If the document is related to a specific benefit plan, you can make it accessible through its associated plan on the Benefit Plan Details page either as Plan Details, Website Links, or Forms & Tools. Employees can access the Benefit Plan Details page when they are enrolling in new plans or reviewing their existing plans.
Note: If the document is related to more than one plan (such as for a Yearly Benefits Guide), see the Related Help Topic Setting Up Yearly Benefits Guides.
To set up a benefit plan link:
1. On the Management Navigation Menu, click Communication > Document ManagementCommunication > Document Management
The Document ManagementDocument Management page displays.
2. Select Documents in the Type drop-down box.
The list of existing documents displays.
3. Click the Add button.
The Add New DocumentAdd New Document page displays.
4. Type the name of the document in the Document Title text box.
5. Type additional information in the Document Description text box and format it, if desired.
6. Select Publish in the Status drop-down box.
7. Type the start and end dates for publishing or select them using the calendar icon.
Note: To publish the document for an indefinite period of time, select the No End Date check box.
8. Click the Upload File button.
The File UploadFile Upload page displays.
9. Type the full path and filename of the file, or click the Browse button to find it on your computer.
10. Click the Upload File button.
11. If your organization has multiple companies, select the check box next to each company within the CompaniesCompanies section that you want to have access to the posted document . If you want all companies within your organization to have access to the document, select the Visible in All Companies check box.
Notes:
Selecting the Visible in All Companies option will ensure that all present and future companies have access to the posted document, even in the event that additional companies are established on a later date.
For organization's with only one company, the Companies box does not display.
12. Click the Add button next to Benefit Plan Links.
The Personal View Benefit Plan LinksPersonal View Benefit Plan Links page is displayed.
13. Select the plan to which the document applies in the Benefit Plan drop-down box.
14. Select the plan years to which the document applies in the Start and Stop drop-down boxes.
Notes:
Any publish end date that comes before the stop date will discontinue the document.
A stop date is not necessary if the document applies indefinitely.
15. Click the Document Type radio button.
Note: You can link the same plan document to more than one document type.
17. Click the Add button.
18. Click the Save button.
Result: The document is automatically posted on the Benefit Plan Details page for the associated plan. (You do not need to add it to a folder or select the Web page where it is posted, as you normally would with an uploaded document.)