Creating a Plan Design Snapshot

To watch the video, click here: https://loom.com/share/8df6ace9ea1443a88ef95d64bea19fb0

Step-by-Step Instructions

Step 1: Upload and Update Features 0:00

• Use AI to upload and update plan features within the system.

• Ensure all necessary features are included before proceeding.

 

Step 2: Navigate to Reporting Section 0:12

• Go to the reporting section of the system.

• Select 'Plan Design' from the options.

 

Step 3: Create a Plan Design Snapshot 0:12

• Click on 'Plan Design Snapshot'.

• Hit 'Create Report' to start the process.

 

Step 4: Select Plan 0:12

• Choose the specific plan you want to create a snapshot for.

• Provide a title for your report.

 

Step 5: Choose Whether to Plan Design Statistics 0:32

• Decide whether to show plan design statistics from the bottom of the plan features page.

• You can choose to hide these statistics if preferred.

 

Step 6: Customize Report Appearance 0:40

• Select your report cover and background.

• Choose the report orientation (portrait or landscape).

 

Step 7: Generate the Report 0:40

• Hit 'Generate Report'.

• Wait a moment for the system to compile the data.

 

Step 8: Review the Plan Design Snapshot 0:54

• The generated snapshot provides a high-level overview of the plan.

• Use this snapshot as a handy and concise reference for HR team members.

• It eliminates the need to read through lengthy adoption agreements (60-80 pages).