This article will describe how to setup a new company on Common Benefits.
The Common Benefits Login for the individual will need to have the Setup Companies permission in order to add new companies.
Creating the New Company
From the Select Company screen on Common Benefits, click Add Company.
Enter a Company Name and the requested address and contact information.
Note: The Demo/Test/Training Company box should be checked if this will not be a live company. The Use Signature Pads option is an older setting that is no longer used.
Click Save to create the new company and proceed to the next screen. Click Cancel to exit out of the company setup without creating a new company.
Configuring Additional Settings
Once the new company has been created, the Control panel (or overview) screen will display.
The Client and Broker logos may be added by clicking Attach under the logo type. The company information may be updated and a benefit statement header added by Clicking Edit.
Adding a Benefit Statement Header
From the Control panel (or overview) screen, click Edit.
Click Edit under the Benefit Statement Header section.
Enter the text that should be used for the benefit statement header. Database fields can also be included by clicking on the field name on the right hand side of the screen.
Click Save to add the benefit statement header or Cancel to exit without saving.
Default Class and LocationA default class and location are created when adding a new company. These will have the same name as the new company. Employee records will need to be assigned to a class and location.
The division field is optional and a default division is not created when adding a new company.