You can attach electronic copies of benefits information to plans or options that employees can download during the enrollment process or in Benefits> Current Elections.
Benefits documents can't be bigger than 20 MB. You can associate documents at the plan or option level in Benefits Setup > Plans and Options in the Related Documents section.
If you associate a document at the option level, it overrides any document associated at the plan level, and Dayforce only shows the option-level documents to the employee in Benefits.
To upload a related benefit document:
- Go to Benefits Setup > Plans and Options.
- In the left sidebar, click the plan or option to which you want to add documents.
- In the Related Documents section, click Add.
- In the Upload Files dialog box, select an option in the Document Type drop-down list.
- Note: Dayforce shows the Document Type field only if you have more than one document type configured for the Ben Plan or Ben Plan Option entities in Documents > Admin > Document Types. You might need to do this if you want to use different security groups, in addition to user roles, to control access to documents. See the Document Management Guide.
- Click Browse for file(s) to open the file search.
- Select the files that you want to add. You can also drag and drop files into the file window. Dayforce shows each file selected in the dialog box.
- Click Upload. Dayforce shows the uploaded documents in the Related Documents list.
- Click Save.
You can generate a hyperlink for the document by selecting the document and clicking Get Hyperlink.
To make changes to the document, such as updating the name or link, or adding tags and comments, select the document and click Edit. Dayforce opens the Edit Document dialog box, where you can make updates.
To delete a document, select the document and click Delete.