As you prepare for 2023-2024 Benefits Enrollment in Oracle Cloud, here is a handy checklist that will help you with your planning, preparation and execution.
This simple Checklist has steps to Prepare Oracle cloud and your business for Open enrollment, Manage the open enrollment process from start to finish, and finally, close Open enrollment, including post open enrollment period management. If you want a complete PDF copy of our Benefits Open Enrollment checklist, and details of the dashboards then please contact us.
Prepare for Oracle Cloud Benefits Open enrollment
- Identify Key Dates
- Estimate Effort
- Active and Passive Enrollment
- Setup Communications Alerts
- Configurations
- Don’t Forget What’s new
Identify Key Dates
- Open Enrollment window dates
- Final OE File dates for all vendors
- Finalize OE rates/changes
- Review New Year Payroll calendar
- Schedule test pod refresh for testing and post OE support
Manage OE:
- Freeze HR transactions like Salary changes, LE Transfers/Re-orgs, Assignment changes
- OE Run Audits
- OE Stats and Backups
- Qualifying life events (BSS enabled vs Disabled)
Reports and Dashboards:
Execute Enrollment Report:
Execute Manage Open Enrollment – Dashboard
Get answers to your top questions like –
How many employee have Clicked Open Enrollment?
Are there any employees still in error?
How many employees have submitted the enrollment?
Close Open Enrollment:
- Extending OE Window/Silent Window?
- OE Run Audits, Stats and Backup Process
- Verify Rates/Coverage amounts and start dates
- Rates vs Elements Entries in new year
- Verify Enrollment Counts
- Verify OE Enrollment Statistics
- Schedule Enrollment results backup
- OE Extracts
- Run OE files and verify data for accuracy
- Send files to vendors/third party for validation
- Run ongoing files and verify data for accuracy
- Send files to vendors/third part for validation
- Email/Mail confirmation statements
- Open Enrollment Extracts
- Run OE files and verify data for accuracy
- Send files to vendors/third party for validation
- Run ongoing files and verify data for accuracy
- Send files to Vendors/Third Party for validation
- Qualifying Life Events (BSS enabled vs Disabled)
- Intervening Life Events
- Delayed Open Life Events