Learn to create and manage benefit plans and programs for your organization with Oracle Fusion Benefits Training. The course is designed to help you gain understanding of Oracle Fusion job and data roles, role inheritance, and security privileges, used to secure application functionality and data access. Learn to configure and manage life events, benefit programs, and plan types and options. Manage enrollment activities efficiently during scheduled open enrollment periods and other life events. Develop the skills to configure plan rates, coverages, enrollment display, and open enrollment.
Preview
By the end of this training you will learn to:
- Use Oracle Fusion Functional Setup Manager to implement Oracle Fusion Benefits.
- Create benefit programs, plans, plan types and options.
- Use spreadsheets to manage benefits data.
- Define life events and eligibility for the benefits that you create.
- Manage benefit rates and coverage.
- Process life events and manage enrollment activities.
- Configure an open enrollment period and manage enrollments.
Course Contents
Day 1
HCM Benefits Course Overview
Lesson and Course Objectives
Course Schedule
Course Hands-On Activities, Introduction, and Sign Ins
Oracle Fusion Resources
Oracle Fusion Applications and HCM Benefits Introduction
Simplified and Desktop Interfaces Overview
Demonstrate the Plan Configuration, Enrollment, Evaluation and Reporting, and Self-Service Work Areas
Managing Benefits Overview
Demonstrate Self-Service Enrollment
Benefits Terminology and Hierarchy
Compenent Creation Sequence
Desktop Integration
Demonstrate Oracle Fusion Applications Help
Day 2
Benefits Security Overview and Creating an Implementation Project
Role-Based Access Control
Role, Abstract, Data, and Duty Roles
Security Reference Implementation and Accessing the HCM Security Reference Manual
Functional Setup Roles
Creating an Implementation Project
Assigning Implementation Tasks
Accessing Implementation Projects and Tasks
Define General Benefits
Identifying General Benefits Implementation Objects
Maintaining Organizations and Regulations
Managing Benefit Reporting Groups, Benefit Balances, and Lookups
Configure Enrollment Action Items
Manage Fast Formulas
Manage Benefit Groups
Employment Models Overview
Configuring Benefits Relationships for Legal Entities and Overriding for Participants
Define Benefits Eligibility
Eligibility Overview
Manage Derived Factors
Manage Benefit Service Areas
Manage Eligibility Profiles
Define Eligibility Criteria
Add Multiple Eligibility Criteria
Define User-defined Criteria
Day 3
Define Benefits Life Events
Benefit Life Events and Event Types Overview
Setting Up a Life Event
Active and Potential Life Events
Life Event Setup Considerations for Planning
Configuring Life Events
Effective Dating in Benefits
Effective Dating
Manage Benefit Plan Types and Options
Overview of Hierarchy
Managing Year Periods
Managing Benefit Plan Types
Benefit Options Overview
Day 4
Create Benefit Plans and Programs
Overview of Plan and Program Creation Methods
Quick Create for Plans and Programs
Entering Basic Plan Details and Additional Configuration
Entering Basic Program Details
Select Plan Types and Plans
Eligibility and Enrollment Configuration
Reinstatement Rules
Configuring Certification, Enrollment Suspensions, and Designations
Manage Benefit Rates and Coverage
Overview of Rates
Managing Payroll Elements and Input Values
Manage Standard Rates
Manage Benefit Plan Coverage
Manage Coverage Across Plan Types
Manage Variable Rate Profiles
Define Plan Type Groups and Configure Enrollment Display
Configure Plan Type Groups
Manage Enrollment Authorizations
Manage Benefits Self-Service Configuration
Day 5
Maintain Benefits Enrollments Overview
Common Administrative Tasks
Simplified View of Enrollment Processing Based on Life Events
Types of Life Event Enrollment Cycles
Processing Life Events that Occur During Open Enrollment Period Overview
Self Service Enrollment
Self-Service Enrollment
Maintain Benefits Enrollments Using the Enrollments Work Area
Enrollment Work Area
Manage Action Items
Viewing a Person's Potential Life Events
Printing Enrollment Documents for Offline Participants
Enrollments
Viewing Enrollment Results
Beneficiary Organizations
Eligibility and Enrollment Overrides
Day 6
Define Benefits Extracts
Benefits Extracts Overview
Maintain Benefits Enrollments Using the Evaluation and Reporting Work Area
Evaluation and Reporting Work Area
Life Events Details
Evaluation and Reporting Process Categories
Key Parameters in Participant Evaluation Processes
Monitoring Processes and Results
Managing Benefit Enrollments and Person Habits in the Integrated Workbooks Overview
Managing Batch Parameters
Define Extracts
Prepare for and Manage an Open Enrollment Period
Benefits Open Enrollment Overview
Sample Open Enrollment Timeline
Pre-Open Enrollment Period Checklist
During Open Enrollment Period Checklist
Post-Open Enrollment Period Checklist
Oracle Fusion Benefits Implementation Course Summary
Course Summary Highlights
Apps2Fusion Articles 