Processing the Adoption Event
Employees begin the Adoption transaction by navigating to Life Events and then selecting the I adopted or gained legal custody/guardianship of a child radio button. The system displays the Change Status Date page on which the employee needs to enter the date of adoption.
After the employee accesses the transaction, the system displays a series of pages that direct the employee through the adoption process. Rules that are set on the Life Event Rules page and the Action Items for the Adoption transaction determine which pages will be displayed by the system.
Note: Classic pages used in this feature have been replaced by equivalent pages in Fluid.
|
Page Name |
Definition Name |
Fluid Page Name |
Fluid Definition Name |
Usage |
|---|---|---|---|---|
|
Welcome Page |
W3EB_LE_WELCOME |
AGC_INFO_FL |
Read the instructions on the Welcome page to initiate the adoption event. This page contains custom information about the life event. |
|
|
Adoption Date Page |
W3EB_BRTH_ADPT_DT |
Adoption Date Page (Birth Date or Adoption Date Page) |
W3EB_BR_ADPT_FL |
Enter the date of adoption and submit. |
|
Life Events — Document Upload Page |
HR_ATT_DD_HDR |
HR_ATT_DD_HDR |
Upload a proof document, for example, adoption certificate, or enter a note relevant to the event. When you upload a document, a notification is sent to the Benefits Administrator to approve the document. After the document is approved, you will receive an e-mail notification to return to the Adoption event to continue benefits enrollment. |
|
|
Benefits Summary Page |
W3EB_GRID |
BEN_SUMM_GRID_FL |
Review your current benefits. |
|
|
Dependent and Beneficiary Coverage Summary Page |
W3EB_DEPBEN_SUM |
W3EB_DEPBEN_SUM |
Review summary information about dependent/beneficiary benefits. |
|
|
Add/Review Dependent/Beneficiary Page |
W3EB_DEPBEN_RVW |
W3EB_DEPBNSMRY_FL |
Update dependent/beneficiary information. |
|
|
W-4 Withholding Certificate Page |
PY_IC_W4_DATA_2020 |
Pay and Compensation - Tax Withholding Page |
PY_IC_W4_FL |
Review and change W-4 tax information. |
|
Direct Deposit Page |
PY_IC_DD_LIST |
PY_IC_DIR_DEP_FL |
Review and change direct deposit information. |
|
|
Benefit Enrollment Page |
W3EB_LE_ENROLL |
BNE_LE_ENROLL1_FL |
Start benefits enrollment and enroll for available benefits. Note: A dependency relationship exists between the Adoption Date action item and benefit enrollment. Hence, benefits enrollment will be available only if you have updated and submitted the adoption date. |
|
|
Benefits Election Review Page |
W3EB_LE_CONFIRM |
BAS_STATMNTS_FL |
Review benefits election. Click Print to generate a preliminary Benefits Enrollment Summary Statement containing your personal information and information about dependent/beneficiary enrollment, benefits elections, and investment choices. Go back to any previous steps and make additional changes before completing the benefits enrollment. |
|
|
Event Completion and Exit Page |
W3EB_LE_PRINT |
AGC_SUMMARY_FL |
View confirmation of the adoption event completion. Additionally, view custom information about any additional tasks that you need to do related to this life event. When you click Complete, the system verifies whether all the required action items have been completed and displays an error message if any are incomplete. |