Understanding the Activity Guide Composer Setup Tables for Open Enrollment

To support the Open Enrollment process, you will use the following steps to configure and assign the Open Enrollment activity guide template to your employees. For detailed information on these procedures, see the corresponding documentation.

  1. Set Up User Profiles

    Permission List Role Description

    HCAGC1001

    AG Composer User

    This role is necessary for accessing Self Service Fluid Activity Guide.

    HCAGC1000

    AG Composer Administrator

    This role is necessary for accessing the Fluid Activity Guide Composer to create and maintain activity guide templates.

  2. Set Up Activity Guide Categories

    Categories contain the technical components that are utilized to define an activity guide template. For example, categories contain the technical definition of one or more steps that can be included in an activity guide. See the Enterprise Components: Setting Up Activity Guide Categories documentation and the Working with Open Enrollment Categories topic below.

  3. Create Activity Guide Templates

    Activity guide templates identify the exact configuration and steps end users will follow to complete their benefits enrollment. Activity guide templates are created and managed by template administrators—functional personnel who are very familiar with your organization's benefits processes. See Enterprise Components: Managing Activity Guide Templates documentation and the Working with Open Enrollment Template topic below.

  4. Set Up Open Enrollment Definition

    Use the Open Enrollment Installation table to assign Open Enrollment information to employees. This includes the specific schedule ID and images for the Open Enrollment tile and Open Enrollment templates. See the Managing Open Enrollment documentation.