Enable Redwood Experience for Approvals and Alerts in Benefits Report a Life Event Page

The Report a Life Event 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 enhanced page allows employees to submit qualifying life events for approval and administrators to review, approve, reject, or request for more information before processing the event. The rest of the functionality remains the same.

You can now use the standard Alerts functionality to send automatic notifications to benefits participants for self-reported life events (submission confirmation, approval, rejection, and requests for more information).

Here’s how you use this page.

  1. On the Home page, click Me, Benefits.
  2. Click Report a Life Event.
  3. Click Add Life Event in the Life Events task.
  4. Complete rest of the tasks that are available for you. Click Continue to navigate.
  5. Click Done after completing the tasks.

After an employee self-reports a life event, they will receive a confirmation alert. For this, the Successful Submission of Self-Reported Life Event Alert (BEN_SELF_REPORTED_LIFE_EVENT_SUBMIT) should be enabled.

Report a Life Event Page

Report a Life Event Page

The administrator searches for the employee in Benefits Service Center in the Benefits Summary page. The scorecard now shows the count of self-reported life events that are submitted and require more information. Administrators can do one of these actions:

  • Approve
  • Request more Information
  • Reject

Report a Life Event Page

Report a Life Event Page

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

Here's the demo of these capabilities:

Steps to Enable

Here’s how you enable the Report a Life Event 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.

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
  • Benefits Manager
  • Benefits Specialist
  • Benefits Administrator

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)

To approve the self-reported life events in Benefits Service Center, the following aggregate privilege is needed:

  • Manage Benefit Person Potential Life Event

By Default, these aggregate privileges are inherited by the Benefits Enrollment Maintenance seeded duty role and by the following job roles:

  • Benefits Administrator
  • Benefits Manager
  • Benefits Specialist

UI Privilege:

Self Report a Life Event (BEN_SELF_REPORT_A_LIFE_EVENT_PRIV)

DSP:

BEN_MANAGE_PERSON_POTENTIAL_LIFE_EVENT_DATA for Table PER_ALL_PEOPLE_F