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:
- On the Home page, click Me, Benefits.
- Click Enroll Now.
- Complete the tasks that are available for you. Click Continue to navigate.
- Click Done after completing the tasks.
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
This feature lets you experience Redwood’s high-fidelity interactions.
Steps to Enable
Here’s how you enable the Self-Service Benefits Enrollment Redwood page:
- Navigate to the Setup and Maintenance work area.
- Search for and click the Manage Administrator Profile Values task.
- Search for and select the ORA_HCM_VBCS_PWA_ENABLED profile option and enable Site level access.
- Click Save.
- Search for and select the ORA_BEN_SELF_SERVICE_ENROLLMENT_REDWOOD_ENABLED profile and enable Site level access.
- Click Save and Close.
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
Security
You need to update the custom roles with the following aggregate privileges and duty roles:
Aggregate Privilege:
Self Report a Life Event (ORA_BEN_SELF_REPORT_A_LIFE_EVENT)
Inherited by Seeded Duty Roles:
Benefits Employee Duty Role
UI Privilege:
BEN_ELECT_BENEFITS_PRIV
DSP:
BEN_SELF_REPORT_A_LIFE_EVENT_DATA for Table PER_ALL_PEOPLE_F