Overview of Using Benefits
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 |
Enrollment Evaluation and Reporting Reports and Analytics |
Elect Benefits |
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.
Reports
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