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Insurance
Configure the FlexCard to Launch New Hire Enrollment OmniScript on Group Account Page

Configure the FlexCard to Launch New Hire Enrollment OmniScript on Group Account Page

After you configure the FlexCard to launch the New Hire Enrollment OmniScript on the Group Account page for the new hire enrollment process.

  1. From App Launcher, find and select Vlocity Cards.
  2. Click the action menu and then select Install VlocityInsLwcFlexCards.
    Selection of Install VlocityInsLwcFlexCards from the action menu of Layouts and Cards
  3. For Select Items to Import, click Select None, and then select insMTANewHireBulkEnrollmentCard.
    Selection of insMTANewHireBulkEnrollmentCard from the Select Items to Import list.
  4. Click Next.
  5. From the App Launcher, find and select OmniStudio FlexCards.
  6. Click insMTANewHireBulkEnrollmentCard.
  7. Click Setup and then click the Edit icon for Enroll_New_Hire_Channel:newHireBulkEnrollment Event Listener.
    FlexCard Page with the Setup tab and its options highlighted.
  8. For Listener Properties, in the Flyout field, enter the New Hire Enrollment OmniScript name. Then click Save.
    Listener Properties with the New Hire Enrollment OmniScript name in the Flyout field.
  9. Activate the card.
  10. Add the card to the Account page where the Mid-Term Adjustments tab is configured. For FlexCard Name, enter insMTANewHireBulkEnrollmentCard.
    FlexCard Component added to the Account Page and FlexCard Name field updated with the OmniScript Name.
  11. To launch the New Hire Enrollment OmniScript from the Mid-Term Adjustments tab, click Bulk Enroll New Hire.
 
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