Widget: Benefit Parent Company

The Benefit Parent Company widget displays the parent company or child company relationships on a Benefits Batch. The widget contains links to the related workspaces so that you can quickly reference a workspace while working on benefits offerings. This can help you maintain consistency in benefits across related companies.

 

When you view the widget from a parent company Benefits Batch, the header of the widget displays as Benefit Child Companies and all related child companies and associated workspace links are listed:

Benefit Child Companies Widget

 

When you view the widget from a child company Benefits Batch, the header of the widget displays as Benefit Parent Company. The related parent company and link are listed:

Benefit Parent Company Widget

If a workspace has no parent/child company relationship, the Benefit Parent Company widget displays the following message:

To configure the Progress Bar Widget:

  1. Go to System Admin > Widget Layouts.

  2. Click (Open) next to the Benefits Batch layout in the grid to edit the widget layout.

    Note: Typically, this widget is added to an existing Benefits Batch widget layout. If you are creating a new Benefits Batch layout, also see Adding Widget Layouts.

  3. Set the Target Type as Benefits Batch.

  4. On the Widget Layout Details window, click the Add Widgets button.

    The Widget Library window displays.

  5. Click Benefit Parent Company and then click Add Widgets as shown in the example screen below:

    Widget Library window with Progress Bar Option Highlighted

    The Widget Library window closes. The Benefit Parent Company Widget control displays on the Widget Layout Details screen.

  6. Optionally, move or resize the widget frame:

    • To resize the widget frame: Drag the bottom right corner of the widget control to the desired dimensions.

    • To move the widget frame: Click anywhere in the blue area of the widget control area, hold down the

  7. Click Save on Widget Layout Details.

  8. You are returned to the Widget Layouts list. If your widget layout is new, it is displayed in the list as unpublished. (A new layout is displayed in italics and bold – meaning it is unpublished.)

  9. To publish a new widget layout, select the Published option in the far right column.

  10. Test the widget on a Benefits Batch dataform.

    Note: If you make changes to the widget settings and return to an open dataform to test the changes, remember to click the Reload button in the Action Center to refresh the form with the latest changes.