The Summary screen of the employees’ guided enrollment shows an overview of information about the elections that an employee has made. The settings that you configure for the summary also apply to the list of enrollment summaries in Benefits > History. These display properties don't apply to benefits election update summaries also listed in Benefits > History.
In the Summary tab of enrollment setup, you can set header and footer information for the enrollment summary. In addition, you can set whether the summary includes information about options employees are already enrolled in:
If the employee accesses the summary from Benefits > History, Dayforce doesn't list these options because they weren't elected during the same enrollment.
You can also have Dayforce show a logo in the summary by defining a Benefit Summary Logo in Site Setup > Client > Images. See Add a Logo or Signature.
To configure the enrollment summary:
- Go to Benefits Setup > Enrollments.
- In the Load dialog box, open the enrollment that you want to work with.
- Click the Summary tab.
- (Optional) Add text in the Header and Footer fields. You can format the text in the field and insert hyperlinks using the rich text controls. Enter text to a maximum of 2,500 characters for the Mobile and Web enrollment types.
- (Optional) In the Additional Options section, select the Suppress Employer Amount checkbox, and Dayforce doesn't show costs in the Summary screen of the guided enrollment. To show costs, clear the checkbox.
- (Optional) To have the Summary screen show selected options in which employees are already enrolled, in the Include Already-Enrolled Options section:
- Click Add.
- In the Add Options/Elections dialog box, select all of the options that you want Dayforce to show.
- Note: You cannot designate options included in the enrollment in the Sections/Elections tab as already-enrolled options. If you do so, Dayforce generates an error during setup.
- Click Add to add the options.
- Click Save.