Setup and Use: Benefits in a Card

This article provides guidance on setting up and integrating Benefits in a Card (BIC) within Avionte BOLD, covering the initial integration setup, enabling the integration in the Avionte Marketplace, and the process of sending BIC onboarding tasks to talent.

For more information about Onboarding, please see the following articles:

• Onboarding Recruiter Actions
• Onboarding Admin Actions
• 24/7 Onboarding Overview
  
  

Key Takeaways

• Marketplace Integration Setup: Users with Marketplace Admin permission can enable and configure the Benefits in a Card (BIC) integration through a one-time setup in the Avionte Marketplace.
• Sending BIC Tasks: After setup, users can seamlessly send BIC onboarding tasks to talent by selecting the BIC configuration from the dropdown menu in the Onboarding tab, streamlining the integration process.
  
  

CHAPTERS:

Integration Setup
Marketplace Integration Enablement
Configuring Talent Onboarding Tasks
Sending BIC Tasks

Integration Setup

In order to enable and configure the integration, users need to have the Marketplace Admin user permission enabled.

Users who open Benefits in a Card (BIC) from the Marketplace, without the Marketplace Admin permission, will see the following message.

Marketplace Integration Enablement

This is a 1-time setup and usually doesn't require any changes later on.

Login to your BOLD environment.

1. Click Account & Settings
2. Click Avionte Marketplace
   
   
   
   
3. In the Search area, type: BIC
   
   
   
   
4. Click the Details button
   
   
   
   
5. If you receive the following message, this integration is not available for setup until it's activated.
   1. Click the Have an Avionte Account Executive Contact Me button
      
      Note: I would also recommend contacting your Account Manager via email or phone.
      
      
      
      Once the integration is enabled, you will be able to configure the following options:

• Enter a Configuration Name 
• Provide a custom enrollment URL that will be sent to the Talent via Onboarding task.

Click the Verify URL button to verify if the enrollment URL takes you to the right page.

Click the Save button once verified

Configuring Talent Onboarding Tasks

1. Click the Account & Settings icon and select Utilities
   
   
   
   
2. Select Talent Onboarding Tasks. Options may be filtered by typing TASKS in the search box.
   
   
   
   
3. Available tasks are shown in sections described below. Click the chevron at the right of Integration Tasks section to expand or hide the options within. 
   
   
   
   
4. Click the switch to the right of Benefits In a Card task to enable or disable it. Turning a task On will make it available for other users within your organization to include in workflows, while turning it Off ensures only the desired tasks are available when configuring workflows. 
   
   
   
   
5. Click on Benefits In a Card task to access and configure due dates and instructions for the task, which will then be the default parameters for the task when it is added to a workflow.
   
   
   
   
6. Click Save after entering in desired due date and instructions for the task.

Sending BIC Tasks

1. Click on the Talent Tab
2. Search for the Talent to whom you wish to send the onboarding task
   
   
   
   
3. Click the Onboarding tab.
   
   
   
   
   1. Effective 08/19/2021; all new Talent will require a Username to be setup
      1. The Username is not needed to login but can be used instead of their email.
         
         Note: This is due to the changes that allow Talent without an Email address to be created.
         Creating Talent without an Email.
         
   2. Click the Create & Send Email button
      
      
   3. If the menu does not include the Onboarding tab, click the  icon to the right of the menu.
      
      
      
      
   4. Click the Plus icon to the left of 'Onboarding'
   5. Click the Done button
      
      
      
      
   6. Click the Send Onboarding Tasks button
      1. A flyout appears on the right.
         
         
         
         
   7. Click on the Integration Tasks section, to expand the list.
   8. Click the checkbox for Benefits in a Card
      
      
      
      
   9. Click the Send button
      
      
      
      
   10. The Benefits in a Card onboarding task will appear
       
       

Additional Notes:

BIC tasks can be sent individually via the Talent profile, using Mass Actions, sent using a workflow that contains the BIC task (You must first add the task to a workflow), and using Onboarding Automation. Refer to the Onboarding KB links above.