Step enrollment

Benefit administrators can organize the enrollment process into a sequence of steps. With this process, introductory information can be configured as text, and video can be part of the benefits process. The user experiences step enrollment as a workflow. This approach introduces sequential logic to the introductory portion of the enrollment process.

There are two phases to the user experience: the introduction and enrollment. In the introduction, the user views a sequence of pages that serve either of two purposes:

• offer information about benefits enrollment
• collect benefits information from the employee

Introductory content can include text and video. In this phase, the user can update personal information. The Introduction includes up to four pages: Welcome, Video, Employee Information, and Dependents.

When the employee completes all steps in the introductory phase, the employee advances to the enrollment phase. In the enrollment phase, the user enrolls in benefit plans, submits documentation, and reviews and confirms the enrollment.

Step enrollment must be enabled at the organization level. Then enrollment events can be configured.