General Options Tab
Use this tab to select text, phone, and postal codes formats, permission for benefits enrollment to rollover to the next year, permission to allow updates to direct deposit information, and which Total Comp/Benefits to display.
Formats
Field | Description |
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Text |
Use the drop-down box to select one of the following options:
|
Phone Format | Select a format for how to display telephone numbers in the applicable screens. (Applicable screens include: Address/Telephone, Emergency Contacts, and Dependents/Beneficiaries.) Choose from the following options:
|
Postal Format |
Select a radio button to tell the system how to display postal codes in the applicable screens. (Applicable screens include: Address/Telephone, Emergency Contacts, and Dependents/Beneficiaries.) Choose from the following options:
|
Allow Rollover Capability in Benefits Enrollment |
Select this check box to enable employees to carryover their current benefit elections to next year. When you select Allow Rollover Capability in Benefits Enrollment, a check box appears next to each benefit listed on the Current Elections page. When users select these check boxes, the associated benefits are carried over to the next year without change. This reduces the number of steps required to complete the benefit enrollment process |
Allow selection of a limited purpose FSA along with an HSA |
Select this check box to display the Limited Purpose check boxes on the Medical FSA screens for life events and benefits enrollment. |
Show Evidence of Insurability fields in Insurance screens | Select this check box to display the EOI Form URL/Location and EOI Status fields in the Insurance applications. |
Direct Deposit
Field | Description |
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Allow Update of Current Accounts |
If you select this check box, employees will be able to make updates to current account information. Current accounts are bank accounts that are currently in use. |
Allow Updates of Pending Accounts |
If you select this check box, employees will be able to make updates to pending account information. Pending accounts are bank accounts that are currently in pre-note status. |
Total Comp/Benefits
Use these check boxes to tell the system which tables to display on the Total Comp/Benefits Statement screen. On the Total Comp/Benefits Statement screen, you can view a total compensation summary that lists such things as your annual salary, leave benefits, and others. You can also view your benefit elections and their coverage level, as well as employee/employer costs.
Field | Description |
---|---|
Show Total Compensation Summary |
Select this check box to display the Total Compensation Summary on the Total Comp/Benefits Statement screen. |
Show Benefit Elections |
Select this check box to display Benefit Elections on the Total Comp/Benefits Statement screen. |