Benefits Summary

Welcome to this 25A demo, I will be showing you the new Redwood Benefits Summary page in HCM Cloud Benefits. This new feature brings the benefits summary page to the Redwood designed. Business need a central location for administrators to coordinate and manage day to day benefit enrollment activities for employees. These activities often include entering and updating enrollments, reviewing benefit history, approving or denying certifications or managing requested life events. Enabling the Redwood design enhances administrative efficiency, reduces processing time and minimizes errors in managing employee benefits. I have navigated to the Benefits Summary Page from my client groups and searched for an employee.

The new Redwood benefits summary page continues to provide all the same functionality but with new features to help streamline benefits administrator tasks.

Let’s review each of these areas.

There are no changes to the effective as of date or benefit relationship. The overview area has been enhanced to include more items such as self-report a life event and court orders. Clicking on the item will take you directly to that area.

Pending actions have been moved to the top of the benefits summary page. Allowing you to quickly see and resolve pending actions for your employees. All pending actions are tracked in this area including those that require certifications. The enrollment area has new badges showing status such as suspended and displays all plans, not just the first 10. You can still view program authorizations and enrollment summary and flex credits if you have a flex program. Clicking on the plan hyper-link will take you to plan details. The evaluated life events area has been updated to allow for inline edits for closing and backing out life events. The enrollment opportunities will open in a new Redwood page displaying all of the employee’s enrollments, calling out defaults and automatic enrollments.

The print enrollment document will open in a new window where you can print and give to your employee.

Clicking on the enrollment button takes you to the new Redwood benefits enrollment flow.

Actions such as evaluating open enrollment remains the same.

And show backed out and voided events and purging any voided or backed out events remain the same.

The potential life events area allows you to add life events inline instead of opening a new page.

Edits to unprocessed or detected life events can also be done inline.

Actions such as determine winning events or evaluating life events remains the same.

And a new area called self-reported life events has been added and can only be accessed using the Redwood benefits summary page. You can review, approve, return for more information or reject a self-reported life event. Past approved or rejected life events can also be viewed.

Benefits notes allows you to add supporting notes inline making it much quicker and easier to support your changes. The actions area holds additional administrative tasks such as court order, billing, people to cover, person benefit balances and person benefits group.

The functionality remains the same on all of these actions. The new Redwood benefits summary page is delivered enabled when you set the ORA_BEN_ADMINISTRATIVE_ENROLLMENT_REDWOOD_ENABLED profile value to Y at the site level.

This concludes this demo. Thanks for watching.

You can refer to 25A What’s New documents for more information on this feature.