How do I adopt Redwood for Benefits?

Here’s a diagram to guide you on the best way to move to Redwood.


High-Level diagram on Redwood adoption for Benefits

Make sure you do these steps in a test environment first, then in your production environment. Here’s how you move to Redwood:

  1. Enable elastic search.
    1. Turn on these profile options:
      • HRC_ELASTIC_SEARCH_ENABLED
      • ORA_BEN_PERSON_SEARCH_INDEX_ENABLED
      • PER_PERSON_INDEX_FUZZY_SEARCH_ENABLED. This is optional. Turn on this profile option if you’d like to enable fuzzy search while using the display name as the keyword.
    2. Create the Benefits person search index by running this process on the Scheduled Processes page for each index: ESS job to create index definition and perform initial ingest to OSCS.

      You need to set the Index Name to Reingest process parameter to fa-hcm-personbenefits.

      Note: Make sure that the FND_MANAGE_SCHEDULED_JOB_DEFINITION_PRIV privilege has been granted to the benefits administrator or benefits manager role.
    3. Add the necessary privileges if you're using custom roles, and regenerate those roles. See the Access Requirements section in these What’s New announcements for details:
      • Enable Redwood Experience for Benefits Enrollment Pages in Benefits Summary
      • Enable Redwood Experience for the New Benefits Activity Center
  2. Enable the Redwood pages globally using the ORA_HCM_VBCS_PWA_ENABLED profile option.
  3. Enable these profile options to get access to all the Redwood pages for Benefits:
    • ORA_BEN_SELF_SERVICE_ENROLLMENT_REDWOOD_ENABLED

    • ORA_BEN_ADMINISTRATIVE_ENROLLMENT_REDWOOD_ENABLED

  4. If you’ve created any personalizations for the Responsive (ADF) pages, you’ll need to recreate those personalizations in the Redwood pages using VB Studio. See the Learning Path for Visual Builder Express and Business Rules article for details.

    You might also want to reassess how you want to show instructions and information to employees in the Redwood pages. You can integrate an AI Agent that can scan specific documents you upload to provide personalized insights to employees on their benefits packages. See HCM – Revolutionizing Employee Benefits with AI Agents in Oracle Cloud and Enable AI Agent in Redwood Benefits Pages for more details.

  5. Test your Redwood pages, verify if everything’s working as you expect, and publish the VB Studio workspace.

Ensure you follow the quarterly and monthly What’s New updates to keep up to date on the newest Redwood experiences for Benefits.

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