Configuring introductory settings

Benefits administrators can configure the Welcome page and other introductory settings for an enrollment event. This includes headings, logos, text, and video.

  1. As a benefits administrator, select Enrollment Events > Enrollment Event Setup > Enrollment Events.
  2. Double-click an enrollment event.
  3. Click Enrollment Rules.
  4. Double-click an enrollment rule.
  5. Click Enrollment Settings.
  6. In the Welcome Settings section, specify this information:
    Welcome Header
    Specify the heading at the top of the Welcome page.
    Welcome Subheader
    Specify the sub-heading on the Welcome page.
    Instructions
    Specify the instructions for the enrollment. Instructions can include a list of benefit plans that can be updated.
    Logo
    Specify the image file that is shown as a logo on the Welcome page.
  7. In the Links section, specify this information:
    Helpful Links Header
    Specify the heading that is above the links.
    Additional Link
    Specify the URL of the link. Typically this link is related to this specific enrollment event. For example, if your organization has a page for benefits information in its portal or a SharePoint site that provides more information that is related to this enrollment event, then, you can add a link to it here.
    Additional Link Label
    Specify a the label of the link that you specify in the Additional Link field.
    Links Location
    Specify the location of the links on the Welcome page.
    Show Organization Links
    Select this option to show the enrollment links that are set at the organizational level.
  8. In the Video Settings section, specify this information:
    Show Video Screen
    Select this option to add a video to the page that employees see after they see the Welcome page.
    Embedded Video Link
    Specify the URL of the video.
  9. In the Employee Information Settings section, specify this information:
    Allow Name Change
    Select this option to enable employees to update their names.
    Allow Address Change
    Select this option to enable employees to update their addresses.
    Show Eligibility Survey
    Select this option to include an eligibility survey in the enrollment process.
    Survey
    Specify the eligibility survey that is enabled for employees.
    Allow After Tax Election
    Select this option to enable an after-tax election.
    Allow Tobacco Status Change
    Select this option to change the language that is used in the enrollment process to describe tobacco usage.
    Tobacco Status Title
    When Allow Tobacco Status Change is enabled, specify text for the Tobacco Status label. For example, you can change the label to Smoker Status.
    Change Tobacco Status Form Text For User
    You can change the label from Check if you use tobacco. Specify the label here.
    Change Tobacco Status Form Text For Spouse/Partner
    You can change the label from Check if you use tobacco. Specify the label here.
    Tobacco Status User Label
    You can change the label that is used to indicate that the employee is a tobacco user from Tobacco user to something else. For example, you can change the label to Smoker.
    Tobacco Status Non User Label
    You can change the label that is used to indicate that the employee is a not tobacco user from Non Tobacco user to something else. For example, you can change the label to Non Smoker.
  10. In the Dependent and Beneficiary Settings section, specify this information:
    Show Dependents Screen
    Select this option to enable employees to update dependents and beneficiaries.
    Display Option
    Specify the organization of dependents and beneficiaries in the enrollment:
    • Combined: Show dependents and beneficiaries in a single list.
    • Separated: Show a list of dependents and a separate list of beneficiaries.
    • Dependents Only: Show only a list of dependents.
    • Beneficiaries Only: Show only a list of beneficiaries.
    Add
    Select this option to enable employees to add dependents and beneficiaries.
    Update
    Select this option to enable employees to update dependents and beneficiaries.
    Remove
    Select this option to enable employees to delete dependents and beneficiaries.
  11. In the Enrollment Settings section, specify this information:
    Show Eligibility Survey After Selecting A Plan
    Select this option to show the eligibility survey after the employee has specified a plan.
    Show Current Benefits
    Select this option to show the employee's current benefits.
    No Plan Message
    Specify the message that indicates the employee does not have a benefits plan.
  12. In the Documentation Settings section, specify this information:
    Employee Documentation Required
    Documentation can be required only for life events. Select this option if employees are required to submit documentation before they can be enrolled in a benefits plan.
  13. In the Review and Submit Settings section, specify this information:
    Logo
    Specify the image that is used as a logo on the page from which the user reviews and submits enrollment updates.
    Electronic Signature Type
    Specify the type of electronic signature that the employee must provide:
    • None: No signature is required.
    • Checkbox: The employee selects a check box to indicate a signature.
    • Signature: The employee submits an electronic signature.
    Electronic Signature Header
    Specify the heading that is shown with the electronic signature requirement.
    Electronic Signature Text
    Specify instructional text for the electronic signature.
    Show Cost Summary
    Select this option to show a cost summary.
    Show Employee Amount
    Select this option to show the amount that the employee pays each pay check.
    Show Employer Amount
    Select this option to show the amount that the employer contributes each pay check.
    Show Credits
    Select this option to show credits that are counted toward the cost.
    Show Cash Amount
    Select this option to show the cash value of the plan.
    Show Submitted Time
    Select this option to show the time of day that the employee submitted the enrollment updates.
    Not Submitted And No Errors
    Specify a message that the employee sees when updates were submitted with no errors.
    Not Submitted With Errors
    Specify a message that the employee sees when updates were submitted with errors.
    Submitted
    Specify a message that the employee sees when updates were submitted.
    Submitted And Pending Change
    Specify a message that the employee sees when updates were submitted and an update is pending.
  14. In the Summary Settings section, specify this information:
    Logo
    Specify a logo for the Summary page.
    Summary Header
    Specify a heading for the Summary page.
    Summary Text
    Specify message for the Summary page.