Enable Redwood Experience for Benefits Enrollment Pages in Benefits Summary

Explore the new benefits enrollment option within the benefits summary page recreated in the Redwood Toolset's Visual Builder Studio. This feature introduces enhanced functionality to streamline benefits administration tasks, delivering an improved and more intuitive experience.

To launch the Benefits Summary page, click My Client Groups, Benefits , Benefits Summary.

To manage the benefits enrollment activities for participants from the Benefits Summary page, you can use the Enroll button in the Evaluated life events section.

Enroll Button

A new Select a Benefit page for program and plan selection has been added, which directly opens the enrollment flow.

Select a Benefit Page

You can click the Edit button to continue with the enrollment process.

This table shows the visibility of various aspects of the enrollment page in Benefits Summary page and Self-Service Benefits:

Visibility of Aspects in Benefits Summary Page and Self-Service Benefits

Aspect	Benefits Summary Page	Self-Service Benefits
Legal disclaimer	Visible only when the Display Authorization page in Benefits Service Center is selected in self-service configuration.	Always visible
Program and plans	Shows only the programs and plans for the selected life event.	Shows programs and plans for all the benefits relations.
Plans visibility	Always visible.	Visible only when the Visible on self-service pages option is selected in the plan additional configuration step.
Life event visibility	Always visible.	Visible only when the Visible on self-service pages option is selected on the Life Events page.
Court order enforcement	Never	Always
Alerts	Never	Always
Path selection	Always Express path, which enables administrators to review enrollments or quickly make changes by clicking the Edit icon.	Employee can select between Express and Discovery. The Express path enables participants to quickly review what they're currently enrolled in and submit as is, or make changes. The Discovery path enables the participants to thoroughly analyze all the available benefits and select the ones they need for enrollment.
Close life event	Visible when the Allow administrators to close life event, within enrollment flow, after making elections option is selected in self-service configuration, and Close Enrollment Period Date is set to When Elections are Made in the plan configuration.	Never

Here’s a list of features that are identical on both the Benefits Summary page and the Self-Service pages:

Plan comparison
Plan type minimum and maximum validation
Calculators
Mutual exclusivity
Designation validations for beneficiary and dependents

Activity Tracking

Users' activities are tracked when the enrollment flow is accessed from the Benefits Summary page. Note that the activity tracking for Self-Service Benefits and the enrollment flow initiated through the Benefits Summary page are maintained individually. For example, if the employee had visited the dental plan type grouping in the self-service pages, the administrator doesn’t see the check mark in the enrollment flow initiated through the Benefits Summary page.

Like the check mark against plan type grouping, badges such as Visited, Visited and Submitted appears for program or plan-not-in-program. Here also, the activity tracking for self-service pages and the enrollment pages in Benefits Summary are maintained individually. If the employee has visited and submitted the enrollment through Self-Service Benefits and if the administrator hasn’t visited the enrollment pages in Benefits Summary, no badge appears for the administrator. If the employee has visited and submitted the enrollment through Self-Service Benefits and if the administrator has visited the enrollment pages in Benefits Summary Center, the Visited and Submitted badge appears for the administrator. The same tracking applies to Self-Service Benefits for employees if the administrator has completed the enrollment through Benefits Summary pages. This approach informs the administrator or the employee that the enrollment was already submitted.

Closing Life Events

When the Allow administrators to close life event, within enrollment flow, after making elections option is selected in self-service configuration, and Close Enrollment Period Date is set to When Elections are Made in the plan configuration, the administrator can close the life event after submitting the elections. After submitting the elections, the admin is redirected to the Select a Benefit page. If needed, they can close the life event. If there are elections in another program or plan-not-in-program are pending, they can submit those elections before closing the life event.

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 Benefits Summary 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.
Select Site from the Level list.
Enter Y in the Profile Value field.
Click Save.
Search for and select the ORA_BEN_ADMINISTRATIVE_ENROLLMENT_REDWOOD_ENABLED profile.
Select Site from the Level list.
Enter Y in the Profile Value field.
Click Save and Close.

Access Requirements

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.

Consolidated Security Details:

You need to ensure that these privileges and roles are part of the custom role hierarchy for the Benefits Summary page 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 Dates (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 Event (ORA_BEN_MANAGE_PERSON_POTENTIAL_LIFE_EVENT)
Submit Elections (BEN_SUBMIT_ELECTIONS_PRIV)

Self-Service Benefits:

View Benefits Self Service Configuration (BEN_VIEW_BENEFITS_SELF_SERVICE_CONFIGURATION_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)
Manage Benefits Questionnaire Responses by Worker (ORA_BEN_MANAGE_QUESTIONNAIRE_RESPONSES_BY_WORKER)