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EOI Tab for Events Configuration for Employee Portal of Core HR

The 'EOI' tab offers textboxes to configure a custom message that will be displayed on the Summary Step of the selected Event if an election is made requiring EOI.

Navigating to EOI for Events in the Employee Portal
  • Expand Setup and click Setup Properties from the menu.

    CHR_-_Setup_-_Compliance_-_Menu_-_01.png

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

    CHR_-_Setup_Properties_-_Employee_Portal_Menu_-_01.png

  • Click the Events tab.

    CHR_-_Employee_Portal_-_Tabs_-_08.png

  • Click the name of the Event.

    Employee_Portal_-_Events_-_02.png

  • Click the EOI tab.

    CHR_-_Employee_Portal_-_Events_-_Tabs_-_04.png

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  • You can set your event to pend entirely if an option of EOI is selected or you can choose to pend only the elections requesting EOI.
  • Your last option is to pend an election that is dependent upon other elections for EOI should the dependent election require EOI. ( i.e. you elect employee vol life and it requires EOI and you elect spouse life that is dependent upon your employee life sections both elections would pend for EOI.)
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