(24C) Oracle Fusion Cloud HCM: Configure Benefits

Overview of Benefits Configuration

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

Preliminary Configuration, Effective Dates, and Session Dates

• Common Questions
• Preliminary Setup
• How Are Benefits Associated With An Employee?
• When Do You Need To Take Action?
• Modify A Worker's Benefits Relationships
• Create Year Periods
• Effective Dates
• Session Dates
• Key Points
• Practices

Manage Benefit Plan Types

• Common Questions
• Plan Type
• Review: Benefits Hierarchy and Structure
• Configure a Plan Type: Set The Name And Codes
• Configure a Plan Type: Set the Option Type
• Configure a Plan Type: Configure Grouping, Enrollment, and Extracts
• Key Points
• Practices

Manage Benefit Options

• Common Questions
• Benefit Options
• Review: Benefits Hierarchy and Structure
• Configure an Option: Set the Effective Start Date
• Configure an Option: Set the Name and Codes
• Configure an Option: If Needed, Create a Waive Option
• Configure an Option: Configure the Period of Enrollment
• Associate Plan Types with the Option
• Specify Allowable Dependents or Beneficiaries
• Key Points
• Practices

Create Benefit Plans

• Common Questions
• Benefit Plans
• Review: Benefits Hierarchy And Structure
• The Plan Configuration Roadmap: Steps 1-4
• The Plan Configuration Roadmap: Steps 5-8
• Ways to Create a Plan
• Method 1: Quick Create
• What Can You Specify When You Quick Create a Plan?
• Method 2: Quick Create From Program
• What Can You Specify When You Quick Create a Plan from Within a
• Program?
• Method 3: Plan Configuration Process
• Method 4: Integrated Microsoft Excel Workbook
• Step 1: Enter The Basic Details: Basic Settings
• Step 1: Enter The Basic Details: Availability And Options
• Step 2: Add Additional Configurations: Basic Settings
• Step 2: Add Miscellaneous Information
• Editing and Activating Plans
• Viewing Plans and Associated Objects
• Validating Plans
• Key Points
• Practices
• 6 Create Benefit Programs
• Common Questions
• Benefit Programs
• Review: Benefits Hierarchy And Structure
• The Program Configuration Roadmap: Steps 1-3
• The Program Configuration Roadmap: Steps 4-6
• Ways to Create a Program
• Method 1: Quick Create Program
• What Can You Specify When You Quick Create a Program?
• Method 2: Program Configuration Process
• Method 3: Integrated Microsoft Excel Workbook
• Step 1: Enter The Basic Details: Basic Settings (Part 1 Of 2)
• Step 1: Enter The Basic Details: Basic Settings (Part 2 Of 2)
• Step 1: Enter The Basic Details: Availability, Plan Types, And Plans
• Step 2: Add Additional Configurations: Reporting Groups, Organizations, Image,
• And Documents
• Editing and Activating Programs
• Viewing Programs and Associated Objects
• Validating Programs
• Key Points
• Practices
• 7 Configure Eligibility Criteria
• Common Questions
• What's It All About?
• How Do You Configure an Eligibility Profile?
• Eligibility Criteria
• Personal Eligibility Criteria
• Postal Code Ranges
• Service Areas
• Employment Eligibility Criteria
• Derived Factors Eligibility Criteria
• Other Eligibility Criteria
• Benefit Groups
• User-Defined Criteria
• Related Coverage Eligibility Criteria
• Labor Relations Eligibility Criteria
• Key Points
• Practice

Define Eligibility Profiles

• Common Questions
• Where And How Are Eligibility Profiles Used?
• Review: How Do You Configure an Eligibility Profile?
• Create the Eligibility Profile: Initial Settings
• Create the Eligibility Profile: Additional Settings
• Create the Eligibility Profile: Add Eligibility Criteria
• Eligibility Criteria: Sequence and Exclude
• How Do Eligibility Criteria Combine Within A Profile?
• How Do Eligibility Profiles Combine Within A Plan Or Program?
• How Do You Test An Eligibility Profile?
• Key Points
• Practice
• 9 Configure Eligibility
• Common Questions
• What's It All About?
• The Eligibility Hierarchy
• What Are the Components of Eligibility?
• Configure Eligibility Step 1: Select the Benefits Object
• Configure Eligibility Step 2: Specify the Participation and Waiting Period
• Configure Eligibility Step 3: Add Eligibility Profiles

Configure Eligibility Step 4: Add Allowable Dependents or Beneficiaries to Plans

• and/or Options
• Key Points
• Practice
• 10 Configure Life Events
• Common Questions
• What is a Life Event?
• Life Event Life Cycle
• What Do You Have To Do?
• Types of Life Events
• How Do You Create An Explicit Life Event? Step 1: Specify The Data Change That
• Triggers The Event
• How Do You Create An Explicit Life Event? Step 2: Create A New Life Event That
• Uses The Data Change
• How Do You Configure Other Life Events?
• How Do You Configure Other Life Events? General Information
• How Do You Configure Other Life Events? Additional Information
• Common Configurations
• Life Event Processing
• Key Points
• Practice

Collapse Life Events

• Common Questions
• Technical Challenge: Multiple Life Events In A Short Time
• Why Isn't Override Good Enough?
• How Do You Configure Collapsing Rules?
• 1-3. Configure The Collapsing Event Rule Header
• How Does Sequence Number Work?
• How Do You Set The Final Occurred On Date?

4-6. Add Selected Life Events, Specify A Resulting Event, And Select The Operator

• And What To Do With Collapsed Events
• How Do You Collapse Events?
• Key Points

Configure Enrollments

• Common Questions
• How Does Enrollment Work?
• Eligibility Life Events
• Enrollment Life Events
• The Enrollment Hierarchy
• Configure Enrollment: Programs
• Configure Enrollment: Plan Types Page 1
• Configure Enrollment: Plan Types Page 2
• Configure Enrollment: Plans
• Configure Enrollment: Options
• Configure Enrollment: Program Life Events
• Configure Enrollment: Plan Type Life Events
• Configure Enrollment: Plan Life Events
• Configure Enrollment: Option Life Events
• Key Points
• Practices
• 13 Certifications
• Common Questions
• What's It All About?
• Where Do You Manage Certifications?
• Add a Certification Requirement
• Add An Enrollment Certification
• Life Event Enrollment Certifications
• Where Do You Manage Restrictions?
• Benefit Amount Restrictions
• Plan or Option Sequence Restrictions
• Key Points
• Practice
• 14 Designations
• Common Questions
• Review: Specify Allowable Dependents or Beneficiaries for Options
• Review: Specify Allowable Dependents or Beneficiaries for Plans or Options in
• Plan
• How Do You Configure Designation?
• For Programs, Specify The Dependent Designation Level
• Configure Dependent Designations: Overview
• Configure Dependent Designations: Add Action Items
• Configure Dependent Designations: Add Certifications
• Configure Dependent Designations: Life Event Settings
• Configure Beneficiary Designations: Add Action Items
• Configure Beneficiary Designations: Add Restrictions
• Key Points
• Practice
• 15 Export and Import Plan Configurations
• Common Questions
• What's It All About: Exports?
• What Should You Do Before You Perform an Export?
• Perform the Export
• What Gets Exported?
• How Do You Check Your Export?
• What's It All About: Imports?
• Prepare the Target Environment
• Start the Import
• Specify the Required Mappings
• Possible Mappings
• Validate the Results
• Review the Results
• Key Points
• 16 Fast Formulas for Benefits
• Common Questions
• What's It All About?
• General Information About Formulas
• How Are Formulas Created?
• How Are Formulas Used? Examples
• Formula Types
• Who Can Modify Formulas?
• How Do You Test a Formula?
• Key Points
• 17 Benefit Rates and Elements
• Common Questions
• What's It All About?
• Standard Rates
• Variable Rate Profiles
• Additional Information for Variable Rate Profiles
• Variable Formulas
• Add a Rate to a Plan or Option in Plan
• 1: Create Any Required Elements And Set Their Options
• 2. Set Element Eligibility
• 3. Create Variable Rate Profiles or Variable Formulas
• 4. Create a Standard Rate (Page 1 of 3)
• 4. Create a Standard Rate (Page 2 of 3)
• 4. Create a Standard Rate (Page 3 of 3)
• What are Imputed Rates?
• How Do You Implement Imputed Rates?
• Key Points
• Practices
• 18 Calculation Methods
• Common Questions
• What's It All About?
• Calculation Methods
• Calculation Methods: Flat Amount
• Calculation Methods: Multiple Of
• Additional Configurations
• Processing Information
• Extra Inputs
• Partial Month Determination
• How Are Rates Communicated? Communicated Rate Frequency
• How Are Rates Communicated? Defined Rate Frequency
• How Are Rates Communicated? Value Passed to Payroll
• Key Points
• Practice
• 19 Variable Rate Profiles
• Common Questions
• What's It All About?
• How Does It Work?
• What If You Have Multiple Eligibility Criteria?
• Creation Sequence
• Create a Variable Rate Profile: Header Information
• Create a Variable Rate: Calculation Method
• Create a Variable Rate: Rounding, Limits, and Ultimate Limits
• Add the Variable Rate to a Standard Rate
• Key Points
• Practices
• 20 Benefits Plan Coverage
• Common Questions
• What's It All About?
• How Do You Create A Coverage?
• Select The Plan, Option, And Calculation Method
• Calculation Methods: Flat Amount
• Calculation Methods: Flat Range
• Calculation Methods: Multiple of Compensation
• Calculation Methods: Additional Options
• Variable Coverage Profiles
• Configure a Variable Coverage Profile
• Annual Values And Ultimate Limits
• Add Variable Coverage Profiles to Coverages
• Limit Coverage for a Program
• Key Points
• Practices
• 21 Flex Credits
• Common Questions
• What's It All About?
• What Are Flex Credits?
• How Do Flex Credits Work?
• Configure Programs To Use Flex Credits
• Unrestricted Programs
• Implement A Flex Credit Plan
• 1: Create a Flex Credits Plan Type
• 2: Create A Flex Credit Shell Plan
• 3: Add Programs to the Plan
• 4: Specify The Rates
• 5: Add Credit Pools for Programs, Plans in Program, and/or Options in Plan
• Credits Provided
• Spending Options
• Excess Credits
• Configure Rollovers
• Rollover Example
• Key Points
• Practices

Configure Enrollment Display Options

• Common Questions
• What's It All About?
• Review: Display Options for Plan Types and Rates
• Configure Plan Type Grouping Display
• Configure Plan Type Grouping Display: Rate Column Display
• Configure Plan Type Grouping Display: Plan Dependency Rules
• Configure Plan Type Grouping Display: Mutually Exclusive Plans
• Create An Authorization
• Self-Service Configuration: Page 1 of 2
• Self-Service Configuration: Page 2 of 2
• Alerts
• Deep Links for Benefits
• Key Points
• Practices
• 23 Configure Plan Comparison
• Common Questions
• What's It All About?
• How Is It Built?
• Use The Plan Comparison Values Page To Create Your Values
• Create a Template Type Group and Template Types
• Create a Category Group and Categories
• Create an Option Group and Options
• Create a Feature Value Group and Feature Values
• Create a Plan Comparison Template: Basic Details
• Create a Plan Comparison Template: Highlights
• Create a Plan Comparison Template: Feature Groups and Features
• Create a Plan Comparison Template: Features
• Add Plans to Your Plan Comparison Template
• Configure Each Plan: Details, Costs, and Highlights
• Configure Each Plan: Feature Values
• Get the Template Id
• Add the Comparison to the UI
• Test the Results
• Key Points
• Practices
• 24 Vacation and Sick Time Sell Plans
• Common Questions
• What's It All About?
• How Do You Do It?
• Configure Absence Management
• Create a Vacation or Sick Time Sell Plan
• Create User Values
• Create the Standard Rate for Your Plan
• Create the Coverage for Your Plan
• Key Points
• 25 Lookups
• Common Questions
• What's It All About?
• Lookup Configuration Level
• Person Factors Lookups
• Process Name Lookups
• Regulations Lookups
• Health Care Services and Primary Care Physician
• Certification Lookups
• Key Points
• 26 Information Resources
• Information Resources
• Oracle Help Center
• My Oracle Support
• Oracle Cloud Customer Connect
• Oracle University
• Oracle Partner Community