Setup Tasks for Implementing Benefits
Before you start implementing the Benefits application, review the setup tasks.
To implement the Benefits application, you must have the Application Implementation Consultant role (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB). You need to sign in to the Compensation Management offering in the Setup and Maintenance work area with this job role. Use the Benefits functional area in that offering to view and access the tasks.
People with the Benefits Administrator job role perform each Benefits setup task. The following table describes the basic setup tasks that you must perform.
| Implementation Tasks List | Task Name | Description | Recommended Help |
|---|---|---|---|
| Define Benefits | Configure and review benefits programs, plans, and options for participants and dependents, including eligibility profiles, rates and coverages, and life events. | ||
| Define General Benefits | Manage Benefit Lookups | Review and maintain lookup values for benefits, such as certification types and person factors. | Commonly Used Lookups in Benefits |
| Regulations | Record and update rules, policies, or statutory requirements enacted by regulatory bodies that govern benefit plans. You can associate regulations with benefit reporting groups for reporting purposes. | Overview of Objects That Support a Benefits Implementation | |
| Benefit Groups | You can assign employees and other benefits participants to benefit groups for purposes of eligibility or activity rate calculation. For example, you want to provide special benefits for people who donate blood. You can assign a benefit group to people who satisfy that criteria and add the group as part of an eligibility profile. | Overview of Objects That Support a Benefits Implementation | |
| Benefit Reporting Groups | Create and update groups of programs and plans for administrative or regulatory reporting requirements. You can associate regulations with benefit reporting groups for reporting purposes. | Overview of Objects That Support a Benefits Implementation | |
| Benefit Balances | Create or edit a benefit balance to associate with a person. For example, you can use a benefit balance as a compensation amount to calculate benefit coverage levels, or reference it in a derived factor or formula calculation. | Overview of Objects That Support a Benefits Implementation | |
| Manage Beneficiary Organizations | Create and update records of organizations that participants can designate as beneficiaries. | Overview of Objects That Support a Benefits Implementation | |
| Manage Benefit Carriers | Create and update contact information of benefit carriers associated with plans or elements. Benefit plan carriers are mainly third-party providers, such as your medical insurance provider. | Overview of Objects That Support a Benefits Implementation | |
| Configure Default Benefits Relationships | Configure how benefits relationships are associated by default when you hire a worker or add additional assignments. Benefits relationships control the grouping of a worker's benefits. | ||
| Manage Third-Party Administrators | Create and update contact information of third-party administrator organizations that process claims or administer other aspects of the benefit plans. | Guidelines to Configure Default Benefits Relationships | |
| Manage Regulatory Bodies | Create and update contact information of the regulatory bodies that approve or govern plans. | ||
| Manage Benefit Providers | Create and update contact and tax identification information of providers of benefit coverages and services under plans and programs. | Overview of Objects That Support a Benefits Implementation | |
| Configure Enrollment Action Items | Review and edit beneficiary and dependent certification requirements and other enrollment actions such as primary care physician designation or date of birth certification. | ||
| Fast Formulas | Review predefined formulas and create formulas to validate or calculate data for benefits, human resources, absences, or payroll. | ||
| Define Benefit Eligibility | Derived Factors | Create and edit derived factors to use as eligibility profile criteria for benefit plans or variable activity rates. These application-calculated factors may change over time. Examples include eligibility based on age, length of service, or compensation amount. | |
| Benefit Service Areas | You can define service areas to group geographical regions and use those as eligibility criteria when the work location is not adequate. For example, in New York, you want to service area with ZIP codes from 10020 to 10029. You can define this range as a service area and use it in the eligibility profile. | ||
| Eligibility Profiles | Create and update combinations of required and optional criteria to evaluate eligibility for compensation objects. | ||
| Define Benefit Life Events | Benefit Life Events | You set up life event definitions to detect specific HR changes in a person's life. For example, a child birth, an employment anniversary, or a change of address. When you configure these life events with benefits, eligible participants who experience those events can enroll in the benefits. | Overview of Benefits Life Events |
| Manage Benefit Programs and Plans | Year Periods and Billing Calendars | Create and update calendar year periods and fiscal year periods for managing benefit programs and plans. Optionally, create and update billing calendar years and billing periods. | |
| Benefit Plan Types | Create and update plan types to group benefit plans according to the type of benefit provided, such as medical, dental, or life insurance. | ||
| Benefit Options | Create reusable plan options, associate the allowable plan types with each option, and specify dependent and beneficiary designation requirements. | ||
| Benefit Plans | Create and update packages of benefit plan offerings and establish administrative procedures and rules for the plans. | ||
| Benefit Programs | Create and update packages of benefit program offerings and establish administrative procedures and rules for the programs. | ||
| Define Benefit Rates and Coverage | Elements | Review predefined earnings and deduction elements and create new ones, using a questionnaire that automatically generates the related balances, formulas, and other components. | Define Elements, Balances, and Formulas |
| Benefit Rates | Create and update rules for administering a periodic fixed or variable rate amount to be distributed to, or contributed by, participants. | ||
| Coverages Across Plan Types | Create and update groups of plan types within a program to which a minimum or maximum total coverage restriction applies. | ||
| Benefit Plan Coverages | Create and update coverage amount limits for benefit plan and option combinations. | ||
| Flex Credits Configuration | Create and update flex credit shell plans that determine which enrollments provide flex credits and how to calculate and maintain flex credits. | ||
| Rate and Coverage User Values | Manage rate and coverage user values. | ||
| Define Enrollment Display | Configure Plan Type Groups | Create and update display options for online access to plans and plan types for individuals and administrators. | Configure Enrollment Display |
| Enrollment Authorizations | Create and update terms and conditions that workers must read and accept before they can enroll in benefits online. | How can I create or modify enrollment authorization text? | |
| Benefit Self-Service Configuration | Configure self-service enrollment display and social networking to enable workers to manage their benefits online. | ||
| Define Benefits Configuration Copy | Import Benefits Plan Configuration | Import setup between environments and between enterprises in the same environment. Review imported plan configurations. | |
| Export Benefits Plan Configuration | Export setup between environments, and between enterprises in the same environment. Review exported plan configurations. | ||
| Import Eligibility Profile | Import an eligibility profile from one environment into other environments and to different enterprises in the same environment. | ||
| Export Eligibility Profile | Export an eligibility profile from one environment for import into other environments and to different enterprises in the same environment. | ||
| User-Defined Criteria | Create and update eligibility criteria to meet specific needs not included in the standard and derived factor criteria. | ||
| Define Plan Compare | Configure Plan Comparison Values |
Define the plan comparison values such as template types, categories, plan options, and feature values. You use these values when you create your plan comparison templates. You can reuse these values across various comparison templates and plans so that the participants see a consistent set of values during the comparison. Any changes you make to the values apply to the related templates and plans automatically. |
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| Configure Benefit Plans for Comparison |
Create a template to compare similar plans, such as medical plans. In the template, you define and organize a basic comparison structure that participants see when they compare plans. |
Security Reference
The tasks that people can do and the data that they can see depend on their roles, duties, and privileges. For information about these factors, see these two guides: