Did you know about the types of documents that customers can create and modify on their HR Knowledgebase sites via the KCM?
Use the Knowledgebase Content Manager (KCM)—formerly known as the Client Content Toolset (CCT)—to add and modify specific types of documents) on your HR Knowledgebase (KB) site.
The KCM is labeled “Document Manager.”
Customers' ability to update benefit plans is especially useful during Open Enrollment.
Where is the KCM?
The KCM exists only in the stage environment of customers’ HR Knowledgebase (KB) sites.
The Document Manager
On customer's KB sites in stage, the KCM’s link and tool are labeled “Document Manager.”
Who Can Use the KCM?
There are two types of access (user roles) in the KCM: Producer and Reviewer.
- KCM Producers can create, edit, configure, and publish specific types of documents via the KCM.
- KCM Reviewers can view documents via the KCM before they are published to the stage and/or live KB sites, but they cannot modify them except in workflows.
What Can Customers Create and Modify via the KCM?
KCM Producers can create the following document types:
- Content pages (single- and multi-topic)
- Integrations (URLs, non-SSO)
- Uploads (.pdfs, Word, Excel, PowerPoint files, etc.)
- Widgets
KCM Producers cannot create the following document types:
- Benefit Plans
- Calculators
- Federal Programs documents (COBRA, Disability, ERISA, FMLA, HIPAA, Social Security)
- "Learn About" documents (e.g., Learn About: 401(k))
- Landing pages
- Life Events documents
- The Home page
KCM Producers can configure the following document types:
- Benefit plans
- Content pages (single- and multi-topic)
- Integrations
- Landing pages
- Widgets
- Uploads (.pdfs, Word, Excel, PowerPoint files, etc.)
Note:
Configuring entails modifying the settings in a document’s options and the content in its data items.
Examples include meta tags, images, links, text, and page elements (sections, header text, etc.)
KCM Producers cannot configure the following document types:
- Calculators
- Federal Programs documents (COBRA, Disability, ERISA, FMLA, HIPAA, Social Security)
- "Learn About" documents (e.g., Learn About: 401(k))
- Life Events documents
- The Home page
KCM Producers can edit the following document type:
- Content pages (single- and multi-topic)
Notes:
Editing entails adding one or more of the following to a content page document: text, images, link lists, and links. For example, one edits the content in a content page’s topic.
Editing does not involve the document’s options settings or the content in its data items. One configure these elements.
In this context, the word “edit” does not correspond with the Edit mode in the KCM. For example, in the Document Manager, one clicks the word “Edit” next to a document’s name in order to put the document in Edit mode to modify it.
KCM Producers cannot edit the following document types:
• Benefit plans
• Calculators
• Federal Programs documents (COBRA, Disability, ERISA, FMLA, HIPAA, Social Security)
• Integrations
• "Learn About" documents (e.g., Learn About: 401(k))
• Life Events documents
• Landing pages
• The Home page
• Widgets
• Uploads
Note:
Data items contain the text on landing pages which are configured, not edited.
For questions or more information, contact your HRSD Advisor (Customer Success Manager (CSM)).
