The "Configure Enrollment Screens" tab allows you to manage how benefit packages and plans are viewed throughout Core HR. While the benefit enrollment screens offer a variety of options, we will cover common and useful options.
We offer a video training for this topic on Arcoro Learning.
- Expand Settings and click Benefit Management from the menu.
- Click the name of the new benefit package.
- Click the Configure Enrollment Screens tab.
Configure Enrollment Screens
From the "Configure Enrollment Screens" tab, you can hide plan names, display coverage volume, display premium, display employer cost, and display employee cost. 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. It is recommended to preview the enrollment screens after making changes to your benefits and plan(s) to audit the spelling and cost.
The benefits and plans within a benefit package should be built the specifications of the client and carrier.
For our examples, we will configure the "Medical" benefit.
Benefit Description
The "Benefit Description" tab allows you to add text to educate and inform your employees on the options they can select from. You can also provide Spanish text for your Spanish-speaking employees.
This text will be visible to all plans of the benefit the Administrator has selected to configure. Hyperlinks can be entered to direct employees to a carrier or other relevant website. Other text options, such as font size, style, color, etc., can be adjusted.
When finished entering the desired text, click Save Description to go to the "Benefit Video" tab.
Adding a Hyperlink
- Click in the text field where you want the hyperlink to appear.
- Click the insert link button.
- Fill in the available fields:
- URL - Enter or copy/paste the website URL into the field.
- Link Text - Enter the text that the employee should see.
- Target - Specify how the link should behave. Having the link in a new window/tab will allow the employee to click the link without disrupting their benefit elections.
- Click Ok to insert the link and repeat as necessary.
Benefit Video
The "Benefit Video" tab allows you to add benefit videos, such as custom videos created by your organization or official videos provided by a carrier. These videos are typically short descriptions of the benefits they are choosing, how the benefit works, how the benefit is paid out, etc.
You can enter a name and description for the video, upload an MP4 video, and upload a preview image for the video for the employee to view at election time during their change event.
If no video should be provided for this benefit, you can select "No Video Selected".
Click Save Video when finished to proceed to the "Plan Documentation" tab.
Plan Documentation
The "Plan Documentation" tab allows you to hyperlink plan names to plan summaries or a carrier website for additional information.
Use the "Select a Plan" dropdown menu to select a plan, such as Waive, HMO Plan, or PPO Plan, and click Go. Enter URL into the provided web address field or select a document to use. For documents to appear in the "Document" dropdown menu, the document must first be uploaded into the system under Settings > Employee Portal Documents.
"Enable the Information Hover feature for the selected Plan" allows you to display additional information when hovering over the plan name or the "?" icon if "Use Hover Image" is enabled. "Use Hover Image" enables an information icon to appear next to the benefit plan that an employee can hover over. The text to display can be entered into the "Hover Text" field, such as the carrier name, carrier phone number, and/or carrier website link.
Click Save Plan after making your changes to the selected plan.
Plan Summary/Comparison
The "Plan Summary/Comparison" tab allows you to show comparisons of plans for employees when they are eligible for multiple plans, such as medical, dental, and vision benefits.
Use the "Select a Plan" dropdown menu to view and add plan summaries/comparisons for your benefit plans. The rows added will be present for all plans, allowing you to provide the in and out-of-network values for each item being compared. This information can generally be found in the plan summary from your carrier partner. The rows added should compare the same data, such as annual deductible, out-of-pocket maximums, lab & x-rays, emergency room visits, out-patient hospital services, etc.
Enabling Benefit Comparison for Employees
Employees can learn more about their benefits and view benefits comparisons to make effective decisions by clicking "Learn about your Benefits" from their employee portal. The "Learn about your Benefits" option must also be enabled for the employee portal under Setup > Setup Properties > Employee Portal Setup > Employee Portal > Modules. After enabling the "Learn about your Benefits" option, you and your employees can refer to the following steps on how to utilize the option.
Administrators would only want to do this if employees could choose between two or three plans. If a client offers three or four medical plans, but employees are only eligible for one of the offerings, this comparison would not be beneficial.
Repeat
After saving your enrollment screen configurations for the benefit, click Return to Configure Enrollment Screens to return to your list of benefits and configure the enrollment screens for other benefits as necessary. It is important to configure a benefit description to provide valuable instruction and insight on the elections being made at the annual/open enrollment event.