Distributing benefits information

To help resources better understand their benefits, you can distribute general information about health insurance, such as benefits guides or URL links to benefits calculators and comparison tools.

  1. Select Benefits > Reports > Benefits Information.
  2. Click Create.
  3. Specify this information:
    Benefits Information Topic
    Select a topic. These are created in Benefits > Set Up > Benefits Information Topics.
    Benefits Information
    Specify a code for the information. It is recommended to create one that is meaningful and related to the purpose.
    Description
    Specify a description for the information that will be seen by employees.
    Country
    Select the country in which this information will be viewed.
    Active
    The Active check box is selected by default.
    Enable Email
    Select this check box if you want employees to be able to email this information to themselves.
    Email Template
    Select an email template for the information.
    Attachment
    Optionally, attach a document you want to publish to employees.
    URL
    Optionally, specify a URL to show as a link. Include the full link in this field.
    URL Display
    Specify the way you would like the URL to be displayed.
    Keyword Search
    This field will populate based on what was specified in this screen. These keywords can be used by employees in Employee > Benefits > Benefits Information in the Keyword Search field to locate the benefits information.