Using the PeopleSoft Fluid User Interface to Manage Benefits

Employees use the Benefit Details tile to access benefits-related self-service transactions.

Navigation:

The Benefit Details tile is delivered as part of the Employee Self Service Homepage, but the location can change if you change the delivered home pages or if employees personalize their home pages.

This example illustrates the Benefit Details tile for the tablet.

This example illustrates the Benefit Details tile for the smartphone.

Click the Benefit Details tile to access the Benefit Details page.

During open enrollment period, live content will be displayed on the tile giving the open enrollment’s end date.

Use the Benefits Summary page (W3EB_GRID_FLU) to view summary information about current benefits.

Navigation:

• Click the Benefit Details tile on a PeopleSoft Fluid User Interface homepage.

  The Benefit Details tile is on the delivered Employee Self-Service home page.

• Self Service > Benefits > Benefits Details

This example illustrates the Benefits Summary page for the tablet.

This example illustrates the Benefits Summary page for the smartphone.

Use the Dependent and Beneficiary Information page (W3EB_DEPBNSMRY_FL) to update information about dependents and beneficiaries.

Navigation:

Select the Benefit Details tile on a PeopleSoft Fluid User Interface Employee Self Service homepage, select the Dependent/Beneficiary Info tab.

This example illustrates the Dependent and Beneficiary Information page for the tablet.

This example illustrates the Dependent/Beneficiary Info page for the smartphone.

The following example illustrates the Individual Dependent/Beneficiary Information page for the tablet.

The following example illustrates the Individual Dependent/Beneficiary Information page for the tablet.

The following example illustrates the Individual Dependent/Beneficiary Information page for the smartphone.

Name Modal Window

Select the Name field to modify the name of a dependent/beneficiary.

This example illustrates the Name modal window for the tablet.

Address Modal Window

The address of a newly added dependent or beneficiary defaults to the ‘Same as mine’ slider equals ‘Yes’, and the home address as given in the employee’s Personal Information is displayed in the grid.

If the employee's Personal Information has no home address, then no address is displayed on the grid. You can select the Add Address row to open the Address modal window and add an address.

In the Address modal window, with the ‘Same as mine’ slider equals ‘Yes’, you can select an existing address type of the employee.

You can choose ‘No’ on the ‘Same as mine’ slider to add a different address.

If the employee's Personal Information has a home address, you can select the Address row to open the Address modal window to modify the address.

This example illustrates the Address modal window for the tablet.

National ID Modal Window

Select the Add National ID button to add the national ID. Dependents and beneficiaries with citizenship in more than one country can have more than one national ID. Add an additional row when required.

Note: The national ID feature is supported only for the countries United States and Canada.

You cannot delete a national ID through Employee Self Service. Only an Admin user has the rights to delete an existing national ID.

This example illustrates the National ID modal window for the tablet.

Field or Control	Description
Country	Select the country for which the national ID is entered. Note: The national ID feature currently supports only the countries United States and Canada.
Primary	When more than one national ID is added, use this option to indicate which national ID should be considered as the primary ID. By default, the first national ID entered is considered the primary ID.

Phone Number Modal Window

Select the Add Phone button to add a phone number.

In the Phone Number modal window, the ‘Same as mine’ slider defaults to ‘No’. You can choose ‘Yes’ on the slider to add an already existing phone number in the employee’s Personal Information.

You can choose ‘No’ on the slider to add a new phone number for the dependent or beneficiary.

By default, the first phone number you add for the dependent/beneficiary is automatically set as their preferred number.

This example illustrates the Phone Number modal window for the tablet.

Field or Control	Description
Same as mine	Choose Yes on the ‘Same as mine’ slider to select one of your already existing phone numbers for the dependent/beneficiary. To add a different phone number, choose No on the ‘Same as mine’ slider.
Type	For a ‘Same as mine’ equals ‘Yes’ phone number, you can choose any available phone type the employee has on his/her Personal Information. If you choose No on the ‘Same as mine’ slider, you can add any available type from the drop-down list.
Preferred	By default, the first phone number you add is selected as a preferred number. You can select ‘Yes’ on the ‘Preferred’ slider to set a different phone number as your preferred number. Note: Only one phone number can be chosen as the preferred number.
Delete	Use the Delete button to delete a phone number.

Email Address Modal Window

Select the Add Email button to add an email ID.

his example illustrates the Email Address modal window for the tablet.

Use the Life Events page (W3EB_SEL_EVNT_FLU) to initiate processing for a life event that affects your benefits.

For the video feature overview on Fluid Life Events, see

Video: PeopleSoft Fluid Life Events .

Navigation:

Click the Benefits tile on a PeopleSoft Fluid User Interface home page, then click the Life Events tab on the Benefits page.

This example illustrates the Life Events page for the tablet.

This example illustrates the Life Events page for the smartphone.

This page lists the same life event options that an employee sees on the classic life events pages.

When you select the type of life event, the page displays a message with information about the time period within which the life event information must be submitted (for example, within 31 days of the event).

Next you enter the event date and click the Complete Life Event button. The system then displays the classic life event pages where you complete the transaction.

For information about the pages used for the four delivered life events, see the following topics:

• Processing the Marriage Event

• Processing the Child Birth Event

• Processing the Adoption Event

• Processing the Divorce Event

Use the View Form 1095-C page (HC_ACA_EE_YE_FORM_FL) to view the Form 1095-C generated each year and submitted to the IRS.

Navigation:

Click the Benefits tile on a PeopleSoft Fluid User Interface Employee Self Service homepage, click the Affordable Care Act tab on the Benefits Details page, and then click the View Form 1095-C Consent tab.

This example illustrates the View Form 1095-C page for the tablet.

This example illustrates the IRS Instructions page which opens when you click the Instructions link on the View Form 1095-C page.

This example illustrates the Tax Form – Form 1095-C which opens when you click a Tax Form link on the View Form 1095-C page.

This example illustrates the View Form 1095-C page for the smartphone.

Use the Form 1095-C Consent page (ACA_SS_CONSENT_FL_GBL) to access the consent form to grant or withdraw consent to receive the Form 1095-C for the current year in an electronic format.

Navigation:

Click the Benefits tile on a PeopleSoft Fluid User Interface Employee Self Service homepage, click the Affordable Care Act tab on the Benefits page, and then click the Form 1095-C Consent tab.

This example illustrates the Form 1095-C Consent page for the tablet.

This example illustrates the Form 1095-C Consent - Withdraw page for the tablet.

This example illustrates the Form 1095-C Consent page for the Smartphone.

This example illustrates the Form 1095-C Consent page for the Smartphone displaying the checkbox at the bottom of the page.