1. USSonline Usability Testing Jayne Shallcross

2. ePensions Project overview Overview of the Day USSonline features and functionality Usability Testing

3. ePensions Vision “We wish the organisation’s computer systems to be fully integrated and for all participating employers and individual members able to access their own data and produce their own benefit illustrations online.”

4. eManual ePensions online system Streamlined Efficient Improve service Query tools UPM2 processes Paper queries & I-letters Member & institution data Admin forms. Webaccess Secure file transfer Bulk processing Year end data Website Public Areas Secure Areas Stand- alone Modellers Scanning & indexing Current Systems

5. Benefits Allows users to access members data Allows users to run calculations using USS data Improves data quality Reduce queries through on-line validations eForm population & ‘Intelligent eForms’ More efficient way of processing year end queries.

6. How has this been achieved? New Website Built in Microsoft SharePoint Software Allows USS system integration Document Collaboration In-House development and maintenance

7. The New Website 2 Main Areas: Internet (Public area) – New Design – Improved usability (3 clicks away) – Re-write of content – New site structure – Division by topic rather than member type – Related resource links on every page Institutions Area (Secure area)-USSonline –UPM2 Intergration

8. The TimeLine : Go Live with USSonline Version 1 - Summer/Autumn Usability Testing Rolling Out over a 2 month period Training & Support Registration

9. USSonline Features and Functionality Registering Structure of the Site & Content Member Administration: Viewing member records Completing eforms Using Calculators Institutional Administration Task Management Secure File Transfer

10. Registering New Terms and Conditions of USSonline USS will issue institution with form based on current webaccess users Application Form must be signed by Users and Official contact Once returned to USS, users will be issued with username and temporary password

21. Navigating around the Site Now in 4 sections: Scheme Administration Guidance Communications Help

34. Viewing Member Data Possible Tabs: Personal Data Membership Contribution Data Transfers In Additional benefits AVC Monthly Sums Unreconciled Data External/Prudential AVC Deductions Beneficiary Details Other Data Saved eForms

35. eforms Administration using eforms Accessed via a member record Forms combined into one case type No longer coded Organised into ‘Job Families’: Joiner Absence AVCs Transfer-In Part–time Service Changes Divorce Ceasing Employment UPM2 integration ‘Leaver prototype’ eform Retirement Extra contributions Death Update personal details Insitution only Year-end processing

38. eforms Where possible some eForms have been made slightly more intelligent: Examples: Joiner Form Leaver eForm

41. Calculators Retirement Quote Calculator Provides you with all of the relevant retirement information at the selected quotation date The AVC Calculator Provides you with an AVC quote for the member:

48. Other Information to be aware of Support Guidance Help Specific Query eForms Contact USS System Inactivity

49. Any Questions?