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In this article we will discuss how you can enroll in and manage benefits.
For a tutorial video on this topic, please see the video below:
For written instructions on this topic, please see the text below:
1. From Apps menu on the Oracle home page, press Benefits.
2. If you are planning to add dependents or qualifying family to your benefits plan, it is strongly encouraged that you first visit the Before You Enroll tile so you can enter in that information prior to enrolling. For this article, we will use the example of adding a current spouse into this section. If you are only claiming benefits for yourself, you can skip to number 9 to continue with the instructions. Click Before You Enroll.
3. Once there, under the People to Cover section, press Add.
4. Enter the required information in the provided spaces. Those that are marked by an asterisk are mandatory.
5. In the Address section, insert the information accordingly.
6. Under the National Identifiers section, select the country accordingly. When you make a selection, you will be asked to fill out mandatory fields corresponding with your choice. In this example, we are asked to include our spouse's National ID Type and National ID.
7. When you are finished, click Submit in the upper right corner.
8. You should now be able to see this contact in the People to Cover section. You can continue the same process moving forward if you have other family members that you would like to add in this section.
9. When you are ready to begin your enrollment, go back to the Benefits page. Under your user name in the gray area, select Start Enrollment
10. The first screen you will see is the People to Cover section. If you have already added your dependents or family members that will be covered you can press Continue at the top of the page. If you haven't already completed this step, add that information now. Please note: If you have entered other contacts to your profile previously, you will see them show up under the People to Cover section regardless of whether or not they have access to your coverage. As you move forward in the benefits process, you will be able to select exactly who will be covered so feel free to move forward if you experience this.
11. Expand each section of your benefits and make your choices accordingly. In this example, we are choosing to cover ourselves and spouse so when we expand the Medical and HSA section, we would first click Edit in the upper right corner. Since we are covering our spouse as well, the option to choose here would be EE+Spouse. If you only need coverage for yourself, you would select EE only. For dependent coverage without your spouse, EE+children. For family coverage, choose EE+Family.
Notice along with your choice, you will also see your Employer Contribution, who is covered, and on the far right, how much will be taken from each pay check depending on your payroll type.
12. If you wish to waive this particular coverage, check off Waive Medical under the Waive Medical section. This also applies to the other types of coverage plans that you do not wish to participate in.
13. When you are finished making your medical elections, press Continue in the upper right hand corner.
14. You may now continue to follow the same steps for your Dental and Vision plans if applicable, along with all other benefit offerings such as life insurance, short term disability, and commuter benefits.
15. Once you are completely finished making your elections, click Submit in the upper right corner.
16. In this case, since we have added a spouse to our benefits, Oracle is requiring us to submit a marriage certificate as proof of the information that we submitted. Until we take action on that pending item, Oracle will mark our plan as Suspended
17. In order to see what Pending Actions you need to address, click Pending Actions. You can also access this page from the Pending Actions tile on your main Benefits page.
18. When you click Pending Actions, it will show a summary of everything you need to submit.
19. To submit a required document, you can either click on the green link on the Pending Actions page, or go to the main Benefits page and click Document Records.
20. To submit a document, click Add in the upper right corner.
21. From the Document Type drop down menu, choose the document you would like to add. In this example, we are adding a Marriage certificate.
22. Once you choose the Document Type, your page with automatically populate with the necessary content that you need to complete your task. In our case, we can drag and drop the document into the Attachments section or search for the file on our computer.
23. When you are finished adding documents, click Submit in the upper right corner.
Once you have submitted the necessary documents, you will wait for approval from HR. Once your benefits are all set, you have 30 days to make any changes if you need to. You can make changes to your benefits by going to your Benefits page and clicking Make Changes under your name on the gray heading.
