Enable Redwood Experience for the Pending Actions within the Benefits Summary Page

These enhancements within the pending actions regions allow the benefits administrator to act on the pending actions for national identifier and date of birth. Benefits administrators can now bulk-close multiple past-pending optional action items from the Pending Actions section.

To launch the page, click Benefits Administration > Benefits Activity Center.

National Identifier Pending Action:

National Identifier Pending Action

Date of Birth Pending Action:

Date of Birth Pending Action

Close Prior Optional Action Items in Bulk:

Close Prior Optional Action Items in Bulk

Steps to Enable

You need to enable these profile options at the Site level using the Manage Administrator Profile Values task in the Setup and Maintenance work area:

• ORA_HCM_VBCS_PWA_ENABLED
• ORA_BEN_ADMINISTRATIVE_ENROLLMENT_REDWOOD_ENABLED.

Tips And Considerations

• You must enable the redwood pages to use these features. 
•  Action items at the dependent or beneficiary designation level must be set up to see the national identifier and date of birth pending actions.
•  For the data entered in other areas of the benefits summary page, such as national identifier entered under People to Cover, the open action items will get closed when you revisit the Benefits Summary page.
• The button Close Past Optional Action Items in Bulk only works for the past optional action items, it will not close those related to the most recent life event.

Key Resources

• For more information about implementing redwood pages, refer to:
  • How do I adopt Redwood for Benefits?
  • Start Here- Learning opportunities to get started with Benefits Redwood Adoption 
  • How do I enable a profile option?

• For more information about implementing action items, refer to Plan Certifications and Other Action Items within the Implementing Benefits user guide.

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.

Here's how you regenerate a role:

1. Navigate to Workforce Administration > Workforce Structures > Data roles and security profiles.
2. Search for the role.
3. Click Edit, Next.
4. Review and submit the changes. 

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 Pending Actions region to work properly.

• 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)