Configuring introductory settings

Select Enrollment Events > Enrollment Event Setup > Enrollment Events.

Select an enrollment event.

Click Enrollment Rules.

Select an enrollment rule.

Click Enrollment Settings.

In the Welcome Settings pane, 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 you can update.
Logo: Specify the image file displayed as a logo on the Welcome page.

In the Links pane, 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 the label of the link that is specified in the Additional Link field.
Links Location: Specify the location of the links on the Welcome page.
Show Organization Links: Select this option to display the enrollment links that are set at the organizational level.

In the Video Settings pane, specify this information:

Show Video Screen: Select this check box to add a video to the page that employees see after they see the Welcome page.
Embedded Video Link: Specify one or more video links in the embedded video link fields.
Video Tab Name: Specify one or more video links in the embedded video link fields.

In the Employee Information Settings pane, specify this information:

Show Employee Information Screen: Select this check box to display the employee information.
Allow Name Change: Select this check box to enable employees to update their names.
Allow Address Change: Select this check box to enable employees to update their addresses.
Show Eligibility Survey: Select this check box 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 check box to enable an after-tax election.
Allow Tobacco Status Change: Select this check box to change the language that is used in the enrollment process to describe tobacco usage.
Tobacco Status Title: If Allow Tobacco Status Change is enabled, provide a status title.
For example, you can change the label to Smoker Status.
Show Contact Information: Select this check box to display the contact information.
Show Emergency Contacts: Select this check box to display the employee’s emergency contact.

In the Dependent and Beneficiary Settings pane, specify this information:

Show Dependents Screen

Select this check box to enable employees to update dependents and beneficiaries.

Display Option

Specify the organization of dependents and beneficiaries in the enrollment.

There are different types of dependents and benefiaries:

Add

Select this check box to enable employees to add dependents and beneficiaries.

Update

Select this check box to enable employees to update dependents and beneficiaries.

Remove

Select this check box to enable employees to delete dependents and beneficiaries.

In the Enrollment Settings pane, specify this information:

Show Eligibility Survey After Selecting A Plan: Select this check box to display the eligibility survey after the employee specifies a plan.
Show Current Benefits: Select this check box to show the employee's current benefits.
Enrollment Image Option: Select whether the image to use is the plan image or the step enrollment image.
No Plan Message: Provide a message to display that the employee does not have a benefits plan.

In the Documentation Settings pane, specify this information:

Employee Documentation Required: Select this check box if employees are required to submit documentation before they are enrolled in a benefits plan.; Documentation are required only for life events.

In the Review and Submit Settings pane, 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.
Electronic Signature Header: Specify the heading to display with the electronic signature requirement.
Electronic Signature Text: Specify instructional text for the electronic signature.
Show Cost Summary: Select this check box to display a cost summary.
Show Employee Amount: Select this check box to show the amount that the employee pays each pay check.
Show Employer Amount: Select this check box to show the amount that the employer contributes each pay check.
Show Credits: Select this check box to show credits that are counted toward the cost.
Show Cash Amount: Select this check box to show the cash value of the plan.
Show Submitted Time: Select this check box to show the time of day that the employee submitted the enrollment updates.
Not Submitted And No Errors: Provide a message to display to the employee account when updates are submitted with no errors.
Not Submitted With Errors: Provide a message to display to the employee account when updates are submitted with errors.
Submitted: Provide a message to display to the employee account when updates are submitted.
Submitted And Pending Change: Specify a message to display to the employee account when updates are submitted and an update is pending.

In the Summary Settings pane, specify this information: