Setting Up Email Triggers

The Employee Benefits Enrollment Administration (EBEA) page is also used to automatically create Email Triggers to send reminder emails when enrollment periods begin and when enrollment deadlines are approaching.  This page supports notification of employees at an administrator-specified interval before Open Enrollment begins, one notification during the period, and a last reminder that the period is about to conclude. Each of these notifications can have their own independent Template specified on the page.

 Whenever an EBEA entry is saved, an Email Trigger is created for any of the notification dates. The Email Trigger contains the designated Template, a Maturity Date matching the specified notification date on EBEA, and a smart recipient roster that corresponds to the Department / Benefits Policy combination entered on the EBEA entry. The EBEA page stores the ID numbers for these triggers, so that modification of the EBEA entry in the future does not result in duplicate Triggers, but rather, results in the modification or deletion of the existing associated Triggers.

To set up the Employee Benefits Enrollment Administrator (EBEA) page, perform the following steps:

1. Select the Create button from the top of the page.  Result: The fields on the lower portion of the page become enabled.

2. Complete the General Information section.

3. Complete the Notifications section.

4. Click Save.