Steps to Process a Life Event
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Log In: Access your Oracle HCM Cloud application using your administrator credentials.
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Navigate to Benefits Administration:
- Go to the Benefits work area.
- Select Manage Life Events or Life Events from the menu.
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Search for the Employee:
- Use the search functionality to find the employee for whom you need to process the life event.
- Click on the employee’s name to access their profile.
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Access Life Events Section:
- In the employee’s profile, locate the Life Events section.
- Here you can see any pending life events that need processing.
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Select the Life Event:
- Click on the specific life event that you want to process (e.g., Marriage, Birth of a Child, etc.).
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Review Event Details:
- Review the details of the life event, including the event date and any supporting documentation provided.
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Verify Eligibility:
- Check if the employee is eligible for benefits changes due to the life event. This may involve verifying their current benefits status.
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Make Necessary Changes:
- If applicable, update the employee’s benefits or add new dependents associated with the life event. This may include:
- Adding new beneficiaries.
- Updating coverage options.
- Enrolling the employee or dependents in new benefits.
- If applicable, update the employee’s benefits or add new dependents associated with the life event. This may include:
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Attach Supporting Documentation (if required):
- If required by your organization’s policies, ensure that any necessary documentation is attached to the life event.
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Review and Confirm:
- Double-check all changes made for accuracy.
- Ensure compliance with company policies.
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Save Changes:
- Click Save or Submit to process the life event.
- You may receive a confirmation message indicating the life event has been successfully processed.
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Notify Employee (if applicable):
- Consider notifying the employee about the changes made as a result of the life event.
Important Notes
- Permissions: Ensure you have the necessary permissions to process life events.
- Compliance: Always adhere to your organization’s policies and procedures when processing life events.
- Documentation: Keep in mind that some life events may require specific documentation for compliance.