1. UX One Roles User Guide
  2. UX One: Benefits Manager Page

UX One: Benefits Manager Page

The Benefits Manager page (P08B001X|W08B001XA) enables users to:

  • Receive alerts related to employees enrollment in various benefit plans.

  • Analyze employee and participant enrollment and top enrollment plans.

  • Act quickly by easily accessing the benefits management programs.

To access the UX One Benefits Manager page, log in to the EnterpriseOne system using the Benefits Manager role.

This graphic illustrates the Benefits Manager page:

Benefits Manager Page

Watchlist Alerts

These alerts are based on EnterpriseOne programs. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.

This table lists and describes the watchlist alerts that are available on the Benefits Manager page:

Watchlist Alert

Description

Medical Past 30 Days

This alert tells users about the number of employees who have enrolled in medical benefits plan in the last 30 days.

This alert is based on the One View Employee Benefits Inquiry program (P08234).

When you click the alert, the system displays the One View Employee Benefits Inquiry form. The following form layout is available:

  • Benefits Inquiry Enr Overrides

The following grid format is available:

  • Simple

YTD Medical Enrollment

This alert tells users about the number of employees enrolled in medical plans year-to-date.

This alert is based on the One View Employee Benefits Inquiry program (P08234).

When you click the alert, the system displays the One View Employee Benefits Inquiry form. The following form layout is available:

  • Benefits Inquiry Enr Overrides

The following grid format is available:

  • Simple

YTD Dental Enrollment

This alert tells users about the number of employees who have enrolled in dental benefits in the current year.

This alert is based on the One View Employee Benefits Inquiry program (P08234).

When you click the alert, the system displays the One View Employee Benefits Inquiry form. The following form layout is available:

  • Benefits Inquiry Enr Overrides

The following grid format is available:

  • Simple

YTD 401K Enrollment

This alert tells users about the number of employees who have enrolled in 401K benefits in the current year.

This alert is based on the One View Employee Benefits Inquiry program (P08234).

When you click the alert, the system displays the One View Employee Benefits Inquiry form. The following form layout is available:

  • Benefits Inquiry Enr Overrides

The following grid format is available:

  • Simple

ESS Pending Approval

This alert tells users about the number of Employee Self Service transactions that are pending approval.

This alert is based on the Work With ESS Workflow Approval program (P05420).

When you click the alert, the system displays the Work With ESS Workflow Approval form.

The following grid format is available:

  • Basic

For additional information about the programs associated with these watchlist alerts, see:

Charts

These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

This table lists and describes the charts that are available on the Benefits Manager page:

Component Title

Description

Top 10 Plans by Enrollment (P08234X|W08234XA)

Use this chart to review the top 10 plans related to employee enrollment.

This chart is based on the One View Employee Benefits Inquiry program (P08234).

Employee Enrollment Percent by Company (P08234X|W08234XB)

Use this chart to review employee enrollment in percentages by company.

This chart is based on the One View Pay History Detail Inquiry program (P071862).

Employee and Participant Enrollment (P08234X|W08234XC)

Use this chart to review the number of employees and participants for various benefits plans.

This chart is based on the One View PDBA History Inquiry program (P07146).

For additional information about the programs associated with these charts, see these topics in the JD Edwards EnterpriseOne Applications One View Reporting User Guide:

Springboard Tasks

You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.

This table lists and describes the tasks on the Benefits Manager page:

Task

Description

Enrollment with Eligibility

Use this task to access the Enrollment with Eligibility - Work with Enrollment With Eligibility program (P08334).

Enrollment Overrides

Use this task to access the Enrollment Overrides - Enrollment Overrides program (P08330).

Employee by Ben Plan

Use this task to access the Employees by Ben Plan - Work with Employees by Benefit Plan program (P08333).

The following form layout is available:

  • Plan Employee Dep

The following grid format is available:

  • Simple

Dependent/Benef by Employee

Use this task to access the Dependent/Beneficiary by Employee - Work with Employees program (P08336).

Employee Information

Use this task to access the Employee Information - Work with Information program (P0801, version ZJDE0002)

The following form layout is available:

  • Employee ACA

The following grid format is available:

  • Simple

Benefits Manager ACA

Use this task to access the Benefits Manager ACA page (P08B001X|W08B001XB)

For additional information about the programs accessed by these tasks, see: