Enabling Benefit Statements
- Expand Setup then click Setup Properties from the menu.
- Hover over Employee Portal Setup and click Employee Portal.
- Click the Modules tab.
- Select Benefit Statements at the least. You can choose Total Benefits Statement and its configuration, but it’s not required. Click Save when finished.
- If you select Benefit Statements as a module you’re including on your Employee Portal Homepage, you will need to select the format of the benefit statement that is generated for all employees. Click the Benefit Statements tab.
- Select from the Document drop-down to view different benefit statesment formats. You can preview each different format by clicking View Example next to the drop-down menu after selection. Click Save when finished.
What Employees Will Do
Once enabled, the employees can find and click on Benefit Statement from the menu of their employee portal.
They will see the Benefit Statements page as below.
1. Go to Setup > Setup Properties (Figure 18-1) Figure 18-1 2. Expand Employee Portal Setup and click Employee Portal. Select the Modules tab. Select Benefit Statements at the minimum. You can choose Total Benefits Statement and its configuration, but it’s not required. Hit Save and Preview to make your changes (Figure 18-2) Figure 18-2 3. If you select Benefit Statements as a module you’re including on your Employee Portal Homepage, you will need to select the format of the benefit statement that is generated for all employees. You can preview each different format by clicking the view example link next to each choice. Hit Save and Preview to make your changes. (Figure 18-3) Figure 18-3