Benefits released a number of important features in Image 50.  OnBoarding was enhanced to include the ability to PreBoard employees. Now your employees scheduled to start in the future can begin thinking about their Benefits Enrollment early in the process. 

Changing jobs is both stressful and exciting. Understanding their new Benefits package is an important part of new hire’s compensation package and there are many decisions that they need to make. These can range from what dependents to cover, what level of coverage to select, and what is the cost of these benefits. Offering the opportunity to start the process prior to their first day can be very helpful to those new hire employees. 

The OnBoarding and PreBoarding users can access the Benefits Enrollment steps as part of their OnBoarding process. Organizations will need to add the necessary steps to their OnBoarding Template. Here is an example of a template and the benefits steps you may want to include. Every organization will decide what steps to include and what order for the steps using the flexibility offered in the Activity Guide Framework.

 

The employee will access the benefits steps inside of the Activity Guide. Benefit Administrators will still need to prepare the new hire and hire event for the benefits enrollment page to be available.  Depending upon timing of opening the activity guide and when you normally run the event process, there could be a delay. This step displays a message to the PreBoarding user if their hire event is under process. This message can be configured by the benefits administrator in the Maintain Text Catalog Page.

Once the event is open, the Benefits Enrollment page is available and the soon to be employees can begin to review and submit their enrollment. The Benefits Enrollment Statements will be available for them to preview as well.

 

For more information on PreBoarding, see Understanding OnBoarding and the PreBoarding and OnBoarding Phases.

Many organizations have been using Fluid Benefits Enrollment for over 5 years. This means that some longer-term employees have begun to collect a number of enrollment statements making it a bit more of a challenge to find the statement they are looking for.  You asked in the Ideas Space to improve the filtering options on the Benefits Statement, so we have added the ability for the employee to filter by popular fields such as year, event, and statement type.  The Administrator also has the same filters for the Review Employee Statements page. For employees with multiple jobs, there is also a Job Filter option available.

For more information about the other great features provided in Image 50 across HCM, review the Image Highlights, PeopleSoft HCM Update Image 50 video.