BenSelect:Admin:Case Info:General

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.

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.