Simplify and Personalize Benefits Enrollment with Oracle Journeys

Simplify and Personalize Benefits Enrollment with Oracle Journeys – OHUG Webinar by Datavail

Navigating employee benefits enrollment can be complex, confusing, and time-consuming—for both employees and HR teams. In this insightful OHUG webinar, Lakshmi Avula, Oracle Certified Functional Consultant at Datavail, presents a strategic solution using Oracle Journeys to transform the benefits experience. This presentation showcases how organizations can streamline benefits processes, enhance employee engagement, and reduce administrative overhead through guided, personalized workflows.

Datavail, a trusted Oracle partner with over 17 years of experience and 1000+ successful implementations, brings deep expertise in cloud deployments, managed services, and HCM transformation. As one of only 23 global partners selected for Oracle’s exclusive HCM Now Program, Datavail is uniquely positioned to accelerate Oracle Cloud HCM adoption for mid-sized enterprises.

🔗 View the full presentation here: https://www.datavail.com/resources/simplify-personalize-benefits-enrollment-oracle-journeys/

🔍 Key Highlights:
Challenges in Benefits Enrollment: Discover common pain points such as unclear instructions, manual processes, and documentation errors that hinder employee satisfaction and HR efficiency.
Oracle Benefits Journeys: Learn how Oracle Journeys within Employee Self-Service (ESS) provides step-by-step guidance, embedded forms, automated notifications, and third-party integrations to simplify enrollment and life event updates.
Use Cases: Explore real-world scenarios including medical/dental plan enrollment, dependent updates, document uploads, and life event triggers (e.g., marriage, birth).
Employee Experience Enhancements: See how multilingual support, embedded content, and feedback questionnaires help personalize the experience and align benefits with employee needs.
Business Impact: Understand the measurable improvements—35% increase in enrollment accuracy, 40% boost in employee satisfaction, and 50% reduction in HR support tickets.
Getting Started: Gain actionable steps to assess current processes, identify critical journeys, customize content, and monitor adoption for continuous improvement.
🎯 Why Watch This Webinar?
Whether you're an HR leader, benefits administrator, or IT professional, this webinar offers valuable insights into leveraging Oracle Journeys to:

Simplify complex benefits tasks
Automate and integrate processes
Engage employees with personalized experiences
Collect feedback for ongoing optimization
🎁 Bonus Giveaway: Watch till the end for a chance to win a Rocketbook Core Reusable Notebook! Fill out the form at https://www.datavail.com/webinar-giveaway to enter.

1. Simplify and Personalize Benefits Enrollment with Oracle Journeys Lakshmi Avula

2. Datavail is a professional managed services partner helping customers achieve business objectives by leveraging data, applications and technology resulting in optimized, efficient and connected enterprise business platforms. We’ve Done this for 17+ years 1000 + Consultants focused on Cloud deployments and managed services 1000 + Implementation Experience 10 + Years Cloud Experience 12 + Focused Industries 500 + Customers with average lifespan of 7+ years $25M Invested $25M in IP that improves the service experience and drives efficiency Strategic Advisory Executive Vision Alignment Transformation Readiness Business/IT Process Improvement Data/Integration Strategy Data Migration and Conversions Optimization Managed Services Migrations, Optimization, Support Monitoring & Incident Response w/ SLAs Service Requests 24x7 In-Office Coverage Proactive Services (Health, Tune) Project Services Operational Managed Services Accelerated Cloud Migrations Systems Integration Regression Testing Health Checks & Assessments Upgrades Cloud Consulting Cost-value Analysis Confidential and Proprietary Our Technology Partners Data & Security Compliance GDPR ISO 27001:2019 (Information Security) & ISO 27701 (Privacy) HIPAA Business Associate Agreements PCI SAQ-D Self Assessment SSAE18 Type II SOC1 & Type II SOC2 ITAR controlled data

3. Datavail is a Featured Partner in Oracle's Exclusive HCM Now Program. One of Just 23 Global Partners Selected to Fast-Track Oracle Cloud HCM Adoption for Mid-Sized Enterprises 3 HCM Expertise Badges Datavail HCM Now Microsite One-Page Collateral

4. Agenda About me ? Abstract Benefits Enrollment Challenges Oracle Journeys – Strategic Solution Key Use Cases Enhancing the Employee Experience Business Impact Getting Started with Oracle Benefits Journeys Demo Summary & Takeaways Q&A

5. Lakshmi is an Oracle Certified Functional Consultant with over 11 years of expertise in Oracle HCM Cloud Systems integration. Implemented end-to-end project lifecycles, from initial requirement analysis through to successful implementation Previously worked in Insurance, Health Care, Education, Public Sector and Hospitality industries. L Lakshmi Avula HCM – Principal Consultant, @ Datavail India https://www.linkedin.com/in /avula-lakshmi-111046b3/ Oracle Specialization Track(s): Benefits Global Human Resources Compensation Talent Management

6. Win a Rocketbook Reusable Notebook! Please fill out the form now for your chance to win a Rocketbook Core Reusable Notebook! Link: https://www.datavail.com/webinar-giveaway/

7. Navigating benefits enrolment and life event changes can be overwhelming for employees and time-consuming for HR teams. Oracle Journeys in the Benefits module offers a strategic solution by delivering personalized, guided experiences within Employee Self-Service (ESS). This session will demonstrate how organizations can use Journeys to simplify benefits processes, improve employee understanding, and reduce administrative overhead.  Abstract We will walk through real-world examples of how Journeys can support key actions—such as enrolling in medical or dental plans, updating dependent information, and uploading required documentation. Attendees will also see how to enrich these experiences with automated notifications, embedded forms, and integrations with third-party providers. We will also explore how to collect valuable employee feedback and health data using questionnaires, helping organizations align their benefits offerings with employee needs.

8. Benefits Enrollment Challenges Benefits enrollment is often: Confusing for employees during life events, Unclear instructions, too many choices Multi-step, complex benefits enrollment processes Burdensome for HR due to manual processes, HR teams spend excessive time on support and troubleshooting Prone to errors and delays Risk of missing documentation and deadlines Navigating benefits shouldn’t feel like decoding a puzzle Employees want clarity, not complexity

9. Oracle Benefits Journeys provides: Step-by-step guidance within Employee Self-Service (ESS) for enrollment, changes, and confirmations Combines guidance, data collection, task automation, and integration Personalized experiences based on employee roles and life events Embedded content, forms, and automation Automated reminders, notifications, and alerts to keep employees on track Questionnaires: Capture employee preferences, health needs Makes the benefits process simple, clear, and accurate, improving user experience, increasing successful task completion, and supporting smooth adoption of benefits policies Oracle Benefits Journeys – Strategic Solution Employee Self-Service (ESS) Oracle Journeys Personalized Steps → Embedded Forms → Notifications → Integrations

10. Guided Journeys Provides guidance such as tutorials, company policies, and best practices in the context of an HCM flow using guided journey tasks. Benefits Journeys… Checklist Structured step-by-step workflows designed to guide users through a series of tasks Agent Analytics Document Embedded Learning External URL Manual Task Questionnaire Report User Defined Content Video Application Task Configurable Form Document & Electronic Signature Embedded Application Task External URL Manual Task Process Automation Questionnaire Report User Defined Content Video

11. Medical/Dental Enrollment : Guided steps with plan comparisons Dependent Updates: Add/remove dependents with validation checks Document Uploads: Secure upload of birth certificates, marriage licenses, etc. Life Events: Trigger relevant journeys (e.g., marriage, birth) Key Use Cases Step 1: Present personalized plan options based on eligibility and prior elections Step 2: Display plan benefits comparison and costs clearly Step 3: Prompt for adding or updating dependent information with validation Step 4: Require electronic signatures or confirmations for compliance Step 5: Confirmation screen with summary and next steps Auto-detect qualifying life events (marriage, birth) Trigger the relevant benefits update journey automatically Collect required documentation (marriage certificate, birth certificate) via embedded upload forms Integration with third-party carriers for seamless benefits updates Provide instant confirmation and next steps notifications Enrolling in a Plan Life Event Changes

12. Automated Notifications: Reminders for deadlines, missing info Embedded Forms: Fillable forms within the journey—no external links Third-Party Integrations: Integration with external vendors and carriers to push/pull enrollment data and status Dashboards for HR to monitor journey progress, bottlenecks, and completion rates Multilingual Support: Localized content for global teams Integrate custom questionnaires to gauge employee satisfaction with benefits offerings, Use survey data to identify gaps or preferences in benefits design Enable ongoing continuous improvement with periodic pulse surveys Enhancing the Employee Experience

13. Boosted employee benefits utilization and engagement Better alignment of benefits programs with workforce demographics and needs Utilization: Increase in benefits enrollment accuracy +35% increase in benefits enrollment accuracy Satisfaction: Improved employee experience and engagement +40% improvement in employee feedback scores Efficiency: Reduction in HR support tickets and manual tasks -50% reduction in HR support tickets Business Impact Metric Before Journeys After Journeys Enrollment Accuracy 65% 90% HR Tickets 120/month 60/month Employee Satisfaction 3.2/5 4.5/5

14. Getting Started with Oracle Benefits Journeys Assess current benefits processes and pain points Identify critical journeys for rollout (e.g., open enrollment, life events) Customize content for your culture and benefits portfolio Communicate clearly and train both HR and employees Monitor usage, collect feedback, and iterate for continuous improvement

15. Demo Starting a benefits journey Completing enrollment Uploading documents

16. Simplify Complexity: Break down benefits tasks into easy, manageable steps with clear guidance. Automate & Integrate: Use automated alerts and seamless integrations to reduce administrative burden. Engage Employees: Improve satisfaction and confidence with personalized experiences and decision support. Leverage Feedback: Collect insights to continuously improve benefits offerings and communication. Summary & Takeaways

17. Win a Rocketbook Reusable Notebook! Please fill out the form now for your chance to win a Rocketbook Core Reusable Notebook! Link: https://www.datavail.com/webinar-giveaway/

18. Thank You datavail.com [email] [Phone Number]