Enable Redwood Experience for Benefits Self-Service Enrollment

The Self-Service Benefits Enrollment page was recreated in the Redwood Toolset Visual Builder Studio to improve the user experience by providing the same consistent functionality across Redwood pages. The FSA and HSA calculators, plan comparison, primary care physician designation, management of pending actions, survey, and so on are now part of the self-service enrollment flow.

Here’s how you use this page:

  1. On the Home page, click Me, Benefits.
  2. Click Enroll Now.  
  3. Complete the tasks that are available for you. Click Continue to navigate.
  4. Click Done after completing the tasks.

Self-Service Benefits Enrollment Page

Self-Service Benefits Enrollment Page

Participants can now choose from one of these enrollment paths:

  • Express: This is an expedited path for enrollment, and it enables participants to quickly review what they're currently enrolled in and submit as is or make changes.
  • Discovery: This is a detailed path for enrollment, and it enables participants to thoroughly analyze all the available benefits and select the ones they need for enrollment.

Enrollment Path Selection

Enrollment Path Selection

This feature lets you experience Redwood’s high-fidelity interactions.

Here's the demo of these capabilities:

Steps to Enable

These are the main tasks to enable this feature:

  1. Set up the lookup for enabling the plan comparison feature within enrollment flow.
  2. Enable the Self-Service Benefits Enrollment Redwood page

Set Up the Lookup

If you haven't set up the Plan Comparison feature, see Overview of Benefit Plan Comparison to set up the feature. If you’ve already set up the Plan Comparison feature, see Run Benefits Plan Compare Diagnostic Test to get the template ID (TemplateId). You use the template ID while configuring the lookup.

  1. In the Setup and Maintenance work area, search for the Manage Common Lookups task.
  2. Click Manage Common Lookups.
  3. Search for the BEN_COMPARE_PLAN_ELECTION lookup.
  4. Click New and enter these values:
    1. Enter the template ID as the Lookup Code.
    2. Set the start and end dates.
    3. Set Enabled as Y.
    4. Enter the name of the plan type grouping as the Meaning.
  1. Save your changes.

Enable the Redwood Page

Here’s how you enable the Self-Service Benefits Enrollment Redwood page:

  1. Navigate to the Setup and Maintenance work area.
  2. Search for and click the Manage Administrator Profile Values task.
  3. Search for and select the ORA_HCM_VBCS_PWA_ENABLED profile option and enable Site level access.
  4. Click Save.
  5. Search for and select the ORA_BEN_SELF_SERVICE_ENROLLMENT_REDWOOD_ENABLED profile and enable Site level access.
  6. Click Save and Close.

Here's how you add the HSA, FSA, and Dependent Care FSA calculators to the Redwood self-service enrollment flow:

1. Navigate to Benefits Administration >Plan Configuration.
2. Open the plan page and navigate to the Additional Configuration step.
3. Select the type of the calculator and save your changes. 

Access Requirements

Required Privileges, Duty Roles, and Data Security Policies (DSP)

  • If you have custom roles, ensure that the respective privileges and aggregate privileges of the functional modules are part of your role hierarchy.
  • After adding the privileges and aggregate privileges, regenerate the data role and verify the user interfaces.
  • If you have direct job roles assigned to users, you need to create data role out of the job role for the data security to work.

Roles:

  • Human Capital Management Application Administrator (To enable the required profile options.)
  • Employee

Consolidated Security Details:

You need to ensure that these privileges and roles are part of the custom role hierarchy for the Benefits Service center and self-service benefits to work properly.

Benefits Service Center

  • Access HCM Common Components (HRC_ACCESS_HCM_COMMON_COMPONENTS_PRIV)
  • Enable Worker Searches Using Effective Date (PER_ENABLE_WORKER_SEARCHES_USING_EFFECTIVE_DATES)
  • Use REST Service - Worker Assignments List of Values (ORA_PER_REST_SERVICE_ACCESS_WORKER_ASSIGNMENTS_LOV)
  • Use REST Service - Benefit Relations List of Values (ORA_BEN_REST_SERVICE_ACCESS_BENEFIT_RELATIONS_LOV)
  • Use REST Service - Benefit Balances List of Values (BEN_REST_SERVICE_ACCESS_BENEFIT_BALANCES_LOV_PRIV)
  • Use REST Service - Benefits Group List of Values (BEN_REST_SERVICE_ACCESS_BENEFITS_GROUP_LOV_PRIV)
  • Use REST Service - Contacts List of Values (ORA_PER_REST_SERVICE_ACCESS_CONTACTS_LOV)
  • Elect Benefits (BEN_ELECT_BENEFITS_PRIV)
  • Manage Beneficiary Organization Details (BEN_MANAGE_BENEFICIARY_ORGANIZATION_DETAILS_PRIV)
  • Manage Benefit Contacts (BEN_MANAGE_BENEFIT_CONTACTS_PRIV)
  • Access Family and Emergency Contacts by Worker (ORA_PER_PERSON_CONTACT_DETAILS_VIEW_DUTY)
  • Manage Person Benefits Balance (BEN_MANAGE_PERSON_BENEFITS_BALANCE_PRIV)
  • Use REST Service - Person Benefit Balances (ORA_BEN_REST_SERVICE_ACCESS_PERSON_BENEFIT_BALANCES)
  • Manage Benefit Person Benefit Group (BEN_MANAGE_PERSON_BENEFIT_GROUP_PRIV)
  • Use REST Service - Person Benefit Groups (ORA_BEN_REST_SERVICE_ACCESS_PERSON_BENEFIT_GROUPS)
  • Manage Benefit Person Habits (BEN_MANAGE_BENEFIT_PERSON_HABITS_PRIV)
  • Manage Benefits Additional Person Info (ORA_BEN_MANAGE_ADDITIONAL_PERSON_INFO)
  • Manage Benefit Maintenance Batch Reporting (BEN_MANAGE_BENEFIT_MAINTENANCE_BATCH_REPORTING_PRIV)
  • Manage Person Beneficiary Organizations (ORA_BEN_MANAGE_PER_BNF_ORG)
  • Manage Benefit Relation (BEN_MANAGE_BENEFIT_RELATION_PRIV)
  • Manage Person Benefit Relationship (ORA_BEN_MANAGE_PER_BNFT_RELATION)
  • Manage Benefit Court Orders (ORA_BEN_MANAGE_PER_BENEFIT_COURT_ORDERS)
  • Manage Person Benefits Billing (ORA_BEN_MANAGE_PER_BILLING)
  • View Person Life Event (BEN_VIEW_PERSON_LIFE_EVENT_PRIV)
  • Benefits Administrator Access (BEN_ADMIN_ACCESS_PRIV)
  • Manage Benefit Participant Enrollment Result by Administrator (ORA_BEN_MANAGE_ENROLLMENT_RESULT_BY_ADMIN)
  • Manage Benefit Person Potential Life Events (ORA_BEN_MANAGE_PERSON_POTENTIAL_LIFE_EVENT)

Self-Service Benefits:

  • View Benefits Self Service Configuration (BEN_VIEW_BENEFITS_SELF_SERVICE_CONFIGURATION_PRIV)
  • Submit Elections (BEN_SUBMIT_ELECTIONS_PRIV)
  • Elect Benefits (BEN_ELECT_BENEFITS_PRIV)
  • Manage Benefit Participant Enrollment Result by Worker (ORA_BEN_MANAGE_ENROLLMENT_RESULT_BY_WORKER)
  • Self Report a Life Event (ORA_BEN_SELF_REPORT_A_LIFE_EVENT)
  • Manage Benefits Additional Person Info ( ORA_BEN_MANAGE_ADDITIONAL_PERSON_INFO)
  • Manage Person Beneficiary Organizations (ORA_BEN_MANAGE_PER_BNF_ORG)
  • Access Family and Emergency Contacts by Worker (ORA_PER_PERSON_CONTACT_DETAILS_VIEW_DUTY)