When do I run the Assign and Update Benefits Relationships process?

Typically, you run the Assign and Update Benefits Relationships process in these scenarios.

Scenario

Processing

You have existing worker records in your organization before you start using Oracle Fusion Benefits.

These workers don't have benefits relationships assigned.

Also, you haven't included default benefits relationship assignment configurations that apply to those worker's countries and legal entities.

The process:

  • Creates the default benefits relationship configuration

  • Assigns the benefits relationships based on the configuration

  • Updates the worker assignments associated with the benefits relationship

When you rehire a worker or transfer a worker to another country or legal entity

The process:

  • Ends the previous benefits relationship and starts a new benefits relationship for the worker as of the date of the rehire or transfer.

  • Updates benefits relationship worker assignment information, if required.

When the primary assignment for a worker changes

The process updates the benefits relationship worker assignment information.

When a worker is terminated

The process ends the current benefits relationship

All scenarios in this topic assume that you select the following parameters before you submit the process:

  • Create default benefits relationship assignment configuration

  • Assign benefits relationship for life event processing

  • Assign benefits relationship for unrestricted processing