Customizing Benefit Visibility
This feature allows you to display benefit tiles that an employee is eligible to receive, rather than every benefit available to your entire population. For example, an employee will only be shown benefits that are available at their location or for their gender, rather than all company benefits.
Updating User Profiles
To make a benefit viewable only for a specific group, first make sure each User’s Profile accurately identifies the group they belong to. Use the Organization, Custom Field, or Coupon Code fields on the User Profile to define groups based on criteria such as location, gender, department, or employee type.
The easiest way to add or update these values for multiple Users will be based on how User Accounts are created in your program. If you use an eligibility file to provision User Accounts, including the appropriate values during account creation or updating users in bulk would be the best options. You can also collect information through a Sign-Up Page or SSO/SAML/SFTP integration. To manually update a field for a specific User, go to Admin > Users, locate the appropriate profile, select Edit, and make the necessary change.
Applying Rules
Go to Communications > Benefits, select the benefit you want to make available to a specific population, and scroll to Benefits Criteria. Prior to establishing eligibility rules, you must first toggle on the criteria to unlock the rules fields for editing.
Eligibility rules can be created based on values stored in the Organization, Custom Field, or Coupon Code fields of User Profiles. For each criterion, you will set the eligibility rules by:
- Selecting Includes or Excludes, which will determine how the values chosen in the next field are used as criteria for displaying the benefit in User Accounts.
- Selecting the applicable values from the multi-select field. The available options are pulled directly from the unique values in User Profiles associated with your company. If you want to add an option to the multi-select, at least one employee needs that value in their User Profile.
To stage the rule for future use, save the configuration with the criterion set to Inactive. Once the corresponding User Profile data is accurate and complete, return to the benefit and switch the criterion to Active.
You can apply a single criterion or combine multiple criteria. When multiple criteria are active, a User must satisfy every active criterion for the benefit tile to appear on their Benefits page.
Ordering Benefits
You will continue to see every benefit in your Admin Account and can reorder the full list as usual. Each User will see only the benefits they are eligible for, displayed in the same relative order. Because ineligible benefits are hidden, the remaining tiles may appear in different positions.