Oracle Fusion Benefits Setup Document: Business / Technical Brief

Business / Technical Brief
Oracle Fusion Benefits Setup

Document
Version 13
Copyright © 2021, Oracle and/or its affiliates
Public
Author: Louise A Raffo
1 Oracle Fusion Benefits Setup Document / Version 13

Copyright © 2021, Oracle and/or its affiliates / Public
Purpose statement
This guide provides a basic configuration that customers can follow to set up
the Benefits product.
Disclaimer
This document in any form, software or printed matter, contains proprietary
information that is the exclusive property of Oracle. Your access to and use of
this confidential material is subject to the terms and conditions of your Oracle
software license and service agreement, which has been executed and with
which you agree to comply. This document and information contained herein
may not be disclosed, copied, reproduced or distributed to anyone outside
Oracle without prior written consent of Oracle. This document is not part of
your license agreement nor can it be incorporated into any contractual
agreement with Oracle or its subsidiaries or affiliates.
This document is for informational purposes only and is intended solely to

assist you in planning for the implementation and upgrade of the product
features described. It is not a commitment to deliver any material, code, or
functionality, and should not be relied upon in making purchasing decisions.
The development, release, and timing of any features or functionality
described in this document remains at the sole discretion of Oracle.
Due to the nature of the product architecture, it may not be possible to safely
include all features described in this document without risking significant
destabilization of the code.
Note: In the images or examples included in this document regarding: user details, company names, addresses,
emails, and/or telephone numbers represent a fictitious sample of data (based upon made up data used in a
demo environment). Any similarity to actual persons, living or dead, is purely coincidental and not intended in
any manner.

Table of contents
Purpose statement 2
Disclaimer 2
Introduction 7
Setting Up Plan/Program Years 7
1st Jan 2021 – 31st Dec 2021 7
1st Jan 2022 – 31st Dec 2022 7
1st Jan 2023 – 31st Dec 2023 7
1st Jan 2024 – 31st Dec 2023 7
1st Jan 2025 – 31st Dec 2025 8
1st Jan 2026 – 31st Dec 2026 8
1st Jan 2027 – 31st Dec 2027 8
1st Jan 2028 – 31st Dec 2028 8
1st Jan 2029 – 31st Dec 2029 8
1st Jan 2030 – 31st Dec 2030 9
Year Periods 2021 - 2030 9
Benefits Life Event 10
New Hire Life Event 10
Gain Dependent Life Event 11
Derived Factors 11
Dependent Age > 18 11
Participant < 20 12
Participant 20 - 29 12
Participant > 65 15
Stated Salary 15
User-Defined Criteria 16
Blood Type User Criteria 16
Benefits Service Area 16
Service Area 16
Eligibility Profile 17
Dependent > 18 17
Participant < 20 17
Participant > 65 20
Benefit Group 21
Benefit Group 21
Benefit Balance 21
Benefit Balance 21
Configure Plan Type Grouping Display 22
Configure Plan Type Groups 22
Benefits Plan Type 23
Medical Plan Type 23
Dental Plan Type 23
Supplementary Plan Type 24
Spending Account Plan Type 24
Saving Plan Type 25
Imputed Income Plan Type 25
Benefits Options 26
Employee Only Option 26
Employee Plus One 27
Employee Plus Family 28
1 x Stated Salary 29
Waive Option 32
Regulation 32
Regulations 32
Benefit Plan 33
Medical Plan 33
Dental Plan 39
Supplementary Plan 44
Spending Account Plan 50
Savings Plan 54
Imputed Income Plan 58
Benefits Program 63
Program 63
Medical Plan Type 75
Elements 82
Medical Insurance Element - Employer 82
Dental Insurance Element – Employer 83
Medical Insurance Element – Employee 85
Dental Insurance Element – Employee 87
Supplementary Element 89
Spending Account Element 90
Savings Plan Element 92
Imputed Income Plan Element 94

Variable Rate Profiles 96
VAPRO <20 96
VAPRO 20 – 29 96
VAPRO 30 – 39 97
VAPRO 40 – 49 97
VAPRO 50 – 59 97
VAPRO 60 – 65 98
VAPRO > 65 98
Imputed Income VAPRO <20 98
Imputed Income VAPRO 20–29 99
Imputed Income VAPRO 30 – 39 99
Imputed Income VAPRO 40-49 100
Imputed Income VAPRO >65 101
Benefit Coverage 101
Supplementary Plan Coverage – 1X 101
Spending Account Coverage 104
Benefit Rates 105
Medical EE Rate – Employee Only 105
Medical ER Rate – Employee Only 106
Medical EE Rate – Employee Plus One 107
Medical ER Rate – Employee Plus One 108
Medical EE Rate – Employee Plus Family 109
Medical ER Rate – Employer Plus Family 110
Dental EE Rate – Employee Only 111
Dental ER Rate – Employee Only 112
Dental EE Rate – Employee Plus One 113
Dental ER Rate – Employee Plus One 114
Dental EE Rate – Employee Plus Family 115
Dental ER Rate – Employee Plus Family 116
Supplementary Life Rate-X1 117
Spending Account Rate 120
Saving Plan/Account Rate 121
Imputed Income Rate 122
Coverage Across Plan Types 123
Coverage Across Plan Type 123

Introduction
Setting up Benefits needs to be well-considered beforehand because you can configure benefits programs, plans
and options for participants and dependents, including eligibility profiles, life events and rates and coverages in
many and varied ways. This flexibility enables enterprises to handle their business requirements, from the
simplest to the most complex implementations. This guide, by use of screenshots, walks you through a basic
configuration to enable you to extrapolate the setup and adapt it to meet your own requirements.
Setting Up Plan/Program Years

FSM Task: Year Periods and Billing Calendars
1st Jan 2021 – 31st Dec 2021
1st Jan 2022 – 31st Dec 2022
1st Jan 2023 – 31st Dec 2023
1st Jan 2024 – 31st Dec 2023

1st Jan 2025 – 31st Dec 2025
1st Jan 2026 – 31st Dec 2026
1st Jan 2027 – 31st Dec 2027
1st Jan 2028 – 31st Dec 2028
1st Jan 2029 – 31st Dec 2029

1st Jan 2030 – 31st Dec 2030
Year Periods 2021 - 2030

Benefits Life Event
FSM Task Name: Define Benefit Life Events
New Hire Life Event

Gain Dependent Life Event
Derived Factors
FSM Task: Derived Factors
Dependent Age > 18

Participant < 20
Participant 20 - 29

Participant 30 - 39
Participant 40 - 49

Participant 50 - 59
Participant 60 - 65

Participant > 65
Stated Salary

User-Defined Criteria
FSM Task: User-Defined Criteria
Blood Type User Criteria

This is just created for Demo purpose. It is not used in the setup.
Benefits Service Area

FSM Task: Benefit Service Areas
Service Area

Eligibility Profile
FSM Task: Eligibility Profiles
Dependent > 18
Participant < 20

Participant 20 - 29
Participant 30 - 39

Participant 40 - 49
Participant 50 - 59

Participant 60 - 65
Participant > 65

Benefit Group
FSM Task: Benefit Groups
Benefit Group
Benefit Balance
FSM Task: Benefit Balances
Benefit Balance

Configure Plan Type Grouping Display
FSM Task: Configure Plan Type Groups
Configure Plan Type Groups

Benefits Plan Type
FSM Task: Benefit Plan Types
Medical Plan Type
Dental Plan Type

Supplementary Plan Type
Spending Account Plan Type

Saving Plan Type
Imputed Income Plan Type

Benefits Options
FSM Task: Benefit Options
Employee Only Option

Employee Plus One

Employee Plus Family

1 x Stated Salary

2 x Stated Salary

3 x Stated Salary

Waive Option
Regulation
FSM Task: Regulations
Regulations

Benefit Plan
FSM Task: Benefit Plans
Medical Plan

Dental Plan

Supplementary Plan

Spending Account Plan

Savings Plan

Imputed Income Plan

Benefits Program
FSM Task: Benefit Programs
Program

Medical Plan Type

Elements
FSM Task: Elements
Medical Insurance Element - Employer

Dental Insurance Element – Employer

Medical Insurance Element – Employee

Dental Insurance Element – Employee

Supplementary Element

Spending Account Element

Savings Plan Element

Imputed Income Plan Element

Variable Rate Profiles
FSM Task name: Benefit Rates
VAPRO <20
VAPRO 20 – 29

VAPRO 30 – 39
VAPRO 40 – 49
VAPRO 50 – 59

VAPRO 60 – 65
VAPRO > 65
Imputed Income VAPRO <20

Imputed Income VAPRO 20–29
Imputed Income VAPRO 30 – 39

Imputed Income VAPRO 40-49

Imputed Income VAPRO >65
Benefit Coverage
FSM Task name: Benefit Plan Coverages
Supplementary Plan Coverage – 1X



Spending Account Coverage

Benefit Rates
FSM Task name: Benefit Rates
Medical EE Rate – Employee Only

Medical ER Rate – Employee Only

Medical EE Rate – Employee Plus One

Medical ER Rate – Employee Plus One

Medical EE Rate – Employee Plus Family

Medical ER Rate – Employer Plus Family

Dental EE Rate – Employee Only

Dental ER Rate – Employee Only

Dental EE Rate – Employee Plus One

Dental ER Rate – Employee Plus One

Dental EE Rate – Employee Plus Family

Dental ER Rate – Employee Plus Family

Supplementary Life Rate-X1



Spending Account Rate

Saving Plan/Account Rate

Imputed Income Rate

Coverage Across Plan Types
FSM Task: Coverages Across Plan Type
Coverage Across Plan Type

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Business / Technical Brief

Oracle Fusion Benefits Setup

Author: Louise A Raffo

1 Oracle Fusion Benefits Setup Document / Version 13

This document is for informational purposes only and is intended solely to

2 Oracle Fusion Benefits Setup Document / Version 13

4 Oracle Fusion Benefits Setup Document / Version 13

5 Oracle Fusion Benefits Setup Document / Version 13

Setting Up Plan/Program Years

1st Jan 2022 – 31st Dec 2022

1st Jan 2023 – 31st Dec 2023

1st Jan 2024 – 31st Dec 2023

7 Oracle Fusion Benefits Setup Document / Version 13

1st Jan 2026 – 31st Dec 2026

1st Jan 2027 – 31st Dec 2027

1st Jan 2028 – 31st Dec 2028

1st Jan 2029 – 31st Dec 2029

8 Oracle Fusion Benefits Setup Document / Version 13

Year Periods 2021 - 2030

9 Oracle Fusion Benefits Setup Document / Version 13

10 Oracle Fusion Benefits Setup Document / Version 13

Dependent Age > 18

11 Oracle Fusion Benefits Setup Document / Version 13

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15 Oracle Fusion Benefits Setup Document / Version 13

Blood Type User Criteria

Benefits Service Area

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Configure Plan Type Groups

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Medical Plan Type

Dental Plan Type

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Spending Account Plan Type

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Imputed Income Plan Type

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Employee Only Option

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Medical Insurance Element - Employer

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