Benefit Management Melissa Wagner

Advantages Streamlined Operational Efficiency Ability to handle multiple costing structures Flow into the offerings during online enrollment Year to Year Costing Adjustments made through the setup without the editing of an EE Easily Adjusted Online Enrollments Employee Access with viewable ER contributions Automated Files sent to the vendor Customizable Transaction Workflows Automated Notifications

Benefit Management SETUP

Benefit Setup in Spaghetti mode There are a variety of tables that work together in the creation of, and linkage between the benefits plan. These validation tables all help in supplying information to build out the logic built in the system.

ONLINE ENROLLMENT Build an Open Enrollment Selection record for each enrollment type per Company Code: open enrollment, status change, and new hire. Define types of plans available for selection, when those benefits will kick in (both effective and payroll) and when the enrollments are available.

Automated system notifications Set up automated notifications for all employees including new hires and off-site email addresses. Examples: Deductions coming to an end Dependent Reaching a Maximum Age Open-Enrollment

Benefit Management employee perspective

CURRENT BENEFITS Current Benefits are accessible to all Employees through their Employee Self Service Ability to link directly into external vendor URLs Billing for both EE & ER listed for Employees to view Access to Benefit Handbooks & Plan docs

ONLINE ENROLLMENT The online benefit enrollment is available to the Employee Enterprise role. Access is controlled by the menu item, the dates of an enrollment, and whether or not an employee has a pending enrollment or pending life qualifying change.

ONLINE ENROLLMENT Once reviewed, the employee will need to finalize their selections. Here they can see their new total for pre and post-tax deductions. Employees will need to sign off and finalize.

Benefit Management HR Perspective & Gains

Benefit Enrollment Manager Grants power-access to review, approve, reject, or clear an organization's benefit enrollments

EMPLOYEE BENEFIT DETAIL Seamlessly navigate through the various benefits attached to the employee (which filter to the ESS) An employee’s spouse, dependent, beneficiary, and emergency contact information is managed on the Employee Contacts Detail and can be extended coverage through the dependent/beneficiary button on the benefit detail.

Benefit reports Through the Report Navigator AD HOC & Analytics PER00124, Employee Benefit Hours Codes PER00065, Employee Benefits Census Report PER00103, Employee Benefits Codes PER00064, Employee Benefits Enroll Authorization Report PER00061, Employee Benefits Enroll Code Report PER00060, Employee Benefits Enroll Comparison Report PER00062, Employee Benefits Enroll Report PER00063, Employee Benefits Enroll Status Report PER00027, Employee Benefits Report PER00123, Employee Benefits Vendor Codes PER00105, Employee COBRA Codes AD HOC & Analytics

Benefit Management QUESTIONS???