Duration: 5 Min.
Description
There are a lot of things that we would like to do every time. Whether it’s showing choices in the same order, running the same report for each plan, sorting employees or something else, Relius Administration lets you set many default choices for these. And if it’s not exactly the same for every plan? That’s OK, too we can set the system default to take care of most plans, and then change our choices just in those few that are different.
In this session, we will:
- demonstrate available load & sort options in Relius Administration
- examine how to set global default settings in Relius Administration
- show the available identity theft protection options
- demonstrate how to set a plan’s status to inactive
- show calendar options & other available settings
- demonstrate how to update choices for all plans and then override for individual plans