The "Configure Enrollment Screens" tab allows you to manage how benefit packages and plans are viewed during enrollment. From here, you can add benefit descriptions, informational videos, and more.
- Expand Settings and click Benefit Management from the menu.
- Click the name of the new benefit package.
- Click the Configure Enrollment Screens tab.
The "Configure Enrollment Screens" tab provides a number of columns to configure the content of a benefit, hide plan names, display coverage volume, display premium, display employer cost, display employee cost, and preview the benefit enrollment screen. Any option that is unchecked will be collapsed during a change event or from the employee's benefit page, where elections for an individual can be altered. These options are available for all available benefits in the selected package, regardless of what eligibility rules have been created and assigned.
Previewing Benefits
Click Preview on the far right of a benefit to preview any changes that have been made or view the benefit in the same manner as an employee in a change event would. This is highly recommended after all benefit and plan configuration is completed, so that benefits and plans can be audited for spelling and costs. The benefit and plans within the benefit should be built to the exact specifications of the client and the carrier.
Configuring Benefit
- Click Configure under the 'Configure Content' column to configure the contents of a benefit for your employees.
- You will be taken to the configuration menu for the benefit with a series of tabs you can complete.
- Benefit Description - Where you can enter a description of the benefit to help inform employees on the benefit(s) they will be electing.
- Benefit Video - Allows you to add MP4 videos made by your organization, your carrier, etc. to inform your employees on the benefit(s) they will be electing.
- Plan Documentation - Allows you to give hyperlinks to populate plan summaries or carrier websites for additional knowledge on the benefits
- Plan Summary/Comparison - Allows you to show comparisons of plans for employees when they are eligible for multiple plans, such as medical, dental, and vision benefits.
Next Article
The next article is Step 4 - Review Configuration