Working with Benefit Details Navigation Collection Using the PeopleSoft Fluid User Interface

This topic discusses how employees use the PeopleSoft Fluid User Interface to perform benefits self service activities using the Benefit Details Navigation Collection.

PeopleSoft HCM provides two navigation options for Benefit Details while using Employee Self Service:

  • Navigation Collection

    Note: The navigation collection has been replaced by the Benefits Details tile dashboard.

  • Tile Dashboard

    The Benefit Details tile dashboard provides tiles which show live data for corresponding transaction pages. You can review the live information on a tile, and decide if you need to access it for further action. Like any fluid homepage, you can easily remove or add tiles from a dashboard using the personalization option. For more information on the Benefit Details tile dashboard, refer to Working With Benefit Details Tile Dashboard Using The PeopleSoft Fluid User Interface.

    Note: To access the Benefit Details Tile Dashboard, add the role Fluid Dashboard - Benefit Dtls for the user.

The Benefits fluid pages appear in a framework that includes the following:

  • An overall page title of “Benefit Details”.

  • The common employee self service header.

    The header includes the employee’s name, job title, and a related actions icon. The related actions icon provides access to additional self service transactions.

    See Common Header for Employee Self-Service Pages

  • A panel on the left with tabs for accessing specific pages, called the Navigation Collection.

  • A supplemental panel on the right with links to resources.

For general information about fluid pages in PeopleSoft HCM, see Understanding PeopleSoft Fluid User Interface Homepages

Page/Tile Name

Definition Name

Usage

Benefit Details Tile

HC_EBEN_SS_NAVCOLL_FL (cref for the tile)

W3EB_ENR_TILE_FLU (page for dynamic data)

Access the benefit details navigation collection.

Benefit Details Navigation Collection

BEN_SUMM_GRID_FL

Access benefits self service transactions.

Benefits Summary Page

BEN_SUMM_GRID_FL

View information about current benefits.

Life Events Page

W3EB_SEL_EVNT_FLU

Initiate processing for a life event that affects benefits.

Dependent/Beneficiary Info Page

W3EB_DEPBNSMRY_FL

Update information about dependents and beneficiaries.

Benefits Enrollment pages:

Benefits Enrollment Event Selection Page

Benefits Enrollment Page

BNE_SEL_EVENT_FL

BNE_CARD_SUMM_FL

View all currently active benefits-related enrollment events.

View enrollment summary information and the benefit plans you are eligible to elect from.

Benefits Statement Page

BAS_STMT_LIST_FL

View a list of benefits enrollment preview and confirmation statements.

Affordable Care Act:

View Form 1095-C Page

ACA_EE_YE_FORM_FL

View the Form 1095-C generated each year and submitted to the IRS.

Affordable Care Act:

Form 1095-C Consent Page

ACA_SS_CONSENT_FL_GBL

Access the consent form to grant or withdraw consent to receive the Form 1095-C for the current year in an electronic format.

Benefits Attachment Page

BEN_ATTACH_EVNT_FL

Access the Benefits Attachment page to review the uploaded documents and its status.

Employees use the Benefit Details tile to access the navigation collection for benefits self service transactions.

Navigation:

The Benefit Details tile is delivered as part of the Employee Self Service Homepage, but the location can change if you change the delivered home pages or if employees personalize their home pages.

This example illustrates the Benefit Details tile.

Benefit Details tile

Click the Benefit Details tile to access the Benefit Details Navigation Collection.

During open enrollment period, the tile displays the open enrollment’s end date.

Use the Benefit Details Navigation Collection to access the benefits self service transactions.

Navigation:

Employee Self Service > Benefit Details

This example illustrates the Benefit Details Navigation Collection (Card view).

Benefit Details Nav Collection (Card View)

This example illustrates the Benefit Details Navigation Collection (Grid view).

Benefit Details Navigation Collection (Grid view)

Use the Benefits Summary page (BEN_SUMM_GRID_FL) to view summary information about benefits.

Navigation:

Employee Self Service > Benefit Details > Benefits Summary

This example illustrates the Benefits Summary page in card view.

Benefit Details Nav Collection (Card View)

This example illustrates the Benefits Summary page for the smartphone. The first image, shows the open left panel, the second image, shows both the panels collapsed, and the third image has the right panel expanded.

SFF Benefit Details - Benefits Summary page with panels

To know more on Benefits Summary, see Benefits Summary Page.

For more information on how to review your benefit plans using the Benefits Summary page, refer Reviewing Benefit Plans Using the PeopleSoft Fluid User Interface.

Benefits Summary Access During OnBoarding and PreBoarding

The OnBoarding and PreBoarding users can access the Benefits Summary 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. To access the page, navigate to Employee Self Service > OnBoarding > OnBoarding Activities and launch the activity guide. Select the Benefits Summary step under Benefits. For more information on PreBoarding, see Understanding OnBoarding and the PreBoarding and OnBoarding Phases.