Add the Benefits Section to an Onboarding Policy

Before You Begin: For this section to appear to onboarding users, benefits enrollment must be configured. Benefits enrollment is shown to each employee as determined by benefits eligibility rules. For information, see the Benefits Administration Guide.

In the Benefits section, new employees can enroll in benefits directly from the Getting Started feature:

To add the Benefits section to a policy:

1. Go to Onboarding Setup > Onboarding Policy.
2. In the sidebar, click the policy you want to modify.
3. Click the Getting Started tab.
4. Under Benefits Enrollment, click Add. The application automatically scrolls down to where you can configure the section.
5. To hide this section for internal employees, clear the Enable for Internal Hire checkbox.
6. (Optional) In the Video section, complete the following steps to add a video:
1. Click Add Video.
2. Enter or paste a video link from YouTube or Vimeo in the Video field. The application automatically populates the Title field, if possible. If it doesn't add a title, you must add one yourself.
3. Important: You can only upload public videos. You cannot upload private or unlisted videos.
3. (Optional) Add a description to the video in the Description field.
7. Click Ok.
8. Click Save.