BenSelect:Admin:Case Info:Assets
Contents
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.
Assets Tab
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.
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.
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 (.JPG or .GIF, 160x60) Under Case Logo, click Browse. A dialog box opens, allowing you to select the location and file for the case logo.
- 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).
- Benefit Guide
- A document providing an overview of the benefits offered in the enrollment (.PDF)
- Report Image
- A large company logo to be displayed on benefit statements and certain other reports (.JPG or .GIF, 350x250)
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).
