Creating Custom Instructions for Benefit Enrollments

How to create custom Instructions to display to employees when they enroll in benefits.

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Note: These instructions are for our Legacy Benefits Administration System. For instructions on editing this information in our Benefits Setup Assistant, read  Editing Optional Instructions in the Enrollment Wizard.

You can create custom instructions to display to your employees when they enroll in benefits. To access custom Instructions, in payroll, click Enrollment Setup and then click Instructions Custom in the left column.

Create Custom Instructions

To create custom instructions:

1. Select an Instruction from the dropdown menu.

2. Click Generate Client Instructions.

3. Select Edit next to the desired instruction.
   
   

4. Enter a Section Title.

5. Select the Active checkbox.

6. Enter your Instruction Text.

7. Select if the message is for all Enroll Life Events or only certain ones.

8. Select the eligibility for Division, Branch, and Department.

9. Click Save