Copernicus Release Preview Webinar - Final...

Copernicus ReleaseJune 15, 2017

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

Confidential and proprietary 2

Release Communications

plansource.com/release

Preview webinar for Elite partners

E-mail reminders

Detailed release notes

Enhancement guides

Updated user guides and GuideMewalk-throughs


Release Schedule


AuroraAugust 26, 2016

KeplerSeptember 17, 2015

OrionDecember 15, 2016

CopernicusJune 15, 2017

VoyagerMarch 23, 2016

HalleySeptember 14, 2017

QuasarDecember 14, 2017

AndromedaMarch 9, 2017

Will this webinar be recorded?

5Confidential and proprietary

YESWe will e-mail you a link.

We will post the recording at www.plansource.com/release.

Will we have access to the slides?


YESWe will e-mail you a link.

We will post the PDF at www.plansource.com/release.

How to Ask a Question


Type your question into the “Questions” panel

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Today’s Speakers


Jeana ParkerVice President

Strategic Initiatives

Adam McCoyProduct Manager

Lisa ReeseProduct Director

Nancy SansomChief Marketing

Officer

Why It Matters


Copernicus Release

New Employee Experience Enhancements

Reporting Suite Usability and Design

Admin Tools and Rules

Documentation Management Enhancements

Total Compensation Statements

Halley Release Sneak Peak

Other PlanSource Updates

Today’s Agenda


New Employee Experience EnhancementsDefined Contribution

Plan Riders

401k Flat Amount

MetLife Integrated Statement of Health

Guardian Online EOI

Anthem Online EOI

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New Employee Experience EnhancementsAdditional features now supported in Copernicus

Since launching the new employee experience to early adopters in April, we have continued to add enhancements and updates:

Defined Contribution

Plan Riders

401k Flat Amount

MetLife Integrated Statement of Health

Guardian Online EOI

Anthem Online EOI

How It WorksCompanies provide one lump sum of money and employees

get to decide how to spend it on their benefits. The amount can

be a fixed amount, a % of salary, or based on a formula, and can be applied to specific benefits.

New Defined Contribution ExperienceConfigurable employer contribution amounts

Employee-Friendly Shopping

Employees can always see how their credits are being applied,

and how much of the credit remains. If employees spend all of their credits, the remaining

balance will be paid via payroll deduction.

New Defined Contribution ExperienceShopping experience demonstration


New Employee Experience RolloutNew Customers

Existing Customers

New Employee ExperienceFor OutSource Partners: When do NEW customers get it?

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Available to early adopters for 4/15 go-live or later

Some limitations apply until June 15, 2017 release

• Defined contributions

• Stacked coverages

• Worksite and online EOI integrations

• 401k flat amount

New Employee ExperienceFor OutSource Partners: When do EXISTING customers get it?

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Upgrades begin July 1, 2017 and will occur in batches (clients with Q3 OE will be prioritized first)

Multiple options for upgrading:

1. Self-service enablement available in Q4 2017

2. Automatic enablement (in batches) available in Q4 2017

3. PlanSource assisted (to optimize the employee experience)

The existing employee UI will be phased out in Q2 of 2018

New Employee ExperienceAvailability for CoSource Partners

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• Available for new customers with 6/1 go-live or later

• CoSource partners can upgrade clients as they see fit beginning on 9/15

• CoSource partners can work with their Account Managers to develop a migration schedule

• The existing employee UI will be phased out in Q2 of 2018


Reporting Suite Usability and Design Favorites

Actions

SSN Masking

Filters and Pagination

Date Field Usability and Consistency

New Election Changes by Year Report

25 Reports Redesigned

Other Usability Improvements

Reporting Suite – New Look and Feel



HR and Broker Administrators can now identify their favorite reports for quick access from the Reports Dashboard.

HR and Broker Administrators now have convenient access to create open enrollment and new hire communications right from the Reports Dashboard.

ActionsFavorites



Employee SSNs will now be masked in all reports by default, but HR Admins with access to view full SSNs will have an option to “Unmask SSNs” when downloading reports.

We’ve redesigned the way administrative users apply and view report filters and the way you page through reports, so you can easily skip pages or jump to the end of the view.

Filters and PaginationSSN Masking



We’ve made it easier for admins to filter and use dates within reports, and all date fields now display in a consistent MM/DD/YYYY format.

We’ve created a new report that allows admins to compare elections across plan years so they can easily identify changes that occurred during open enrollment.

New Report:Election Changes by Year

Date Field Usability and Formatting



Twenty-five additional reports have been updated to the new look and feel that was released in the March Andromeda release.

It’s now easier to see important report details (such as who generated the report, client name, and date created) and delete multiple saved reports at once.

Other Usability ImprovementsReport Redesign



Admin Tools and RulesNew EDI Dashboard

Payroll Schedule ImportsNew Rule: Earliest Plan Effective Date

We’ve enhanced the EDI Dashboard with a new, modern look and feel

that makes it even easier to keep clients and

partners “in the loop”

New EDI DashboardRedesigned for a modern look and improved usability

What It Does Why It Matters


During the client setup and/or renewal process payroll schedules can be imported. This includes new payroll schedules as well as changes to existing schedules.

Provides a more automated process and reduces the potential for data entry errors, particularly for employers with multiple payroll schedules.

Payroll Schedule Imports



When adding a new plan, administrators can define an “Earliest Effective Date” that applies to all enrollments (initial and open enrollment, life events as well as imported data).

This feature ensures that employees enrolling in newly established plans are assigned appropriate effective dates. (This is just one more quality check on the data that’s entered or imported into the system).

New Rule: Earliest Allowed Effective Date


Documentation Management Employee Messaging

Capturing Employee Email AddressesOn-Demand Document Requests

Approval RulesUsability Improvements



When documents are required, employees are now prompted to respond within the shopping experience and are given the number of days remaining to provide the documentation.

This provides clearer communication to employees by explaining how long they have to provide the documents right in the enrollment workflow. Employees can still continue and return later to provide the required document.

Employee Messaging



When HR professionals are creating and processing document requests, the system will now prompt them to add missing employee email addresses.

Confirming information is complete will assist in properly notifying employees of any pending documentation requests.

Capturing Employee Email Addresses



HR professionals can now request documents from employees or new hires that are not related to a specific benefit or plan.

Providing one place for all employee documents will save time and reduce confusion for both HR professionals and employees.

On-Demand Document Requests



HR teams can now set documentation requests to auto-approve once the documentation is provided.

Automating another step in the process will save time and prevent potential delay in reporting enrollment to various vendors.

Approval Rules



We’ve improved the usability for HR teams and employees when documents are associated with multiple dependents.

This enhanced view reduces confusion and organizes documents associated with dependents.

Usability Improvements



Cover Page Page 1 Page 2 Page 3

Total Compensation StatementsShowcase the overall value of your compensation package to your employees

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CustomBranding

Customize one of our templates with your look and feel and messaging

for different types of employees

Consolidated Data

Incorporate data from multiple corporate

systems to present the complete picture to

your employees

Statement Creation and Auditing

Generate statement and envelope proofs to ensure

proper design and information elements are

met

Printing and Fulfillment

Let us handle the printing of your statements as well

as mailing to employee homes or company

locations


Halley Sneak PeakAdvanced Payroll Deductions

Halley Release HighlightAdvanced Payroll Deductions – Available for 01/01/2018 Benefits

37

Each pay cycle, HR teams at large organizations struggle with manual

paycheck adjustments, due to retroactive benefit changes that

necessitate refunds, catch-up contributions and ongoing

reconciliations.


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Each pay cycle, HR teams at large organizations struggle with manual

paycheck adjustments, due to retroactive benefit changes that

necessitate refunds, catch-up contributions and ongoing

reconciliations.

With Advanced Payroll Deductions, PlanSource provides the solution, with sophisticated logic that calculates and

tracks payroll deductions over time, automating a process that is manual, time-consuming and error-prone for

HR teams.

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Overlapping Plan Years

Calculate deductions for benefit plans with different plan years

Adjustment Rules

Define thresholds and max per paycheck carryover amounts

Self-Balancing

Import actual deductions taken and auto-generate

adjustments

Multiple Payroll Calendars

Set up your company’s payroll schedules

and rules

Assumed Deductions

Use calculated deductions instead of importing

actual deductions

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Retroactivity

Create adjustments to handle

retroactive changes

Refunds

Automate the calculation of refunds when

employees have overpaid

Pre and Post Tax

Calculate pre and post-tax deductions

automatically

Paycheck History

View paycheck history details for employees

and benefits

Catch-up Deductions

Automate catch-up deductions across multiple paychecks

Overlapping Plan Years

Calculate deductions for benefit plans with different plan years

Adjustment Rules

Define thresholds and max per paycheck carryover amounts

Self-Balancing

Import actual deductions taken and auto-generate

adjustments

Multiple Payroll Calendars

Set up your company’s payroll schedules

and rules

Assumed Deductions

Use calculated deductions instead of importing

actual deductions

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Halley Release HighlightAdvanced Payroll Deductions – How it Works

Actual deductions taken from paychecks can be

imported into PlanSource, and any adjustments

are made for the next payroll cycle.

Calculates payroll deductions

based on coverage effective

dates and other business rules.

Payroll

Deduction

Updates

Demographic

Updates

(New hires,

Terms, changes)

Payroll System

PlanSource

Advanced Payroll Deduction

Calculation Engine

Actual Payroll Deductions

(Optional)


Other UpdatesOE is coming

July 4 HCM SpecialEclipse’17 is coming

OE CommunicationsEnsure your client’s success during OE by offering professional communications

43

BenefitWebsites

Custom Videos

TextMessaging

Traditional PrintMaterials

Email Campaigns

Communications Plan

BenefitGuides



Sign up for PlanSource HCM by Independence Day, and you don’t have to pay for it until

December.

Learn more at www.plansource.com/hcmspecial.


July 19-21, 2017Montage Deer Valley

Park City, Utah

Discover what the future of the employee benefits industry holds and what technologies are driving

the industry forward. We’ll show you how we are preparing our partners

and customers to meet the changing dynamics in the industry and build a better benefits and HR experience.

www.plansource.com/eclipse


Mark StelznerFounder, Managing PrincipalIA Advisors

Jamie HawkinsPresident and CEOBenefit Technology Resources

Brad MandacinaVice President, DirectorLockton Companies


Brad DeweyDirector, Product Management

Paycor

Karen CroneChief Human Resources Officer

Paycor

Be Bold! Blowing Up the Way You

Approach Health Benefits Can Pay Off

Big Data is Not Just for Big Business!

How the Gig Economy is Changing

the Benefits Landscape

Ginny DrinkerStrategic Alliances Director

Ultimate Software

Anna TurnerSenior Product Manager

Ultimate Software

Elizabeth RhoadsManager of Benefits

Compassion International

Louis GallucciPartner & VP of MarketingEnterprise Risk Strategies

PlanSource Eclipse – Featured Sessions

48

PlanSource Eclipse – Advisory BoardsMeetings begin with Dinner on Tuesday, July 18

Elite

CoSourceCouncil

HRAdvisory Council

Q&Awww.plansource.com/release

Copernicus Release Preview Webinar - Final...

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