1 Copyright © 2015 ADP, LLC Technical Assistance  If you encounter problems during this Live Meeting, call Microsoft ® Office Live Meeting support at  If you are unable to join the audio conference, call Level 3 Communications Ready-Access ® audio conferencing at  To minimize background noise, use your phone’s mute function or on your phone’s keypad, press: –*6 to mute the line –*7 to unmute the line  State your name before speaking.  Do not place your phone on hold. For audio, call Access code: Welcome to Benefits Setup for ADP Workforce Now W026_PPT_WFN80V01_0315

PLEASE BE ADVISED THAT THIS MEETING WILL BE RECORDED. Benefits Setup for ADP Workforce Now

3 Copyright © 2015 ADP, LLC W026_PPT_WFN80V01_0315 Benefits Setup for ADP Workforce Now

4 Copyright © 2015 ADP, LLC Norms  Minimize distractions.  Return promptly from breaks.  Participate. Ask any question that comes to mind.  Make mistakes. This is a safe environment.  Put your phone on mute during the presentation. – Press *6 to mute. – Press *7 to unmute.  Do not place your phone on hold.

5 Copyright © 2015 ADP, LLC Course Purpose This course prepares you to set up benefit plans in ADP Workforce Now.

6 Copyright © 2015 ADP, LLC Course Agenda  Getting Started  Setting Up ADP Workforce Now Benefits  Setting Up Benefit Plans  Setting Up Enrollment Dependencies  Editing Benefit Plans  Terminating Benefit Plans  Maintaining Benefit Plans

7 Copyright © 2015 ADP, LLC Getting Started Overview Setting up and editing benefit plans in ADP Workforce Now requires the following:  Analysis of the benefit plans that your company offers  Understanding the benefit plan types and subtypes in ADP Workforce Now  Knowledge of your company’s benefits eligibility rules and the ability to relate them to the eligibility criteria in ADP Workforce Now  Working closely with your implementation consultant (or ADP representative, if appropriate)

8 Copyright © 2015 ADP, LLC Guidelines During benefit plan analysis, consider the following for each plan:  What benefit plans does your company offer?  What are the eligibility criteria for each plan?  When are employees eligible for each plan?  When can employees first enroll in each plan?  What is your company's plan year?  When does coverage cease after loss of eligibility?  What are the coverage levels and costs associated with each plan?  Who bears the cost associated with each plan?  What earnings types count toward the salary upon which benefits levels are based?  Is eligibility for one plan dependent upon enrollment in one or more other plans?

9 Copyright © 2015 ADP, LLC Guidelines (Continued)  Are benefits coverage levels in one plan dependent upon benefits coverage levels in another plan?  How frequently does your company take deductions from employees’ pay?  What other policies, practices, or needs apply?  Does your company have any exceptions or unique provisions that apply to one or just a few employees?  Do sales taxes apply?  Is the benefit taxable or nontaxable?

10 Copyright © 2015 ADP, LLC Plan Types and Subtypes Plan TypeSubtypes Health and Welfare  Dental  Medical  Prescription  Vision  Custom Insurance  AD&D  Dependent Life  Basic Life  Spouse AD&D  Spouse Life  Long-Term Disability  Short-Term Disability  Custom Flexible Spending Account  Health Spending Account  Custom Retirement and Savings  Group RRSP  Group Pension  Custom Custom

11 Copyright © 2015 ADP, LLC Define Eligibility Criteria ComponentDescription Business unitsOrganizational entities representing the highest level in the organization LocationsBuildings, sites, addresses, localities, areas, or regions Eligibility classes Employee groups sharing a common characteristic or attribute applied to benefits eligibility Note: You can apply one or more, or none of these eligibility criteria.

12 Copyright © 2015 ADP, LLC What Is a Plan Class?  Defines rules for eligible subsets of your employee population  Eliminates the need to set up multiple instances of a single plan to accommodate differences in costs, rate calculations, waiting periods, termination rules, maximum contributions, and so on

13 Copyright © 2015 ADP, LLC Example: Plan Class Defined by Eligibility Class

14 Copyright © 2015 ADP, LLC Example: Plan Class Defined by Location

15 Copyright © 2015 ADP, LLC Poll: Scenario 1 Your basic life insurance plan offers the following benefit amounts to the employees indicated:  Executives: 2 times salary  Hourly full-time: 1.5 times salary  Salaried: 1.5 times salary  Hourly part-time: 1 times salary How many plan classes do you need for this plan? a. 1 b. 2 c. 3 d. 4

16 Copyright © 2015 ADP, LLC Poll: Scenario 2 You offer the same medical plan to your hourly part-time, hourly full-time, salaried, and executive employees. The following waiting period eligibility rules apply:  Hourly part-time: eligible upon completion of 2 months of service  Hourly full-time, salaried, and executives: eligible upon hire How many plan classes do you need for this plan? a. 1 b. 2 c. 3 d. 4

17 Copyright © 2015 ADP, LLC The ADP Workforce Now Benefits Setup Process StageDescription Preliminary setup  Define validation tables.  Add benefit providers.  Define rate structures.  Identify plan subtypes that employees can waive.  Complete the Benefits Settings page:  General Settings  Employee Content Rights (for Employee Self Service) Plan setupSet up your company’s benefit plans. Final setup  Create enrollment dependencies.  Define automatic enrollment settings (for health plans).

18 Copyright © 2015 ADP, LLC What Are the Benefits Validation Tables? Validation tables store values that you need to set up benefit plans or enroll employees. Benefits-related validation tables include:  Benefits Earnings  Broker  Comparison Fields  Eligibility Class  Enrollment Reasons  Plan Sub Type  Waive Reasons

Activity: Adding an Eligibility Class Copyright © 2012–2014 ADP, Inc. 19

20 Copyright © 2015 ADP, LLC Adding Benefit Providers  Associate a provider with every plan.  Set up new benefit providers before you create or update your benefit plans.

21 Copyright © 2015 ADP, LLC Explore: The Add – Benefit Provider Page

22 Copyright © 2013 ADP, Inc. Activity: Adding a Benefit Provider Copyright © 2012–2014 ADP, Inc. 22

23 Copyright © 2015 ADP, LLC What Is a Rate Structure? Allows you to define plan rates on the following bases:  Coverage tiers  Salary tiers  Characteristics –Age –Gender –Tobacco use

24 Copyright © 2015 ADP, LLC Example Note: You set the actual rate amounts during plan setup. This allows you to use the same rate structure in multiple plans.

25 Copyright © 2015 ADP, LLC Explore: The Add Rate Structure Page

26 Copyright © 2015 ADP, LLC What Are Age Progression Rules?

27 Copyright © 2015 ADP, LLC The Benefits Settings Page

28 Copyright © 2015 ADP, LLC The Benefits Settings Page (Continued)

29 Copyright © 2015 ADP, LLC Explore: The Benefit Plans Page

30 Copyright © 2015 ADP, LLC Explore: The Add Benefit Plan Page

31 Copyright © 2015 ADP, LLC What Is Deduction Mapping? Associate payroll deduction codes to benefit plans so that you can do the following:  Send employee deduction amounts.  Track employer costs.

32 Copyright © 2015 ADP, LLC Mapping Rules  The Employee Deductions section allows only Earnings (EN) codes  The Employer Deductions section allows both Earnings (EN) and Deductions (DN) codes  The Taxable Benefits section allows only EN codes All codes must be unique, for example, there cannot be two EN10 codes. There can be an EN10 and a DN10 code though. If you have a deduction or earning code where there is a limit on the deduction or earning, define these codes as follows:  Deduction codes show as DA on mainframe  Earnings codes show as EA on mainframe

Activity: Setting Up a Medical Plan Copyright © 2012–2014 ADP, Inc. 33

Activity: Adding a New Plan Class 34 Copyright © 2012–2014 ADP, Inc.

35 Copyright © 2015 ADP, LLC Valid Waiting Period Values PeriodWait First of the month after X months of employment0–1 month First of the month after X day(s) of employment0–59 days X days following date of hire0–90 days X months following date of hire0–2 months

36 Copyright © 2015 ADP, LLC Life Plan Features  A benefit amount based on a multiple of an employee’s earnings or a flat dollar amount  Benefit-level or flat-dollar-based premiums  Guarantee issue provisions  Evidence of insurability  Rate structures  Age reduction formulas  Optional Plan Rates (Buy-up options)  Coverage dependencies

37 Copyright © 2013 ADP, Inc. Activity: Adding a Life Insurance Plan Copyright © 2012–2014 ADP, Inc. 37

38 Copyright © 2015 ADP, LLC HSA Features  Employer contribution amounts  Different cost periods

39 Copyright © 2015 ADP, LLC Explore: The Plan Class Details Page

40 Copyright © 2015 ADP, LLC Explore: The Define Contributions Page On this page, you define the following Employer contribution:

Breakout Rooms 41 Copyright © 2012–2014 ADP, Inc.

42 Copyright © 2015 ADP, LLC In Your Breakout Room 1.Click your microphone to see the green arrow.  2.Select Tools > Host Application > Select Host and then select the remote host assigned to your room. 3.Complete the practice. 4.Contact the instructor through Text Chat if you have a question or when you are finished.

43 Copyright © 2015 ADP, LLC Practice Login Information Participant Name User Name Company Identifier Password

44 Copyright © 2015 ADP, LLC While You Were Out  Participants are currently working independently on a practice exercise.  If you were not in class when we began the exercise, send a Text Chat to the instructor.  Do not close the browser window until you have completed the exercise.

45 Copyright © 2013 ADP, Inc. Activty: Adding a Health Spending Account Copyright © 2012–2014 ADP, Inc. 45

46 Debrief Copyright © 20XX–2014 ADP, Inc.

47 Copyright © 2015 ADP, LLC Disability Plan Features  Benefit duration and elimination period  Benefit amount as a percentage of earnings, to a maximum dollar amount  Rates as a flat dollar amount or variable  Employer costs as a flat dollar amount or a percentage of monthly premium  Optional Plan Rates (Buy-up options)  Rate structures

48 Copyright © 2015 ADP, LLC Explore: The Plan Benefit Page

49 Copyright © 2015 ADP, LLC Retirement and Savings Plan Features  Allow beneficiaries  Automatically enroll employees  Display a warning when employees enter a contribution amount that exceeds a defined amount  Employer contributions in a dollar amount, a percentage amount, or both  Employer can match a percentage of employees’ applicable earnings or employee contribution amount

50 Copyright © 2015 ADP, LLC Explore: The Define Contributions Page

51 Copyright © 2015 ADP, LLC Custom Plan Features  Choose the method by which to define the rates: –At the enrollment level –Using a rate structure –Using coverage levels  Include the following attributes: –Allow beneficiaries. –Allow spouse/partner and dependent enrollment. –Set child eligibility age limits. –Require evidence of insurability. –Automatically enroll employees in the plan. –Define employee costs as a % of cost or a dollar amount. –Flag a benefit as taxable. –Calculate sales tax if applicable.

52 Copyright © 2015 ADP, LLC Explore: The Add Plan Class Window

53 Copyright © 2015 ADP, LLC Explore: The Plan Class Details Page

54 Copyright © 2015 ADP, LLC Explore: The Plan Class Details Page (continued)

55 Copyright © 2015 ADP, LLC Explore: The Add – Enrollment Dependencies Page

56 Activity: Setting Up Enrollment Dependencies Copyright © 2012–2014 ADP, Inc. 56

57 Copyright © 2015 ADP, LLC Editing Benefit Plans Overview  Use the correct effective date.  Make edits on a plan-class-by-plan-class basis. The Edit feature allows you to do the following:  Create additional plan classes.  Terminate an existing plan class.  Reactivate a terminated plan class.

58 Activity: Editing a Benefit Plan Copyright © 2012–2014 ADP, Inc. 58

59 Copyright © 2015 ADP, LLC Terminating Benefit Plans and Plan Classes Guidelines  When you terminate a plan or plan class, ADP Workforce Now does the following: –Keeps historical data –Allows you to reactivate them –Does not restore employee enrollments  When you delete a plan or plan class, ADP Workforce Now does the following: –Removes all plan-related enrollment data –Does not allow you to reactivate Note: You can delete a plan class only if no employees are enrolled in it.

60 Activity: Terminating a Benefit Plan Copyright © 2012–2014 ADP, Inc. 60

61 Copyright © 2015 ADP, LLC Maintaining Benefit Plans The following slides summarize when you need to contact ADP to communicate changes to Benefit Plans

62 Copyright © 2015 ADP, LLC When to Notify ADP—Benefit Changes To facilitate changes to the information sent to your carriers, contact the ADP Service team whenever you plan to do the following:  Change your corporate structure.  Modify eligibility rules.  Change a provider.  Add a plan.  Terminate a plan.  Terminate or delete a plan class.

63 Copyright © 2015 ADP, LLC When to Notify ADP—Payroll Changes Contact the ADP Service team whenever you plan to modify your setup, such as the following:  Change deduction calculations.  Change deduction frequency.  Change the post-tax payroll deduction amount for domestic partner enrollment (if applicable).  Set up HSA goals.  Set up pretax deductions.  Terminate or delete plan classes.

64 Knowledge Check Copyright © 2012–2014 ADP, Inc. 64

65 Copyright © 2014 ADP, Inc. Course Objectives Now that you have completed this course, you are prepared to do the following:  Identify considerations for defining benefit plans  Prepare to set up benefit plans  Set up benefit plans  Set up enrollment dependencies  Edit benefit plans  Terminate benefit plans Course Closing

66 Copyright © 2015 ADP, LLC Support after Class Overview Various options are available for training the users in your organization:  ADP Workforce Now Support Centre  ADP Client Service Centre  Learning bytes  The Bridge  Online Help

67 Copyright © 2015 ADP, LLC

68 Thank you! 68 It was my pleasure to work with you today! Class name: Name and title: address: Copyright © 2012–2014 ADP, Inc.

69 What Questions Do You Have? 69 Copyright © 2012–2014 ADP, Inc.

70 Copyright © 2015 ADP, LLC Training Evaluation