This chapter contains the following:

Using Benefits: Overview

This overview outlines the activities throughout the benefits cycle, from maintaining benefits enrollment information for your employees to running processes and reports.

The Manage Benefits business process contains the following activities:

  • Manage Benefit Plans, Programs, and Events

  • Maintain Benefits Enrollments

  • Elect Benefits

The following table provides the main work areas to use for these activities:

Activity Work Areas

Manage Benefit Plans, Programs, and Events

Plan Configuration

Maintain Benefits Enrollments


Evaluation and Reporting

Reports and Analytics

Elect Benefits

About Me, Benefits

Manage Benefit Plans, Programs, and Events

Update configurations of benefits objects, including:

  • Eligibility

  • Life events

  • Plans and programs

  • Rates and coverages

  • Flex credits

You can also configure display of information in the self service enrollment guided process, and export and import plan configurations.

Maintain Benefits Enrollments

Coordinate and manage day-to-day benefits enrollment activities for participants in a central location. Run processes to manage enrollments for multiple employees. Administer certification requirements and designation requirements that enrollments generate.


View reports based on enrollments and other transactions, including:

  • Person enrollment summary

  • Person enrollment kit

  • Person enrollment results

  • Pending action items

  • Life event reports

The Creating and Editing Analytics and Reports guide explains how you can edit or create reports for your own purposes.

Elect Benefits

Participants can:

  • Change benefit elections

  • View pending action items

  • Update contacts

  • Update beneficiary organizations

  • View and print a summary report