Oracle HCM Benefits Course Overview
Lesson and Course Objectives
Course Schedule
Course Hands-On Activities, Introduction, and Sign Ins
Oracle Fusion Resources
Introduction to the Oracle Fusion Applications User Interface
Oracle Fusion Applications Interface (UI)
Demonstrate the Plan Configuration, Enrollment, Evaluation and Reporting, and Self-Service Work Areas
Managing Benefits Overview
Benefits Terminology and Hierarchy
Compenent Creation Sequence
Desktop Integration
Demonstrate Oracle Fusion Applications Help
Security and Functional Setup Manager Overview
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 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
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
Collapsing Life Events
Collapsing Life Events Overview
Configuring Collapsing Life Event Rule
Effective Dating in Benefits
Effective Dating
Manage Benefit Plan Types and Options
Hierarchy Overview
Managing Year Periods
Managing Benefit Plan Types
Benefit Options Overview
Create Benefit Plans and Programs
Plan and Program Creation Methods Overview
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 Fast Formulas for Benefits
Formulas and Usages Overview
Benefit Formula Types
Formulas for Benefits
Manage Benefit Rates and Coverage
Rates Overview
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
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
Manage Contacts and Beneficiary Organizations
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
Define Benefits Extracts
Benefits Extracts Overview
Extract Formats
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
Configure Flex Credits
Defining Flex Credit Policy
Flex Credit Plan Components
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
Process Intervening Life Events
Benefit Reports
Benefit Reports Overview
Reports and Analytics Work Area
Predefined Benefit Reports
Description:
This Oracle HCM Cloud Benefits training provides implementation, configuration and management training of the HCM
Benefits product for your enterprise. Through interactive instruction and hands-on exercises, you will expand your
knowledge and ability to use this solution to benefit your business.
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.
Benefits to You
By taking this course, you will develop the skills to execute a smooth, rapid implementation of Oracle Fusion Benefits.
Better understand the configuration options to make improved decisions during your implementation. Optimize the setup
of your organization's benefits program and perform critical functional tasks to effectively manage enrollment activities
and other life events.
Oracle Fusion Human Capital Management and Oracle Fusion Functional Setup Manager Security
The knowledge you acquire in this course will help you understand how Oracle Fusion uses job and data roles, role
inheritance and security privileges to secure application functionality and data access.
Oracle Fusion Benefits Implementation
Configure and manage life events, benefit programs, and plan types and options. Configure plan rates, coverages,
enrollment display and open enrollment. Configure flex credits for offerings.
Test Your Implementation
Enroll workers (as a participant and administrator) in the offerings you set up, and view enrollment results. Run batch
processes. Start an open enrollment period, make enrollments, view flex credit usage, and complete action items.
Process intervening life events during the open enrollment period.
Please Note
This course is relevant for any customers using Fusion Applications through Release 11.1.11. It's beneficial for both
Oracle Cloud and on-premises deployments.
