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Touring the Benefit Request Setup Page

Use the Benefit Request Setup page to:

Links to the other System Setting options display at the top of the page. Click here to display a table describing each link.

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Entering a Message to Your Employees

Use the General Information area at the top of the Benefit Request Setup page to type a message to your employees. This message may include additional directions to completing a request, school policy notices, or any other type of message. You can enter a different message for each request page.

You have option to display or not display the general information for the request. You can also change this message at any time.

To define the benefit request system options:

  1. Click the Request Setup link on the Admin Home page.

  2. Click the Request Type Drop Down List button and select Benefits from the list. The Benefit Request Setup page appears.

  3. Optionally, type a general message to your employees. Click here for more details.

  4. Click the Display General Information check box to display the General Information message in the Leave Request Queue.

  5. Click the button to save the leave request settings.

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Benefit Groups Grid Field Definitions

The Benefit Groups grid lists the following information. Click the link to add a benefit group.

Column Heading

Definition

Group Name

This column lists the benefit groups that contain the benefit plans that may be available to the employees in your organization.

Click this column heading to sort the benefit group names in ascending order. Click the column heading twice to sort the benefit group names in descending order. An Up (ascending) or Down (descending) arrow displays to identify the column used to sort the grid.

Effective Date

This column lists the date that the benefit plans in this group will go into effect, if applicable.

Click this column heading to sort the benefit groups in ascending order by effective date. Click the column heading twice to sort the benefit groups in descending order by effective date. An Up (ascending) or Down (descending) arrow displays to identify the column used to sort the grid.

Start Date

This column lists the start date of the open enrollment period for the benefit plans in this group, if applicable.

Click this column heading to sort the benefit groups in ascending order by open enrollment start date. Click the column heading twice to sort the benefit groups in descending order by open enrollment start date. An Up (ascending) or Down (descending) arrow displays to identify the column used to sort the grid.

End Date

This column lists the end date of the open enrollment period for the benefit plans in this group, if applicable.

Click this column heading to sort the benefit groups in ascending order by open enrollment start date. Click the column heading twice to sort the benefit groups in descending order by open enrollment start date. An Up (ascending) or Down (descending) arrow displays to identify the column used to sort the grid.

Change Outside

Yes displays in this column if requests are allowed outside of the enrollment period for the benefit plans in this group. No displays if requests must be made within the open enrollment period.

Click this column heading to display the benefit groups with benefit plans that require requests to be submitted within the open enrollment period first in the grid. Click the column heading twice to display the benefit groups with plans that allow requests to be submitted outside of the open enrollment period first in the grid. An Up (ascending) or Down (descending) arrow displays to identify the column used to sort the grid.

Active

Yes displays in this column if the benefit group is active; No displays if the benefit group is not active. Benefit plans that belong to an inactive benefit group are not available to the employee when submitting a benefit request.

Click this column heading to display the benefit groups with inactive benefit plans first in the grid. Click the column heading twice to display the benefit groups with active plans  first in the grid. An Up (ascending) or Down (descending) arrow displays to identify the column used to sort the grid.

Has Plans

Yes displays in this column if the benefit group contains at least one plan; No displays if the benefit group contains no plans.

Click this column heading to display the benefit groups without benefit plans first in the grid. Click the column heading twice to display the benefit groups with plans first in the grid. An Up (ascending) or Down (descending) arrow displays to identify the column used to sort the grid.

Edit

Click the Edit button to modify the benefit group. The Edit a Benefit Group page appears.

Delete

Click the Delete button to delete the benefit group.

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