How do I set default enrollment path for Redwood self-service Benefits?

You can set a default enrollment path for the Choose How You Want to Enroll step in the benefits enrollment journey.

Here’s how:

1. Navigate to Benefits Administration > Plan Configuration.
2. In the Tasks panel drawer, select Self-Service Configuration.
3. Select which path to display by default:
   • Detailed Path (Discovery Path.) When the enrollment flow opens, it automatically starts on the Discovery Path. This path enables participants to choose a more detailed path for enrollment. It gives them the opportunity to review all available benefits in depth and select the coverage that best meets their needs.
   • Fast Path (Express Path.) When the enrollment flow opens, it automatically jumps to the Review and Submit page. This path lets participants quickly review their current enrollments and either submit them as-is or make changes.
   • Hide the step and default to Discovery. The Choose How You Want to Enroll step is completely removed and the Discovery Path opens for the employee.
   • Hide the step and default to Express. The Choose How You Want to Enroll step is completely removed and the employee can directly review and submit the enrollments.
4. Save your changes.