Out-of-the-box, Oracle Self-Service Benefits works well from a benefits data entry perspective, but not-so-well from an average-user’s perspective. Come learn how the Rockefeller University took Open Enrollment paperless by implementing Oracle Self-Service Benefits in a user-friendly way for all skill-levels of computer-users. See how the used personalizations and communication types in a creative way to ease the SSB process and to strongly enhance the communication and explanation of the benefits offered by the university.

1. Emphasizing the “Self”
in Self-Service Benefits
Christopher Maurio
Christopher Mcleod

2. Agenda
• Our Self Service Enrollment Process
• Updating Existing Plan Setups
• Create Instructional Text Using Communication
Types
• XML Benefits Confirmation Statement
• Workflow Benefits Changes Notifications

3. Self Service Enrollment Process
Two 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

4. 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.

5. Self Service Enrollment Process (cont.)
Two Different Programs
-Additional Tax Savings Plans – Standard Benefits
-Benefit Plans – Advanced Benefits

6. Self Service Enrollment Process (cont.)

7. Self Service Enrollment Process (cont.)

8. Self Service Enrollment Process (cont.)

9. Self Service Enrollment Process (cont.)

10. Self Service Enrollment Process (cont.)

11. Updating Existing Plan Setups
Enrollment Selection Page – For Employee with only a spouse, no children or domestic partner contacts.
Old Setup
New Setup

12. 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

13. Updating Existing Plan Setups (cont.)
Total Compensation -> Programs and Plans -> Plan Eligibility -> Dependent Criteria
Family Member:
Check Designation Requirements
Web Address:

14. Updating Existing Plan Setups (cont.)
Total Compensation -> Programs and Plans -> Plan Enrollment Requirements
Designations -> Coverage Eligibility Requirements -> Eligibility Profiles

15. Updating Existing Plan Setups (cont.)
Employee can de-select a plan when they should not be allowed to.
Old Setup
New Setup

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

17. Communication Types – Instructional Text
Adding Instructional Text
Total Compensation -> General Definitions -> Additional Setup -> Communication Types
Short Name: BNS.ENRT_SELECTION_SELECT_AREA

18. 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 Characters
Cannot Specify Unique Communication Based on Plan

19. Communication Types – Instructional Text (cont.)
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>

20. XML Benefits Confirmation Statement
Responsibility: XML Publisher Administrator
Name: Benefit Enrollment Confirmation
Code: BENSSCNF

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

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

23. XML Benefits Confirmation Statement (cont.)
Metalink : 391397.1
How to Modify Existing Seeded Templates
Using XML Publisher

24. Workflow Benefits Changes Notifications
Benefits Administrator receives e-mail
once an employee completes the Self
Service Benefits enrollment process.
Metalink : 263015.1
Deploying SSHR Capability
Chapter 11
"Enabling Self-Service Bene ts
Enrollment Noti cations”

25. Workflow Benefits Changes Notifications (cont.)

26. Questions & Answers
Christopher Maurio – HR Associate
The Rockefeller University – cmaurio@rockefeller.edu
Christopher McLeod – HRIS Manager
The Rockefeller University – cmcleod@rockefeller.edu