Human Resource Basics www.gallagherbenefits.com/minneapolis
Accountability Tools HR strategic planning Job descriptions Employee handbook Performance appraisals Disciplinary & documentation procedures
Performance Management Thorough performance system Train supervisors & hold them responsible Effective appraisal tools Training & understanding Accountability & timeliness Ongoing feedback no surprises Rewards & recognition
Discipline & Termination Identify & address weak performers & policy violators Timely & appropriate action Terminate employees appropriately Educate, coach & empower Document, document, document
Employment - Hire Wisely Provide a realistic job preview Centralized vs. decentralized Scripted interview questions Non discriminatory practices Creative approaches to recruiting Training - what interviewers can ask
Employee Orientation Planned, documented success focused Company orientation welcome mission, vision, values & structure operations, systems & benefits handbook Department orientation expectations
Employee Training Planned, documented & success focused Needs analysis Importance of training Productivity Retention Types of training Skills Performance Growth Variety of training
Supervisor Training Management & leadership Policies & procedures HR legislation Interviewing & selection Performance feedback Discipline & termination Harassment
Employee Culture Culture Communication Fun in the workplace / morale Employee recognition Wellness programs Team development Profiles
Work Force Assessment Key employees Understanding where your employees are and what that means life stage career path Generational group Surveys what benefits do they need /want Be careful - expectations Future needs of organization 3-5 years, or longer who will retire -- Succession planning -- knowledge download what will organization need leadership discussions
Compensation Philosophy Total rewards approach Cash & non cash Competitive compensation Formal compensation structure Industry & market surveys Employee comprehension
HR Compliance - Knowledge of HR Law ADA EEO/AA FMLA/MN parenting FLSA exempt/non exempt Sexual harassment State & federal postings
HR Compliance Resource Reliable information/resources new legislation regulatory changes court cases Resources are: accessible timely affordable
Employee Benefits Strategy Long-range vision tied to HR strategy relationship to compensation philosophy: need vs. equity Positioning with workforce assessment cost containment compliance Employee needs & demographics Communication strategy
Benefit Program Components Package approach - consider various models Core benefits program medical/dental life/disability Wellness/health cost management retirement voluntary plans Competitive offerings and costs
Medical & Dental Plan Design Positioning Benefit models/plan designs Consumer-driven plans Identifying plan components Cost containment considerations Contribution Eligibility Impact of healthcare reform
Life Insurance Design Flat or tied to salary Experts suggest 10 15 x salary Table I $50,000+ Supplemental Dependent life Voluntary vs. employer paid MCN special program
Disability Plan Design PTO/sick leave Short-term disability employer-paid group voluntary or list bill Long term disability MCN special program
Retirement Plan Design Type of plan 401K, 403B Cost of plan internal investment fees billed fees restrictions on account deducted fees Communications/education
Voluntary Plans Flexibility & choice Voluntary menu examples dental & vision flex plans Supplemental life spouse/child life Short & long term disability Accidental medical Cancer care Long term care
Section 125 Cafeteria Plan Tax advantages Plan design POP, FSA, day care Administration in-house or out-source plan document form 5500 nondiscrimination testing
Flexible Spending Arrangement Health reimburses medical expenses Dependent care reimburses day care expenses Administration plan document design issues coverage, limits, grace period SPDs Claims HSA/HRA coordination form 5500 nondiscrimination testing
COBRA Administration Training, HR, supervisors Required notices general (initial) qualifying event unavailability termination conversion ARRA Consider outsourcing
ERISA Documentation Plan document Summary of plan description plan benefits & eligibility claims procedures statement of rights role of insurers information on COBRA & other mandates Summary of material modification Summary of annual report Form 5500 Fiduciary responsibility
HIPAA Privacy & Security Privacy focus: Protected Health Information plan document amendment & certification business associate agreement privacy notice use & disclosure rules individual legal rights administrative requirements security
Benefits Compliance Resource Reliable information resources Resource provides: strategic planning budgeting help new legislative rules/healthcare reform insurer/carrier changes employer/employee trends & surveys administrative/compliance requirements on-line support
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