Explore the new Redwood Enhancements to the Self-Report a Life Event Page

Hello, and welcome to this 25B demonstration of Oracle Cloud Benefits Enhancements to the self-report a life event page.

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

There are four new enhancements added to the redwood self-report a life event functionality.

The ability to determine which self-service grouping to display, change the self-service grouping display text, customize the Need Help? Contact Us region and hide employee comments. Employees often feel overwhelmed when navigating benefit changes, especially qualified life events. Businesses need solutions that simplify the self-service experience while reducing the workload on benefits administrators.

Using the new self-report a life event enhancements simplifies the employee experience during benefit changes and reduce administrative workload.

First let’s look at the delivered functionality for the self-report a life event display grouping in self-service. I will click on Me and then then benefits tile. And then report a life event under the quick actions. And add a life event.

Here I see the three delivered self-service groupings. The new enhancements allow you to show those groupings that best fit your business needs. For example, you could display only the Me grouping, or you could display the Me and My Spouse or Domestic partner grouping, exclude the My child grouping. Now let’s look at how we make these changes.

I will cancel. Navigate back to Home.

Click on Benefits Administration, plan configuration. I will select benefits life events under the task list and I will search for all of my self-assigned life events.

Let’s look at the Birth or Adoption life event first. If I need to make changes I will click on actions and select correct.

Here in the self-service grouping area, is where you would select which grouping you would like to use.

Selecting the Employee Events will display the event in the Me grouping.

Selecting Spouse/Domestic Partner Events will display the event in the My spouse or domestic partners grouping.

And Selecting Child Events to display the event in the My Child grouping.

If you don't select any groupings, the event will be displayed in the Me grouping.

Once you have made all of your changes you can click save and close. Here is an example of where I have removed the my child grouping and you can see we only have the me and the my spouse or domestic partner grouping.

Now let’s look at how to change the text for the self-service groupings.

I will click on the Navigator and scroll down to configuration and select sandboxes. I will click on Create Sandbox button.

In the name area I will enter a name for my sandbox such as Update Life Event Grouping Text. I will let the publishable default to yes.

In the All Tools area I will select User Interface Text. And then I will click on Create and Enter button.

I can see that my sandbox is active by the bar displayed at the top of the page.

I will click on my tools dropdown and then click on user interface text.

In our example let’s rename the My spouse or domestic partner to My spouse.

In the find field I will type in the current text, which is my spouse or domestic partner.

In the Replace field I will enter in the text I want to see which will be my spouse.

I will click on the Match complete word or phrase checkbox.

And I will uncheck the global menu label text and multi-part validations messages. And Then I will click on search button.

I will review my results, If I am happy with them I will click on Replace Strings. Once the strings are updated I will navigate back to me, then to benefits, then to report a life event under quick actions. And then finally add a life event.

And I can see now my text has been changed to my spouse. If I am happy with those changes, I will come up to my dropdown and go into publish. And if I want to continue publishing I will click continue.

In my sandbox details page I will click on publish. And this will move those changes to the live instance. Now let’s review the new visual builder studio enhancements for the self-report a life event page. I will navigate to Me, and then benefits, once the landing page opens I will click on report a life events under quick actions.

Scrolling to the bottom of the page, I see the Need Help? Contact Us region. If you are using areas of responsibility your designated benefits representative will be displayed here. To hide or modify this region, scroll to the top of the page. Under settings and actions select Edit page in visual builder studio.

Once the visual builder studio edit page opens verify you are in the express mode.

In the page properties area scroll down until you see the show need help region attribute.

Change the true value to false, I can now this area has been removed.

To add a custom need help region. Locate the show custom need help attribute, change the false value to true. I can now see the defaulted title and text.

To update the title locate the custom need help title attribute and enter in your title, such as Benefits Questions? Tabbing out I can see the change.

You can enter in custom text in the custom need help text attribute. This can be plain text or HTML code. Let’s copy in some text and tabbing out I can now see the changes.

You can also add a journey for more detailed information using the custom need help journey code or the custom need help journey task code. Let’s add a journey, tabbing out I can now see my hyper-links for the journey. To test the hyper links are working correctly click on the preview icon. Which will open a new browser window.

Once the preview page opens, click on your hyper link to verify the drawer opens and the correct information is displayed.

Once your testing is complete, return to the visual builder edit page and click on publish.

The final enhancement is the ability to hide the employee comments when reporting a life event.

Under page properties, scroll down until you locate the show employee comments on the summary page. Change the true value to false.

To test this change, click on the preview icon, which will open a new browser window.

Once the preview page opens, Click on the add a life event button. Select a life event. And verify the employee comments region has been removed. Once you have completed your testing, return to the visual builder studio edit page and publish your changes.

This concludes this demonstration. Thank you for watching.

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