Summary

The Open Enrollment Setup window is used to configure the Open Enrollment Online Application.

Step by Step

1     Open the Open Enrollment Setup window (SS> Web Application Setup> Open Enrollment).

• The Open Enrollment Setup window is split into the Documentation tab and the Explanations tab.
• The Documentation tab is used to attach additional documentation to the deductions, benefits and deduction/benefit groups that are available in the open enrollment process. These documents can be downloaded by your employees before they complete the enrollment process.
• Click the Create icon drop-down menu and select Add Deduction/Benefit to add a deduction or benefit to the Documentation tab.
  • Deductions and benefits are created and maintained on the Deduction/Benefit Maintenance window (PR> Maintenance> Deduction/Benefit).
    • Only deductions and benefits that are set up with at least one revision step can be used with the Open Enrollment online application (PR> Maintenance> Deduction/Benefit> Calculation tab> Revision Step section).
  • In order to be displayed in the open enrollment process, deductions and benefits must be associated with a deduction/benefit group that is associated with the open enrollment plan. Enrollment plans are created and maintained on the Enrollment Plan Maintenance window (HR> Maintenance> Enrollment Plan).
• Click the Create icon drop-down menu and select Add Deduction/Benefit Group to add a deduction/benefit group to the Documentation tab.
  • Deduction/Benefit Groups are created and maintained on the Deduction/Benefit Group Maintenance window (HR> Maintenance> Deduction/Benefit Group).
• Click the Ellipsis icon in the Documentation column to add a document to the deduction, benefit or deduction/benefit group.
  • Once a document is attached to a deduction, benefit or deduction/benefit group, a Documentation link will be displayed next to the item. Open enrollment users will then be able to click the link to download the attached document.
  • Only documents in .DOC, .DOCX and .PDF file formats can be attached.

2     Complete the Explanations tab.

• The Explanations tab is used to set up the explanations that will populate the right side of many of the Open Enrollment pages. You can use these explanations to provide additional instructions, web site links and downloadable files for your users.
• Highlight an explanation and click the Modify icon   to edit the selected explanation. This will open the Web Explanation window.
  • The Page Name and Data Description fields cannot be edited.
  • The Explanation Title field is used to enter the title of the explanation. This will display above the main explanation text in a larger font size.
    • Due to size restrictions, this field is limited to 32 characters.
  • The Explanation Text field is used to enter the primary explanation text that will display on the right side of the page.
    • This field is formatted using HTML (Hyper Text Markup Language) tags. While this field can accommodate up to 1024 characters, this includes the HTML tags themselves.
    • HTML tags are most often used in pairs. Only the words, phrases or paragraphs that fall between the opening tag and the closing tag will be affected. For example, in the following sentence, the words "username" and "password" would appear in bold text on the web page.
    • Here are a few of the most commonly used HTML tags:

• For a more comprehensive list of HTML tags, please refer to one of the many free, online HTML tutorials such as W3Schools.com. Here you can learn how to insert tags used to change font styles, create web site links and insert pictures.

• The Link Text field is used to enter the text that will display on the optional link below the explanation text.
  • This field is limited to 128 characters.
• The Link URL field is used to enter the web site address for the optional link below the explanation text. This URL must include the "http://" or "https://" address element.
  • The contents of the Link Text field will not be displayed if a Link URL is not specified.
• The File Description field is used to add a descriptive label to the downloadable file described below.
  • This field is limited to 128 alphanumeric characters.
• The File field is used to attach a downloadable file to the page. Users will be able to download this file by clicking the "Download" link that appears below the web explanation and link text.
  • Click the Clear File Attachment icon to remove a previously attached file from the web explanation.
  • Click the Download File Attachment icon to download a previously attached file. You will be prompted to select a save location for the file.
• Click the Save icon to save the Web Explanation and return to the Open Enrollment Setup window.

• You must click the Save icon on the main Open Enrollment Setup window in order to save any changes.