Important setup configurations

For initial setup, Access portal configurations and configure the settings listed below. These settings either have no default or contain filler information that you need to replace.

See Configuration for a full list of portal configurations.

Setup configurations

ContactUsAddress

The text that displays in the Address panel of the Customer Service Information window. To edit the text, click Edit HTML.

Default Deposit Type—Check

The deposit type assigned to employer portal check payments. Select from the list of core administration system non-EFT Electronic funds transfer-money that is transferred electronically. deposit types.

Default Deposit Type—EFT

The deposit type assigned to employer portal EFT payments. Select from the list of core administration EFT Electronic funds transfer-money that is transferred electronically. deposit types.

EmployerPortalLogo

The logo that displays in the header of every employer portal page. To Insert an image in GIF, JPG, or PNG format, click Select Image.

HomePageCustomHTML

Specifies the content that displays in the News & Information apart on the employer portal Home page. To edit the text, click Edit HTML.

LandingFlexibleAndConvenient

The text that displays on the first panel on the Landing page. To edit the text, click Edit HTML.

LandingSafeAndSecure

The text that displays on the second panel on the Landing page. To edit the text, click Edit HTML.

LandingSaveTimeAndMoney

The text that displays on the third panel on the Landing page. To edit the text, click Edit HTML.

New Employee Status

Status assigned to new employees that are entered via employer portal. Use this setting to distinguish new employees entered via employer portal from new employees entered via the core administration system's Receipts Entry. Select from the list of the core administration system member status codes with the eRemit Flag set to Y.

OpenRemittanceDescription

The remittance description that displays in the portal. Select the data elements to include in the description. To learn more, see Update the remittance description.

Payment Page Text

Enter text that displays on the payment page. Click Edit HTML to edit the text (see Using variables in emails).

Payment Receipt Text—Check

For a check payment, this optional text (up to 255 characters) shows on the Payment Confirmation page and on the payment receipt. To edit the text, click Edit HTML.

Payment Receipt Text—EFT

For an EFT payment, this optional text (up to 255 characters) displays in the Payment Confirmation window and on the payment receipt. To edit the text, click Edit HTML.

PrivacyPolicy

The privacy policy that displays when an employer clicks the Privacy Policy link at the bottom of the employer portal. To edit the text, click Edit HTML.

Note: The boilerplate text contains a number of placeholders that must be edited before you offer the employer portal to employers.

RemittancePaymentEmailInternalRecipient

The internal email address to be included as a blind carbon copy on the Remittance Payment Scheduled and Remittance Payment Processed emails. See Remittance transfer email status messages.

RemittancePaymentProcessedEmail

The text of the email sent to configured recipients when an employer portal scheduled payment is transferred to the fund office system for posting. Click Edit HTML to edit the text (see Using variables in emails).

Note: The Payment Processed email doesn't indicate whether a processed remittance A remittance (payment) that was sent to the system be processed. posted successfully, was suspended, or failed posting.

RemittancePaymentScheduledEmail

The text of the email sent to configured recipients when an employer confirms a remittance payment. Click Edit HTML to edit the text (see Using variables in emails).

ScheduledRemittanceDailyTransfer

The time each day when remittances are transferred to the fund office system. To change the time, select the hour, minutes, seconds, or time of day, and then click the up or down arrows to increase or decrease the values. This setting applies only to remittances that are scheduled. 12:00AM is the default.

Security

The logo of your virus protection vendor; for example, McAfee. The logo displays on the Landing page. Follow the vendor's guidelines for using the logo. To add the logo, click Edit HTML.

SecurityPolicy

The security policy that displays when an employer clicks the Security Policy link at the bottom of every employer portal page. To edit the text, click Edit HTML.

Note: The boilerplate text contains a number of placeholders that must be edited before you offer the portal to employers.

SSL

The logo of your digital certificate vendor; for example, VeriSign. The logo displays on the Landing page. Follow the vendor's guidelines for using the logo. To add the logo, click Edit HTML.

SEE ALSO