BenSelect:Admin:Case Info:General - Revision history

Shannon Krakosky: /* Enrollment Information */

2026-04-03T17:36:50Z

‎Enrollment Information

Shannon Krakosky: /* Enrollment Information */

2026-04-03T17:34:42Z

‎Enrollment Information

Shannon Krakosky: /* Enrollment Information */

2026-04-03T17:33:54Z

‎Enrollment Information

Shannon Krakosky: /* General Buttons */

2025-08-08T14:54:24Z

‎General Buttons

Shannon Krakosky: /* Enrollment Information */

2025-04-17T15:54:10Z

‎Enrollment Information

Shannon Krakosky: /* Case Info */

2025-04-17T15:51:13Z

‎Case Info

Shannon Krakosky: /* Case Info */

2025-04-17T15:49:08Z

‎Case Info

Shannon Krakosky: /* Plan Year Information */

2024-12-30T14:53:20Z

‎Plan Year Information

Shannon Krakosky: /* General Tab - Case Info */

2024-12-30T14:52:45Z

‎General Tab - Case Info

Shannon Krakosky at 14:50, 30 December 2024

2024-12-30T14:50:53Z

@@ Line 90: / Line 90: @@
 ;Skip sign when all waived (Sign and Review) :Activate this option to allow enrollees to skip the Sign and Review step if all plan options are waived.
 ;Show top navigation :Select this option to display the navigation steps (i.e., Next button) for the enrollment process in the menu bar. Deselect this option to NOT display the navigation in the menu bar.
-;SSO Provider :Select the Single Sign On provider, if this case is integrated with a third-party system. Selerix recommends providing the third-party with a copy of the Case Profile report to show case-specific configuration, such as locations, eligibility classes, benefit plans, and pay groups.
+;SSO Provider :This option has moved to the Data Management >> SSO Config page. Existing configurations can be edited on the SSO Config page under Legacy SSO Provider.
 ;Confirmation task :Defines the maintenance task to be run on individual employees when enrollment is completed. This is typically an email, confirming enrollment.

@@ Line 60: / Line 60: @@
 ;Two-factor auth. for self-service :When this is set, employees will enter their SSN/UserID/EID and PIN to log in as usual, but will then be asked if a code should be sent to an email or phone number for continued authentication. Only contact options for the employee that are already loaded can be used. The code will then be sent to the employee, and the employee must enter the code to continue logging in to the enrollment platform.
 ;Enable life events for employees :Activate this option if you wish for employees to be able to handle qualifying life events (such as job status change, divorce, marriage, child birth, etc.) on the enrollment website.
-;Configure :Click the Configure link to open a dialog box, allowing you to select which events display on the Enrollment site, when '''Enable life events for self-service''' is selected.
+;Configure :Click the Configure link to open a dialog box, allowing you to select which events display on the Enrollment site, when '''Enable life events for employees''' is selected.
 ;Allow new employees on login :This is a custom feature that requires a custom login screen (meaning employees login through a custom page, not the generic enrollment page). This option allows the creation of new employees through that page.  Part of building the login page includes a link that says "New Employee?  Click here" and there the employee information can be entered.
 ;Enable QuickEnroll :Activate this option if you wish to present a side-by-side comparison of last year’s versus this year’s benefits to the user. If this option is not activated, a simple benefit summary is shown to the user (unless there are no prior benefits on record). If the employee did not have prior benefits, option to waive is shown.

@@ Line 60: / Line 60: @@
 ;Two-factor auth. for self-service :When this is set, employees will enter their SSN/UserID/EID and PIN to log in as usual, but will then be asked if a code should be sent to an email or phone number for continued authentication. Only contact options for the employee that are already loaded can be used. The code will then be sent to the employee, and the employee must enter the code to continue logging in to the enrollment platform.
 ;Enable life events for employees :Activate this option if you wish for employees to be able to handle qualifying life events (such as job status change, divorce, marriage, child birth, etc.) on the enrollment website.
 ;Allow new employees on login :This is a custom feature that requires a custom login screen (meaning employees login through a custom page, not the generic enrollment page). This option allows the creation of new employees through that page.  Part of building the login page includes a link that says "New Employee?  Click here" and there the employee information can be entered.
 ;Enable QuickEnroll :Activate this option if you wish to present a side-by-side comparison of last year’s versus this year’s benefits to the user. If this option is not activated, a simple benefit summary is shown to the user (unless there are no prior benefits on record). If the employee did not have prior benefits, option to waive is shown.

@@ Line 15: / Line 15: @@
 ;Cancel :Click to cancel all changes.
 ;Delete All Employees :Click to delete all employees loaded to the case. This button is only available outside the enrollment period. If you wish to delete all employee data from the case and this button is disabled, adjust the enrollment period accordingly.
 ;Delete Case :Click to delete the entire case and all enrollees/employees associated with the case. ''This button allows you to delete the case completely from the database. Do not use this button unless you need to wipe a case out completely from the database.''
 You will be unable to delete a case if the case has a current enrollment period set. Change the enrollment period, and then the '''Delete Case''' button will be available for selection.
 ==General Tab - Case Info==
 The General tab lets you set up basic information about the case.

@@ Line 51: / Line 51: @@
 =Enrollment Information=
 ;Employee Self Service :Select this option when you are ready for employees to log onto the enrollment site. This option should typically remain disabled until case setup is complete. Select a '''From''' and a '''To''' date to set when the Enrollment site is "active" for employee enrollment.
-;Employee Portal : Select '''Enabled''' to turn on access to the Employee Portal and the Engage app for the employee only. This will allow employees to log in to the Selerix Engage employee desktop portal or the Selerix Engage app to view their benefits. '''Messaging from Selerix Engage still requires a license.'''
+;Employee Portal :Select Enabled to turn on access to the Employee Portal. This portal can be used in conjunction with Engage functionality, although Engage access is not required. The Employee Portal, by default, displays access to these tiles: My Benefits, My Enrollment, and How Can We Help. '''Messaging from Selerix Engage still requires a license.'''
 ;Enrollment Period :This is the period of time in which employees are allowed to participate in Open Enrollment. Open Enrollment is the period of time during which eligible employees are allowed to enroll in benefits (as long as those benefits are open for enrollment, as defined in the enrollment rules). After the enrollment period, the ability for an employee to enroll is determined by the enrollment rules (specifically, the Grace Period). Set the start and end dates, as well as the time zone used for the OE period.
 '''Location Overrides'''

@@ Line 2: / Line 2: @@
 The ''Case Info'' screen controls how the case is published on the Enrollment Site, as well as controls the availability of certain enrollment site features. (If necessary, choose Case Info from the Case Setup menu.)
-Specifically, the Case Info screen lets you:test
+Specifically, the Case Info screen lets you:
 *Choose colors and font styles.

@@ Line 46: / Line 46: @@
 ;HR Experience :Select Use HRX to enable the HRX view for employee data.
-''Plan Year Information''
+=Plan Year Information=
 ;Plan Year Begins :Select the date for the beginning of the Plan Year.
-''Enrollment Information''
+'''Enrollment Information'''
 ;Enrollment Period :This is the period of time in which employees are allowed to participate in Open Enrollment. Open Enrollment is the period of time during which eligible employees are allowed to enroll in benefits (as long as those benefits are open for enrollment, as defined in the enrollment rules). After the enrollment period, the ability for an employee to enroll is determined by the enrollment rules (specifically, the Grace Period). Set the start and end dates, as well as the time zone used for the OE period.
-;Employee Self Service :Select this option when you are ready for employees to log onto the enrollment site. This option should typically remain disabled until case setup is complete. Select a '''From''' and a '''To''' date to set when the Enrollment site is "active" for employee enrollment.
+'''Location Overrides'''
 You can now set up enrollment dates/times for individual locations on the case. Click the + icon to open the Edit Locations for Self Service dialog box. Set the To and From dates/times, then select the location(s) you want to use those times.
-;Employee Portal : Select '''Enabled''' to turn on access to the Employee Portal and the Engage app for the employee only. This will allow employees to log in to the Selerix Engage employee desktop portal or the Selerix Engage app to view their benefits. '''Messaging from Selerix Engage still requires a license.'''
+;Two-factor auth. for self-service :When this is set, employees will enter their SSN/UserID/EID and PIN to log in as usual, but will then be asked if a code should be sent to an email or phone number for continued authentication. Only contact options for the employee that are already loaded can be used. The code will then be sent to the employee, and the employee must enter the code to continue logging in to the enrollment platform.
 ;Enable life events for employees :Activate this option if you wish for employees to be able to handle qualifying life events (such as job status change, divorce, marriage, child birth, etc.) on the enrollment website.
 ;Allow new employees on login :This is a custom feature that requires a custom login screen (meaning employees login through a custom page, not the generic enrollment page). This option allows the creation of new employees through that page.  Part of building the login page includes a link that says "New Employee?  Click here" and there the employee information can be entered.
-;Enable QuickEnroll :Activate this option if you wish to present a side-by-side comparison of last year’s versus this year’s benefits to the user. If this option is not activated, a simple benefit summary is shown to the user unless there are no prior benefits on record. If the employee did not have prior benefits, option to waive is shown.
+;Enable QuickEnroll :Activate this option if you wish to present a side-by-side comparison of last year’s versus this year’s benefits to the user. If this option is not activated, a simple benefit summary is shown to the user (unless there are no prior benefits on record). If the employee did not have prior benefits, option to waive is shown.
 ;Confirm employee information before enrollment :Select this option if you want Benefits-Selection to validate employee information before enrollment is allowed. Current employee information will be displayed to the enrollee, and the enrollee may make changes if needed.
-;Use location information :Selecting this option will cause the employee’s location name to be displayed as the employer name on the enrollment site and on forms.
+;Confirm enrollment city :Select this option when you want Benefits-Selection to validate only the enrollment city before enrollment begins.
 ;Enable Waive All :Option available only to enrollers and administrators to waive all coverage for specified employees.
 ;Track enrollment method (Face-to-face, call center, etc) :Another way to add control to your case to track how employees are enrolling.
 ;Available Languages :Select to have the application display in more than one language. Available languages include:
 *English

@@ Line 1: / Line 1: @@
 =Case Info=
-The ''Case Info'' screen controls how the case is published on the Enrollment Site, as well as controls the availability of certain enrollment site features. (If necessary, choose Case Info from the Case Setup menu.) test
+The ''Case Info'' screen controls how the case is published on the Enrollment Site, as well as controls the availability of certain enrollment site features. (If necessary, choose Case Info from the Case Setup menu.)
 Specifically, the Case Info screen lets you: