Apply Benefits Language

To provide clarity to users who work primarily with benefits plans, you can configure Applied Epic for Salesforce and Epic Benefits for Salesforce to display benefits-related language for those users (for example, displaying the Policies list label as Plans and the Lines list label as Plan Designs). After assigning them the EBSF Standard user permission set, select the Change to Benefits Language checkbox to apply the benefits language change throughout Applied Epic for Salesforce and Epic Benefits for Salesforce. This option is only applicable to Epic Benefits for Salesforce users.

You must perform both of the following workflows to apply benefits-specific language for a user.

Apply EBSF Standard User

First, ensure that any Epic Benefits for Salesforce users you want to see the benefits-related language have the EBSF Standard User permission set applied to their user record.  

In addition to displaying benefits language, the EBSF Standard User permission set is also required to display Plan Data Capture forms on the Benefit Coverages tab in Epic Benefits for Salesforce (if your agency is using them). Plan Data Capture forms are only available in the United States.

1. From the ADMINISTRATION section, click Setup and then Users.
2. Click Users to expand the list and click the Users sub-option to display the Active Users screen.
3. Click the user’s name in the list.
4. In the Permission Set Assignments frame, click Edit Assignments.
5. On the Setup Permission Sets screen, select EBSF Standard User from the Available Permission Sets list, then click the Add button to move it to the Enabled Permission Sets list.
6. Click the Save button.

Enable Change to Benefits Language

Once you have added the EBSF Standard User permission set to each user, you must enable the Change to Benefits Language setting.

1. From the PLATFORM TOOLS section, click Setup and then Custom Code.
2. Click Custom Settings to open the setup screen, locate the AESF User Setting, and click the Manage link label.
3. Do one of the following:
• If the user already exists in the list, click the Edit action.
1. In the AESF User Setting Information frame, select the Change to Benefits Language checkbox.
2. Click the Save button.
• If the user does not exist in the list, click the New button directly above the table (below the Default Organization Level Value section).
1. Select User or Profile from the Location dropdown.
2. Click the lookup icon  to open the Lookup pop-up window.
3. Enter a portion of the user or profile’s name into the Search… field and click the Go button.
4. A list of users or profiles displays under Recently Viewed Users. Click on the Full Name of the user or profile in the list that you want to add.
5. Select the Change to Benefits Language checkbox and click the Save button.