As a plan administrator, you can add custom content to the plan. This content will be visible to employees on their dashboards. 

Uploading Plan Documents

Plan documents are related to your benefits plan. They will display on the employee dashboard in their plan information tab. 

  1. From the dashboard, select Manage Plan(s)
  2. Select the specific plan you would like to update from the dropdown box. If you only manage one plan, this option won't be displayed.
  3. To upload plan documents, select Plan Documents.
  4. Enter document details and upload it from your computer.
  5.  Finally, click Create Plan Document to complete the upload.

Uploading Additional Resources

Educational resources and tools will be displayed on the employee dashboard in the appropriate section. 

  1. From the dashboard, select Manage Plan(s)
  2. Select the specific plan you would like to update from the dropdown box. If you only manage one plan, this option won't be displayed.
  3. To upload a resource, select Resources
  4. Click New Resource
  5. Select the type of resource you're uploading
  6. Paste the URL where the content is located
  7. Enter relevant information about the piece of content so employees can find it
  8. Finally, click Save Resource to complete the upload

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