Revision as of 14:53, 30 December 2024

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.)

Specifically, the Case Info screen lets you:

• Choose colors and font styles.
• Set general attributes of the case, such as the enrollment period.
• Control certain features of the enrollment site.
• Maintain an audit trail of changes to the case.
• Upload presentations and logos.
• Create custom fields for tracking additional information about employees.

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.

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.

General Information

Case Name 

Define the name you want for the case.

Employer 

Enter the name of the employer (may be similar to the case name).

Path (optional) 

If you want to use a unique path for the enrollment site URL, enter it here. For example, if you enter "Employer name" in this field, then the Enrollment site URL for this case will be "Enrollment site address/Employer name." Do not include spaces or any punctuation other than a dash.

If you do choose to use a unique path for the login screen, just note that the regular login screen will NOT work for the Enrollment Site.

Use case logo on enrollment login page? 

Select this option to apply the case logo for the Enrollment site login page.

Use group logo on enrollment login page? 

Select this option to apply the group’s logo for the Enrollment site login page.

Primary Brokerage 

Select the primary brokerage for the case.

Default Enroller 

The default enroller is the administrative user account associated with enrollment sessions in which the employee self-enrolls using the enrollment website. When an enrollment session is initiated by an enroller on the administrative website, that enroller’s account is associated with the enrollment session. It is generally a good idea to set a aside a specific dedicated account for the default enroller. It is also a good idea for the default account to be locked so it cannot be used to log onto the system. An enroller must be associated with the Primary Brokerage to be available for selection as the default enroller.

The Default Enroller can now be left blank, if a generic enroller user account is not available for selection. Leaving this setting blank will trigger a generic "Web Self Service" enroller listed on self-service enrollments.

Set this to a generic term such as "Self-service" or "Default".

Sign as Default Enroller 

Select this option to have all enrollers sign as “Default Enroller”; this means “Default Enroller” displays in the Enroller field, and not the user’s User ID.

Case Manager 

Select the company that is responsible for the build portion of the case. Used to indicate the main "responsible party" for the case build.

Theme 

Choose the theme that best matches the colors and fonts for your case.

Use same theme on Admin site 

Deselect this option to choose a different theme for the Admin site. If this option is selected the same theme is used for both the Admin and the Enrollment site.

Admin Site Theme 

Option is only available if the Use same theme on Admin site is deselected. Select a theme from the dropdown list for the Admin site.

Selerix Engage Employee Theme 

For “Engage” cases only; set a theme for the Engage employee portal. Legacy themes are not supported on Engage.

HR Portal Theme 

Set a theme for the HR Experience (HRX) view. Legacy themes are not supported on the HRX view.

Case Type

Provides several options for categorizing the case. Select the Training option to have the system: display a red training banner on the left side of every screen, hide the case from most enrollers after the enrollment period, and disable error checking on Social Security Numbers. Additionally, selecting a Case Type allows for multiple-case reporting by selecting a specific case type(i.e., Test).

Location of Session 

The physical location of an enrollment session determines the state-specific eligibility rules and forms that apply. In the majority of cases, the location of the session is the employee’s worksite. In some cases, the session location is determined by the employee’s home address. The Residence option is typically only used for groups in which members are not true employees of the group.

Change Control Lock case 

By locking the case, you can prevent other administrative users from changing any aspect of the case configuration without first unlocking the case.

Delete after 

Use this date field to assign a date for deletion for the case. Recommended for use as a method to clean up "non-production cases"; do NOT use for production cases.

HR Experience 

Select Use HRX to enable the HRX view for employee data.

Plan Year Information

Plan Year Begins 

Select the date for the beginning of the Plan Year.

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.

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 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.

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.

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.

Confirm enrollment city 

Select this option when you want Benefits-Selection to validate only the enrollment city before enrollment begins.

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.

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.

Self-service for read-only access and forms download 

Select this option to allow employees to login to the Enrollment site, but limiting that access to forms download only. No enrollment selections may be updated via employee access on the Enrollment site.

Allow employee login via

SSN, EID, Employee Email, Employee phone, and User ID are all set as default options for allowing login to the Enrollment site. Select only the options that you want to be available for your case.

Available Languages 

Select to have the application display in more than one language. Available languages include:

• English
• Spanish

Self-service for read-only access and forms download 

Select this option to allow employees to login to the Enrollment site, but limiting that access to forms download only. No enrollment selections may be updated via employee access on the Enrollment site.

Status bar 

The Status Bar displays the status of the enrollment. Select the location of the Status Bar. Options include: None, Header, and Left Panel.

Progress bar 

The Progress Bar displays how much progress has occurred for the current individual enrollment. Select the location of the Progress Bar. Options include: None, Header, and Left Panel.

Totals 

Set your selections for how the plan costs are calculated.

Employer contribution 

Select to calculate and display the employer contribution for the plan.

Pre-tax cost 

Select to calculate and display the pre-tax cost of the plan. Note: If you select this option, then do not select the “Skip plan review screens (Auto-confirm)”.

Post-tax cost 

Select to calculate and display the post-tax cost of the plan. Note: If you select this option, then do not select the “Skip plan review screens (Auto-confirm)”.

Total 

Select this option to display all of the total calculations. This may be confusing to enrollees, so do not check.

Navigation 

Set options for navigating through the enrollment process.

Skip Personal Info 

Activate this option to not display this step in the enrollment process.

Skip Dependents 

Activate this option to not display this step in the enrollment process.

Skip Employment Info 

Activate this option if you wish to skip the review of the employee’s employment information. Activate this option only if you are reasonably sure that the information loaded in the census is accurate, or if the employment information is not relevant to the enrollment (i.e., consumer-oriented member groups).

Skip plan presentations (Information tab) 

Activate this option if you wish to allow enrollers to skip directly to the application screen for each benefit without viewing the plan-specific presentations. Enrollers still have the option to click on the presentations to view them.

Skip plan review screens (Auto-confirm) 

Activate this option if you wish to skip the confirmation step after each benefit. This option is typically enabled for most cases.

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.

Confirmation task 

Defines the maintenance task to be run on individual employees when enrollment is completed. This is typically an email, confirming enrollment.