## Setting Up URLs for Self-Service Benefits

This chapter provides an overview of setting up URLs for self-service benefits and discusses how to:

- Set up URLs for benefit plan options.

- Set up URLs for benefit plans.

- Set up URLs for benefit categories.

- Set up URLs for benefit groups.

### Understanding URLs for Self-Service Benefits

Within the employee self-service benefit programs, employees can click a link to get more information about benefits. You define uniform resource locator addresses (URLs) that link users to resources about plan options, plans, categories, and groups. Depending on the links that might be defined, employees can learn information about the enrollment process, organizational policy, provider options, a specific benefit plan, or details about a plan option. These resources might also include direct access to the provider so that employees can implement changes. For example, an employee might use a link to access a provider website that lists primary care physicians.

To set up all URL specifications for benefit resources from one location, you can use the Plans Within Categories program (P08351). After choosing a benefit group, category, plan, or plan option, you access the Benefits Enrollment Plan/Option URL Address program (P085540) from a Row menu option where you can record URL addresses. The URL might be a location on an organization's intranet or an internet provider resource. The system stores the URL address information in the Benefits Enrollment Plan/Option URL Address table (F085540).

You can organize reference information by using URLs to access information for:

- All benefit plan options that are linked to a benefit plan

- All benefit plans that are linked to a benefit category

- All benefit categories that are linked to a benefit group

- All benefit groups

When employees click links in benefit self-service programs, the system searches for the most specific resource using a hierarchal approach. For example, if an employee clicks on a link for information about a benefit plan option, the system looks first at the benefit plan option level. If no information is found, the system looks sequentially at the benefit plan, category, and group levels.

It is recommended that you set up at least one URL for every benefit group. Because all benefit plans and benefit plan options appear as links, an employee might click the link to get additional information. A URL is required for the function to work appropriately.

### Prerequisites

Before setting up URLs for benefits self-service programs, review these topics in the Benefits Guide:

- Setting Up Benefit Groups.

- Setting Up Benefit Categories.

- Linking Categories to Benefit Groups.

- Setting Up Benefit Plans.

- Linking Plans to Benefit Categories.

- Setting Up Plan Options.

### Setting Up URLs for Benefit Plan Options

This section provides an overview of setting up URLs for benefit plan options and discusses how to set up the link addresses.

#### Understanding URLs for Benefit Plan Options

Within the employee self-service benefit programs, employees can click a benefit plan option link to get information. Depending on the links that might be defined, employees might also have links to resources for benefit plans, benefit categories, and benefit groups. You can provide separate links for employees to learn information about the enrollment process, organizational policy, provider options, a specific benefit plan, or details about a plan option.

#### Forms Used to Set Up URLs for Benefit Plan Options

Form Name | FormID | Navigation | Usage
Work with Categories within Groups | W08351C | Benefits Administration Setup (G08BB4), Plans Within Categories | Select a benefit category.
Plans Within Categories | W08351B | Select Associated URLs from the Row menu. | Select a benefit plan.
Benefits Enrollment Plan/Option URL Address | W085540A | Click OK. | Do not change the user defined code PCP, that is defined for the URL type. Employee self-service software recognizes only PCP and Blank as valid values.

#### Set Up URLs for Benefit Plan Options

Access the Benefits Enrollment Plan/Option URL Address form.

The system displays the Plan Option and Add Optional Description columns only when a plan option exists.

To set up URLs for benefit plan options:

1. On Work with Categories within Groups, complete the Benefit Group field and click Find to display the benefit categories that are linked to the benefit group.

2. Select a benefit category and click Select to display the benefit plans that are linked to the benefit category.

3. On Plans Within Categories, select a benefit plan and then select Associated URLs from the Row menu.

   An example of the format for a sample URL might appear as follows: http://www.benefitsprovider.com.

4. On Benefits Enrollment Plan/Option URL Address, complete these fields:

   - Plan Option

   - Language

   - URL Type

   - Portal URL Links

5. Click OK.

   Plan Option | Enter a code that identifies any additional options available for a benefit plan that have been defined in the Plan Additional Options table (F083202). Note. Additional options must have the same provider, policy number, and enrollment and eligibility rules as the benefit plan to which they are associated.

### Setting Up URLs for Benefit Plans

This section provides an overview of setting up URLs for benefit plans and discusses how to set up the link addresses.

#### Understanding URLs for Benefit Plans

Within the employee self-service benefit programs, employees can click a benefit plan to get more information pertaining to the plan. Depending on the links that might be defined, employees might also have links to resources for benefit plan options, categories and groups. You can provide separate links for employees to learn information about the enrollment process, organizational policy, provider options, a specific benefit plan, or details about a plan option.

#### Forms Used to Set Up URLs for Benefit Plans

Form Name | FormID | Navigation | Usage
Work with Categories within Groups | W08351C | Benefits Administration Setup (G08BB4), Plans Within Categories | Select a benefit category.
Plans Within Categories | W08351B | Select Associated URLs from the Row menu. | Select a benefit plan.
Benefits Enrollment Plan/Option URL Address | W085540A | Click OK. | Do not change the user defined code PCP, that is defined for the URL type. Employee self-service software recognizes only PCP and Blank as valid values. The system displays the Plan Option and Add Optional Description columns only when a plan option exists.

#### Set Up URLs for Benefit Plans

Access the Benefits Enrollment Plan/ Option URL Address form.

To set up URLs for benefit plans:

1. On Work with Categories within Groups, complete the Benefit Group field and click Find to display the benefit categories that are linked to the benefit group.

2. Select a benefit category and click Select to display the benefit plans that are linked to the benefit category.

3. On Plans Within Categories, select a benefit plan and then select Associated URLs from the Row menu.

   An example of the format for a sample URL might appear as follows: http://www.benefitsprovider.com.

4. On Benefits Enrollment Plan/Option URL Address, complete these fields:

   - Language

   - URL Type

   - Portal URL Links

5. Click OK.

### Setting Up URLs for Benefit Categories

This section provides an overview of setting up URLs for benefit categories and discusses how to set up the link addresses.

#### Understanding URLs for Benefit Categories

Within the employee self-service benefit programs, employees can click a benefit category to get additional information. Depending on the links that might be defined, employees might also have links to resources for benefit plan options, benefit plans, and benefit groups. You can provide separate links for employees to learn information about the enrollment process, organizational policy, provider options, a specific benefit plan, or details about a plan option.

#### Forms Used to Set Up URLs for Benefit Categories

Form Name | FormID | Navigation | Usage
Work With Benefit Groups | W08350A | Benefits Administration Setup (G08BB4), Categories by Benefit Group | Select a benefit group.
Categories By Benefit Group | W08350B | Select Associated URLs from the Row menu. | Select a benefit plan.
Benefits Enrollment Plan/Option URL Address | W085540A | Click OK. | Do not change the user defined code PCP, that is defined for the URL type. Employee self-service software recognizes only PCP and Blank as valid values. The system displays the Plan Option and Add Optional Description columns only when a plan option exists.

#### Set Up URLs for Benefit Categories

Access the Benefits Enrollment Plan/Option URL Address form.

To set up URLs for benefit categories:

1. On Work With Benefit Groups, complete the Benefit Group field and click Find:

2. Select the benefit group and click Select to display the benefit categories that are linked to the benefit group.

3. On Categories By Benefit Group, select a benefit category and then select Associated URLs from the Row menu.

   An example of the format for a sample URL might appear as follows: http://www.benefitsprovider.com.

4. On Benefits Enrollment Plan/Option URL Address, complete these fields:

   - Language

   - URL Type

   - Portal URL Links

5. Click OK.

### Setting Up URLs for Benefit Groups

This section provides an overview of setting up URLs for benefit groups and discusses how to set up the link addresses.

#### Understanding URLs for Benefit Groups

Within the employee self-service benefit programs, employees can click a benefit group link to get information. Depending on the links that might be defined, employees might also have links to resources for benefit plan options, benefit plans, and benefit categories. You can provide separate links for employees to learn information about the enrollment process, organizational policy, provider options, a specific benefit plan, or details about a plan option.

#### Forms Used to Set Up URLs for Benefit Groups

Form Name | FormID | Navigation | Usage
Work With Benefit Groups | W08350A | Benefits Administration Setup (G08BB4), Categories by Benefit Group Select Associated URLs from the Row menu. | Select a benefit group.
Benefits enrollment Plan/Option URL Address | W085540A | Click OK. | Enter a URL.

#### Set Up URLs for Benefit Groups

Access the Benefits Enrollment Plan/Option URL Address form.

To set up URLs for benefit groups:

1. On Work With Benefit Groups, complete the Benefit Group field and click Find.

2. Select Associated URLs from the Row menu.

   The format of a sample URL might appear as: http://www.benefitsprovider.com.

3. On Benefits Enrollment Plan/Option URL Address, complete these fields:

   - Language

   - URL Type

   - Portal URL Links

4. Click OK.