US Federal employees can use self-service to enroll and manage their Federal Employee Health Benefits and Thrift Savings Plans elections. Employees can review their current elections using self-service benefits. They can also review their current, past, and future benefit elections from their My Information self-service page, as well as other employment-related information.
See: Information Overview
Federal government employees can elect, change, or cancel Federal Employee Health Benefits (FEHB). You can enroll employees when you process an Appointment, Conversion to Appointment, or Extension RPA. Employees enroll and manage their FEHB benefits using self-service. As an HR specialist, you can also enroll and administer benefits for employees using the professional user interface.
See: Federal Employee Health Benefits Overview, Oracle HRMS Compensation and Benefits Management Guide
Federal government employees covered by the Federal Employee's Retirement System (FERS) and the Civil Service Retirement System (CSRS) can participate in Thrift Savings Plans (TSP) and, where eligible, contribute to Thrift Savings Catch-up plans.
You can enroll employees when you process an Appointment, conversion to Appointment, or Extension RPA. Employees enroll and manage their TSP benefits using Oracle Self-Service Human Resources (SSHR). As an HR specialist, you can also enroll and administer benefits for employees using the professional user interface.
See: Thrift Savings Plan Overview, Oracle HRMS Compensation and Benefits Management Guide
See: Managing the Thrift Savings Plans (TSP) Information Using Self-Service
When you process an Appointment or Conversion to Appointment RPA action, you can enter employee benefits, and upon update to HR, the application establishes the Health Benefits elements, Federal Employee Group Life Insurance, and Thrift Savings Plan (TSP) elements. Similarly, for Extension actions, you can enter new employee benefits and change existing health benefits. (OPM does not authorize changes to these benefits for Extension actions.)
When you update the RPA action, the application initiates appropriate potential life events, such as an Initial Opportunity. The employee can then modify the choices during the life event period using self-service, or you can enter the elections for the employee using the professional user interface.
Appointment, Conversion, and Extension Enrolments, Oracle HRMS Compensation and Benefits Management Guide
Employees covered by the Federal Employee Retirement System (FERS), Civil Service Retirement System (CSRS), or Foreign Service Retirement and Disability System (FSRDS) can participate in Thrift Savings Plans (TSP). Oracle US Federal Human Resources (HR) enables employees and HR professionals acting on behalf of employees to manage their TSP contributions and changes using self-service. Employees and HR professionals can view and update information about their TSPs using the TSP For Employees self-service page.
To update the TSP information:
As an employee acting on your own behalf, click the TSP link in your Employee Self-Service responsibility page to navigate to the TSP For Employees page.
As an HR Professional acting on behalf of an employee, click the TSP link in your HR Professional Self-Service responsibility to navigate to the TSP: People page. In the TSP: People page, search for the employee whose TSP details that you want to update. Click the Action icon to navigate to the TSP For Employees page.
The TSPs that appear in the TSP for Employees page are accessible to employees and HR professionals regardless of open life events for health benefits or life insurance actions. If an employee's current TSP status is Ineligible (I), then the employee cannot access the TSP For Employees self-service page.
Use the TSP For Employees page to:
View your current TSP enrollment information such as the TSP name, the contribution percent or amount, and the plan enrollment start date.
View the details of your TSP enrollments that will become active at a future date. You can change the following information for a TSP that is pending enrollment:
Effective date
Percent
Amount
End date
You can also cancel a pending enrollment.
Perform the following actions:
Change a pending enrollment: Use this action to enter the percent or the amount that you want to contribute to a TSP enrollment that will become active at a future date. If you want to change the effective date, then you must first cancel the enrollment that is pending and then change the effective date of the pending enrollment.
Cancel a pending enrollment: Use this action to unenroll from a future enrollment in a TSP.
Change the contribution of a current enrollment. Use this action to change the following details of your current TSP enrollment:
Effective date
Percent or an amount for each TSP contribution
Stop the contribution to a current enrollment: Use this action to stop your contribution to all TSPs or a specific TSP. When you perform this action, the application automatically updates the contributed value (the percent or the amount) to zero.
Print a Form TSP-1 for the latest election: Use this action to view the TSP-1 form and print. You can save the form to your local directory.
When an employee or an HR professional changes the TSP enrollment details using self-service, Oracle US Federal HR uses rules to default the correct TSP status code in the TSP Status field. For more information, see Default Rules for the TSP Status and the TSP Status Date Fields table. Employees cannot change the default TSP status. However, HR professionals can edit the default TSP status using the HR Professional self-service responsibility.
The TSP status codes and their descriptions are:
A: Automatically Enrolled Participant (A)
N: Elected Not To Contribute (N)
Y: Elected To Contribute (Y)
E: Eligible To Contribute (E)
I: Ineligible to Participate (I)
S: Stop Employee Contrib Before Eligible for Agency Contrib (S)
T: Terminated Contributions (T)
W: Waiting to Receive Agency Contributions (W)
The following table explains how the default rules work for the TSP Status and TSP Status Date fields when an employee or an HR professional changes the enrollment details of a TSP.
| Current TSP Status Is: | Employee or HR Professional Enters: | Employee or HR Professional Stops: | New TSP Status Will Be: | New TSP Status Date Will Be: |
|---|---|---|---|---|
| A | Any contribution value other than zero | ----- | Y | Effective date of the change |
| E | Any contribution value other than zero | ----- | Y | Effective date of the change |
| Y | Any contribution value other than zero | ----- | Y | Unchanged |
| A or E or Y | All contributions | T | Effective date of the change | |
| A | Any of the contributions, but not all | Y | Effective date of the change | |
| Y | Any of the contributions, but not all | Y | Unchanged | |
| Current TSP Status Is: | HR Professional Selects: | HR Professional Stops: | New TSP Status Will Be: | New TSP Status Date Will Be: |
| A or E or Y | The Hardship check box* | All contributions | T | Effective date of the change |
* When an employee or an HR Professional acting on behalf of an employee elects to terminate all TSP contributions, the employee continues to be eligible to reelect participation at any time. In a termination instance, the TSP Status is set to T and the TSP Employee Contribution Eligibility Date remains unchanged.
The TSP status changes occur only when an employee or an HR professional updates the TSP and the TSP Catch-Up fields. If an employee or an HR Professional updates the TSP Roth fields, the Roth Catch-Up fields, or both, then the TSP status code and the TSP status date remain the same. When an HR professional terminates all of any employee's contributions due to a hardship withdrawal, the employee will be ineligible to reelect for a period of 6 months. In such a case, the HR professional must select the Hardship check box, and then the application defaults the TSP Status to T.
When you submit TSP changes, the application updates the relevant TSP element entries based on the effective date. The application uses pay period pay dates, the dates on which the agency issues employee pay checks, as a basis for validating an employee's TSP enrollment eligibility. See Pay Period Pay Dates, Oracle US Federal Human Resources Compensation and Benefits Management Guide for more information.
This topic provides technical information about the Thrift Savings Plan (TSP) self-service pages.
For an overview, see Managing the Thrift Savings Plans (TSP) Information Using Self-Service.
The TSP pages can be accessed from the following predefined responsibilities, menus, and functions:
Menu: Federal Employee Self Service (GHR_EMPLOYEE_DIRECT_ACCESS)
The Federal Employee Self Service menu provides the following function to manage the TSP information:
| Prompt | Submenu | Submenu Type | Function |
|---|---|---|---|
| TSP | TSP Employee (GHR_SS_ACTION_TSP_EMP) |
Menu: Federal HR Self Service (GHR_HR_MANAGER_ACCESS)
The Federal HR Self Service menu provides the following function to manage the TSP information:
| Prompt | Submenu | Submenu Type | Function |
|---|---|---|---|
| TSP | GHR TSP Action HR Self Service (GHR_SS_ACTION_TSP_HR_SS) |
The following table provides information about TSP functions.
| User Function Name (Function) | Type | Parameters | Web HTML |
|---|---|---|---|
| TSP Employee (GHR_SS_ACTION_TSP_EMP) | JSP | pActionType=GHR_EMP_TSP | OA.jsp?page=/oracle/apps/ghr/selfservice/ben/tsp/webui/EmpTSPPG&akRegionApplicationId=800 |
| GHR TSP HR (GHR_SS_ACTION_TSP_HR) | JSP | pActionType=GHR_HR_TSP | OA.jsp?page=/oracle/apps/ghr/selfservice/ben/tsp/webui/EmpTSPPG&akRegionApplicationId=800pCalledFrom=GHR_SS_ACTION_TSP_HR&pPersonID=&OAFunc=GHR_SS_ACTION_TSP_HR |
| GHR TSP Action HR Self Service (GHR_SS_ACTION_TSP_HR_SS) | JSP | pPersonID=&pFromMenu=Y&pManagerEnabled=N&pCalledFrom=GHR_SS_ACTION_TSP_HR&pIsHRProf=Y&pActionType=GHR_HR_TSP | OA.jsp?akRegionCode=HR_PERSON_SEARCH_TOP_SS&akRegionApplicationId=800 |
| Cancel Pending Enrollment Employee (GHR_TSP_CAN_PEND_ENROLL_EMP) | JSP | pAMETranType=SSHRMS&pAMEAppId=800&pActionType=GHR_EMP_CAN_TSPPEND_ENR&pProcessName=GHR_ACTIONS_PRC&pItemType=HRSSA&pCalledFrom=GHR_TSP_CAN_PEND_ENROLL_EMP&pAplReq=N&pNtfFyiDetails=Y | OA.jsp?akRegionCode=HR_CREATE_PROCESS_TOP_SS&akRegionApplicationId=800&OAFunc=GHR_TSP_CAN_PEND_ENROLL_EMP |
| Change Current Enrollment Employee (GHR_TSP_CHG_CURR_ENROLL_EMP) | JSP | pAMETranType=SSHRMS&pAMEAppId=800&pActionType=GHR_EMP_CHG_TSPCURR_ENR&pProcessName=GHR_ACTIONS_PRC&pItemType=HRSSA&pCalledFrom=GHR_TSP_CHG_CURR_ENROLL_EMP&pAplReq=N&pNtfFyiDetails=Y | OA.jsp?akRegionCode=HR_CREATE_PROCESS_TOP_SS&akRegionApplicationId=800&OAFunc=GHR_TSP_CHG_CURR_ENROLL_EMP |
| Change Pending Enrollment Employee (GHR_TSP_CHG_PEND_ENROLL_EMP) | JSP | pAMETranType=SSHRMS&pAMEAppId=800&pActionType=GHR_EMP_CHG_TSPPEND_ENR&pProcessName=GHR_ACTIONS_PRC&pItemType=HRSSA&pCalledFrom=GHR_TSP_CHG_PEND_ENROLL_EMP&pAplReq=N&pNtfFyiDetails=Y | OA.jsp?akRegionCode=HR_CREATE_PROCESS_TOP_SS&akRegionApplicationId=800&OAFunc=GHR_TSP_CHG_PEND_ENROLL_EMP |
| Stop Current Enrollment Employee (GHR_TSP_STP_CURR_ENROLL_EMP) | JSP | pAMETranType=SSHRMS&pAMEAppId=800&pActionType=GHR_EMP_STP_TSPCURR_ENR&pProcessName=GHR_ACTIONS_PRC&pItemType=HRSSA&pCalledFrom=GHR_TSP_STP_CURR_ENROLL_EMP&pAplReq=N&pNtfFyiDetails=Y | OA.jsp?akRegionCode=HR_CREATE_PROCESS_TOP_SS&akRegionApplicationId=800&OAFunc=GHR_TSP_STP_CURR_ENROLL_EMP |
Not applicable
Not applicable
Self-Service Benefits functions are attached to the Benefits Self-Service menu. You can change menu names and function names, or remove menus and functions if required.
As a standard practice, you should copy and edit all delivered menus you want to update. Otherwise, your changes will be overwritten the next time you apply a patch to the application.
See: Configuring Tabbed Regions
See: User's Menu (Oracle E-Business Suite System Administrator's Guide - Security) for more information on configuring menus.
To set up user access to self-service benefits
Log on to Oracle HRMS with the System Administrator responsibility.
Open the Menus window.
Query the Self-Service Menu in the Menu field: GHR_EMPLOYEE_DIRECT_ACCESS. The following Self-Service User Menu Name displays to users:
Federal Employee Self-Service
You can change the menu name if required.
Query the global Benefits Submenu in the Menu field: BEN_SELF_SERVICE_BENEFITS. The following Benefits Submenu User Name displays:
Benefits Self Service
Because the Benefits Self Service submenu is not linked to a top level menu (it has no prompt) the submenu is hidden. The Benefits Self Service submenu has the following prompts.
Benefits Enrollment
Current Benefits
These prompts function as the labels on the tabs of the self-service web page.
Save your work.
Add a new row for the US Federal benefits function.
Enter a sequence number.
Enter a prompt, such as US Federal HR Benefits.
Choose the Self-Service Benefits Enrollment - Federal function, (GHR_SS_BNFT_ENRT).
Save your work and close the Menus window.
You can use the Form Functions window to customize the predefined functions--GHR_SS_BNFT_ENRT.
Use the Form Functions window to create your own Self-Service Benefit functions from the sample functions supplied. The sample User Function Names are:
Self Service View Current Benefits
Self Service Benefits Enrollment
The Function Names are:
BEN_SS_CURR_BNFT
GHR_SS_BNFT_ENRT
If you update the predefined functions, you must update your custom function to use the predefined parameters and HTML Calls.
Note: It is a good practice to check the Readme for each Self-Service Benefits patch you apply to see if the parameters and HTML Calls for the predefined functions have changed.
See: Form Functions Window (Oracle E-Business Suite System Administrator's Guide - Security)
Set Security Profiles. Use the System Profile Values window to link the responsibility you have created to a Security Profile and your Business Group. The Security Profile is:
HR: Security Profile
Note: If you fail to link your Responsibility to your Business group with the HR: Security Profile, any benefits participants who attempt to enroll will receive an error message indicating they cannot enroll.
See: User Profiles (Oracle E-Business Suite User's Guide and Oracle E-Business Suite System Administrator's Guide - Security)
Set the HR: Business Group Profile. Use the System Profile Values window to link the responsibility you have created to your Business Group. The Business Group Profile is:
HR: Business Group
Define the people you would like to access Self-Service Benefits.
There are two ways to do this. You can follow the typical steps for defining a new user and assign each user a responsibility that enables access to Self-Service Benefits, one at a time.
See: Users Window (Oracle E-Business Suite System Administrator's Guide - Security).
Or, you can set up concurrent programs to automate this manual process.
As a general practice, most federal personnel offices approve a participant's benefits elections, such as health benefit and TSP selections. If your agency's policies include this review or approval process, you can have Oracle workflow send a notification to the POI groupbox when employees enroll or update their benefit elections. The notification contains a link to the employee's confirmation page. After reviewing the elections, you can contact the participant to correct and resubmit the elections or manually override the changes in the professional user interface.
When you want to change the predefined function, you copy and rename the original process. By leaving the original process intact, you can refer to it and also use it as a basis for future upgrade. After you copy the process, use the Function window and the system administrator responsibility to change the notification setting and attach the function to your menu Federal Employee Self Service Benefits.
See: Defining SSHR Functions, Oracle HRMS Configuring, Reporting, and System Administration Guide
To have Oracle Workflow send the POI groupbox a benefit notification
Click the Forms tab.
Query the function GHR_SS_BNFT_ENRT
Navigate to the Parameters field and change the send Notification parameter from N to Y. The entire parameter should read:
displayDate=N&allowEnrt=Y&ssProcessUnrestricted=Y&sessionDate=&sendFYINotification=Y&wfProcessName=GHR_FYI_NOTIFICATION_PRC&displayAgreement=N
Save the form function.