Aurora Release. August 26, 2016

Transcription

1 Aurora Release August 26, 2016

2 Continuous Investment and Innovation Releases four times a year Updates as needed to meet regulatory deadlines and provide other new features and enhancements More than 100 team members dedicated to product and development 2

3 Release Communications plansource.com/release Preview webinar for brokers reminders Detailed release notes Enhancement guides Updated user guides 3

4 Release Schedule Kepler September 17, 2015 Voyager March 23, 2016 Aurora August 26, 2016 Orion December 15, 2016 Andromeda March 9, 2017 Copernicus June 15, 2017 Halley September 14, 2017 Quasar December 14,

5 How to Ask a Question? Type your question into the Questions panel 5

6 Will this webinar be recorded? YES We will you a link. We will post the recording at 6

7 Will we have access to the slides? YES We will you a link. We will post the PDF at 7

8 Today s Speakers Jeana Parker Vice President Strategic Initiatives Ryan Glushkoff Senior Director Product Marketing Nancy Sansom Chief Marketing Officer 8

9 Aurora Release Expanded Business Rules and Reports Today s Agenda Partnerships and Data Exchange Administrator Experience Why It Matters Consumer Experience Other Updates 9

10 Expanded Business Rules and Reports Improved Validation Stacked Rates Dependent Match Option Age Calculations IP Address Audit Tracking Open Enrollment Report 10

11 Improved Validation What It Does PlanSource can be setup to require addresses and can now validate format at the point of entry. Why It Matters In a paperless, online world, the proper collection of address in the correct format is critical for ongoing successful communications. 11

12 Stacked Rates What It Does PlanSource can handle additional complex stacked rate and coverage scenarios from multiple carriers with complicated interaction rules. Why It Matters Employee participation in multiple products is a good thing, and systems need to handle those scenarios for administrative ease. 12

13 Dependent Match Option What It Does PlanSource will ensure that if you match dependents the system can be setup to ensure that the exact same dependents are covered in two plans. Why It Matters By keeping PlanSource in sync with carrier and plan requirements, administrative accuracy improves and underwriting errors decreases. 13

14 Age Calculations What It Does PlanSource has the ability to calculate age, based on the benefit effective date which can be applied to costs calculations, when the benefit effective date is selected. Why It Matters With a new ways of determining age as for insurance products, PlanSource offers administrators and carriers additional configurability and flexibility. 14

15 IP Address Audit Tracking What It Does Employees will have the ability to view the IP address for the last login to help ensure organizational and system security. Why It Matters Tracking the source of system logins is a best practice in software-as-aservice technology solutions that helps ensure data security. 15

16 Open Enrollment Report What It Does When a group is in open enrollment, administrators can view who has not started, started, completed open enrollment even if it isn t OE. Why It Matters This report offers supporting evidence that the employer offered an employee coverage under the Employer Mandate of the Affordable Care Act. 16

17 Partnerships and Data Exchange Guardian EOI Data Exchange Dashboard Import Error Monitoring 17

18 Guardian EOI What It Does Online EOI will be supported for Guardian, including conditional questions for Voluntary Life, Critical Illness and Cancer products Why It Matters Since employees can submit evidence of insurability online and receive approval immediately, administrators time and effort are saved. 18

19 Data Exchange Dashboard What It Does PlanSource will share the current status of to-be-developed data exchange connections with its broker partners and employers. Why It Matters Provide visibility and status updates regarding the implementation of EDI files is critical to the success of a working partnership with brokers. 19

20 Import Error Monitoring What It Does Data exchanges will be supported by improved monitoring that will generate notifications when an import is not received or not loaded correctly. Why It Matters By monitoring issues, they can be dealt with in an expeditious manner to minimize adverse impact to ongoing business operations. 20

21 Administrator Experience Implementation Dashboard Improved Renewal Dashboard GuideMe On-Demand Training System Training Videos 21

22 Implementation Dashboard What It Does A new in-system reporting dashboard gives real-time visibility into implementation progress and milestones to partners and customers. Why It Matters By providing transparency into the implementation process, proper expectations can be set with all involved stakeholders. 22

23 Improved Renewal Dashboard What It Does Elite CoSource Brokers are able to select the date on which the new plan year files will be submitted, making the annual renewal process a snap. Why It Matters Open enrollment is hectic enough already and any time saved is time gained somewhere else for the busy human resources staff. 23

24 GuideMe On-Demand Training Available August 1 What It Does GuideMe will provide users easy-tofollow, step-by-step instructions on how to perform common tasks in the system. Why It Matters Embedding how-to help directly in the system helps make the system easier to use, which ultimately increases user satisfaction. 24

25 What We Have So Far But More to Come! 25 Help Topics 11 Tasks 9 Videos - 36 Smart Tips 25

26 GuideMe Walk-Throughs Available Now Step-by-step guidance right where you need it Employee Management Edit a Life Event Create a Life Event Process a New Hire Terminate an Employee Rehire an Employee Process a Work Status Event Reset All Employee Passwords Reset an Employee Password Unlock an Account Add COBRA Coverage Terminate COBRA Coverage Manually Create a Test Employee Auto-Create a Test Employee Process an EOI Request ACA Create and Upload an ACA Payment Form Add a New ACA Calendar Year Preview 1094-C and 1095-C Forms 1095-C Form Create/Upload an ACA Payroll File Add a New ACA FEIN Add a New ACA Calendar Year Reporting Run a Payroll Deduction Report Run an Employee Benefit Report Run an Employee Census Report Schedule a Report Complete a Data Import Workflow and Tools Life Event Processing Create a New Administrator EDI Dashboard Implementation Dashboard Configure EOI Subscriber s 26

27 GuideMe Resources Now Available Additional Instructional Content Videos Home Page Navigation Employee Management Tickets Audits Reports Data Center Worksheet Download Welcome to GuideMe What is HSA? HMO, PPO, and HDHP plan Subscriber s 1095-C Access Work Status Event ACA Payroll Worksheet Headers SmartTips New Hire Processing Work Status Processing Eligibility Start Date Document Processing Life Event Processing EOI Processing EOI Dependencies Data Import History Data Exports Subscriber Wildcards Configure Subscriber s WSE Button Processes Document Management Solutions Subscriber UI Carrier Billing Tickets Reports and Graphs Data Import Reference Documents Document Solutions Management Voyager Release Notes EDI Dashboard Implementation Dashboard 27

28 System Training Videos What It Does Users will have system training howto videos at their fingertips and embedded in the system that guide them through common tasks. Why It Matters Users expect their tools to be easy to use through proactive, up-front design and reactive, in-system support tools like documents and videos. 28

29 Consumer Experience Benefit Education Videos New Login Page Expanded Multilingual Support Branding Library 29

30 Benefit Education Videos What It Does We ve expanded the Video Library again to include 10 news topics such as the 1095-C and Open Enrollment plus voluntary benefits. Why It Matters Educating employees on insurance products is critical to not only to their initial participation, but to their ongoing satisfaction and engagement. 30

31 Importance of Video Communications Consumers love video and expect to be entertained Consumers spend 5.5 hours each day watching videos 82% of all Internet traffic in 2020 will be video People watch 8 billion videos per day on Facebook Employees struggle to understand voluntary benefits 31

32 Expanded Video Library Check them out at plansource.com/videolibrary! 32

33 Video Placement Location and Options Use videos from the PlanSource library, or use your own videos Display videos within the home page content blocks or on any page within the benefits shopping and enrollment process Videos can be embedded within the page, or available as a pop-up (automatic or manual) Use default messaging or create your own 33

34 New Login Page What It Does We ve spruced up the login page to make it easier to look at and easier to use - all things that we know how to do right here at PlanSource. Why It Matters Tools for employees need to look modern to instill confidence that your benefits strategies are current and well-organized. 34

35 An Example of the New Login Page 35

36 Expanded Multilingual Support What It Does Provide multi-lingual support including the translation for plan names, coverage levels, and beneficiary entry fields. Why It Matters For employers whose employee populations speak different languages, PlanSource can be configured to accommodate. 36

37 Branding Library What It Does HR and benefit teams can choose from a detailed library of videos, icons and imagery in a variety of colors to insert in easy-to-use content blocks. Why It Matters If in-house marketing talent is scarce, this ready made to plug and play content will be a useful way to customize the employee experience. 37

38 Home Page Variations New Hire Open Enrollment Life Event New Hire and Open Enrollment None of the Above 38

39 Branding Library Home page images Content block icons Content block templates And a self-service tool so you can make your selections 39

40 Branding Library Home page images Content block icons Content block templates And a self-service tool so you can make your selections 401k 40

41 Branding Library Home page images Content block icons Content block templates And a self-service tool so you can make your selections Learn about the 1095-C Watch this video to learn about the new IRS Form 1095-C that includes the health care coverage offered to you by your employer. Download the PlanSource App With the Apple or Android App, you have on-the-go access to your benefits and important notifications from your HR team. Check out the Employee Handbook Download the employee handbook from the Document Library to get up-to-speed quickly on important info and policies for new hires. 41

42 Branding Library Home page images Content block icons Content block templates And a self-service tool so you can make your selections 42

43 Demo 43

44 A few other important updates

45 July 19-21, 2017 Montage Deer Valley Park City, Utah

46 PlanSource HCM: More Than Just Benefits Sign up for a demo at plansource.com/demo Hiring Tax Credits Form I-9/ E-Verify Performance Payroll Time and Attendance Paycards Retirement 46

47 ACA Measurement and Reporting ACA has been a top area of investment for the last 18 months Imports Measures Notifies Generates Transmits hours from payroll hours for coverage admin of eligibility changes Employee forms forms to the IRS 47

48 2015 PlanSource ACA By the Numbers 713 Employers 2,075 FEINs 751K Measured EEs ~450K 1095-Cs Transmitted ~2, Cs Transmitted <4% IRS Corrections Requested 48

49 Great things are happening with ACA Improved Training Built Support Teams Process Improvements Form Version Control Penalty Research Implemented 723 Clients Implementation Wizard Broker Level Reporting Transmitted 446, Cs to the IRS Measured 750,979 Employees Improved Offer Creation Additional Data Load/Update Capabilities Produced 459, C Forms Additional Enhanced Employer Data Reporting Load/Update Capabilities Provided Corrections Process 49

50 Q&A

51 Aurora Release August 26, 2016