Managing Benefits Instances
These topics describe how to manage Benefits Instances, such as Life Events and Open Enrollment activity guide instances.
When an employee starts processing a life event using self-service or an Open Enrollment activity, an instance of the event is stored in the system so that the employee can continue the event later. When the event is completed, the instance is deleted. If an employee started a life event or an Open Enrollment activity unintentionally, and had not deleted or canceled the event, the Benefits Administrator can delete the event using the Manage Benefits Instances page.
Note: The Manage Benefits Instances page is only for the use of the Benefits Administrator for maintenance purposes. Before deleting any life event or an Open Enrollment activity using this page, ensure that the event is not required and is not in use.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
W3EB_LE_INSTANCE |
Delete benefits instances (for example, Life Events and Open Enrollment activity guide instances) that are no longer required. |
Use the Manage Benefits Instances page (W3EB_LE_INSTANCE) to delete benefits instances (for example, Life Events and Open Enrollment activity guide instances) that are no longer required.
Navigation:
This page enables the Benefits Administrator to manage Benefits Instances in progress.
Filters
Field or Control |
Description |
|---|---|
Template |
Select the template on which the benefits instances to be filtered are based on. |
Display Instances with Items On or Older Than |
Enter a date to filter benefits instances with event dates on or before the specified date. |
Display Instances Created By |
Select to filter benefits instances created by a specific employee. |
Display Instances Administered By |
Select to filter benefits instances administered by a specific Benefits Administrator. |
Active |
Select to include active benefits instances in the filter. |
Inactive |
Select to include inactive benefits instances in the filter. |
Filter |
Click to filter benefits instances based on the specified criteria. |
Reset |
Reset the fields to create a new filter. |
Activity Guide Instances
Field or Control |
Description |
|---|---|
Title |
Title of the benefits instance. |
Template |
Template on which the benefits instance is based. |
Status |
Status of the benefits instance. |
User ID |
User ID of the employee who created the benefits instance. |
Last Updated Date |
Date on which the benefits instance was last updated. |