This topic provides reference information you need to configure your Self-Service Benefits web pages using the Personalization Framework.

For instruction text, the tables below list--by web page region--the communication short name and the valid communication usages that are required when you define a communication type to display instruction text for a particular program, plan type, plan, or life event.

See: Defining Self-Service Instruction Text

Hidden Fields: This topic also lists--by web page region--all fields the application delivers as hidden which you can display using the Personalization Framework.

For example, by default all person name fields in Self-Service Benefits display names in the format 'First Last Suffix' (without commas between the parts of the name.) You can add the Full Name field to a web page and remove the delivered Name field. In the US, the Full Name field uses the format 'Prefix Last, First Middle Suffix'.

Menu and Function Names

This module can be accessed from the following menus and functions:

Configurable Pages and Shared Regions

The following definitions can be configured using the Personalization Framework:

Family Members and Others, and Family Members and Others Detail Page

The Family Members and Others page enables a participant to view a record of their family members and other persons enrolled as dependents or beneficiaries of their benefits. Benefits participants can add another person to the Family Members and Others table by choosing the Add Another Person button, which opens the Family Members and Others Details page.

This page only displays when a person has either:

• An enrollment opportunity

• Eligibility for an unrestricted program

• A detected or unprocessed potential life event as of the system date

If one of these conditions does not exist, the application opens the Current Benefits page.

The seeded life event reason of Added During Enrollment prevents a life event from occurring when you create a family member or update a family member's details. If you define a life event reason of the type Personal, that you make Selectable for Self Service, you can trigger a life event when a person enters or deletes a contact on the Self-Service Human Resources Contacts page and selects a relationship start or end reason.

Hidden Field: Use the BEN_FAMILY_MBRS_TABLE region to add the hidden Full Name field to the page and to remove the Name field if necessary.

Family Members and Others

Family Members and Others Detail Page

Configurable FlexFields

Family Members and Others Page

See: Configuring Flexfields

Benefits Enrollment Overview Page

The Benefits Enrollment Overview web page enables a participant to view a record of their current benefits and to enroll into a new set of benefits.

Hidden Fields: You can use the following regions to add the hidden Full Name field to the page and to remove the Name field if necessary.

• BEN_OVW_SELECTIONS_TABLE

• BEN_OVW_CVRD_DEPS_TABLE

• BEN_OVW_BENEF_TABLE

• BEN_OVW_PCP_TABLE

You can use the BEN_OVW_SELECTIONS_TABLE region to display a column for the taxable cost of a benefit. This column corresponds to a standard rate with an activity type of Self-Service Display, or--if you are displaying multiple rates for the compensation object--to the rate you have defined with 3 in the Self Service Display Order field. If you are displaying multiple rates, you can also display the Cost 2 (After Tax Cost) and Cost 4 (Miscellaneous) columns to show the rates you have defined with 2 and 4 in the Self Service Display Order field.

You can also use the BEN_OVW_SELECTIONS_TABLE region to display Coverage Start and End Date columns. These columns show the coverage start and end dates for each election.

Benefits Enrollment Overview Page

Current Benefits Overview Page

The Current Benefits Overview web page enables a participant to see a record of their current benefits.

Hidden Fields: You can use the following regions to add the hidden Full Name field to the page and to remove the Name field if necessary.

• BEN_OVW_CVRD_DEPS_TABLE

• BEN_OVW_BENEF_TABLE

• BEN_OVW_PCP_TABLE

You can also use the BEN_OVW_SELECTIONS_TABLE region to display Coverage Start and End Date columns. These columns show the coverage start and end dates for each election.

Current Benefits Overview Page

Benefits Selection Page

The Benefits Selection page enables a participant to select one or more plans in which to enroll.

You can control the user interface display format for plans and options in a program in the Benefits Selection page.

Use the New Enrollment Page field in the Benefit Self Service Display EIT to present the following features of plans and options within a program on the Benefits Selection page:

1. Columns:

   • Certifications: A pop-up window appears when the user scrolls the mouse over the certification icon for a compensation object.

   • Details: Users can click the Details icon to view further information for plans.

   • Coverage Start Date

   • Coverage

2. Expand and collapse view: Instead of the horizontal/vertical display of plans and options, users can expand and collapse compensation objects details.

To enable the New Enrollment page field, complete the following steps:

1. Assign the Benefit Self Service Display extra information type (EIT) to a responsibility. Use the Information Type Security window to link EITs to a responsibility. See: Setting Up Extra Information Types For a Responsibility.

2. Enable the user interface format for the required program.

   • Navigate to the Programs window.

   • Search for the required program.

   • Click Extra Information.

   • Select Benefit Self Service Display.

   • Click in the Details row. In the Extra Program Info DDF window, select Yes in the New Enrollment Page field.

   • Save your work.

   Note: If you want to use this display format for programs, then you must enable the New Enrollment page field for each of your programs.

Dependents Selection Page

The Dependents Selection page enables a participant to add their dependents to a plan.

Hidden Field: Use the BEN_ENRL_DEPEN_SELECTION_TABLE region to add the hidden Full Name field to the page and to remove the Name field if necessary.

Dependents Selection Page

Beneficiary Selection Page

The Beneficiary Selection page enables a participant to add their beneficiaries to a plan.

Hidden Field: Use the BEN_BENEF_SELECTION_TABLE region to add the hidden Full Name field to the page and to remove the Name field if necessary.

Primary Care Provider Page

The Primary Care Provider page enables a participant to select a care provider. If your enterprise partners with a third party supplier of primary care provider information, you can configure this page to allow web-based searches of a database of provider information.

See: Configuring the Primary Care Provider Search Facility

Primary Care Provider Summary and Search Pages

Hidden Fields: You can use the following regions to add the hidden Full Name field to the page and to remove the Name field if necessary.

• BEN_PCP_SEARCH_TABLE

• BEN_PCP_SELECT_TABLE

On the Primary Care Provider Search page, you can use the BEN_PCP_SEARCH_CRITERIA region to add the hidden fields of Physician Group and Hospital. The hidden fields of Location, School, and Degree are reserved for future use.

For the Physician Group, Hospital, Language, and Specialty fields, you must load the available data as provided by your third party provider into the corresponding Lookup Codes--in the following order--using the Application Utilities Lookups window in the Professional User Interface.

• BEN_PCP_MED_GRP

• BEN_PCP_HOSPITAL

• BEN_PCP_LANGUAGE

• BEN_PCP_SPCLTY

Attachments Page

The Attachments page enables participants to upload documentation as part of the self-service benefits enrollment process.

Control the Display of the Attachments Page

The BEN: Attachments in Self-Service profile option controls the rendering of the Attachments page in the self-service benefits enrollment train. Set the profile option to Yes to make the Attachments page available to participants during the self-service benefits enrollment process. If the profile option is set to No, then this page is not displayed during the enrollment process.

Add Self-Service Instruction Messages to the Attachments Page and Page Regions

If you are using the Attachments page, then you can configure the self-service instruction messages in the Attachments page and the page regions using the Communication Types window. Navigate to the Communication Types window and use the following details to identify the page and regions to add the instruction messages:

See: Defining Self-Service Instruction Text

Confirmation Page

The Confirmation page enables a participant to see a summary of their choices and a warning of any oversights or miscalculations they may have made.

Benefits users can print a summary statement of their enrollment, along with their signature, to keep as a proof of their records or to submit to an HR Representative if required. They can also view, print, or save the summary as a PDF document instead. The statement page displays a summary of the participant's benefits enrollment along with any warning messages, oversights, or miscalculations the participant may have made during the enrollment. Depending on the participant's enrollment data and personalization on the page, the Confirmation Page displays the following:

• Flex credits summary

• Benefits selection

• Covered dependents

• Beneficiaries

• Primary care providers

• Signature region

To print a benefits confirmation statement, click Printable Page. The printable page prints only the relevant information, excluding navigation buttons, tip messages, instruction text, tabs, and other user interface components.

To open or save the statement as a PDF document, click Publish PDF. Choose Open or Save in the File Download dialog box. You can print the document once you open it.

If you want to change the layout of the PDF Confirmation page, you can configure a copy of the default RTF template that XML Publisher uses for this page, which is Benefits Enrollment Confirmation.

Hidden Fields: You can use the following regions to add the hidden Full Name field to the page and to remove the Name field if necessary.

• BEN_OVW_BENEF_TABLE

• BEN_OVW_CVR_DEPS_TABLE

• BEN_OVW_PCP_TABLE

You can use the BEN_OVW_SELECTIONS_TABLE region to display a column for the taxable cost of a benefit. This column corresponds to a standard rate with an activity type of Self-Service Display, or--if you are displaying multiple rates for the compensation object--to the rate you have defined with 3 in the Self Service Display Order field. If you are displaying multiple rates, you can also display the Cost 2 (After Tax Cost) and Cost 4 (Miscellaneous) columns to show the rates you have defined with 2 and 4 in the Self Service Display Order field.

You can also use the BEN_OVW_SELECTIONS_TABLE region to display Coverage Start and End Date columns. These columns show the coverage start and end dates for each election.

Configurable FlexFields

Confirmation Page

Unused Flex Credits Page

The Unused Flex Credits page provides a summary of the flex credits left unspent by a participant.

Change Session Date Page

The Change Session Date page lets you test future-dated elections. For example, you may want to perform system testing before the start of an open enrollment period. This page should be removed in your production environment so that benefits participants do not alter their enrollment date.

See: Setting the Effective Date of a Scheduled Enrollment in Self-Service Benefits

Temporary ID Card Page

The Temporary ID Card page lets a participant print an ID card which the participant can use to obtain medical, dental, or other benefit treatment before the participant receives the official membership card from the provider.

See: Configuring Web Pages

Self-Service Benefits What-if Pages

You can access Self-Service Benefits What-if from the following menus and functions:

Menu and Function Names

You can configure the following definitions using the Personalization Framework.

Configurable Tips and Instructions

You can personalize the following columns to display them:

Seeded Hidden Columns