The "Plan Documentation" tab allows you to provide additional information for benefit plans with hyperlinks, documents, plan summaries, and more. Plan summaries are typically provided by Carriers.
Navigating to Configure Enrollment Screens
- Expand Settings and click Benefit Management from the menu.
- Click the name of the new benefit package.
- Click the Configure Enrollment Screens tab.
- Click the Plan Documentation tab.
- Select a Plan - Select the plan to configure, such as Waive, PPO Plan, HMO Plan, etc., and click Go. You will need to repeat this for any plan to configure plan documentation.
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Select an option for linking the Plan Name to a web address or document from the Document Library
- None - The plan name will not do anything when clicked.
- Web Address - Clicking the plan name will take the employee to a website.
- Document - Clicking the plan name will allow the employee to download the document. Use the dropdown menu to specify which document the employee will download when clicking the plan name. For documents to appear in the dropdown menu, the document must first be uploaded into the system under Settings > Employee Portal Documents.
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Use the options below to configure a hover feature next to the Plan Name to provide additional information about the plan during enrollment.
- Enable the Information Hover feature for the selected Plan - Display additional information when hovering over the plan name or the "?" icon if "Use Hover Image" is enabled.
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Use Hover Image - Enables an information icon
to appear next to the benefit plan that will display information text when hovered over.
- Width - The width of the informational text field.
- Hover Text - The text entered in this field will appear for the "Information Hover Feature", such as the carrier name, carrier phone number, and/or carrier website link.