Update and Roadmap for PeopleSoft Benefits
Transcript of Update and Roadmap for PeopleSoft Benefits
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All About Benefits
Product Management Director
Oracle/PeopleSoft
Tammy Boyles
Update and Roadmap for PeopleSoft Benefits
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Statements in this presentation relating to Oracle’s future plans, expectations, beliefs, intentions, and prospects are “forward-looking statements” and are subject to material risks and uncertainties. A detailed discussion of these factors and other risks that affect our business is contained in Oracle’s Securities and Exchange Commission (SEC) filings, including our most recent reports on Form 10-K and Form 10-Q under the heading “Risk Factors.” These filings are available on the SEC’s website or on Oracle’s website at http://www.oracle.com/investor. All information in this presentation is current as of October 2020 and Oracle undertakes no duty to update any statement in light of new information or future events.
Safe Harbor
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www.peoplesoftinfo.com
Video Feature Overviews (VFO):Fluid Life Events
Fluid Benefits Enrollment
Activity Guide Composer
Acknowledgement Framework
Questionnaire Framework VFO
PeopleSoft Benefits/T & L Fluid WorkCenters
Spotlight Video:Activity Guide Composer
Spotlight on Fluid Life Events
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Benefit Blogs + :Fluid Benefit StatementsIt just turned Spring….Handling Special Enrollments…Moving the Submit ButtonNew Benefits WorkCenter
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Copyright © 2019 Oracle and/or its affiliates.
Knowledge Document https://support.oracle.com/epmos/faces/DocumentDisplay?id=2527623.1
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What’s New!
Fluid Benefits Summary For Employees
Fluid Benefits Summary For Administrators
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Currently:
• HCM 9.2, PUM 33
• PT 8.57.14
• Live with Fluid OE in May 2019, Live with Fluid Benefits Summary in March 2020
County of Ventura
• County established in 1873
• 850,000 residents
• 9,000 employees
Tracy Sewell- Employee Benefits Manager- County employee for 26 years- President of the Oracle Public Sector User
Group Board
“Implementing Fluid Benefits Enrollment & Benefits Summary was easier than we could have ever imagined, and we’ve had nothing but positive responses. I would encourage other customers to “Just do it!” They won’t regret it.”
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County of Ventura – Fluid Benefits Enrollment
Only issue was configuring security since we have custom roles. Contact me if you need help with this.
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County of Ventura – Fluid Benefits SummaryEmployee View – Two Options: Tile View or List View
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County of Ventura – Fluid Benefits SummaryEmployer View – Two Options: Tile View or List View; Deduction Summary
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Westfield Group
Fluid Benefits Summary
• “Implement the new Fluid Benefits Summary for a better user experience!
• Updated look and feel makes for a more cohesive environment
• The new fluid benefits summary mirrors benefits enrollment for a familiar and consistent experience
• With plans displayed in cards, employees have a streamlined view into their benefit and coverage details.
• Providing links to contacts and resources in the right-hand panel enables employees to easily access important information with just 1 click”
Ashley MorrisERP Lead Systems Analyst
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What’s New!
Employee Self Service Interactive Tiles
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What’s New!
Benefits WorkCenter
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Confidential – Oracle Internal/Restricted/Highly Restricted
Chelan County Public Utility District
Fluid Benefits WorkCenter
Tracey PettitHRIS Program Manager
“You will love the look and feel of the delivered Benefits WorkCenter
Implementation was easy:1. Activate Benefits Fluid WorkCenter2. Add Role and Permissions3. Add the WorkCenter to the Workforce
Administrator Homepage
Our Benefits Staff loves it:• Configure the menu to fit their needs • Easy to hide or add new pages
Implement Benefits WorkCenter - It’s a quick and easy WIN”
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DEMO
14 Copyright © 2020, Oracle and/or its affiliates. All rights reserved.
120+Deployments to Oracle Cloud
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Copyright © 2020, Oracle and/or its affiliates | Confidential: Internal/Restricted/Highly Restricted15
Benefits Roadmap
Chatbot
Multiple Document Upload & Approval
Benefits Analytics and Visualizations
Benefits Plan Comparison
* Screenshots Subject to Change
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Benefits Assistant ChatBot
For Illustrative Purposes Only
Version One: • Plan Information
• Dependent/Beneficiary Information
• Deduction Data for NA Payroll
• Provider Details
• Benefits Administrator Contact
Roadmap Future Versions: • Plan Details associated with Plan
Comparison Data
• More AI recommendation types of transactions
Roadmap
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Roadmap
For Illustrative Purposes Only
Multiple Document Upload and Approval for Life Events
• Setup by Life Event Type
• Approval By Document
• Create Similar Feature for Open Enrollment
• Possible Enhancementso Add a Dependent
o Updating a Dependent
o Dependent vs. Beneficiary
o Additional Upload for Previous Approved Dependents
o Proof for Plan Option or Waive
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Kibana Visualization for Benefits
Roadmap
For Illustrative Purposes Only
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Benefits Plan Comparison
Roadmap
For Illustrative Purposes Only
Plan A Plan B Plan C
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Q and A
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Need more information?
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Keep up with the updates
© 2020 Oracle and/or its affiliates.23
PeopleSoft Information Portal
www.peoplesoftinfo.com
PeopleSoft CumulativeFeature Overview Tool
www.peoplesoftcfotool.com
PeopleSoft Planned Features and Enhancements
www.peoplesoftpfe.com
PeopleSoft Video Channel
www.peoplesoftvfos.com
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Thank you for attending