Employee Navigator/BenefitMall Payroll Integration. Names

Transcription

1 Employee Navigator/BenefitMall Payroll Integration Names

2 House-Keeping Session is being recorded Reminder: Employee Navigator s users conference is 50% sold-out We love your questions, it makes us feel useful!

3 Great Things Take Time 10 Months, YES, that s a long time! Spent time on the details Key Features: Pay Rates Discrepancy Audit Incomplete New Hire Process Block sync Transmission details

4 Who We Are BenefitMall is a national provider of employee benefits, payroll, HR and employer services serving more than 200,000 small to medium sized businesses in the U.S. Largest general agency (GA) in country: Online quoting/proposals, case implementation, renewal assistance, product training, legislative updates, and back-office support 35+ years experience in payroll & benefits $1,000,000,000+ Insurance Premiums a Year 1,000,000+ Payroll transactions processed monthly 200,000+ Small to Medium sized Customers 25,000+ Trusted Broker Advisors (CPAs, Bankers, Brokers)

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6 Payroll Benefits to Your Customers Reduced time spent on payroll Reduced errors; guaranteed tax filing Competitive, bundled payroll pricing no hidden surprises Personalized service Full solution available including Employee Navigator integration 6 6

7 Benefits to Our Brokers Network with our professional sales team Work with a provider that understands your industry Attract new clients; retain existing ones Defend your book of business from competitors Personalized service for your clients Integrated payroll and ben admin Access to payroll and benefit information Revenue share for formal payroll partners

8 BenefitMall PayFocus Pro Key Features Value Added Services Online, feature-rich payroll processing Electronic new hire reporting Tax filing, compliance and payment (local, state, and federal) Direct deposit and/or check pay to employees Employee pay stub and W-2 viewing online PayComp workers compensation Year-end reconciliation & W-2 processing HR360 online library and labor posters Dynamic Reporting, 40+ standard reports, Ad hoc report writing, Certified payroll reporting

9 PayFocus Pro - Calendar

10 PayFocus Pro Processing a Payroll

11 PayFocus Pro Entering a New Hire

12 Product Overview

13 Value of Integrated Payroll: Advantages for companies Eliminates entering data into multiple systems Improves data accuracy Can be used by companies of all sizes Get up & running quickly Advantages for brokers Integration makes brokers sticky Brings value to your clients & prospects Maintain control over benefits administration Accurate data reduces agency costs Reduces instances of retroactive enrollment & claims Accurate census for quoting Delegate employee management to HR

14 What is Real-Time Integrated Payroll? Employees are linked by SSN & PayFocus Pro payroll ID Individual employee records are exchanged, not full company files Sync of demographics & deductions How Does It Work? Employee record or payroll deductions are modified Notification created Data is securely sent Change is applied

15 Bi-Directional Demographics Demographic updates can be made in either system Includes New Hires, Changes, and Terminations Recommend that New Hires and Terminations are made in PayFocus Pro

16 Base Compensation: 1-Way Compensation changes will flow from PayFocus Pro into Employee Navigator: Base hourly rate Base salary Caution: Some users may have entered benefit salary into salary

17 Payroll Deductions: 1-Way Recurring deductions are managed by Employee Navigator & flow to Payroll: Always flow from Employee Navigator to PayFocus Pro Can only be overwritten in PayFocus Pro Note: Employees can be blocked if they have grandfathered deductions

18 Exchanged Records Types of records supported: Active Part-Time Benefit Ineligible Terminated Types of records unsupported: Non-Employees 1099s K1 LLC members * We designed a "block" feature that allows you to block these records from being exchanged

19 Exchanged Fields EMPLOYEMENT RECORDS DEMOGRAPHICS DEDUCTIONS SSN Payroll ID Compensation DOB Hire Date Term Date First, Last, Middle Names Address Lines 1 & 2 City, State, Zip Home Phone Primary Gender Job Title Amount Effective Date Change Date End Date *Note: Exchanged Fields cannot be customized in anyway.

20 Product Enhancement Roadmap Not supported yet (May require manual entry into Payroll) Multiple EIN s: (Q1 2017) Open Enrollment: (Q1 2017) 401(k) Deductions Colonial s & UNUM s 3 rd Party App Deductions Phase 2 Single Sign On Recurring Earnings Data elements NOT being exchanged (Generally: Fields that the user can define in a drop-down) Cost centers Class, department, division, location, etc. Legal marital status

21 System Demo

22 Next Steps

23 How to Connect: Current PayFocus Pro & Employee Navigator Customers STEP ONE STEP TWO STEP THREE STEP FOUR Active in Employee Navigator AND minimum of 2 payrolls processed BEFORE employer eligible for integration Brokers and Clients MUST review EN User Guide prior to requesting integration. Most questions can be answered within the documentation Ready to Connect to BenefitMall AVAILABLE FEB. 23 rd! BenefitMall will reach out with details on next steps Cost: $0.00

24 How to Get Started: Prospective Clients/Broker Partners Interested in PayFocus Pro STEP ONE Visit the Employee Navigator Marketplace STEP TWO Click to Contact Partner STEP THREE BenefitMall representative will be in touch

25 Who Do I Call? Employee Navigator Sales Need Employee Navigator? Sales@employeenavigator.com x1 BenefitMall Sales Need a payroll solution? On Employee Navigator s Marketplace Employee Navigator Benefit Questions Brokers to contact support Support@employeenavigator.com x 2 BenefitMall Payroll/ Implementation Support Temporarily: hrfocus@benefitmall.com

26 Resources Payroll Product Guide Available on webinar toolbar BenefitMall Integration Video (17 minutes) Available on Support Site Payroll Product Training Will be scheduled early March

27 Q&A