Employee Navigator Training. Module 1: Agency & Company Setup

Transcription

1 Employee Navigator Training Module 1: Agency & Company Setup

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3 Training Series Expectations

4 Training Progress WEEK 1 GETTING STARTED Module 1 Module 2 Module 3 Module 4 Module 5 Agency and Company Setup Introduction to Plan Builds and Importing Group Life and Group Voluntary Disability Plans Voluntary Life Plans Cafeteria, CDH, Communication Only & Universal Plans WEEK 2 PLAN CONFIGURATION AND MANAGEMENT Module 6 Module 7 Module 8 Module 9 Module 10 Configuring Enrollment Settings, Open Enrollment and Life Events Reporting and Wall Notifications Company Branding, Customizations and the Employee Experience Automated Enrollment Engagement Advanced Enrollment Mgmt: Rotates Weekly

5 HR Training - $400/year Training covers: ACA Mgmt and Reporting Onboarding Time-Off Tracking (PTO) Recurring, Webinar Based Company or Broker Paid Offer your groups the HR solutions they want and need without having to BE their HR department

6 Module 1: Objectives Identify agency and company level tabs and core functions. Customize the software using agency branding and agency level defaults. Create HR users with defined permissions. Build Class Structure and Payroll Groups to align with a Company s organizational benefit structure. Describe the Pay Frequency hierarchy for Class Structures and Payroll Groups. Customize Employee Profile fields. Reference Chapters 1 and 2 of the Company Build Out Workbook

7 Agency Setup

8 Agency Setup

9 Agency Setup Demonstration Slides #10-17 reference Home, the Marketplace, Branding, Settings, and Reports and are for your reference.

10 Home Find or add a new Company Quick Search for an employee Import Company Shells Broadcast notifications and updates to HR Users Send to All HR Users Create a Rule Select specific companies Select specific users Request carrier to integrate with Employee Navigator Help us reach our to your preferred carriers to insist on integration with our Marketplace

11 Marketplace View Active Vendors Save time and money by connecting your company with our integrated partners at no cost. Browse a list of available vendors & their plans, as well as instructions from your vendor on how to build plans. To be added to a vendor s sandbox, reach out to your contact or EN s contact from our home page > Marketplace

12 Custom Login Page (Elite and Platinum licensed Agencies) columbusgroup.employeenavigator.com Your custom login URL Your agency s logo Customized Terms of Use

13 Settings (and Templates!) Template Companies and Plans Create a plan library of the plans you sell frequently in order to copy plans into your company and simplify the plan build process Create your own Agency level default company settings to make company shell building a breeze Benefit Summaries Customize a template to house plan summary information for Medical model plans Medical Dental Vision

14 Settings (and Links!) Add supplemental resources at the agency level to save time when building your companies Internet Resources Home Page RSS Feeds HR360 URL (subscription to HR360 required) Set display preferences on Training and ACA pricing

15 Reports (Agency level) General Reports Demographic and contact information Plan sales EDI transmissions Utilization Reports Track company activity Audit client system use to determine engagement and areas of opportunity Prepare for renewals Audit reports Ensure accurate data Audit enrollment errors

16 Support Find answers to your questions here!

17 Company Setup

18 Add a Company

19 Company Setup HR Training info Frequently used tools Notifications Module status Employee search Employee Actions View Stats Ad-hoc Reports Preconfigured Reports Configure and View event notifications HR User Access Home Employees Reports Wall Build and Manage Plans Configure Enrollment Settings and Communications Access EDI Carrier Feeds and Third Party Benefits Apps Setup Payroll groups and calendars Manage Integrated payroll services Payroll Store Plan Documents Store and categorize HR Documents Track Document Views Documents Setup Class Structure and Payroll Configure HRIS settings Customize the ee experience Branding and Settings communications

20 HR Modules Eligibility Setup and Management ACA Reporting NELCO Access Setup and Management of PTO (Time off Tracking) Module Setup and Management of the Onboarding Module ACA PTO Tasks

21 Before we get started

22 Company Settings (adding an HR User guide) Add a new HR user not yet in the system. An employee who does not yet have an account A non-employee HR User OR Grant HR Access to an employee who has an account.

23 What to gather before you start Class Structure Drives EN Rules Engine Are benefits, eligibility or contributions based on class? Request and Review Company Organizational Structure Payroll Drives per pay calculations, YTD contribution totals, PTO accruals Request and Review Payroll Calendars for each pay frequency Are all EE benefit contributions deducted each pay date? HRIS Settings In conjunction with HR Define which HRIS fields are used, required, and tracked Set preferences on Employee Self-Service access Display/Hide modules and features based on usage HR Modules PTO, ACA, Tasks What modules does your agency offer? Update Module Display Options

24 Company Setup Demonstration

25 Want to test your skills? Download the Company Build Out Workbook from our support site article: Company Build Out Training Workbook Please complete the survey at the end of the webinar. We appreciate your feedback!