Viewing Fluid Benefit Statements as an Employee in Self Service

This topic discusses how employees view fluid benefits statements in Self Service.

Page Name

Definition Name

Usage

Benefits Statement Page

BAS_STATMNTS_FL

View a list of benefits enrollment previews, submitted enrollments and confirmation statements.

Use the Benefits Statement page (BAS_STATMNTS_FL) to view a list of benefits enrollment previews, submitted enrollments and confirmation statements.

Navigation:

In the Employee Self Service fluid homepage, select the Benefit Details tile and then from the Benefit Details tile dashboard, select the Benefit Statements tile.

This example illustrates the fields and controls on the Benefits Statement page.

Benefits Statement page

Field or Control

Description

Event Year

Select the year of the event. The drop down lists all the years for which the statement is available. The default value is blank.

Enrollment Event

Select the benefits enrollment event. The drop down lists all the enrollment events for which the statement is available. The default value is blank.

Statement Type

Select the type of the statement to view. The available statement types are Enrollment Preview, Submitted Enrollment and Confirmation Statement. The default value is blank.

Job Title

Select the job title to view the corresponding benefit statements. This field is displayed only when the employee has more than one job record and has benefits statement for at least one job record. The default value is blank.

Apply

Select to view the statements corresponding to the selected filter criteria. The results in the Benefits Statements grid are updated only if the user selects a filter criteria.

Reset

Select to reset the value in the filters with their default values.

Event Date

Displays the date when the enrolled benefits event start.

Issue Date

Displays the date and time of when the statement data was generated and stored.

Enrollment Event

Displays the event description.

Statement Type

Displays the statement type. Available statement types are: Confirmation Statement, Submitted Enrollment and Enrollment Preview.

Note: Confirmation statements are available to employees only if the benefit data has a process status of Finalized - Enrolled (FE) or Election Error (EE).

Click a row to view the benefits statement details. The Benefits Statement page displays the benefits enrollment details as collapsible sections. Expand each section to view details. Use the Print View button on the page to download the statement in a PDF format to save as a file or to print a hard copy.

This example illustrates the Benefits Statement – Enrollment Preview page.

 Enrollment Preview - Online statement

This example illustrates the Benefits Statement page – Print view of the Elections Preview.

Enrollment Preview - PDF statement

Benefits Statement Access During OnBoarding and PreBoarding

The OnBoarding and PreBoarding users can access the Benefits Statement step as part of their OnBoarding process. If the organization adds this step to the OnBoarding template, then this page will be available to both the PreBoarding and OnBoarding users (such as new hires, and rehires). To access this page, navigate to Employee Self Service > OnBoarding > OnBoarding Activities and launch the activity guide. Select the Benefits Statement step under Benefits. For more information on PreBoarding, see Understanding OnBoarding and the PreBoarding and OnBoarding Phases.