CREATE A CLIENT PORTAL

Information found in this folder will walk through the steps needed to configure the settings in a client portal.

Adding a Company
On the EaseCentral login screen click Add Company. Enter the Company Name, City and State. These fields are required and are referenced in almost...
Fri, 1 Jul, 2016 at 1:41 PM
Customizing the Enrollment Experience
Previous > Configuring Plans > DOCUMENTS  In the company portal select Customize. Complete the customization with the following: Select/Dese...
Mon, 17 Sep, 2018 at 12:06 PM
Customizing the Enrollment Experience: Select/Deselect Fields for Employee View
In the company portal select Customize > Fields.  Employee Fields Employee and dependent fields can be selected and displayed or deselected...
Fri, 7 Sep, 2018 at 6:41 AM
Customizing the Enrollment Experience: Add Enrollment Instructions
Previous: Customizing the Enrollment Experience: Fields In the Instructions section, messages and instructions can be added to be displayed to employees...
Mon, 27 Aug, 2018 at 8:32 AM
Customizing the Enrollment Experience: Brand a Company Portal
Previous > Customizing the Enrollment Experience: Instructions In order for company employees to access their enrollment portal, a custom domain name...
Tue, 23 Oct, 2018 at 11:56 AM
Customizing the Enrollment Experience - Add Documents and Links
The Documents section is where company documents like employee handbooks, time off policies, benefit guides, and any benefit related material like contracts...
Tue, 18 Sep, 2018 at 7:54 AM
Adding Documents and Links: Library
The Document Library can be accessible on the login page either without a password or with a generic password used by all employees so it's easier for ...
Mon, 27 Aug, 2018 at 11:30 AM
Adding Documents and Links: Onboarding
Onboarding documents will display to employees when they are completing onboarding requirements as a new hire. The number of days onboarding will be enabled...
Mon, 27 Aug, 2018 at 11:30 AM
Adding Documents and Links: Notifications
Notification documents or links added will display to employees the next time they log in. If either the REQUIRE REVIEW or REQUIRE SIGNATURE options are sel...
Mon, 27 Aug, 2018 at 11:30 AM
Adding Documents and Links: Custom
Custom Documents can be created and displayed to employees with an offer letter, during onboarding, and anytime during the year. The Company Administrator ...
Mon, 27 Aug, 2018 at 11:24 AM