Benefits Configuration
Discussion List
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New Plans do not show in Open EnrollmentSummary: hello, i have 2 plans that start in 2022. i can see them if i do a test life event, new hire, add child etc. however, i can not see them if i test an open enrol…
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Updating Plan Type GroupingSummary: We would like to re-order our existing Train Stops. Need confirmation of steps required. Content (please ensure you mask any confidential information): We would…
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Benefit Program setup changes required when new LE added to OrganizationWould need some help on identifying the tasks to be done related to the Benefit program setup when a new legal employer is added in the Organization hierarchy. The organ…
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Missing People to Cover under "Change Beneficiaries" based on dateSummary: Hi Experts, I have this scenario where I add Friend 1 using 01/01/2024 and Friend 2 using 08/26/2024 as relationship date as EMPLOYEE via ME tab. then I have to…
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Give the ability to admin/business to select/key in any coverage amount for the employeeHello team, Question - we want the ben admin to input the coverage amount for every employee under this specific plan. Please advise how this can be implemented in oracl…
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Benefits: How to hide an option from employees but visible to the Benefit Specialist Only?Summary: Hello, We have a business requirement that a benefit option should be hidden from all employees but visible only to an administrator such as a Benefit Specialis…
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Life Event condition not getting evaluated in Fast FormulaCreated the Plan with option spouse and Child, Validation for the addition of spouse and child vary as per the life event. Example :- For life event marriage and Child E…
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Overriding coverage for employees who are retired or deceasedSummary: Hi, We have a requirement wherein when the employee is terminated the benefits should end as of event, however, if the employee is retired or deceased (Action r…
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how can i as a employee report data change for marriage from Me tabSummary: want to trigger marriage life event for marriage as data change instead of reporting LE how to do that ?
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New plan not showing up for OE event but appears on other eventsSummary: I have setup a new plan with effective date 1/1/1951 AND added it to my benefits program with an effective date of 1/1/2025.i can see the new plan if i do a tes…
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Not able to find 'Evidence of Insurability' in the document upoadSummary: Hi, i am not able to find 'Evidence of Insurability' in the document upload. I have tried to relabel proof of other coverage to Evidence of insurability but sti…
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System should ask for certification when the option is changedSummary: Hi, We have a requirement that when employee enrolls into the plan , option A first time , system should ask for 'Proof of external coverage'. At a later time, …
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How Coverage can be continued when HSA option changes or downgrades from Family to Employee+SpouseSummary: When Employees enrollment option changes from Health Savings Account (selected with HDHP only) Family to Employee + Spouse upon child dependent attaining 26 yea…
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How to Default HSA coverage amount for Loss of Dependent eligibilityWe have a requirement to align the HSA option with the Medical option. we have used a default enrollment formula to automatically drop the overage children. Incase of a …
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Plan Year Periods selected for New plan incorrectlySummary: Four New plans were created for our Open enrollment year (7/1/24 - 6/30/25) with a calendar year period. All other plans were previously created with a fiscal y…
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Error - You need to select more options to enroll in this plan. Select at least 1 options.Summary: While trying to evaluate a life event called "Dependent Age out", we are getting following error - "You need to select more options to enroll in this plan. Sele…
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Can employee provide dependent certificate before enrolling into the planSummary: Hi, We have an requirement where employees should be able to provide dependent certificates such as birth certificate, marriage certificate etc. before they enr…
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How to associate enrollment data to Temp id card pageSummary: I have logged in as an employee, and can see the Temp ID card tile under " Me" However, when I click on the tile, there is no data being displayed. Content (ple…
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Benefit summary dashboard does not show correct view of the summarySummary: Hi, I have one employee with document pending approval However, when the number is clicked then the person does not show up Thanks, N Content (please ensure you…
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Scheduled Processes - BenefitHello Team, We have scenario wherein 9 employees Status in the Benefit are still Started even though the Enrollment is already closed. But the status are still "Enrollme…
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Need to create dashboard in Benefits Evaluation and Reporting page for managing action itemsHi, Need help in creating dashboard in Evaluation and Reporting page for managing action items. Using this dashboard, we would like to manage the pending action item bas…
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Not able to add configuration for designate dependents at program level in BenefitsWe are trying to configure designation requirements at program level but are getting this error. "Designation requirements can't be specified because the dependent desig…
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Not able to upload documents from pending actionsSummary: Hi, I am not getting the option to load the 'Proof of external coverage' from pending actions. The 'Proof of external coverage' document type is configured. Doe…
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Default Cost Profile - AccountWe currently have one of our benefit reimbursements that will cost to an account that essentially is a catch-all account for us when the total percentage doesn't add up …
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Fusion Benefits – PM SURVEY – Configurable Postelection Edit Requirements within Plan SetupSummary: We are seeking feedback on a new feature to do postelection edit rules within the plan configuration area. Please update or email me comments and suggestions on…
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Calculate age as of first of calendar year in Age Determination Fast FormulaSummary: Hello Experts, I want to modify an age determination ff we have. There are 2 conditions, for some life events, I want the date to be the 'occurred date' and for…
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contextual journey for benefitsSummary: Hello you all. Our client have requested to create a context journeys for benefits, related to "Family and Emergency Contact - Action". In Brazil we use this ac…
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Interim rule not working for Optional life planSummary: Hi, We have a requirement when during hire if employee selects more than 50K of coverage then the enrolment should be suspended. We have setup the certification…
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Open Enrollment - Date Question - Enter OE for Test PurposesSummary: @Aurora_Adams Any help is appreciated. I have created an Open Life Event in our Test environment for the following Dates 11/4/24-11/27/24. I am attempting to ad…
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How to assign a benefit option in a specific date of the year?The customer asked us to automatically assign a benefit option in certain date of the year. i.e. responsability bonus of a fixed amount on march 15th. The benefit progra…