R12 Oracle HRMS Advanced Benefits Fundamentals Student Guide

Transcription

1 R12 Oracle HRMS Advanced Benefits Fundamentals Student Guide D48246GC20 Edition 2.0 April 2009 D59753

2 Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. Authors Hemant Bellur, Keith Ekiss Technical Contributors and Reviewers Lynda Tollefson, Pragya Nair, Juliette Fleming, John Woodward, Denise Wollenberg, Margaret Wong, Deborah Clement This book was published using: Oracle Tutor

3 Table of Contents R12 HRMS Advanced Benefits Fundamentals R12 HRMS Advanced Benefits Fundamentals Objectives Agenda Overview of Implementing Advanced Benefits Overview of Implementing Advanced Benefits Introduction Topics Introducing Advanced Benefits Total Compensation Flexible Benefits Programs Build a Benefits Program Plan Types Life Events Eligibility Profiles Contributions and Distributions Actual Premiums Advanced Benefits and Oracle Payroll Communications Benefits Service Center View Program Structure Eligibility Management Enrollment Cycle Automation Total Compensation Setup Wizard Reviewing a Sample Implementation and Enrollment Reviewing a Sample Implementation and Enrollment Vision Vision - Seeded Compensation Objects Vision - Seeded Plan Design Enrollment Following the Implementation Steps Following the Implementation Steps Building Blocks Building Blocks Examples Implementation Sequence Summary Life Events Life Events Objectives Topics Overview Defining Life Events Life Event Types Explicit Life Event Types Temporal Life Event Types Scheduled Seeded Life Events Life Event Detection Potential Life Events Active Life Events Life Event Occurred Date i

4 Managing Life Events Overriding Life Events Overriding Life Events: Example Person Changes and Related Person Changes Defining a Person Change Single Database Column Defining a Person Change Multiple Database Columns Trigger Life Events from Multiple Table Triggers FastFormula Rules for Person Changes Causes Related Person Life Events Related Person Life Events Implementation Considerations Defining Collapsing Life Events Defining Collapsing Life Events Collapsing Life Events Collapsing Life Events - Example Collapsing Life Events Linking Life Events to Compensation Objects Linking Life Events to Compensation Objects Life Event Reasons and Compensation Objects Life Events Usage Life Events Versus Eligibility Profiles Impact on Eligibility and Enrollment Summary Benefits Enrollment Requirements Benefits Enrollment Requirements Introduction Enrollment Requirements and Plan Design Topics Objectives Introducing Enrollment Requirements Key Concepts Enrollment Methods Enrollment Codes Default Enrollments Enrollment Timing Coverage and Rate Dates Enrollment Types The Participation Process Enrollment Hierarchies Defining Program and Plan Enrollment Requirements Defining Program and Plan Enrollment Requirements Defining Enrollment Requirements Program Enrollment Requirements Plan Enrollment Requirements Layout of Enrollment Requirements Window General Enrollment Requirements Timing Enrollment Requirements Scheduled Timing Enrollment Requirements Life Event Life Event Change Requirements Plan Enrollment Requirements Defining Action Items and Certifications Defining Action Items and Certifications Overview Action Items ii

5 Enrollment Action Types Action Items - Required or Optional Completing Action Items Certifications Enrollment Certifications Link Certifications to Compensation Objects Completing Certifications Suspended Elections and Interim Coverages Managing Suspended Elections and Interim Coverages Managing Suspended Elections and Interim Coverages Suspended Enrollments Interim Coverage Coverage Restrictions Summary Dependent and Beneficiary Designation Dependent and Beneficiary Designation Overview Topics Objectives Dependent Coverage Eligibility Profiles Relationship Profiles Age Profiles Status Profiles Postal Zip Profiles Other Profile Types Link Profiles to Compensation Objects Designation Levels Other Designation Information for Compensation Objects Dependent Certifications (Advanced Benefits) Dependent Coverage and Life Events Dependent Designation Requirements Dependent Designation Requirements Overview Relationship Groups Designation Requirements Family Member Codes Eligibility Check Codes Beneficiary Designations Beneficiary Designations Beneficiary Certifications (Advanced Benefits) Summary Activity Rates and Coverage Calculations Activity Rates and Coverage Calculations Introduction Link Variable Rate Profiles to Rate Calculations Standard Rates - Basic Diagram Rate Characteristics Topics Objectives Defining Variable Rate Profiles Variable Factors Variable Rate Profiles Link Variable Rate Profiles to Rate Calculations Example - Variable Standard Rate iii

6 Example - Variable Premium Example - Variable Coverage Calculation Variable Rate Calculation Calculation Methods Defining Coverage Calculations Defining Coverage Calculations Coverage Calculations Coverage Association Levels Building Coverage Calculations Example - Fixed Coverage Example - Variable Coverage Defining Coverage Calculations Calculation Methods Defining Actual Premiums Defining Actual Premiums Introduction Premium Calculations Link Premiums to Compensation Objects Examples - Actual Premium Defining Premium Calculations Premium Assignment Premium Assignment Level Calculation Methods Partial Month and Prorated Processing Premium Credits View Premium Results Setting Up Benefits Elements Setting Up Benefits Elements Elements and Benefits Element Entries Defining the Element Linking Elements for Benefits Element Links Defining Standard Contributions and Distributions Defining Standard Contributions and Distributions Overview Standard Rates Concepts Defined, Communicated, and Annual Amounts Building Standard Rates Standard Rates - Basic Diagram Standard Rates Levels Standard Rates - Multiple of Coverage Standard Rates - Multiple of Premium Standard Rates - Parent/Child Key Concepts Activity Types Activity Types - Specific Types Elements and Input Values Calculation Methods Partial Month Determination Annual Rates Processing Information Summary iv

7 Flex Credits and Benefits Pools Flex Credits and Benefits Pools Objectives Topics Defining Flex Credits Introduction Key Concepts Setting Up a Flex Program Flex Credits Shell Plan Flex Credit Shell Plan and Standard Rates A Statement of Earnings - Total Credits Net Credits Defining Flex Credits Flex Credits Levels Defining Combinations of Compensation Objects Activity Types for Flex Credits Calculation Methods for Flex Credits Defining Benefits Pools Defining Benefits Pools Benefits Pools Benefits Pools: Credit and Debit Ledger Setting Up a Benefits Pool Excess Treatment Benefits Pools for Net Credits Flex Credit Application Flex Credit Rollovers Summary Benefits Communications Benefits Communications Overview Communication Types Communications Topics Objectives Defining a Communication Type Communication Types Kits and Pieces Communication Triggers Communication Usages Defining Usages Communications Delivery Person Communications Summary U.S. Benefits Regulations U.S. Benefits Regulations Overview Topics Objectives Setting Up Imputed Income Plans Overview Plans Subject to Imputed Income Imputed Income Shell Plans Imputed Income Plan Hierarchy Imputed Income - Standard Rates v

8 Imputed Income - Variable Rates Imputed Income Calculations Introducing COBRA Introducing COBRA COBRA Overview COBRA Administration with Oracle HRMS COBRA Processing Benefits Assignments Setup for COBRA Administration COBRA Administration Defining COBRA Programs and Plans Defining COBRA Programs and Plans Defining COBRA Plans and Programs Defining Plans Subject to COBRA Defining COBRA Programs COBRA Enrollment Period Level Length of COBRA Coverage Defining COBRA Life Events and Eligibility Profiles Defining COBRA Life Events and Eligibility Profiles COBRA Life Events (Advanced Benefits) Subsequent Life Events (Advanced Benefits) Defining a COBRA Qualified Life Event Defining COBRA Enrollment Requirements COBRA Eligibility Profiles Defining COBRA Activity Rates Defining COBRA Activity Rates COBRA Activity Rates Defining COBRA Rates Generating HIPAA Certificates Generating HIPAA Certificates Overview HIPAA HIPAA Certifications HIPAA Certification Setup Steps Defining Plans Subject to HIPAA HIPAA Communication Types HIPAA Processing Summary Online Benefits Services Online Benefits Services Introduction Topics Objectives Setting Up the Benefits Service Center Concepts Real-Time Life Event Management Desktop Activities Message Configuration Summary Benefits Enrollment Benefits Enrollment Introduction Topics vi

9 Objectives Overview of Administering Advanced Benefits Overview Benefits Administration Enrollment Cycles Monthly Administration Cycle Open Enrollment (Scheduled) Enrollment Processing Eligibility Management Enrollment Cycle Automation Employee Communications Premium Calculation System Extract Management Reporting Continuing Benefits Running the Participation Process Running the Participation Process Overview Implementation Run the Participation Process Process Enrollments The Participation Process Participation Process: Modes Participation Process: Selection Participation Process: Life Event Participation Process: Scheduled Participation Process: Temporal Participation Process Parameters Managing Life Events Managing Life Events Overview Life Event Management Life Event Detection Multiple Potentials Life Event Statuses Viewing a Person's Life Events Viewing Participation Life Events Summary Report Enrolling Participants Enrolling Participants Overview Benefits Enrollment Enrollment Windows Flex Program Window Non-Flex Program Window Savings Plan Window Miscellaneous Plan Window Enrollment Process Deleting an Enrollment Other Considerations Covering Dependents and Designating Beneficiaries Covering Dependents and Designating Beneficiaries Overview Dependent/Beneficiary Designation Window Dependent Designation vii

10 Unrestricted Designations Designation Details Beneficiary Designations Reviewing Enrollment Results Reviewing Enrollment Results Overview Displaying Enrollment Results When to View Results Viewing Results By Date Viewing Element Entries Enrollment Reports Benefits Enrollment Kit Report Benefits Enrollment and Summary Report Summary Using the Total Compensation Setup Wizard Using the Total Compensation Setup Wizard Objectives Advantages of Using the Total Compensation Setup Wizard Providing a Complete Solution Configuring Plan Design What You Cannot Do Summary Summary Summary viii