You must complete your plan design in the professional forms interface before you can view a Self-Service Benefits enrollment web page. If you license Advanced Benefits, you can run the Participation Batch Process from the Concurrent Manager to create electable choices for eligible participants.

If you use Standard Benefits, or if you are an Advanced Benefits customers using the unrestricted enrollment method, you can begin to allow participant enrollments after you create your plan design. The application creates the self-service enrollment page when the person logs into Self-Service Benefits.

   To set up self-service benefits enrollments:

1. Review the sample benefits web pages. You can configure the following elements using the Personalization Framework:

   • Section titles

   • Table Layout

   • Hints

   • Tips

   • Fields (you can choose to display fields that are hidden by default)

   • Field labels

   See: Configuring Web Pages

2. Choose whether to display a predefined Legal Disclaimer page that the user must accept before processing an election.

   Oracle Self-Service Benefits delivers the Legal Disclaimer page as hidden by default.

   See: Setting Up User Access to Self-Service Benefits

3. Define instruction text for each web page region. You do this by defining a communication type and associating the instruction text with a web page Region.

   See: Defining Communication Types

   You can include a link in your instruction text to another web site using HTML syntax. You could create a link to reference information contained in a summary plan description.

4. Define when you want the instruction text displayed. You can vary the instruction displayed according to:

   • Program

   • Plan Type

   • Plan

   • Life Event (Advanced Benefits)

   See: Defining When to Use a Benefits Communication

5. Create a hypertext link from a compensation object to a web page which describes that program, plan type in program, plan in program, plan, or option in plan. To create a hypertext link, use one or more of the following windows:

   • Programs (for a program)

   • Plan and Plan Type window (for a plan or a plan type in program)

   • Plans window (for a plan)

   • Maintain Plan Options window (for an option in a plan)

   The link appears in the Benefits Selection web page, or--for Programs--the Overview page.

   See: Defining a Benefits Program

6. Review Messages and change any that do not meet your requirements.

7. Configure Action Item messages (Advanced Benefits) to meet your requirements.

   The application displays Action Item messages at the end of the enrollment process on the Confirmation page.

   See: Enrollment Action Types in Enrollment Requirements

8. Set up any life event reasons that you want to trigger when a user adds, updates, or deletes a family member contact in Self-Service Benefits.

   See: Defining General Characteristics of Life Event Reasons

9. Configure whether benefits participants have the option to select a Primary Care Provider (PCP) for a benefits plan.

   See: Maintaining Primary Care Providers for a Plan

10. Configure whether you want benefits participants to have access to the Primary Care Provider Search facility.

    See: Configuring the Primary Care Provider Search Facility

11. Configure the RTF template if you want to modify the default Confirmation page. Perform the following steps to configure your own Confirmation page:

    1. Copy the default template, Benefits Enrollment Confirmation, and ensure that your copy has a template code beginning with BENSSCNF.

    2. Make the default template inactive.

12. Control the availability of the Attachments page during the self-service benefits enrollment process. See the Attachments page section in the Benefits Enrollments topic.

13. Test your implementation. A system administrator can debug Self-Service Benefits by generating a PYUPIP trace file for an individual user.

    See: Generating Self-Service Benefits Trace Files