Current Enrollment Conversion from Legacy (OAB) – Oracle Advanced Benefits

Current Enrollment Conversion from Legacy (OAB)

Workbench Conversion:

Performing the steps above and ensuring that you run a test and/or sample conversion will help to ensure the success of your conversion. A test run or sample will also familiarize your with the tasks and processes. Once the above steps are complete you can follow the steps in the HRMS workbench to complete conversion.

Current Enrollment Conversion from Legacy (OAB)

 

1. Navigate to the HRMS workbench
2. Use the HRMS Workbench Responsibility
3. Choose Data conversion benefits enrollments
4. Click on go to task
5. In the task list change the manual status for the tasks already completed i.e.) plan design and run participation life event process and click on apply manual status
6. If you need to review any of the tasks click on go to task
7. If all is complete then click on load benefit elections
8. Choose your Business group that you are loading elections into
9. A load benefit elections icon is displayed below business group click on spreadsheet icon to launch spreadsheet
10. You will receive a file download popup to save file to your desktop
11. Choose open spreadsheet
12. When you open spreadsheet you may need to adjust your macro security to use - a message will be give if needed
13. Use the template to load the elections into the data pump tables. You will need to load the appropriate data for you plan design but general required fields are noted. See the enrollment template in Appendix A for description of the fields. For new Elections enter the Mandatory information in the template as detailed. For mass upload and IVR data refer to ongoing changes IVR and mass upload below. For other special conversion scenarios i.e.) OSB see following cases. Note: you do not need to load shell plans like flex credit shell or imputed shell as the processing will do this for you.
14. The excel tool bar in the spreadsheet has a new Oracle item. Click it to choose upload to upload to data pump tables. You will be asked for upload parameters to be chosen; Upload all, upload only flagged, and validate before upload. The spreadsheet will do some basic validation. Once uploaded the data is in the data pump tables. You can load multiple spreadsheets to the data pump table before submitting the data pump process. Or you can run data pump after every upload to the data pump tables.
15. As noted you can skip the workbench steps and load directly to data pump tables. In doing so you may need to review the HRMS data pump documentation to load data into data pump batches and line directly. You can review the data pump document on Metalink Note 72564.1.
16. Return to workbench and click Run the data pump to Submit process to data into OAB enrollment tables. This upload will run the core enrollment and post enrollment processes to validate the data.
17. Click on View errors to review the errors returned form the data pump load. Correct errors and rerun the batch until all the records are completed without any errors.
18. Repeat this process until all errors or issues are resolved

Reference - Conversion Master document from Oracle Support.