1. Twila Roman, PHR, SHRM-CP
HUMAN RESOURCES
Twila Roman, PHR, SHRM-CP

2. Topics – Agenda
Benefit Basics
New Forms
Personnel Handbook

3. Scenario #1
Susan began working on August 15th. What is the first day she is benefit eligible?

4. Scenario #2
Becky has been working 15 hours a week for the past 2 years. Your Pastor has decided to add a few more duties to her job description and increase her hours to 25 hours a week. Is Becky now eligible for benefits?
If Yes, when do the benefits begin?
If No, why not?

5. Scenario #3
Patrick works 35 hours a week and has decided he wants to cut back on hours to 15 hours a week to be effective on 9/29/ He is currently enrolled in Health, Dental, Life and LTD. On what date do his benefits end?

6. Scenario #4
Jennifer is getting married on June 25th. She wants to change her name, add her spouse to her health plan and add her step children to her dental plan.
What forms does she need to complete?
When will her husband be added to the health plan?
When will her step children be added to the dental plan?
What documentation needs to be sent to the Diocesan HR Office?

7. Scenario #5
You have terminated Jack effective 9/30/ Jack has two weeks of vacation leave accrued. When do his benefits end?

8. Scenario #6
Julie has a 24 year old son getting married in October. How long can he remain on Julie’s health plan?

9. Scenario # 7
Lisa works 40 hours per week for 9 months out of the year. She is enrolled in Health and Long Term Disability for the full year. How do you handle the months when she is not working but receiving benefits?

10. Scenario #8
John started on August 1st, working 40 hours per week . He completed an enrollment form for Health and Dental Insurance. He signed the forms and turned them in to you on September 5th. The Diocesan HR Office informed you that he is not benefit eligible.
Why not?

11. Scenario #9
A contracted teacher has informed you that she will not be returning in the fall. On what date does her benefits end?

12. Scenario #10
Jessica has decided she no longer wants the health insurance. When can she terminate the coverage?

13. NEW FORMS! Cheat Sheet Employee Benefit Enrollment Form
All the little details to remember
Employee Benefit Enrollment Form
One form for all plan enrollments
Benefit Election
Health/Dental/Life/LTD
Employee Benefit Change Form
One form for all changes
Under development
NEW FORMS!
The CHEAT SHEET
Employee Benefit Enrollment Form
Employee Benefit Change Form

14. Employee Handbook Template
Your CFSA dollars at work!