Difference between revisions of "BenSelect:Admin:Case Info:Assets"
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If you do not provide a Benefit Verification form, the enrollment site will display a confirmation button as the final step in enrollment. For more information on creating a Benefit Verification form, see | If you do not provide a Benefit Verification form, the enrollment site will display a confirmation button as the final step in enrollment. For more information on creating a Benefit Verification form, see | ||
| − | When you have completed Asset selection, click Add/Change, and then click Save. | + | When you have completed Asset selection, click Add/Change, and then click Save. |
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==Assets Tab - Elements== | ==Assets Tab - Elements== | ||
The following case-specific digital assets can be uploaded from the ''Assets'' tab on the Case Info screen. | The following case-specific digital assets can be uploaded from the ''Assets'' tab on the Case Info screen. | ||
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;Case Intro :The initial presentation displayed to the employee after logging onto the enrollment site. If this presentation is not provided, the textbank string SPLASH MESSAGE will be displayed instead. (recommended format: flash (.SWF); .PDF/.GIF/.JPG also allowed) | ;Case Intro :The initial presentation displayed to the employee after logging onto the enrollment site. If this presentation is not provided, the textbank string SPLASH MESSAGE will be displayed instead. (recommended format: flash (.SWF); .PDF/.GIF/.JPG also allowed) | ||
;New employee intro :A pre-enrollment presentation displayed to users who have not yet logged onto the enrollment website. This presentation is only used when the case is marked Allow new employees at login (.SWF or .PDF). | ;New employee intro :A pre-enrollment presentation displayed to users who have not yet logged onto the enrollment website. This presentation is only used when the case is marked Allow new employees at login (.SWF or .PDF). | ||
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| + | ==Files== | ||
| + | This section allows for uploading files for use in a case. These files can be used in conjunction with the JScript call for "Event.LoadDataSetFromFile" to create datasets from data in a file. Files can be uploaded, deleted, or have descriptions added or edited. | ||
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=General Buttons= | =General Buttons= | ||
Revision as of 16:37, 15 April 2022
Contents
Assets Tab
The following case-specific digital assets can be uploaded from the Assets tab on the Case Info screen.
The Assets tab lets you upload the logos and presentations used on the Enrollment Site.
Upload digital assets by browsing for the filename and click Open. If you do not wish to upload a given asset, leave it blank. If you wish to delete a reference to an asset that has already been uploaded, delete the location given on this screen.
If the file you want is already located on the server, you may enter the location instead of uploading a new image.
Images should be in either JPEG (.JPG) or .GIF format. Presentations should be in Flash (.SWF) format (although PDF is also supported). The Benefit Guide may be in PDF or Flash (.SWF) format. For more information on creating Flash presentations, see Appendix E: Creating Flash Presentations.
While there are no restrictions on the sizes of images, use the following guidelines for images uploaded on the Assets tab:
Case Logo 180 x 60 pixels Report Logo 350 x 250 pixels Benefit Guide image 60 x 60 pixels Form Library image 60 x 60 pixels
Other Notes
If you wish to provide a link to a document explaining all of the employee benefit options on the enrollment website, upload a Benefit Guide. You must provide both a Benefit Guide image and a Benefit Guide document in order for the Benefit Guide to be displayed on the enrollment site.
If you do not provide a Case Intro presentation, the enrollment site will display the local textbank string SPLASH MESSAGE. You may define the contents of this textbank string as an alternative to providing an intro presentation.
The New Employee Intro presentation is only displayed in cases where new employees are allowed to add themselves to the case. The page displaying the presentation is accessed via the custom login page for the broker.
If you do not provide a Benefit Verification form, the enrollment site will display a confirmation button as the final step in enrollment. For more information on creating a Benefit Verification form, see
When you have completed Asset selection, click Add/Change, and then click Save.
Assets Tab - Elements
The following case-specific digital assets can be uploaded from the Assets tab on the Case Info screen.
- Case Logo
- The company logo displayed at the top left of the screen (*.GIF, *.JPG, *.TIF, *.PNG, *.JPEG, *.TIFF, *.PENG, 180x60). Click the plus sign to the right of the text box, then click Select File. A dialog box opens, allowing you to select the location and file for the case logo.
- Group Logo
- The button displayed to the right of the Benefit Guide Image on the Enrollment Site.
- CoBrowse Image
- Displayed during a co-browsing session.
- Benefit Guide Image
- The button displayed at the top right of the Enrollment Site providing a link to the Benefit Guide (.JPG or .GIF, 60x60). A default image is automatically used, or you may upload an image of your choice to replace the default image.
- Benefit Guide
- A document providing an overview of the benefits offered in the enrollment (.PDF).
- User Guide Image
- Displayed at the top right of the Admin and Enrollment site, which provides links to training videos and user guides for case setup, administration, and enrollment.
- Report Image
- A large company logo to be displayed on benefit statements and certain other reports (.JPEG, .BMP, or .TIFF, 720x240).
Presentations
- Case Intro
- The initial presentation displayed to the employee after logging onto the enrollment site. If this presentation is not provided, the textbank string SPLASH MESSAGE will be displayed instead. (recommended format: flash (.SWF); .PDF/.GIF/.JPG also allowed)
- New employee intro
- A pre-enrollment presentation displayed to users who have not yet logged onto the enrollment website. This presentation is only used when the case is marked Allow new employees at login (.SWF or .PDF).
Files
This section allows for uploading files for use in a case. These files can be used in conjunction with the JScript call for "Event.LoadDataSetFromFile" to create datasets from data in a file. Files can be uploaded, deleted, or have descriptions added or edited.
General Buttons
- Save
- Click to save any selections or updates made to the case setup.
- 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.
