HROFFICE USER CONFERENCE 2005 Manage your next open enrollment ONLINE! Dwight Matheny VP of...
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Transcript of HROFFICE USER CONFERENCE 2005 Manage your next open enrollment ONLINE! Dwight Matheny VP of...
HROFFICE USER CONFERENCE 2005
Manage your next open enrollment ONLINE!
Dwight MathenyVP of Development
Ascentis Corporation
HROFFICE USER CONFERENCE 2005
HROFFICE USER CONFERENCE 2005
The Founding Vision….
BenefitPlan
Setup
EmployeeData
Reconciliation &
Remittance
HIPAA 834 Enrollment Transaction
HR & Benefits Enrollment Database
Broker/Consultant• Enrollment Inquiry• Data Analysis• Census Reporting
Data Approval
Employees
HR/Benefit Managers
Carrier/TPA
HROFFICE USER CONFERENCE 2005
HROffice Provides the Tools You Need
• Enrollment with HROffice Self-Service• Full status reporting• Email reminders via the Employee
Correspondence Wizard or HROffice Alerts
• Approvals• Carrier Connect• Payroll Connect
HROFFICE USER CONFERENCE 2005
Enrollment with HROffice Self-Service
• Open Enrollment– How to set it up– Plan Comparisons
• New Hire Enrollment• Life Events (Change Enrollment)
– Events or change reasons
• Advanced Customization… tips and tricks
HROFFICE USER CONFERENCE 2005
Enrollment with HROffice Self-Service
• How do you setup Open Enrollment?– Follow the steps in the topic Benefits
Administration with HROffice Self-Service
• Let’s do it
HROFFICE USER CONFERENCE 2005
Enrollment with HROffice Self-Service
• How do you setup Plan Comparisons?
• Let’s do it
HROFFICE USER CONFERENCE 2005
Enrollment with HROffice Self-Service
• New Hire Enrollment• 120 day rule for New Hires• 1 year eligibility look forward period• Let’s do it
HROFFICE USER CONFERENCE 2005
Enrollment with HROffice Self-Service
• Life Events Enrollment (a.k.a. Change Enrollment)– Select the plan types where you allow
changes– Select your change reasons for your
plan types
HROFFICE USER CONFERENCE 2005
Enrollment with HROffice Self-Service
• Advanced customization… tips and tricks
• Configurable and customizable to meet your needs- (se habla HTML?)
• Demo
HROFFICE USER CONFERENCE 2005
Full status reporting
• What’s one of the toughest parts of Open Enrollment? Getting employees to do it!
• Demonstration
HROFFICE USER CONFERENCE 2005
Email Reminders
• Using the Employee Correspondence Wizard to remind (harass) employees to finish their Open Enrollment
• Demonstration
HROFFICE USER CONFERENCE 2005
Approvals
• Best time to approve is after the Open Enrollment effective date
HROFFICE USER CONFERENCE 2005
Connect To Your Carriers!
• Get rid of the paper shuffle• Eliminate errors• Increase your productivity
• It’s tough to do on your own!
HROFFICE USER CONFERENCE 2005
Connecting is to Carriers is difficult…
• Stage 1: negotiate with carrier• Stage 2: get the right technology in place (FTP,
PGP, VPN etc). Make sure you comply with HIPAA Privacy and Security
• Stage 3: Review the carrier’s companion guide• Stage 4: Code the 834 file• Stage 5: Testing, testing, testing• Stage 6: Deploy• Stage 7: Start over again when CFO decides to
switch carriers
HROFFICE USER CONFERENCE 2005
But Carrier Connect makes it easy!
• Ascentis handles all stages• Your installation of HROffice sends
the data to the Ascentis Clearinghouse, and Ascentis handles it from there
HROFFICE USER CONFERENCE 2005
Carrier Connect: real world examples• Life: transmission to carrier was rejected.
– Turns out the required paperwork was never completed and the policy was not in force. Huge liability!
• Medical: 10.9% error rate– 3 employees were not enrolled, and 9 ex-employees were still
enrolled; resulting in overpayment and non-coverage for eligible employees
• Medical: 600 employee group– 16 managers were in the wrong plan (class I instead of class II)– 3 employees had the wrong social security number. For one of
them carrier created two records and charged a double premium.
– 1 employee was enrolled in a medical plan for a year past her termination date.
– Many names were wrong; particularly, particularly hyphenated names and names with apostrophes
• Dental: 125 employee group– Two terminated employees were still covered– Two social security numbers were wrong– 55 people had differences in the first name or birth date
HROFFICE USER CONFERENCE 2005
Payroll Connect: the last mile
• Payroll Connect will transfer the new benefit deductions to your payroll system
HROFFICE USER CONFERENCE 2005
Conclusion
• Manage your next Open Enrollment online!
HROFFICE USER CONFERENCE 2005
Thanks for attending!