The [Benefits & Services] Card is a single place where an employee can find information about all services available for his/her assignment. The card will not display if no benefits or services are authorized for the employee’s assignment OR if none are configured to be visible on the card.
Click to open the Benefits card to view all services. If an Employee Election Set has been issued to an employee, this will also appear on the Benefits & Services card and appear as the first icon.
Services are determined by the portal configuration screen and Employee Election Sets are configured at the company level and can be either published to the MEE using a quick workflow or manually issued to the employee from the assignment record.
Each benefit or service is a single place where an employee can find information about all important details pertaining to the particular benefit or service provided. When the employee clicks a specific benefit or service, the user is taken to a full screen that displays the details pertinent to the employee. When Employee Elections are clicked, the Employee Elections screen is displayed and not the benefit/service.
Example of the Assessment, Orientation & Training benefit card.
The following are displayed for the benefit/service details:
Status - This gives the description of important upcoming events related to the service. If no upcoming event exists, it will show the most recent event. These events are the ones configured to show on the horizontal Timeline on the home page
Contacts - Information about the applicable service contacts. One or more contacts may display, depending on the configuration of the benefit or service as well as the configuration of contacts associated with service orders for the benefit or service.
The portal displays the contact’s picture (if available; if not, the contact’s initials will display), phone number, email address and country flag associated with the mailing address of the person. If the contact is a Vendor contact, the name of the company will also show.
Only information that is included for the contact will appear on the portal. If the first contact listed in the portal’s contact configuration is not available, the next option will be used until an option is found. If no contact information is found, then no information will appear on the card. If the configured contact is related to the detail record of the benefit, the contact that is displayed for the employee is determined by the contact listed for the detail record from the ROW_ID field in the user report configured for the specific Benefit & Service.
Vendor contacts only display when the associated Service Order is NOT <Cancelled> or <Not Ordered>. For services that have a Service Order created from a Service Request or Needs Assessment, at least one detail record must reference the Service Order.
See the “Benefits & Services” for more details about configuring contacts.
Overview – A summary overview of the benefit. This information is configured within the Portal Service tab tab of the Assignment Policy Details
Details - Displays information related to the benefit or service. This section includes such items such as paperwork requirements and statuses, expiration dates, location information, important dates and events, etc. The details shown differ for each benefit or service, and the display is determined by the Equus-delivered or custom user report associated with the benefit or service on the Benefits & Services Portal Services Configuration screen in the Equus Platform. Depending on the number of entries in that user report’s base table, one or many details sections may be displayed.
If no information is found for a particular benefit or service, a message will display, stating that there is no information at this time. This section is also known as “Key Information”.
Documents - Documents associated with the service that are available to be shown to the employee. They can be downloaded and viewed by the employee. These include any documents that are associated with any service screens. They are displayed in order of when they were last updated, with the most recently updated Document at the top.
The documents that are visible on the screen are determined by the related detail record from the ROW_ID in the user report that backs the Benefits & Services Card. Document security settings apply; if the user does not have security access to see the document, it will not show. If no documents are found, or there are no documents for which the user has security rights, the Documents section will not display.
On the Immigration benefit card only:
Documents from one or more Visa and Work Permits Detail records are grouped together under a Case; one Case displays under each Details
all Passport documents associated with the Employee will display under each Details
Note – Each section will only display if there is information associated with that section. If no information exists, that particular section will not display.
Click for details on how to configure the Benefits & Service tab