1. Oracle Advanced Benefits:
Automated In-House Benefits Administration
& Online Enrollments
Jeff Eaton
Practice Manager, Compensation & Benefits
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2. Agenda
• OAB Key Features
• Life Event Processing
• Online Benefits Enrollment (Employee)
• Benefits Administration (Admin)
• Q&A
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3. OAB: Automated Benefits Administration
• Oracle Advanced Benefits (OAB), allows for a large degree of
Automation while offering flexibility to enforce the business rules
required by your enterprise.
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4. Key Features
• Flexible data model helps you manage a wide variety of benefit plans
• Helps you maintain enrollment history, capture enrollment changes, and
calculate deductions
• Life event processing allows you to control who, what, and when benefit
changes can be made
• Delivered Benefits Self Service enables web based real time enrollment
• Enforce complex eligibility rules using eligibility profiles
• An eligibility profile is a reusable set of eligibility criteria based on employment and/or
indicative data of employees.
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5. Key Features
• Calculate and store multiple rates as applicable for each benefit
• Supports a variety of calculation methods (Flat Amount, Compensation Based, Coverage
Amount based, etc.)
• Supports variable rates to calculate rate variations (Age Based, Employment Category
Based, etc.)
• Scheduled enrollment processing for annual enrollment and off cycle rate
changes
• Flexible Credits management
• Effective communication with your employees using online instructions and
confirmation statements
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6. Key Features
• Delivered tools to minimize implementation time:
• Plan Design Copy – a tool to copy or move benefit plans within or between
databases
• Configuration Workbench – a tool to load enrollments and dependent/beneficiary
designations from a spreadsheet
• Benefits Service Center – A launch pad for benefit administrator
to look up everything benefit-related
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7. Life Event Processing
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8. Life Event Processing
• Benefit changes in OAB can only be done within an enrollment period
• Life events can be made to trigger automatically when
employment/indicative data changes for an employee
• Examples – New Hire, Address Change, Salary Change, Part Time to Full Time, Termination
• Delivered batch job picks up and processes all triggered life events. This
can be scheduled to run nightly to process life events triggered for that day.
• Once processed, the life event stays open for the enrollment period as
specified in the configuration.
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9. Life Event Processing
• Employees can enroll/make changes to their benefits within the life event enrollment
period
• Control what the employees can change during a life event, for each benefit and life event
combination
• Example - Marriage Life Event; Restrict life insurance benefits, plan changes, and allow only tier
changes for Medical, Dental and Vision
• Delivered batch job can be scheduled nightly to close the enrollment period once the end
date is reached
• Specific defaults can be configured for each benefit and life event combination
• Use life events to automatically recalculate life insurance coverage amount, rates, etc.
when salary changes
• Life events can be configured to run automatically in Recalculate-Only mode without opening an
enrollment period if the only impact is on rates and coverage amount
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10. Life Event Processing
• OAB allows for employees to initiate certain life events on their own from
benefit self service
• Examples – Marriage/Add a DP, Birth or Adoption, Divorce/DP Separation, etc.
• After adding contacts, employees can change their coverage tier, designate
them as dependents and/or beneficiaries
• The system can be configured to suspend elections until dependent
certifications are received
• OAB also supports enrollment certifications for Life insurance plans
• Example – Certain changes can be suspended until evidence of insurability is submitted
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11. Employee Online Benefits Enrollment
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12. Initiating the Enrollment
• Text is configurable
• Employees may add dependents and beneficiaries online
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13. Recalculating Benefits Eligibility
• Limit Medical tier display based on contacts
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14. Displaying Instructions
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15. Setting Default Enrollments
• Default enrollments are displayed and can be changed
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16. Updating Enrollments
• Each employee chooses from a specified list based on their
eligibility
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17. Configuring Self-Service Pages
• Ability to enable multiple rates for each plan to be displayed
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18. Designating Dependents
• Allows eligibility profiles for dependents
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19. Designating Beneficiaries
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20. Confirming Enrollment
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21. Signature Section
• An optional signature section may be displayed within the Confirmation
Statement if desired
• The Confirmation Statement button launches a configurable PDF
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22. Benefits Administration (Admin)
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23. Benefits Service Center
• The configurable Desktop Activities dropdown menu options can be linked
to all benefit-related forms
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24. Online Administration
• Administrators are able to continue benefits selection process
for employee
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25. Questions & Answers
Speaker:
Jeff Eaton
Email: jeaton@kbace.com
Phone: 603-566-5767
Recording & Presentation:
http://kbace.com/index.php/events/
webinars/online-archives
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