Benefit Alerts

Welcome to the demo of the Benefits Alerts feature in Oracle Cloud Benefits. In this session we review the new and updated benefits alerts and how to enable them for your business. The new benefit alerts provides real-time notifications for billing updates, court orders, and life events, delivered via email or Oracle notifications. Benefits administrators can customize alert preferences and modify message templates, creating a more personalized and user-friendly experience for employees. The system improves employee experience by delivering timely updates and automating notifications to reduce operational costs. As a result, the alerts will lead to better-informed employee and a reduced workload for benefits administrators.

The new benefits alerts are sent only when the features are accessed through the Redwood pages. To start let's do a quick review of how you update or enable alerts.

We'll go to tools and we'll select alert composer. I will enter BEN to search for all of the benefits related alerts. Let's start with the Benefits Bill Charges Alert which is sent to employees when an unpaid bill is created and submitted. The alert is delivered enabled so if you do not wish to use this alert and you will need to change the enable value to no. You can update the alert name and description if desired. We have delivered a seeded template that you can modify. To modify click on edit and select manage recipients and message from the list of values.

In the Recipient area you can designate your communications method. Such as a work email, personal email, worklist or benefits representative if you are using areas of responsibility. You can also enter a benefits administrators email address or if you have a central benefits email you can enter that address.

You can modify or reformat text. For example, you could select a different font, different size or a different style. You can add graphics, links, and that includes deep links. You can even add or remove the values within the parenthesis.

After making your changes click apply to close the page.

If you need to add more than one template, click on the add template button and add your recipients, select your format, enter a subject and the message text. Clicking on the run options tab you can determine how you wish to handle duplicate messages. You can stop duplicate messages for a time by selecting Yes and then select the parameters such as 4 days or you can choose not to stop duplicate messages by selecting No.

Set your log activity history to yes to include alert information in the log file.

And setting your simulate run to yes when testing allows you to review the alert message without sending to employees. When you are ready to go live change to no.

Clicking Save and close returns you to the alert search area.

Let's review the other new alerts.

The benefits bill payments alert is sent to employees when a bill payment has been received and entered. This alert is delivered enabled and you will need to change the enabled value to no if you do not wish to use. A seeded template is also delivered that you can modified as needed.

The confirmation of dependent added by court order is an existing alert that has been enhanced. Now an alert is sent to employees when a new dependent is added to the existing court order. This alert is delivered disabled and you will need to change the enabled value to yes to use. A seeded template is also delivered that can modified as needed.

The end of court order alert is sent to employees when an end date has been entered on the court order. This alert is delivered disabled and you will need to change the enabled value to yes to use. A seeded template is also delivered that can be modified as needed.

There are four new self-reported life event alerts. The successful submission of self-reported life event which is sent when the employee submits a life event.

The request for more information on self-reported life event which is sent when the administrator returns the life event because they need more information.

The rejection of self-reported life event is sent when the administrator rejects the requested event.

And the approval of self-reported life event which is sent when the administrator approves the requested event.

You enable these alert by life event on the benefits life event page. The alerts are delivered with seeded templates that can be modified as needed.

Let's take a few minutes to look at alert history.

Clicking on the alerts filters icon I will enter the alert I wish to review, click apply and then click on the name hyper-link for the alert I wish to look at.

Here I can see if the alert was successful or if there were any errors. If there were errors I would have another tab with the number of errors. Clicking on the expand arrow I can see who the alert was sent to, the date, time and subject. Clicking on the glasses icon I can see the message text of the alert. Here I can validate what the employee sees. This is helpful when you are doing your testing.

Let's click ok to close the message box. Now let's click the back arrow to return to the Alert History page.

Here I have listed some useful communication methods. You can send alerts to the employees work or personal email address. If the employee has both work and personal email addresses in the system they will receive alerts at both addresses.

If you want to also send to a benefits representative, use one of the first three expressions if more than one representative is present and you want it to select any one of them.

Use the last three expressions if more than one representative is present and you want it to select all of them with a limit configured by profile, and the default is set to 25.

This concludes this demo. Thanks for watching. You can refer to the benefits alert in 24D What's New document for more information on this feature.