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Discover the new filtering enhancements for Benefits Statements in PeopleSoft HCM PUM Image 50, designed to improve employee access, streamline navigation, and enhance user experience.
PeopleSoft HCM PUM Image 50 introduces Filtering Enhancements for Benefits Statements, providing a more intuitive and streamlined experience for employees and administrators managing benefits information. These enhancements include a collapsible filter section, enabling users to narrow down their benefits statements based on specific criteria, such as job title or other attributes.
This feature significantly improves navigation, especially for employees with multiple roles or complex benefits packages, by reducing clutter and simplifying access to relevant information.
Here are the steps for Filtering Enhancements for Benefits Statements:
Access the Benefits Statements Page by navigating to Self Service > Benefits > Benefits Statements. This filters the benefits statement page, improving usability for both employees and benefits administrators.
Fig 1: Benefits Statement
The event year and enrollment event filters list all the years and events with a statement enabling you to verify the statement across many years.
Fig 2: Enrolment Event
By clicking apply to view the Statement section
Fig 3: Statement Section
To view the personal information of the employee and eligibility information.
Fig 4: Eligibility Information
To view the cost summary with pie chart of the value and the Election summary of dependents or Beneficiaries.
Fig 5: Beneficiaries
The newly introduced collapsible filter panel helps declutter the interface, giving users the flexibility to focus only on the information they need. Employees with multiple roles or complex benefits structures can now filter their view by job title, enrollment event, or year, significantly enhancing usability.
Filters dynamically refresh the page content based on selected criteria, eliminating the need for repeated manual searches. This real-time data retrieval reduces waiting time, improves efficiency, and supports faster decision-making.
Employees can easily locate and review historical benefits statements across multiple years and enrollment events. This is particularly helpful during open enrollment periods, job transitions, or for financial planning purposes.
Benefits administrators gain access to the same filtering enhancements on the “Review Employee Statements” page. This enables HR teams to provide timely support, verify information accurately, and handle employee queries with greater ease.
The interface includes cost summary charts and election summaries, providing employees with a quick overview of benefit costs, dependents, and beneficiaries. These visual tools improve comprehension and support better decision-making.
Organizations can adapt the filters to match their unique business rules or employee groups. Whether managing thousands of employees or handling varied benefit plans, the system remains responsive and scalable.
The filtering enhancements for Benefits Statements introduced in PeopleSoft HCM PUM Image 50 mark a significant step toward more efficient, user-friendly HR self-service. By offering customizable filters, faster access to relevant data, and cleaner interfaces, these updates empower both employees and benefits administrators to manage benefits with greater ease and accuracy.
Whether you’re streamlining open enrollment or supporting employees with multiple roles, these improvements reduce complexity and enhance productivity across the board.
At Kovaion, we specialize in helping organizations unlock the full potential of PeopleSoft HCM through tailored upgrades, support, and enhancements.
Author: Aswini S, Oracle PeopleSoft – Junior Associate
Connect with us for PeopleSoft End-to-End Implementation, Enhancement, Updates, and Support.
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