A session for Oracle JD Edwards ERP, held August 2015 at the INFOCUS conference in Denver, Colorado. For more information on this subject, please contact Smartbridge: info@smartbridge.com 877-627-8274 Smartbridge.com

1. Prepared by
Name:
Title:
Company:
This session is to share the design of automating the benefits
enrollment leveraging ESS work files.
Session ID#: 2015JDE-101600
@SmartbridgeLLC
Chakravarthy Janga
Sr. Manager, Enterprise Systems
Smartbridge
Automate Benefits enrollment leveraging
ESS work files

2. • Silence Audible Devices
• Note Fire Exits
• Partake of Refreshments
• Note Quest Staffers (green shirts)
• Complete Feedback Form
• Ask Questions
Welcome and Please:
Administrative Notes
2

3. Automate benefits enrollment
leveraging ESS work files
■ Introduction
■ Review Requirements
■ Review Design
■ Review Challenges
■ Questions
3
Agenda

4. Automate benefits enrollment
leveraging ESS work files
Chakravarthy Janga
Sr. Manager, Enterprise Systems Consulting Services
Chakravarthy Janga has been an employee of Smartbridge since inception in 2003 and currently
manages the JDE technical team in the Enterprise Systems practice. During his tenure,
Chakravarthy provided consulting services for architecture and implementation of numerous JD
Edwards implementations, upgrades, customizations, and interfaces for customers in Food and
Beverage, Distribution, Oil & Gas and Government.
Smartbridge, is a full-service consulting firm providing technology, strategy, and implementation
services to businesses. As consultants, we strengthen business solutions by working together
with our clients to combine strategy, people, process, and technology for successful project
results. As value creators, we provide the tools, methodology, and intellectual capital for lasting
growth.
4
Speaker Introduction

5. Automate benefits enrollment
leveraging ESS work files
■ Automate Open Enrollment using data from TPA.
■ Provide solution to enable admin user to modify or change benefits if
required
■ Automate weekly benefits changes using data from TPA
▪ Benefits changes for Active Employees
▪ Enrollment for New Employees
■ Schedule the weekly process
5
Requirements

6. Automate benefits enrollment
leveraging ESS work files
■ Customizations to ESS applications.
▪ Select Employees for Self-service (P5508ESS)
▪ The ESS Life Events use the AB# in the user profile to perform the Life Event
steps
▪ Life event entry can only be performed by the employee for their records.
▪ Customization done to enable HR staff to select an employee and perform
ESS using the Life Events
 Enrollment Event Code comes from PO, else hard coded to NHR (New
Hire)
 Enrollment Event Type is based on Enrollment Event Code. Set based on
SPHD in UDC 08/BE for EECD. If ‘1’ set it else Set to ‘2’.
 Double click on employee or Row exit ESS Director, goes to P5505410 and
address number of the employee is passed in Form interconnect.
6
Design

7. Automate benefits enrollment
leveraging ESS work files
■ Customizations to ESS applications.
▪ Custom Self-service Director (P5505410)
▪ This application is a copy of P05410.
▪ The custom application will work based on the address number passed to
it instead of going by the person running the application.
▪ Customization done
 Added Address number, Display Marital status, Display salary, Display
DOB, Display Where-Next & Enrollment Event Code to the Form Data
Structure
 Set PO Values based on FI Values coming in from earlier application.
 Assigned FI address Number to address Number Variable to be used for
processing the enrollment
7
Design

8. Automate benefits enrollment
leveraging ESS work files
■ Batch UBE(s) to load and process benefits info
▪ Enrollment text file with benefits information provided by TPA in csv
format
▪ Staging table (F5708030) in JDE to load file and Maintenance
Application (P5708030)
▪ Batch job (R5708030L) to load the file into Staging table
▪ Batch job (R5708030) to process the data in staging table
▪ Validate Data and report exceptions
▪ End enrollment if required
▪ Write new enrollments to ESS work files
▪ Batch jobs to process ESS work files into live tables
8
Design

9. Automate benefits enrollment
leveraging ESS work files 9
Design – Flow Chart

10. Automate benefits enrollment
leveraging ESS work files
■ Load and Maintain Source Data
▪ TPA sends info in text file in csv format
▪ Batch job (R5708030L) to load the file into Staging table
(F5708030)
▪ Maintenance Application (P5708030) to correct any data if
required or enquiry on error records
10
Design

11. Automate benefits enrollment
leveraging ESS work files
■ Validate Source Data and Load into ESS work files (R5708030)
▪ Process all records from F5708030 and update the EDSP after
processing
▪ Process employee and their dependents as following
▪ Validate if the employee is still active and only process if active
▪ For dependent, use the AN8 passed in or creates a new AN8 for
new dependents.
▪ Create records in the ESS work files for employee & dependents /
Beneficiaries
▪ Derive a ESIGN and use the same for the whole batch of records
11
Design

12. Automate benefits enrollment
leveraging ESS work files
■ Employee Enrollment Processing (R5708030)
▪ Validation
▪ Check for active employee.
▪ Validate Benefit Group and Plan enrollment if eligible
▪ Create record per employee in F054101W (Employee Personal Profile
Information Work Table)
▪ Create approval record for above table in F05420 (Work Flow Approval Table)
▪ Create 1 record per employee/plan in F085520W (Available Plans and Plan
Options by employee Work Table)
▪ Create approval record for above table in F05420 (Work Flow Approval Table)
12
Design

13. Automate benefits enrollment
leveraging ESS work files
■ Dependent/Beneficiary Enrollment Processing (R5708030)
▪ Validation
▪ Check for active employee.
▪ Validate Benefit Group and Plan enrollment if eligible
▪ Create record per Dep./Ben. in F054101W (Employee Personal Profile
Information Work Table)
▪ Create approval record for above table in F05420 (Work Flow Approval Table)
▪ Create 1 record per Dep./Ben. per plan in F085536W (Dependent/Beneficiary X-
ref Work Table)
▪ Create approval record for above table in F05420 (Work Flow Approval Table)
13
Design

14. Automate benefits enrollment
leveraging ESS work files
■ Schedule ESS jobs for End-End process
▪ Run Standard ESS Purge Jobs
▪ Download benefits file from TPA
▪ Run Custom batch job to load file
▪ Run Custom batch job to process file
▪ Run ESS standard jobs to process data from work files to live
tables
▪ R054104 (Update Employee Personal Information to Live Tables)
▪ R085524 (Update Benefits Information to Live Tables)
14
Design

15. Automate benefits enrollment
leveraging ESS work files
■ Processing Benefits changes using ESS work files
▪ Ending the enrollment was not working as expected
▪ Worked with Oracle but could not resolve the issue
▪ Added code to UBE to end the enrollment and process new
enrollments through ESS
■ Bad dates from TPA
▪ Validation caught most of the issues
▪ Bad start and end dates
15
Challenges

16. Automate benefits enrollment
leveraging ESS work files 16
Questions?

17. Thank you for your input!
Please complete the session
evaluation
We appreciate your feedback and insight
Session ID#: 2015JDE-101600

18. 18
Sri Raju
CEO
praju@smartbridge.com
713.503.4332
Victor Lang
Vice President, Enterprise Systems
vlang@smartbridge.com
281.798.6798
Chakravarthy Janga
Sr. Manager, Enterprise Systems
cjanga@smartbridge.com
832.704.3467
Smartbridge
Houston Office
sbinfo@smartbridge.com
713.360.2500