Set Up Statement Options

Access the Benefit Statement Options form.

To set up benefit confirmation statement options:

  1. On Benefit Statement Options, complete these fields:

    • Enrollment Event Code

      Enter the user defined code (08/BE) that you use to denote an enrollment event such as marriage.

    • Confirmation Options

      Enter a value that identifies the version of the Employee Self Service Confirmation Form that the system uses. You can use the current, pending, or final versions.

    • Language

      Enter a user defined code (01/LP) that specifies the language that the system uses on forms and printed reports. Before you specify a language, a code for that language must exist at either the system level or in the user preferences.

    • Version Title

      Enter a user defined version name or remark.

  2. To configure the Next, Back, Print, Mail, and Submit buttons on the benefit confirmation form, complete these fields for each event:

    • Enrollment Event Code

      Enter the user defined code (08/BE) that you use to denote an enrollment event such as marriage.

    • Version Title

      Enter a user defined version name or remark.

    • Language

      Enter a user defined code (01/LP) that specifies the language that the system uses on forms and printed reports. Before you specify a language, a code for that language must exist at either the system level or in the user preferences.

    • Confirmation Options

      Enter a value that identifies the version of the Employee Self Service Confirmation Form that the system uses. You can use the current, pending, or final versions.

    • Print Button Text

      Enter the text that the system displays on the Print button on employee self-service forms.

    • Mail Button Text

      Enter the text that the system displays on the Mail button on employee self-service forms.

    • Send E-Mail to HR Text

      Enter the text that the system displays on the Send E-Mail to HR text block on employee self-service forms.

    • Hide Mail

      Enter an option that determines whether a user can choose to have a copy of the benefit confirmation statement mailed to their home address using the employee self-service forms. Values are:

      0: Display and enable the option

      1: Hide and disable the option

    • Hide Print

      Enter an option that determines whether a user can print a copy of the benefit confirmation statement using the employee self-service forms. Values are:

      0: Display and enable the print option

      1: Hide and disable the print option

    • Statement Text

      Enter a user defined name or remark to be displayed on the confirmation statement.

  3. When all enrollment event changes are complete, click OK.

  4. To review and update only the confirmation statement text, you can select an enrollment record and then select Statement Text from the Row menu.

  5. When changes are complete, click OK.