Desired Product-Specific Capability |
|
Benefits record management |
|
Enrollment planning and scheduling |
|
Automatic benefit changes |
Due to employment status or role changes (e.g., move from union to non-union, reduction of hours below full-time threshold) Flexibility to set company rules for dependents and beneficiaries and to customize and configure the events in your lifecycle
|
Onboarding and offboarding |
|
|
Check and update their own information Access their profiles and view their balances, plans, and claims View their coverage Enroll via self-service Trigger e-forms or hard copy materials corresponding to employees’ voluntary benefit elections
|
|
Access their team members' profiles Approve inquiries from their employees Trigger requests for benefits for new hires
|
HR Administrator self-service |
Administer and manage benefits Enroll employees Manage and process premium payroll deductions Make changes and additions to the system (e.g., to reflect plan changes) Validate data “up front” (e.g., to prevent employees from omitting required information or entering invalid data combinations) Determine and adjust eligibility Implement controls to prohibit employees from enrolling in plans for which they are not eligible Track employee enrollment process status Administer incentive surcharges (e.g., financial incentives for engaging in specific healthy activities, such as obtaining vaccinations and refraining from or quitting smoking)
|
|
Multiple delivery options for analytics reports – paper, email, and 3rd party delivery Interactive solutions (e.g., drag-and-drop tools) Option to create, edit, and collaborate on strategic plans in real time SmartView (i.e., CSV-compatible reports and visual tools for use in presentations)
|
|
For employee and employer contribution/cost calculations displayed throughout the selection and enrollment process Cost calculations based on individual activities and personal circumstances (e.g., wellness incentives, domestic partnerships, etc.) Deduction effective date calculations (e.g., upon entry of employee benefits enrollment, the timing of life event); Automatic calculation of salary-based benefits (e.g., disability and life insurance)
|