How to use Default Choices in Employee Benefits Enrollment


Description of Issue
  • How do we apply default enrollment choices for our end users?
Context
  • Munis
  • Human Capital Management (HCM)
  • Employee Benefits Enrollment
  • Default Choices
Cause
  • Would like to apply a standard/default set of enrollment choices for users in Employee Benefits Enrollment
  • Informational
Resolution
  1. Navigate to the program Employee Benefits Enrollment
    • Menu > Human Capital Management > Human Resources > Benefits Administration > Benefits Enrollment > Campaign Manager
  2. Select Search and define the campaign code you are working on
  3. Click the Employee Benefit Enrollment folder
  4. Select Default Choices from the toolbar
  5. Review the current default enrollment choices for the campaign
    1. If no record exists, use Add to create a new record
    2. If a record exists, use Update to edit the existing record
  6. Click Accept once you have defined the default enrollment choices
  7. Select Back to return to the Employee Benefit Enrollment screen
  8. Select Apply Defaults in the toolbar
  9. Click Yes to confirm
    • Default enrollment choices will now be applied, users may still go into ESS and edit/update their benefit enrollment records before submitting
Additional Information
  • Please reach out to Munis Human Resources Support with any additional questions