Enable Redwood Experience for Enrollment Overrides Page in Benefits Summary

Hello, and welcome to this 25B demonstration of Oracle Cloud Benefits Enrollment Override.

In this session, we’ll review the new feature, the business need it addresses, how it works in the system, and the key benefits it provides to administrators.

This new feature brings the redwood design to the override enrollment page within the benefits summary. Businesses need greater flexibility and control over the benefits administration pages to improve clarity and the users experience. These new features help streamline the benefits administrator’s tasks by improving efficiency, reducing manual effort, and enhancing the overall user experience.

In this demonstration I will show you how the new redwood enrollment override page works within the benefits summary. I will navigate to benefits administration, then the benefits activity center. I will search for my employee which will take me to the benefits summary page.

To use the override enrollment functionality the employee must be enrolled in benefits. You can access the override enrollment for each plan using the ellipsis and then clicking on the enrollment override.

Once the enrollment override page opens you will see there are several different regions here.

We have details, rates, dependents and beneficiaries. Each of these regions will be populated based upon your system setup.

To make updates to a region you will click on the edit icon.

In the details area I can override the coverage start date, coverage end date, original enrollment date, earliest disenroll date and the benefit coverage amount.

Let’s adjust the coverage start date to the 5th and the original enrollment date to the 5th. Notice I now have an override through date. The defaulted date here is December 31st of the year 4712. If you want this override to continue forever you would leave that date. But if you need this override to stop sooner then you would enter in your though date here. You can optionally enter an override reason if you wish.

Notice that our overridden checkbox is automatically checked and if the plan is interim or suspended those will be checked by the system. I will save my changes.

Now let’s look at rates. In the rates area you will see the rates that you have a standard rate for. Let’s click on the edit icon.

Here I can update the rate start date, end date, the defined rate value, which is our monthly value, the annual rate value and the communicated rate value which is your per pay period amount.

If you override any of your rate values you need to manually override all three, the system will not automatically make adjustments for you.

Again we have the override through date here and if we wish for this to end at a specific time, we would enter in that date. And I see my overridden checkbox. I can click save. And in the rates region I will see my overridden badge.

Now let’s look at dependents. I will click on my edit icon. Listed here are the currently designated dependents. You cannot add new dependents. If you needed a new dependent added you would run a life event and add that new dependent. You can change the coverage start date, coverage end date and the original coverage start date. If you change any of these values you will enter in your through date. And your overridden checkbox will be checked.

I’m not going to make any changes here so I will click cancel. This particular plan does not have any beneficiaries so we’ll go ahead and go back to our main summary page and we can see the plan now has an overridden badge.

Let’s look at a suspended plan. I will click on my ellipsis, click on enrollment override.

As this is a suspended plan I cannot make any edit updates. The details and rates are locked down.

But the beneficiaries I can make adjustments. You can always edit a beneficiary. Like dependents you can only update the percentage amount of those dependents already designated. If I did not have the dependent I needed listed here I would have to run a life event and then designate them. Here I can change the amount for the parent, remove the contingent and then add the other 50 here and then save.

And we can see we have our overridden value listed here.

If I go back to our benefits summary page I can see the overridden badge listed here.

Let’s review some additional information pertaining to the override enrollment page. You cannot use negative numbers.

You can only edit specific fields related to dates and numbers such as coverage or rate start and end dates, amounts, percentages, and values. You cannot create, delete, or void existing enrollments or their child records.

The changes made in the override page won’t refresh the pending any actions.

Changes are committed upon clicking the save button.

Changes made to data on the override page won’t result in any changes to downstream or upstream data except for payroll element entries associated with participant rates.

Certain fields are restricted for savings plans, absence plans, interim, and suspended enrollments.

Add or remove dependents or beneficiaries only by using a life event.

Enrollment overrides are typically used for exceptions and not part of your daily transactions.

This concludes this demonstration. Thank you for watching.

You can refer to the 25B What’s New documentation for more information on these features.