All About Benefits

Product Management Director

Oracle/PeopleSoft

Tammy Boyles

Update and Roadmap for PeopleSoft Benefits

Statements in this presentation relating to Oracle’s future plans, expectations, beliefs, intentions, and prospects are “forward-looking statements” and are subject to material risks and uncertainties. A detailed discussion of these factors and other risks that affect our business is contained in Oracle’s Securities and Exchange Commission (SEC) filings, including our most recent reports on Form 10-K and Form 10-Q under the heading “Risk Factors.” These filings are available on the SEC’s website or on Oracle’s website at http://www.oracle.com/investor. All information in this presentation is current as of October 2020 and Oracle undertakes no duty to update any statement in light of new information or future events.

Safe Harbor

www.peoplesoftinfo.com

Video Feature Overviews (VFO):Fluid Life Events

Fluid Benefits Enrollment

Activity Guide Composer

Acknowledgement Framework

Questionnaire Framework VFO

PeopleSoft Benefits/T & L Fluid WorkCenters

Spotlight Video:Activity Guide Composer

Spotlight on Fluid Life Events

3

Benefit Blogs + :Fluid Benefit StatementsIt just turned Spring….Handling Special Enrollments…Moving the Submit ButtonNew Benefits WorkCenter

Copyright © 2019 Oracle and/or its affiliates.

Knowledge Document https://support.oracle.com/epmos/faces/DocumentDisplay?id=2527623.1

What’s New!

Fluid Benefits Summary For Employees

Fluid Benefits Summary For Administrators

Currently:

• HCM 9.2, PUM 33

• PT 8.57.14

• Live with Fluid OE in May 2019, Live with Fluid Benefits Summary in March 2020

County of Ventura

• County established in 1873

• 850,000 residents

• 9,000 employees

Tracy Sewell- Employee Benefits Manager- County employee for 26 years- President of the Oracle Public Sector User

Group Board

“Implementing Fluid Benefits Enrollment & Benefits Summary was easier than we could have ever imagined, and we’ve had nothing but positive responses. I would encourage other customers to “Just do it!” They won’t regret it.”

County of Ventura – Fluid Benefits Enrollment

Only issue was configuring security since we have custom roles. Contact me if you need help with this.

County of Ventura – Fluid Benefits SummaryEmployee View – Two Options: Tile View or List View

County of Ventura – Fluid Benefits SummaryEmployer View – Two Options: Tile View or List View; Deduction Summary

Westfield Group

Fluid Benefits Summary

• “Implement the new Fluid Benefits Summary for a better user experience!

• Updated look and feel makes for a more cohesive environment

• The new fluid benefits summary mirrors benefits enrollment for a familiar and consistent experience

• With plans displayed in cards, employees have a streamlined view into their benefit and coverage details.

• Providing links to contacts and resources in the right-hand panel enables employees to easily access important information with just 1 click”

Ashley MorrisERP Lead Systems Analyst

What’s New!

Employee Self Service Interactive Tiles

What’s New!

Benefits WorkCenter

Confidential – Oracle Internal/Restricted/Highly Restricted

Chelan County Public Utility District

Fluid Benefits WorkCenter

Tracey PettitHRIS Program Manager

“You will love the look and feel of the delivered Benefits WorkCenter

Implementation was easy:1. Activate Benefits Fluid WorkCenter2. Add Role and Permissions3. Add the WorkCenter to the Workforce

Administrator Homepage

Our Benefits Staff loves it:• Configure the menu to fit their needs • Easy to hide or add new pages

Implement Benefits WorkCenter - It’s a quick and easy WIN”

DEMO

14 Copyright © 2020, Oracle and/or its affiliates. All rights reserved.

120+Deployments to Oracle Cloud

Copyright © 2020, Oracle and/or its affiliates | Confidential: Internal/Restricted/Highly Restricted15

Benefits Roadmap

Chatbot

Multiple Document Upload & Approval

Benefits Analytics and Visualizations

Benefits Plan Comparison

* Screenshots Subject to Change

Benefits Assistant ChatBot

For Illustrative Purposes Only

Version One: • Plan Information

• Dependent/Beneficiary Information

• Deduction Data for NA Payroll

• Provider Details

• Benefits Administrator Contact

Roadmap Future Versions: • Plan Details associated with Plan

Comparison Data

• More AI recommendation types of transactions

Roadmap

Roadmap

For Illustrative Purposes Only

Multiple Document Upload and Approval for Life Events

• Setup by Life Event Type

• Approval By Document

• Create Similar Feature for Open Enrollment

• Possible Enhancementso Add a Dependent

o Updating a Dependent

o Dependent vs. Beneficiary

o Additional Upload for Previous Approved Dependents

o Proof for Plan Option or Waive

Kibana Visualization for Benefits

Roadmap

For Illustrative Purposes Only

Benefits Plan Comparison

Roadmap

For Illustrative Purposes Only

Plan A Plan B Plan C

Q and A

Need more information?

21

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© 2020 Oracle and/or its affiliates.23

PeopleSoft Information Portal

www.peoplesoftinfo.com

PeopleSoft CumulativeFeature Overview Tool

www.peoplesoftcfotool.com

PeopleSoft Planned Features and Enhancements

www.peoplesoftpfe.com

PeopleSoft Video Channel

www.peoplesoftvfos.com

Thank you for attending