Enable Redwood Experience for Pending Actions Region in Benefits Summary

Explore the new pending actions region 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.

Benefits Summary Page

Here’s a table that shows the visibility of various components related to pending actions 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
Action items	Appears for all started and processed life events.	Appears for the started life events in the elections flow. Appears for all the started and processed life events on the landing page.
Editing of action items	The action items that belong to the latest started or latest processed life events are editable.	Editing is allowed on started life events action items during the enrollment window in the pending actions region in the election flow. In the pending actions region on the landing page, the action items that belong to the latest life event are editable. If the action items cause suspension, they can be edited only within the enrollment window. The certification action items can be edited only within the enrollment window.
Completed action	Visible	Not visible
Plans	Visible	Visible only when the Visible on self-service pages option is selected in the plan additional configuration step.
Life events	Visible	Visible only when the Visible on self-service pages option is selected on the Life Events page.
Alerts	Generated for document approval and rejection	None

Here are the differences between the pending actions page in the responsive Benefits Summary page and the Redwood Benefits Summary page:

Differences Between Responsive Benefits Summary Page and the Redwood Benefits Summary Page

Aspect	Responsive Benefits Summary Page	Redwood Benefits Summary Page
Editing of old open action items	Allowed	Not allowed (Only allowed for the latest life event.)
Completed actions	Editable for latest started or processed life event.	Not allowed.
Completed certification action items	All the child certification action items move to the completed status only when all the pending action items under the parent action item are closed.	Each certification action item moves to the completed status when the received date is entered.
Document of Records flow	Not integrated (It was a separate flow.)	Integrated

You can add primary care physicians also for the corresponding pending action items for the participant or dependents.

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 enrollment 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)