SS Config Workflow Options Tab

Use the Workflow Options tab of Self-Service Configuration to set up notifications for the Life Events and Benefits Enrollment processes.

Life Events

Field	Description
Life Events	Use this drop-down list to select a life event (for example, Adoption of Family Member or New Hire). The list displays all life events that have been set up. If no life events have been set up, the Escalation Table is disabled and you see the following error message: "No Life Events exist. To save Workflow options for Life Events, you must run the Synchronization Utility."

Escalation Table

Use this table to determine when and how employees are notified that they need to perform the Life Events process.

Field	Description
Initial, Medium Priority, High Priority	Initial represents the start of the Life Event process. As the end of the Life Events process grows nearer, Initial is upgraded to Medium Priority and then to High Priority.
# of Days Remaining	Select the number of days remaining in the Life Event process when the life event will be upgraded from Initial to Medium Priority. Select the number of days remaining in the Life Event process when the life event will be upgraded from Medium Priority to High Priority.
Notify Employee	Select the notification method that you would like to use at the Initial, Medium Priority, and High Priority points. Notifications are sent using the Self Service Status Inquiry utility. You can automate notifications using the Scheduled Processes feature. None — No notification is sent. E-Mail — An e-mail notification is sent. Alert — An alert displays on the desktop. Employee Preference — The employee receives an e-mail or an alert, depending on the employee's preference.
E-mail Employee on Confirmation	If you select this check box, employees will be notified via e-mail after confirming the life event.
E-mail Functional Role #1 and Role #2 on Confirmation	If you select this check box, all employees attached to functional role #1 and functional role #2 will be notified via e-mail when an employee has confirmed a life event.
E-mail Functional Role #1 if Life Event Requires Approval	If you select this check box, all employees attached to functional role #1 will be notified via e-mail when an employee has initiated the life event, if the life event has been set up to require approval.
E-mail Functional Role #1 if Elections Require Approval	If you select this check box, all employees attached to functional role #1 will be notified via e-mail when an employee has initiated the life event, if the employee has selected a benefit that requires approval.
Role #1	Select the functional role #1 for this life event. The drop-down list displays all roles that have been set up. Each member of a role has responsibility for a group of employees. If you leave Role #1 blank, no Role #1 notifications are sent.
Role #2	Select the functional role #2 for this life event. The drop-down list displays all roles that have been set up. Each member of a role has responsibility for a group of employees. If you leave Role #2 blank, no Role #2 notifications are sent.

Benefits Enrollment

Use this table to determine when and how employees are reminded that they need to perform the Benefits Enrollment process.

Field	Description
Initial, Medium Priority, High Priority	Initial represents the start of the Benefits Enrollment process. As the end of the Benefits Enrollment process grows nearer, Initial is upgraded to Medium Priority and then High Priority.
# of Days Remaining	Select the number of days remaining in the Benefits Enrollment process when performing benefits enrollment will be upgraded from Initial to Medium Priority. Select the number of days remaining in the Benefits Enrollment process when performing benefits enrollment will be upgraded from Medium Priority to High Priority.
Notify Employee	Select the notification method that you would like to use at the Initial, Medium Priority, and High Priority points. Notifications are sent using the Self Service Status Inquiry utility. You can automate notifications using the Scheduled Processes feature. None — No notification is sent. E-Mail — An e-mail notification is sent. Alert — An alert displays on the desktop. Employee Preference — The employee receives an e-mail or an alert, depending on the employee's preference.
E-mail Employee on Confirmation	If you select this check box, employees will be notified via e-mail after confirming their benefits enrollment elections.
E-mail Functional Role on Confirmation	If you select this check box, all employees attached to the functional role selected below will be notified via e-mail when their employees have confirmed their benefits enrollment elections.
E-mail Functional Role if Elections Require Approval	If you select this check box, all employees attached to the functional role selected below will be notified via e-mail when an employee has initiated benefits enrollment, if the employee selects a benefit that requires approval.
Role	Select the functional role that will be notified via e-mail about benefits enrollment. The drop-down list displays all roles that have been set up. Each member of a role has responsibility for a group of employees. If you leave the Role field blank, no notifications are sent.