BenSelect:Admin:Companies:Brokers
From Selerix
Contents
Companies Screen
The Companies screen lets you set up and manage brokers, employers, payers, and payroll companies used in cases. Use the following tabs to set up the appropriate company type:
- Brokers
- Employers
- Payers
- Payroll Administrators
Brokers Tab – Companies
The Brokers tab lets you set up primary brokers. For every case defined in the system, you must associate a primary broker to that case. Users associated with the primary broker will all have access (subject to their permissions) to the new case.
Brokers Tab (Companies) - Elements
The following lists the element name and provides a description.
- Broker Name
- Enter a name for the new broker, or change the name of an existing broker. This is the name you select for the broker when you set up a case.
- Address
- Enter or change the address of the broker.
- Used in Case
- Displays all of the cases for which this broker is associated. This field will be blank until you associate the broker with a case.
When you create a broker, the broker is automatically associated with the current (or logged in) case of the Administrator or Case Builder.
General Buttons
- New
- Click to create a new broker.
- Save
- Click to save any selections or updates made to the broker information.
- Delete
- Click to delete the selected broker and corresponding information.
- Cancel
- Click to cancel all changes.
