Sometimes you may need to create custom text which appears on the top of enrollment pages. These may be to provide a benefit overview for a particular product or any additional instructions that you need employees to see when enrolling.
To create custom product overviews, go to Enrollment – Customization and choose the Product Overviews tab.
Click on Add Product Overview and select the product.
This will display the Add Product Overview form:
This form requires that you select the Product, the Overview Name, and that you enter some text.
If under Applies to All Employees you select No, a set of conditions will appear.
These include:
- Organizational Structures
- Work Locations
- Annual Base Salary
- Annual Benefit Salary
- Employee Type
- Employment Start Date
- Legal Gender
- Residential State
- Residential County
- Residential City
- Residential Zip Code
- Tobacco Status
Depending on which condition you approve, a different set of fields will appear. For instance, if you choose annual base salary, you will see fields that look something like this:
Or if you choose Tobacco Status, you will see something that looks like this:
Please note that the condition you choose will determine which fields appear.
You also have the option of adding more than one rule to the condition, by clicking on Add Rule. You may apply “AND” or “OR” operators to this condition.
After adding several Product Overview rules, the main page will look something like this:
If you choose to edit any of these rules you will receive a notification warning you that any edits will only affect future enrollments.
Below is how a custom product overview will appear to employees during the enrollment process.