Integration with Benefits and Pensions

Employees can access pensions from the Benefits work area using the employee self-service to enrol, unenrol, change contributions, and even change to another pensions scheme.

Security Role and Privileges

The quick action menu My Pensions isn't automatically enabled for employees. To make this feature available for your employees in the quick actions menu Me > Benefits, you need to make this UI visible.

Here are the steps to do this:

  1. Go to Configuration > Structures.
  2. Click Me.
  3. On the Quick Actions tab, expand Benefits.
  4. Select My Pensions.
  5. Ensure that the setting Visible is enabled. To enable this, go to Edit Quick Action page, and select Yes for the field Visible.
  6. Click Save and Close.

Duty Role

To enable this option for the employees, use the new duty role Manage UK Pensions Contribution that's included in the delivered role ORA_HRX_MANAGE_UK_PENSION_CONTRIBUTIONS.

These are the privileges attached with this duty role:

Table with Privilege Name and Description

Privilege Name Technical Name Description Granted to Duty Role
Manage UK Pension Contributions HRX_MANAGE_UK_PENSION_CONTRIBUTIONS_PRIV Enables employees to enrol or change their pension contributions Manage UK Pension Contributions

When you enable this option, any data the employees' record is automatically updated in the relevant calculation cards and calculation components.

Data Security Policy

The data security policy (DSP) is enabled so that data entered using the employee self-service updates the Benefits and Pensions calculation card and Pensions Automatic Enrolment component.

Data Security Policy for Pension Roles and Privileges

Duty Role Type Privilege Title Object Feature
UK Pension Enrolment Aggregated Privilege Manage Pension Contribution Data Payroll Personal Deductions PERSON

Enable Redwood Pages for Employee Self-Service Pensions Enrolment

To enable any of the Redwood pages, the central profile option ORA_HCM_VBCS_PWA_ENABLED (Enable VBCS Progressive Web Application User Interfaces across HCM application) needs to be set to Yes. For more information, see HCM Redwood Pages with Profile Options.

Apart from this, you need to enable the benefits and pensions employee self service profile value.

  1. Navigate to the Setup and Maintenance area and search for the Manage Administrator Profile Values task.
  2. On the Manage Administrator Profile Values page, search for and select these profile options:
    1. ORA_HRX_GB_MYPENSIONS
    2. ORA_HRX_GB_VBCS_ESS_BP
  3. Select Yes in the Profile Value field.
    Note: If ORA_HRX_GB_MYPENSIONS is set to Yes, and ORA_HRX_GB_VBCS_ESS_BP is set to No, then this page will appear in Responsive UI.
  4. Click Save and Close.