Delivered Workflow for PeopleSoft eBenefits

This section discusses PeopleSoft eBenefits workflow.

This section lists the components of dependent workflow.

Description

Information Type

Description

Event Description

Dependent enrollments.

Action Description

The system notifies the benefits administrator of dependent enrollments.

Notification Method

Worklist.

Workflow Objects

Information Type

Description

Event

W3EB_DEP_WF

Workflow Action

Automatic

Role

Benefits administrator

Notification Form

Worklist

Business Process

Benefits WF Dependents Notification CI

Business Activity

Find dependent enrollments.

Business Event

Notification

This section lists the components of the document approval workflow.

Description

Information Type

Description

Action Description

  1. The system sends an e-mail notification to the Benefits Administrator when an employee uploads a life event document.

  2. The Benefits Administrator approves or denies the document uploaded by the employee.

  3. The system sends an e-mail notification to the employee when the Benefits Administrator approves the document, and allows the employee to start benefits enrollment for the life event process.

Notification Method

Worklist.

Events and Templates

The following events and generic templates are used to generate e-mail notifications for the document approval workflow:

Event

Prerequisites

Template Name

Description

Recipients

Route for Approval

  • Proof required is selected on the Life Event Rules table.

  • Approve Documents is selected on the Life Event Rules table.

  • Employee uploads a document.

HC_HEB_AWAITING

Notifies that the document is awaiting approval.

Benefits Administrator

On Final Approval

Benefits Administrator approves the document uploaded by the employee.

HC_HEB_APPROVED

Notifies that the document was approved.

Employee

On Final Denial

Benefits Administrator denies the document uploaded by the employee.

HC_HEB_DENIED

Notifies that the document was denied.

Employee

Workflow Events

Event

Object Name

Description

Route for Approval

Participant

Approver (e-mail notification will be sent to the Benefits Administrator)

Template Name

HC_HEB_DOC_AWAITING

Menu Name

Administer Base Benefits

Approval Component

W3EB_APPR_SUMMARY

Menu Action

Update

On Final Approval

Participant

Requestor (e-mail notification will be sent to the employee)

Template Name

HC_HEB_DOC_APPROVED

Menu Name

W3EB_MENU

Approval Component

W3EB_ATTACH

Menu Action

Update

On Final Denial

Participant

Requestor (e-mail notification will be sent to the employee)

Template Name

HC_HEB_DOC_DENIED

Menu Name

W3EB_MENU

Approval Component

W3EB_ATTACH

Menu Action

Update