Use the Communication Types window in the Professional User Interface to define regional instruction text for Self-Service Benefits Enrollments and Individual Compensation Distributions.

You can vary the instruction text that displays in a region based on different criteria, such as the presence of a life event or enrollment in a particular compensation object.

   To define a communication type:

1. Enter a Name for the communication type you are defining.

2. Enter a Short Name for this communication type.

   Note: Self-Service uses the short name to link the instruction text you write to a specific region in a Self-Service Benefits web page. You must enter the short name in the following format: BEN.REGIONNAME. Exclude the BEN prefix from the regionname portion of the short name.

   See: Benefits Enrollments for a list of the required short names for each web page region.

3. Select a To Be Sent code of Not Applicable.

4. Select a Usage type of Self Service Instruction Text to indicate you are configuring a self-service web page.

5. Save your work.

6. Choose the Usages button.

7. Select a value for one or more of the following parameters to limit the conditions under which instruction text is displayed.

   • Life Event

   • Program

   • Plan

   • Plan Type

   • Enrollment Period

   • Action

8. Select a Usage Rule if your criteria for determining the conditions under which instruction text is generated cannot be fully accommodated by the usage criteria on this window.

9. Enter instruction text in the Self Service Instruction Text field that corresponds to the region of the self-service web page that you are configuring.

10. Click in the next Or Combination of field and enter the next set of instruction text in the Self Service Instructor Text box if you enable the Legal Disclaimer page.

    You cannot specify limitation parameters, such as life event or plan, when defining instruction text for the Legal Disclaimer page.

    Note: The application displays the disclaimer text entered in each field as a separate paragraph on the Legal Disclaimer web page. You can enter a maximum of 2000 characters for each disclaimer text paragraph. Advanced Benefits users can check whether a person has accepted the legal disclaimer in the Person Communication window. When you query the name of the person in the window, the Type field displays Legal Disclaimer, indicting that the user has accepted the legal disclaimer with details of the life event name and date. Both Standard and Advanced Benefits users can create a system extract to report on this information.

11. Save your work.