Over time, existing documents may expire or require updating due to changes or other reasons. While the policies and documents have already been set up, it would be an inconvenient to have to go through all the steps again in order to update the small changes. Fortunately, you may access the Policy (in-patient) set up in your HR portal. In this helpdesk article, you will be able to explore more on what and how you can update or change in the Policy (in-patient) Display, such as below:

 

1. View A Policy (in-patient)
   • Viewing an Existing Policy
   • Viewing Tiers with Assigned Policy
2. Edit A Policy
3. Remove A Policy
4. Accessing Policy Document Library

 

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View A Policy (in-patient)

 

Method 1 - Viewing an Existing Policy

 

Step 1: Navigate through Benefits > Policies Library. All existing policies that was created will be listed and viewable on this page.

 

 

Step 2: Click on the icon  below Actions column to view the information and document attached for each policy.

 

 

Documents:

• Click the icon within a document row to view the selected document in a new tab.

• Click the icon  within a document row to download the selected document.

 

 

 

Method 2 - Viewing Tiers with Assigned Policy

 

Each tier may be configured with an assignment of policy. However, depending on the configuration, ‘Policies’ within each tier can be displayed differently.

 

Step 1: Navigate to Benefits > Employee Tiers > Policies. 

 

DISPLAY 1: Access = ENABLED, Feature = DISABLED, without policy display feature.

 

DISPLAY 2: Access = ENABLED, Feature = ENABLED, with assigned policy.

 

DISPLAY 3: Access = ENABLED, Feature = ENABLED without any policies configured.

 

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Edit A Policy

 

Each policy may still be configured after Complete Policy Setup.

 

Method 1

 

Navigate to Benefits > Employee Tiers > Policies. Click on Edit Policy to review the selected policy.

 

 

Method 2

 

Under Policies Library tab, click on icon   to configure policy.

 

 

 

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Remove A Policy

 

You may remove a policy if it is deemed no longer relevant or usable for Members' access.

 

Step 1: To remove a policy, locate and click the icon  in the Policies Library page for the intended policy. By confirming the removal of the policy, ALL users will no longer have access and visibility to their policies across ALL platforms.

 

 

Step 2: Click Remove Policy to confirm the removal of the selected policy.

 

 

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Accessing Policy Document Library

 

By navigating to the Documents tab within the Policies Library page, you can review the documents uploaded and assigned across all the policies.

 

 

Actions are also made available for the maintenance and reading of the documents:

 

• Edit Document

  • Click on the icon  to edit the document details and/ or update the document by re-uploading a new document of the same type.

 

• Remove Document

  • Click on the icon  of the selected document to remove.

  • On the pop-out box, click on Remove Document to confirm the removal of the selected document. 

 

Notes: By confirming the removal of the document, ALL users will no longer have access and visibility to their in-patient document.

 

• View Document

  • Clicking on View Document will open the respective document in a new tab for viewing.

 

• Download Document

  • Initiates downloading of the document for the user ( applicable to PDF documents ONLY)