Enable Redwood Experience for the Certifications Page in Benefits Summary

Explore the new certification page within the benefits summary, 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.

Here are the differences between the certification 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

Single flow for uploading, approving, rejecting, or closing the certification action items.

 No Yes

Even if the document upload is configured in the setup page, you can enter the received date without uploading document.

 Allowed Not allowed. Document must be uploaded.

Approve a document and enter denied date instead of the received date.

Allowed

Not allowed. If the document is approved, administrator can enter only the received date. Once the received date is populated, uploading of document isn’t allowed.

Reject a document and enter received date instead of the denied date.

Allowed

Not allowed. If the document is rejected, administrator can enter only the denied date. A rejected document gets delinked from the certification action item.

Validation criteria for the election date against the received date.

The received date must be greater than the election date.

The validation criteria remain the same as in the responsive Benefits Summary page. But the validation happens only for the action items that don’t cause suspension.

Here are some points to remember:

You can’t edit an approved document. Based on the validity period of the document, they will be linked to new certification requirements. For certifications that don’t require documents, only the Received Date or Denied Date should be entered.

certification Page

certification 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 Benefits Summary 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.
  4. Select Site from the Level list.
  5. Enter Y in the Profile Value field.
  6. Click Save.
  7. Search for and select the ORA_BEN_ADMINISTRATIVE_ENROLLMENT_REDWOOD_ENABLED profile.
  8. Select Site from the Level list.
  9. Enter Y in the Profile Value field.
  10. 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)