit or Delete a Detected Life Event Or Void A Potential Event
• 3.5. Create An Event Manually
• Key Points
• Practices

Collapse Life Events

• Common Questions
• Technical Challenge: Multiple Life Events In A Short Time
• Technical Solution: Collapse Life Events
• How Do Implementors Configure Collapsing Rules?
• Collapse Events As A Benefits Administrator
• Review Collapsed Events
• Key Points
• Practices

Manage Enrollments

• Common Questions
• The Enrollment Lifecycle
• Run or Schedule the Evaluation Processes
• Participant Self Service
• How Do You Assist Participants in Enrollment?
• What Else Can You Do With A Started Life Event?
• How Do You Manage Enrollments?
• Review an Enrollment
• Override an Enrollment
• Action Items
• Court Orders, Certifications, and Notes
• The Enrollments Dashboards
• Key Points
• Practices

Evaluation And Reporting

• Common Questions
• What's It All About?
• What's Available in the Enrollments and Reports Area?
• Summary Tab Overview
• Enrollments Dashboard
• Life Events
• Processes
• Life Event Processes
• Election Processes
• Recalculate, Restart, Maintenance, and Billing Processes
• Enrollment Uploads and Person Data Loaders
• The Monitor Process Request Panel
• Tabs Added by Implementors
• Key Points
• Practices

Benefits Reports

• Common Questions
• What's It All About?
• Benefits Infolets
• Reports And Analytics
• What Kinds Of Predefined Reports Are Available?
• Build Your Own Report
• Diagnostic Reports
• How Do You Run a Diagnostic Report?
• What Diagnostic Reports are Available?
• Key Points
• Practices

Open Enrollment

• Common Questions
• What Is Open Enrollment?
• How Do You Implement Open Enrollment?
• Sample Timeline
• What Do Implementors Do In the Preparation Phase?
• Important Date Settings
• What Are Your Responsibilities In The Preparation Phase?
• Identify And Resolve Outstanding Life Events And Actions
• Close Action Items in Bulk
• Trial Open Enrollment
• Open Enrollment
• What's an Intervening Life Event?
• What is the Default Behavior for Intervening Events?
• Manual Intervention for Intervening Events
• What Do You Do Post Enrollment?
• Key Points
• Practices

Benefits Court Orders

• Common Questions
• What's It All About?
• Record the Court Order Step 1 of 4: Add the Court Order
• Record the Court Order Step 2 of 4: Add the Details
• Record the Court Order Step 3 of 4: Add the Documentation
• Record the Court Order Step 4 of 4: Add the Dependents
• Who Should Enroll the Dependent?
• How Do You Detect Changes to Court Orders?
• Key Points
• Practices

Benefits Extracts

• Common Questions
• What's It All About?
• Implementor Step 1 of 6: Add Carrier Information
• Implementor Step 2 of 6: Set Extract Options for the Carrier
• Processing Type
• Implementor Step 3 of 6: Add Carrier File Transfer Information
• Implementor Option: Map Lookup Values
• Implementor Step 4 of 6: Associate Plans with Carriers
• Implementor Step 5 of 6: Add Extract Names to Plan Types
• Implementor Step 6 of 6: Add Extract Names to Options
• Overview of Benefits Administrator Tasks
• Run the Extract
• Review the Extract Data
• Transmit the Files
• Key Points
• Practices

Integrated Workbooks In Benefits

• Common Questions
• What's It All About?
• How Does It Work?
• What Can You Upload?
• Set The Session Effective Date
• Step 1 of 5: Install the ADF Plug-In
• Step 2 of 5: Set the Effective Date and Download the Workbook
• Step 3 of 5: Populate the Workbook
• Step 4 of 5: Copy The Staging Tables To The Application
• Step 5 of 5: Verify the Results
• Key Points

Information Resources

• Information Resources
• Oracle Help Center
• My Oracle Support
• Oracle Cloud Customer Connect
• Oracle University
• Oracle Partner Community