This workbook enables you to identify a person's outstanding enrollment action items if any. It also enables you to decide whether to unsuspend elections or consider the life events as complete.
Additional Information: See also My Oracle Support Knowledge Document 2277369.1, Oracle E-Business Suite Support Implications for Discoverer 11gR1.
This workbook has the following worksheets:
Action Items
Certifications
You must supply values for the following parameters of the worksheet:
Employee Name
Employee Number
National Identifier
This worksheet enables you to display the following details for each person:
Life event causing the action item
Program name
Plan type name
Plan and option names
Action type name and description
Action item required
Action item due and completed dates
Enrollment suspended or not suspended
What open action items exist for the employees' enrollment?
This worksheet enables you to identify the certifications that the participant provides in a plan to satisfy the enrollment certification requirements. It enables you to identify the following details for each person:
Life event name
Program name
Plan name and type
Option name
Details about enrollment certification, such as the certification type, required or optional, required and received dates, and denied certification information
What certifications have the employees provided for their enrollment?
This workbook enables you to identify the persons or organizations that benefits participants designate as their beneficiaries or dependents.
Additional Information: See also My Oracle Support Knowledge Document 2277369.1, Oracle E-Business Suite Support Implications for Discoverer 11gR1.
This workbook has the following worksheets:
Dependent Designations
Beneficiary Designations
You must supply values for the following parameters of the worksheet:
Employee Name
Employee Number
National Identifier
This worksheet enables you to identify the persons that participants designate as dependents. This worksheet displays the following details for each person:
Life name
Program name
Plan name and type
Option name
Dependent name and relationship to participant
Dependent coverage rates
Certification details such as the type, dates, and requirement status
Who have the employees designated as their dependents?
This worksheet enables you to identify the persons or organizations that participants designate in a plan as beneficiaries of plan benefits. It displays the following details for each person:
Life event name
Program name
Plan name and type
Option name
Beneficiary name and type
Coverage percentage and amount
Designation dates
Trustee details
Additional instructions if any
Certification details, such as the type, dates, and requirement
Who have the employees designated as their beneficiaries?
This workbook enables you to identify the following information:
Standard rates
Total flex credits
Imputed income for a person enrolled in a plan or option in plan
Premium values
Additional Information: See also My Oracle Support Knowledge Document 2277369.1, Oracle E-Business Suite Support Implications for Discoverer 11gR1.
This workbook has the following worksheets:
Enrollment Rates
Premiums
You must supply values for the following parameters of the worksheet:
Employee Name
Employee Number
National Identifier
This worksheet displays the following details for each program:
The participants and the plans or options in which they are enrolled
Corresponding standard rates and rate types
Defined, communicated, and annual amounts
What are the enrollment rates for the employees' programs?
This worksheet displays the participant details, such as the plans or options in which they have enrolled, the corresponding premium amount, currency, and activity period.
What are the premium rates for the employees' programs?
This workbook enables you to identify the existing health plans for a person.
Additional Information: See also My Oracle Support Knowledge Document 2277369.1, Oracle E-Business Suite Support Implications for Discoverer 11gR1.
This workbook has the following worksheets:
Plan
Person
You must supply a value for the Program Name parameter for these worksheets.
Note: You need an Advanced Benefits licence to obtain meaningful data in these two worksheets.
The Plan worksheet enables you to report on the defined, annual, and communicated amounts for each plan. It provides the sum total of the entire plan and option combinations. For each plan/option combination, the worksheet displays the calculation result in a matrix format.
What are the cost details for the medical plans in which employees have enrolled?
This worksheet displays the details of participants enrolled in each plan. It enables you to report on the defined, annual, and communicated amounts for each plan. You can also report the total amount of the plan or option for each individual employee.
How many employees have enrolled in a specific plan?
This workbook enables you to identify the existing life events for a person. You can also identify the potential life events and the ones currently in progress.
Additional Information: See also My Oracle Support Knowledge Document 2277369.1, Oracle E-Business Suite Support Implications for Discoverer 11gR1.
This workbook has the following worksheets:
Person Life Events
Potential Life Events
You must specify values for the start and end date parameters for both these worksheets.
Note: You need an Advanced Benefits licence to obtain meaningful data in these two worksheets.
This worksheet enables you to report on the total number of processed life events with the following statuses:
Processed
Started
Backed-out
Voided
This report uses calculations with the following statuses:
Backed out
Processed
Started
Voided
Total
What are this person's life events? What is the status of those events?
This worksheet enables you to report on the total number of processed life events with the following statuses:
Detected
Manual override
Processed
Unprocessed
Voided
Total
What are the potential life events and what is their status?