Meta tag strategy for transactions and life events

Links to enrollment and other transactions can be redirects or single sign-on HRIS vendor links that an employee uses to perform functions like enroll in plans, update beneficiaries or dependents, or set up direct deposits.

If the transaction uses a single sign‑on link, the outgoing SSO integration document is created during implementation. Apply the meta tagging strategy to place the integration link in the appropriate location. Each section you create places a link on the respective landing page and section or Life Event and section.

This table shows the meta tags that are used for each type of transaction:

Transaction Section meta tag Widget meta tag
Add Newborn Child baby_3
Add Newly Adopted Child adoption_3
Designate or Update Beneficiary
  • adoption_7
  • divorce_5
  • partner_7
  • marriage_7
  • baby_3
  • insurance_6
  • financial_10
  • enrollment_7
View Current Benefits
  • healthpg_7
  • insurancepg_6
  • financialpg_10
Change My Address (Life Status Change related)
  • divorce_7
  • partner_7
  • marriage_7
  • moving_4
Add or Update Dependents
  • adoption_3
  • divorce_7
  • marriage_7
  • baby_3
  • health_10
  • insurance_6
  • enrollment_7
Setup or Update Direct Deposit
  • marriage_7
  • pay_3
  • Widget = pay
Edit Profile
  • divorce_4
  • marriage_5
Enroll in Benefits
  • adoption_3
  • death_3
  • divorce_1
  • partner_1
  • marriage_3
  • baby_3
  • healthpg_10
  • insurancepg_6
  • moving_2
  • financialpg_10
  • enrollment_7
benefits
Emergency Contact Information
  • divorce_2
  • partner_7
  • marriage_7
  • moving_4
Check Leave Balance
  • adoption_1
  • death_1
  • marriage_1
  • baby_1
  • moving_3
leave
Request Leave
  • adoption_1
  • death_1
  • marriage_1
  • baby_1
  • moving_3
leave
Marital Status Change due to Marriage, Divorce or Separation enrollment_7
New Hire Enrollment
  • health_7
  • insurance_6
  • financial_9
  • enrollment_7
  • benefits
  • newhire (if it exists for portal)
View Paystub pay_1 pay
Tax Information (W-4)
  • adoption_2
  • divorce_3
  • marriage_2
  • baby_2
  • pay_3