Christopher Maurio Christopher Mcleod

Emphasizing the “Self”in Self-Service Benefits

Agenda

•

Our Self Service Enrollment Process

•

Updating Existing Plan Setups

•

Create Instructional Text Using Communication Types

•

XML Benefits Confirmation Statement

•

Workflow Benefits Changes Notifications

Self Service Enrollment ProcessTwo Different Responsibilities

-RUHR Open Enrollment or RUHR New Hire Benefit Elections(Assigned only during the appropriate enrollment period)

-RUHR View Personal, Employee, and Benefit Details

Self Service Enrollment Process (cont.)Employees may add any contacts whom they wish to cover as dependents and/or beneficiaries

Rockefeller restricted the ability to update and remove any existing contacts.

Self Service Enrollment Process (cont.)Two Different Programs

-Additional Tax Savings Plans –

Standard Benefits

-Benefit Plans –

Advanced Benefits

Self Service Enrollment Process (cont.)

Self Service Enrollment Process (cont.)

Self Service Enrollment Process (cont.)

Self Service Enrollment Process (cont.)

Self Service Enrollment Process (cont.)

Updating Existing Plan Setups

Old Setup

New Setup

Enrollment Selection Page –

For Employee with only a spouse, no children or domestic partner contacts.

Updating Existing Plan Setups (cont.)Adding Dependent Eligibility Profiles

Employees only see options in which they are eligible to enroll in based on the dependents they currently have or will be adding.

Total Compensation -> General Definitions -> Eligibility Profiles -> Dependent Coverage

Updating Existing Plan Setups (cont.)Total Compensation -> Programs and Plans -> Plan Eligibility -> Dependent Criteria

Family Member:Check Designation Requirements

Web Address:

Updating Existing Plan Setups (cont.)Total Compensation -> Programs and Plans -> Plan Enrollment Requirements

Designations -> Coverage Eligibility Requirements -> Eligibility Profiles

Updating Existing Plan Setups (cont.)

Old Setup

New Setup

Employee can de-select a plan when they should not be allowed to.

Updating Existing Plan Setups (cont.)Total Compensation -> Programs and Plans-> Program Enrollment Requirements

Communication Types –

Instructional Text

Total Compensation -> General Definitions -> Additional Setup -> Communication Types

Short Name: BNS.ENRT_SELECTION_SELECT_AREA

Adding Instructional Text

Communication Types –

Instructional Text (cont.)Usages

Different Communication Types based on unique or combinations of:Program, Plan Type, & Life Event

Limitations:

Limit of 2,000 CharactersCannot Specify Unique Communication Based on Plan

Using Basic HTML to Create Interactive Tables and/or Links To:

Plan Documents, Plan Administrator Websites & Other Useful Information

<a href="http://www.yourwebsiteaddress.com" target="_blank">Plan

Document</a>

Communication Types –

Instructional Text (cont.)

XML Benefits Confirmation StatementResponsibility: XML Publisher Administrator

Name: Benefit Enrollment ConfirmationCode: BENSSCNF

XML Benefits Confirmation Statement (cont.)Download & Save Seeded Template

End Date Seeded Template

XML Benefits Confirmation Statement (cont.)Create A New Template

Upload A New Personalized Template

XML Benefits Confirmation Statement (cont.)

Metalink : 391397.1How to Modify Existing Seeded Templates

Using XML Publisher

Workflow Benefits Changes Notifications

Metalink : 263015.1 Deploying SSHR Capability

Chapter 11 "Enabling Self-Service Bene�ts

Enrollment Noti�cations”

Benefits Administrator receives e-mail once an employee completes the Self Service Benefits enrollment process.

Workflow Benefits Changes Notifications (cont.)

Questions & Answers

Christopher Maurio

–

HR AssociateThe Rockefeller University –

cmaurio@rockefeller.edu

Christopher McLeod –

HRIS ManagerThe Rockefeller University –

cmcleod@rockefeller.edu