How You Enable Guided Journey in Benefits

Here’s how you enable guided journey in Benefits:

1. Navigate to My Client Groups and create a checklist template. You can add tasks that are relevant to the guided journey to the template. For example, you can create a template and add a video on how to configure dependent or beneficiary designations at different levels
2. Use Transaction Design Studio to link the checklist template to the Benefits pages or sections. You select the tasks that you want to display at the page header or section header region.