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Steps Tab for Events Configuration for Employee Portal of Core HR

The Steps tab allows you to adjust the steps relating to the event.

Navigating to Steps for Events Configuration
  • Expand Setup and click Setup Properties from the menu.


  • Hover over 'Employee Portal Setup' and click Employee Portal.


  • Click the Events tab.


  • Click the name of the Event.


  • Click the Steps tab. 



  • You will want to mark any step that should be included in your event.
  • Select the eligibility rule for who should see a given step. To set up or maintain an eligibility rule, you can refer to the following dedicated article.
  • Please note that the 'Instructions', 'Acceptance', and 'Review' steps/tabs all have hard-coded verbiage on them that cannot be changed or removed.
  • You cannot add any verbiage to the instructions step/tab but you can to all other steps/tabs.
  • The Steps labeled with connections should only be used if you are using one-benefit integration.
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