Setting Up Benefits Certifications

To create a benefits certification, use the Certification Definition (BN_CERTIF_SETUP) component.

This section provides an overview of benefits certification and discusses how to define benefit certification forms.

Page Name

Definition Name

Usage

Certification Definition Page

BN_CERTIF_SETUP

Define benefits certifications.

The Benefits Certification contains a series of statements that you, as the administrator, need to define for a participant to answer.

You can present three types of questions, or statements, to the participant in the Benefits Certification display:

  • Yes/No

  • Rating

  • Multiple choice

The Yes/No Question

Each Yes/No statement appears as a single statement with a radio button displayed next to it. The default display value for each response is left blank. For each statement, the resulting answer is whatever value the administrator enters as a response value multiplied by the weight value, if any.

The Rating Question

Each rating statement appears as a single statement with a set of radio buttons. This form appears similar to a typical polling statement. The default display for each response in the set is Not Selected. When evaluating each of the responses, you must select one radio button. Each radio button in each statement can have a predefined numeric value. The following example results in answers of 5, 4, 2, and 3 (assuming that they are in a sequence of 5–1).

The Multiple Choice Question

Each multiple choice statement appears as a single statement with a check box that has a designated value or rank. The default display for each response in the set of options is Not Selected. You can select one or more of the options in each statement. In the subsequent example, the statement results in an answer of 6 (assuming that they are in a sequence of 1–5).

Reviewing the Certification

When you have created your benefits certification, you can preview it by clicking the Test Certificate button on the Certification Definition page. This certificate, if assigned to a particular benefit plan or dependent relationship, will appear in eBenefit self-service to the participant.

Use the Certification Definition page () to define benefits certifications.

Image: Certification Definition page

This example illustrates the fields and controls on the Certification Definition page. You can find definitions for the fields and controls later on this page.

Certification Definition page

Field or Control

Definition

Passing Value

Enter a minimum value for the certification to pass.

Apply Weighting

Select to control the display of the Weight field in the Questions group box below.

Values are:

  • None (the default)

  • Multiply: Because the answers to the questions are weighted, or have values, the system multiplies these values by a multiplier (defined here) to enable the administrator to assign more weight or importance to various questions. The Weight field is required when you select Multiply.

Test Certificate

Select to display the Certification Definition page, which appears to the participant in the eBenefits self-service application when enrolling in benefit plans. You can also test the certificate to verify that the values of the answers and the certificate are calculating properly.

Instructions

Enter instructional text to display to the participant. This is optional.

Agreement

Field or Control

Definition

Type

Select from Accept, Agree, and N/A. The agreement text box can be left blank, but the type needs to be defined.

Questions

Field or Control

Definition

Type

Select from the following values to determine the display of the Available Responses group box.

  • Yes / No: Single statements are displayed.

  • Rating: Statements with several options appear. The sequence number needs to be specified and must be unique. This type allows one or more response rows to be created; they will appear as radio buttons on the certificate. Only one answer is allowed.

  • Multiple (choice): Select from one or more statements. The sequence number needs to be specified and must be unique. This type allows one or more response rows to be created and they will appear with check boxes, so multiple responses can be selected.

Sequence Number

Enter the number next to the entry that specifies the order in which it will appear to the participant.

Weight

Enter a number that the system uses when applying weighting. The system multiplies the response by 1.

Question Text

Enter a statement for the participant to respond to.

Available Responses

The system automatically displays either:

  • Sequence Number: The system enters the sequence number.

  • Label text: Yes, No, or anything within the field size limit.