Steps to Add a Dependent or Beneficiary in Oracle Fusion:
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Log In to Oracle Fusion:
- Use your credentials to log in to your Oracle Fusion portal.
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Navigate to the ‘Benefits’ Section:
- From the homepage, click on the Navigator icon (usually represented by three horizontal lines) or select the Benefits section directly.
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Select ‘Benefits Enrollment’:
- In the Benefits area, look for the option called Benefits Enrollment or Manage Benefits.
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Add a Dependent or Beneficiary:
- On the Benefits Enrollment page, there should be an option to add dependents or beneficiaries. Look for Add Dependent or Add Beneficiary buttons.
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Enter Dependent or Beneficiary Details:
- Fill in the required personal details for your dependent or beneficiary, such as:
- Name
- Relationship (spouse, child, etc.)
- Date of birth
- Gender
- Social Security Number (if applicable)
- Contact information (address, phone number, etc.)
- Depending on your organization’s requirements, you may need to provide documentation (such as a birth certificate or marriage license) to verify the dependent.
- Fill in the required personal details for your dependent or beneficiary, such as:
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Assign Dependent or Beneficiary to Benefit Plans:
- Once you’ve added the dependent or beneficiary, assign them to the relevant benefits (e.g., medical, dental, vision, etc.).
- For dependents: Select the appropriate health plans.
- For beneficiaries: Assign them to insurance policies like life insurance and designate a percentage of the benefit for each beneficiary (if applicable).
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Review and Confirm:
- After adding the information and assigning plans, review your entries to make sure everything is accurate.
- Confirm and submit your updates.
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Submit Changes:
- Once all details have been entered, click the Submit button to save and update your benefits.
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Receive Confirmation:
- After submitting, you will receive a confirmation message that the dependent or beneficiary has been successfully added and included in the benefit plans.