Chapter 1: Benefits Management Overview

• 1.Introduction
• 2.Foundation review
• 3.Benefit Transactions
• 4.Navigations
• 5.Business Objects
• 6.Standard screen & task icons
• 7. Overview
• 8.Configuration options
• 9.Organizations
• 10.Benefit Groups
• 11.Security
• 12. Benefits Administrator
• 13. Benefits Configuration Review
• 14. Coverage Targets
• 15. Time Off vs Leave Of Absence
• 16.Coverage Target – HAS, types, groups & eligibility
• 17.Benefit groups
• 18.Benefits Plans, Events and Business Processes
• 19.Benefit Plans, Year Definition, Events, Days to Enroll
• 20.Coordination of Events
• 21.Enrollment Event Types
• 22. Distinguish Between Actions, Approvals & To Dos
• 23.Business Process Condition Rules



• 1.Benefits and HR Business Process
• 2.Change Benefits Business Process
• 3.Enrollment Event Processing
• 4.Quick walk thru on already available reports
• 5.Initiating & Reviewing a Benefit Event
• 6.importance of Benefit Event Status Report
• 7.Enrollment Process, Correcting Benefits & Finding Events
• 8.Correct Benefit Elections
• 9.Multiple Events for the same Employee & Same Day
• 10.Processing Rule Priorities
• 11Managing Dependents & Beneficiaries & inactivation
• 12.Configuring the Business Process Dependent Event
• 13.Court Ordered Benefits for Dependents
• 14.Passive Events & processing
• 15.Benefit Plan or Dependent Eligibility Rules
• 16.Trigger and Process EOI
• 17.Open Enrollment & its associated process
• 18.Open Enrollment Event Type
• 19.OE initiation, elections & status report & closing
• 20.Printing Benefit Statements
• 21.Finalizing OE
• 21.Coordination of Benefit Events with Open Enrollment

Chapter 2:Advance Benefits

• a.Benefits set up:
• b.Manage Benefit Coverage Types
• c.How to create
• Health Care Coverage Targets
• Insurance Coverage Targets
• Benefit Providers
• Benefit Groups
• Eligibility rules
• Create
• Enrollment Events
• Enrollment Event Rules
• Conditional Messages for Enrollment Events
• Enrolling New Hires in Benefits
• Discontinue Benefits on Termination
• Enrollment Period for Benefit Events
• Coordination of Benefits Enrollment Events
• Multiple Benefit Events on the Same Day

Plan Changes and Waiting Periods

• Benefit Deduction Begin Date Rules
• Default Coverage and Auto-Enrollment

Default Benefits Coverage

• Auto-Enrollment for Benefit Plans
• CP Enrollment Prerequisites
• CP Retirement Savings Plan Contribution Maximums
• Scenario CP Enrollment Prerequisites
• COBRA Automation
• Eligibility
• Correct COBRA Eligibility Records
• Grant COBRA
• Determine Qualifying Event Date
• Medicare Tracking
• Manage Medicare Information
• 2. Manage Leave off Absence
• 1. Correct a Leave Request
• 2. Return Employee from Leave