Configuring the Benefits Enrollment Experience

Objective

After completing this lesson, you will be able to configure the system to allow the benefits enrollment experience.

Benefits Enrollment Experience Configuration

In this topic, we cover the steps to configure the Benefits Enrollment experience. We start with prerequisites that can be configured during implementation, such as permissions, and continue with the steps to configure specific enrollment scenarios.

As we learned in the previous topic, Benefits Enrollment is currently only available for two types of benefits: insurance and savings. As we cover these benefit types later in this course, we also cover the specific configurations needed to implement the enrollment process for the respective benefit types.

Prerequisites

Before configuring the benefits enrollment experience, four steps must be completed:

  1. Set the necessary permissions to manage benefits enrollment.
  2. Synchronize employee dependents from Employee Central to Global Benefits for all legal entities.
  3. Build the benefit enrollment process template (this includes the e-mail that goes out to the employees).
  4. Verify that any benefits that are used in this experience are mapped to the correct Configuration UI screens, which contain the required fields to set up the Benefit Enrollment experience. The correct screen for Benefits is BenefitConfigUI_Version2 and the correct screen for Insurance is BenefitInsurancePlanConfigUI_Version2.

Configuration Steps

To configure the benefits enrollment experience:

  1. Add the Benefit Actions block to the People Profile
  2. Build the Benefit Enrollment Process.
  3. Assign the benefit enrollment process template to the process.
  4. Add the Payment Frequency.

Set Prerequisites for the Benefits Enrollment Experience

In this exercise, you will set the prerequisites for the Benefit Enrollment Experience.

Steps

  1. Create the benefit enrollment process template.

    1. Use the Action Search to open Benefits Admin Overview.

    2. Select Create New:→Configure Benefits Enrollment Process Template.

    3. Enter the following information:

      FieldValue
      Configuration IDOE_PROCESS_TEMPLATE
      Effective from date01/01/2025
      Configuration nameOE Process Template
      Benefit Enrollment Process Title2025 Benefit Enrollment
      Introduction TitleWelcome to the 2025 Open Enrollment
      Introduction DescriptionThis year's Open Enrollment period has officially started.
      Family Members TitleSpouse
      Family Members DescriptionBefore selecting your benefits, let's confirm a few things.

    4. Select Save.

      The following image shows a benefit enrollment process template for an Open Enrollment process.

      Screenshot of the Configure Benefit Enrollment Process Templates form for OE Process Template with fields for configuration ID, effective date, and more, including options to enter terms and conditions.

      Note

      In this image, some of the fields contain values in brackets. These indicate placeholders that pull data such as benefit year (benefitYear) dynamically. For a full list of placeholders, see the online help.

Configure the Benefits Open Enrollment

Now that we have completed the initial prerequisites, we can set up the benefits open enrollment.

Task 1: Build the Benefit Enrollment Process

ExerciseStart Exercise

Steps

  1. Build the Benefit Enrollment Process.

    1. Use the Action Search to open Benefit Admin Overview.

    2. Select Create New→Configure Benefit Enrollment Process.

      Screenshot of Benefits Admin Overview interface with options to search, include inactive records, and create new Benefit Enrollment Process. Date field is set to 05/29/2024.

    3. Enter the following information:

      FieldValue
      Configuration IDBENEFIT_ENROLLMENT_US
      Effective From date01/01/2025
      Configuration NameBenefit Enrollment US
      Enrollment typeOpen Enrollment
      Open Enrollment Schedule2025 Benefit Enrollment (2025ENROLL)
      CurrencyUS Dollar
      Regular Open EnrollmentOE Process Template
      Legal EntitiesAce USA

    4. Under Benefits Selection and Grouping, Select Details:

      1. Enter the Benefit Group Name: Linear Enrollment
      2. Set the Benefit Group Style to Linear.

        Note

        At this point, we don’t have any benefits set up. As we add benefits throughout this course, we will configure the enrollment experience using this process.
      Two panels showing benefit selection; left panel displays Benefit Group Name Linear Enrollment with Details button highlighted. Right panel shows expanded details with a Dental Insurance Plan selected.

    5. Select Done.

    6. Select Save.

      The following image shows a benefit enrollment process called Benefit Enrollment U.S.

      A form titled Configure Benefit Enrollment Process with fields for configuration, effective date, enrollment type, schedule, currency, workflow, and legal entities; includes benefit grouping options.

Task 2: Add the Payment Frequency for the employee pay groups

ExerciseStart Exercise

Steps

  1. Add the payment frequency. (Associating the correct payment frequency to the employee’s pay group ensures that the benefit is paid at the appropriate time.)

    1. Use the Action Search to open Manage Data.

    2. In the Search field, select Pay Group.

    3. Select North America Pay Group.

    4. Select Take Action→Make Correction.

    5. Select the Pay Frequency to Monthly.

    6. Select Save.

      Manage Data interface showing Pay Group details for North America. Includes fields for Start Date, Pay Group ID, Name, Description, Status, Pay Frequency, and Payroll Vendor ID with various inputs.

Summary

  • The Benefit Enrollment experience provides an intuitive interface for employees to enroll in benefits by offering a localized, customizable experience with step-by-step guidance and plan comparisons.
  • The experience supports both open and off-cycle enrollment and includes embedded dependent information.
  • Currently,the benefit enrollment experience supports Insurance and Section 125 savings plans.
  • Planned future support includes allowances, deductible allowances, and reimbursements.

Learning

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