Associating an Organization with a Benefits Program

You use the Organizations tabbed region of the Programs window to identify organizations, such as third party administrators or benefits suppliers, that provide services to your benefits program.

arrow icon   To associate an organization with this program:

  1. Query or enter a program in the Programs window and choose the Organizations tabbed region.

  2. Select an Organization that provides goods or services for this program.

  3. Enter a customer identifier number for this organization in the Customer field.

  4. Enter the Policy or Group identifier for this organization.

  5. Enter a description of the roles and responsibilities of this organization in the Organization Roles field.

  6. Save your work.