BenSelect:Admin:Locations:Locations
From Selerix
Locations Screen
The Locations screen provides the following tabs for location setup:
- Locations
- Location Groups
- Departments
- Properties
Locations Tab
Employer locations often operate quite independently of each other, utilizing separate information systems, defining their own job classes and departments, and even determining plan and payer product availability. The Locations tab allows you to set up locations for the case.
Locations Tab – Elements
- Location Name
- Enter a name for the location.
- Location Code
- Identify the code assigned to this location (optional.)
- Location Logo
- Upload a logo to attach to this location. Click Browse to choose the location of the file.
- Location EIN
- Enter the EIN associated with the location (for reporting purposes).
- Contact
- Enter a contact associated with the location, if necessary.
- Contact Company
- Enter a contact associated with the company, if necessary.
- Phone
- Enter a phone number associated with the location.
- Address
- Enter the mailing address associated with the location.
- Enabled
- Select from Yes or No. If No is selected, the Location is disabled, which prevents new employees from being added to that location but retains it for historical purposes in the system. Additionally, disabled locations can be hidden on the Eligibility tab on each benefit plan.
- Copy a Location
- Click the down arrow to select a location from all locations in the case. Note that the EIN is NOT copied to the new location. Additionally, existing EDI values are copied to the new location.
- Enrollment Site Theme
- Select a theme from the drop-down list for the location. You must also select Use location information as employer name for the theme to display for the specific location.
- Upload Locations
- Click the down arrow to upload the standard template for the location selected. The template includes location codes and addresses for the specified location.
Common Buttons
- New
- Click to add a new location.
- Save
- Click to save any selections or updates made to the location group information.
- Delete
- Click to delete the currently selected location.
- Cancel
- Click to cancel all changes.
- Export
- Click to export the location information to a configuration file.
