updated by Holly Cyran 4/5/2017
This tool is used to allow you to change the naming of a benefit category that displays for employees and/or to change the order in which benefit categories display to the employee during the enrollment process.
This tool is found under the tab Benefits. In the upper right corner you will see a quick link to "Re-order Categories".
You can also access these tools from the left menu bar under the Benefits tab-->Basic section "Plan Display & Sorting" when using this 2nd option you will need to select the "open sorting tool" link in the upper right corner in order to change the display/order.
From the "Re-order Categories" link:
Plan Display: Select the pencil next to any category in order to modify the name of the benefit category that will appear on the left navigation for the employees during the enrollment process.
Example: The HSA plan setup is defaulted into the category, Consumer Directed Health, but you can use this tool in order to change the display name to Health Savings Account.
Plan Category Sorting: Simply click the arrow next to the category and drag that category where you would like it to fall in the order of enrollment. NOTE: When you make a change, there will be a "Save" button for you to select at the bottom of the page in order to save and apply the changes you have made.
Example: Move the Voluntary Life benefit category directly after the Group Life category in order to group benefits together that are similar in nature.
From section Basic "Plan Display & Sorting" link:
From the first landing page on this tool you are able to control if a benefit is active for enrollment by making sure that the checkbox IS selected when the benefit is expected to be active. This is also just a nice overview to give you a listing of all current/future/past benefits that are flagged as active. There is also a checkbox for "Show in Benefit Overview" that would allow you to exclude a plan from the employees view of the Benefit Overview.
On this page you will also notice a link in the upper right corner for "open sorting tool". Selecting this link will open a pop-up that will allow you to re-order the categories and rename the benefit categories for the employee display during the enrollment process. Any changes made here will not be applied until you select "Save" on the changes.