How do I personalize the Benefits Summary Person Information header?

You can enable up to 4 additional attributes to be displayed in the person information header:

• Person Number
• Assignment Number
• Business Title
• Position Code
• Position
• Job
• Legal Employer
• Work Email
• Department
• Business Unit

Here's how you can personalize:

1. Navigate to Benefits Administration >Benefits Activity Center.
2. Search for the employee and open the page where you want to add new attributes.
3. On the Settings and Actions menu in the global header, click Edit Page in Visual Builder Studio. Ensure that you've appropriate access to the VB Studio configuration to see this option.
4. In the Page Properties area, set the value of the attribute you wish to display to true.
5. Preview and publish your changes.

How do I enable the default attributes?

You add business rules for the default attributes in these Benefits Activity Center pages:

• Benefit Court Order
• Benefits Summary
• Benefit Relationships
• Person Beneficiary Organization
• Billing
• Person Benefit Balances
• Person Benefit Groups
• Person Info

Here's how:

1. Navigate to Benefits Administration Benefits Activity Center.
2. Search for the employee and open the page where you want to add new attributes.
3. On the Settings and Actions menu in the global header, click Edit Page in Visual Builder Studio. Ensure that you've appropriate access to the VB Studio configuration to see this option.
4. In the Business Rules area, click the Configure Fields and Regions button.
5. In the Form Rules area, click the + button to create a rule.
6. Enter a label. For example, Benefit Group Enable Regions.
7. Click Create.

8. [Optional] You can add conditions to limit who can see the business rule based on user roles, legal employer, and business unit.

9. In the Regions and Fields area, change the value to visible.

10. Preview and publish your changes.