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TRANSCRIPT
Copyright © 2019 ADP, LLC. Copyright © 2019 ADP, LLC.
ADP Pro Summit
2019
It’s Never Too Early: Open Enrollment & Carrier Connections
Copyright © 2019 ADP, LLC.
Introduction
Marcus Moon
Product Manager
ADP Workforce Now – Benefits
Elk Grove Village, Illinois
3 years with ADP
Copyright © 2019 ADP, LLC.
Agenda
• Redesigned & Simplified Workforce Now® User
Experience
• Practitioner Enrollment Refresh
• Edit Rates Redesign
• Benefit Self Service Refresh
• Value Added Functionality & Insights in Workforce
Now®
• Open Enrollment Center
• Benefit Deduction Rules
• Mobile Enrollment
• Live Chat Support
• Carrier Connection Overview
• Carrier Connection Redesign
• Status & Notifications
• Open Enrollment Files
Copyright © 2019 ADP, LLC. Copyright © 2019 ADP, LLC.
Redesign & Simplified Workforce Now User Experience
Copyright © 2019 ADP, LLC.
Practitioner Enrollment Refresh
Practitioner Enrollment Rewrite
• Checkmarks display next
to plan grouping in which
employees is enrolled.
• Change reason moved to
top of enrollment detail
page.
• Display Deduction Codes
on Enrollment Summary.
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Practitioner Enrollment Refresh
What was changed?
• Enabled correcting an employees benefit coverage end date.
• Employee enrollments that were terminated can be reactivated on the employee level.
Copyright © 2019 ADP, LLC.
Edit Rates Redesign
7
Rate Updates Simplified
• Practitioners can now
edit rates without
having to go into the
plan setup
• The rates for all
eligibility groups will
be easily viewable
and editable from a
single page
Copyright © 2019 ADP, LLC.
Benefits Self Service Refresh
8
What is Benefits Self Service Refresh?
Benefits Self Service Refresh is a major update of benefits functionality in ADP
Workforce Now, especially as it impacts employee enrolling via self service.
The overall refresh includes redesign and updates in multiple areas of Benefits
in WFN including:
• Employee Self Enrollment
• Enrollment Profiles
• Dependents/Beneficiaries
• Practitioner View
• Employee View
Coming Soon!
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Enrollment Profile Refresh
What will change?
• Complete User Interface refresh
• Enrollment Start and end date
display upon navigation to
enrollment profiles screen.
• Coverage effective date display
on enrollment profile home
page
• Message calling out enrollment
profiles with future dated
changes
Coming Soon!
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Enrollment Profiles – Copy Profile
• Ability to copy existing enrollment
profiles, profile types must be the same
• Enable updating the new profile name,
coverage effective date, enrollment
start date, and end date.
• Information from existing enrollment
profile will be copied to new enrollment
profile.
• Reduce time creating an Open
enrollment profile
Coming Soon!
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Enrollment Profiles – Add New Profile
Profile Information will display:
• OE Profile Name
• Profile Effective Date
• Profile Status
• Enrollment Start & End Date
• Coverage Effective Date
Eligibility Groups allow clients to
select benefits plans they would
like to include in Open enrollment
Coming Soon!
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Enrollment Profiles – Add New Profile
Enrollment Actions:
• Waive & Attestations
• Tobacco Status
• Dependent Management
• Enrollment Changes
• Document Upload
Employee Communications:
• Enrollment Note
• Confirmation Note
Coming Soon!
Copyright © 2019 ADP, LLC.
Desktop Employee Self Service – Open Enrollment
Benefit Self Service Welcome page
includes the following:
• Action Items – Calls out plans that require
attention and doesn’t allow employees to
move forward without acknowledgement.
This could require employees to enter a
waive reason, tobacco attestation, and
beneficiary designation.
• Your Enrollments – Displays employees
current enrollments in benefit plans that
were rolled over from last year.
• More Benefits – Additional benefit plans
offered to employees but doesn’t require
attention.
Coming Soon!
Copyright © 2019 ADP, LLC.
Desktop Employee Self Service – Open Enrollment
• As employees navigate through the
Open Enrollment profile, they will
see who’s covered, what their
coverage options are, and a list of
plans they can choose.
• Once an employee makes their
benefit selection they can see their
monthly cost or per paycheck cost.
• Employees have the option to
compare plans that are offered to
them.
Coming Soon!
Copyright © 2019 ADP, LLC.
Desktop Employee Self Service – Open Enrollment
Once employees complete their benefit
elections they will be able to:
• Review benefit elections
• Save for later should they need
additional time
• Compare employee cost from last year
to new year
• Return to plan options
• Confirm estimated cost of benefits
Coming Soon!
Copyright © 2019 ADP, LLC. Copyright © 2019 ADP, LLC.
Value Added Functionality & Insights in Workforce Now
Copyright © 2019 ADP, LLC.
Open Enrollment Center
Why should I use the Open Enrollment Center?
• Allows you, as a practitioner, a one-stop shop for all things Open Enrollment
• Walks you through the process and areas in Workforce Now that you should be
reviewing and updating to have a successful Open Enrollment
What kind of value added features does it include?
• Ability to request specific information (Ex. Dedicated OE Support, New Carrier
Connections, New Deduction Codes)
• Real time OE Progress Metrics if you are using self-service
• Customizable email functionality to quickly communicate to a subset of your
employees based on characteristics or their status in OE
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Open Enrollment Center
• The OE Center is designed to
provide a step by step guide
• Quickly Access such as:
• Request new deduction
codes
• Add rate structure
• Add new provider
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Open Enrollment Center
Dedicated OE Support
If you do not qualify to get a
dedicated OE Specialist
(based on your
service/product offering),
we will allow you to
electronically request in the
Open Enrollment Center.
If you qualify for a
dedicated OE Specialist,
we will let you know how
to get started. Also, if you
are already aligned to
one, we will display this
for you automatically.
Copyright © 2019 ADP, LLC.
Future Open Enrollment Center
Future Enhancements:
• Ability to start OE process 150 days
before effective date
• Pre, During, and Post Open Enrollment
action items
• New Standard Report – Enrollment
Activity Report
• Approve/Reject Requests from Open
Enrollment Center
Coming Soon!
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Benefit Deduction Rules
21
Why is this important?
• These rules allow you to move your first OE deductions and elections to one pay
date earlier or later without manual data entry
• The default first pay date may not be the pay date you would like these to come
out on
Why the enhancement?
• Streamlined the process to be more transparent with the actions needed to make
the change you are looking for
• Simplified the steps needed to move the deductions and elections associated with
OE.
Copyright © 2019 ADP, LLC.
Benefit Deduction Rules
22
What changed with the Enhancement?
• Enabled the option to apply deduction rule to additional deduction codes.
• List additional deduction codes that are in the same group as the existing
deduction code.
NEW!
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Benefit Deduction Rules
23
NEW!
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Mobile Enrollment Enhancement
24
What is Mobile Enrollment?
This new feature will allows employees to access their benefits and enrollments via the
downloadable ADP Mobile app. Using their existing ADP login credentials, employees will be
able to access their benefit information in the palm of their hands! There is no special
configuration or setup to utilize Mobile enrollment.
ADP Mobile app will be supported by most iPhone and Android smartphone devices (the tablet
experience is coming soon).
The ADP Mobile app includes the following Benefits features:
• Current Employee Enrollments
• Dependent & Beneficiary Information
• New Hire enrollment
• Open enrollment
• Work event
• Life events
Coming Soon!
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Mobile Enrollment Enhancement
25
• Employees will be able to
start, save, and submit their
enrollments via mobile and
can easily switch between
WFN on the desktop and
the ADP Mobile App.
• Employees can view
Current Benefits and
benefits as of a selected
date.
• Targeted for Summer
Release
Coming Soon!
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Live Chat Support
26
What is Live Chat? • Available for Benefits, Open Enrollment, & ACA
support
• Talent, Performance, and Connections coming soon
• “Chat with ADP” moved to menu title.
• Only authorized ADP contacts allowed to chat with a
specialist
• Available Monday – Friday 8:00 a.m. – 5:00 p.m. local
time
Copyright © 2019 ADP, LLC. Copyright © 2019 ADP, LLC.
Carrier Connection Overview
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Carrier Connection Refresh
28
What was changed?
• Reports > My Connections>All Connections only displays carrier
connection files in production
• Provides additional insight into the carrier connection file setup and
settings
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Plan Mapping & Maintenance
29
Plan Mapping & General Information
• Plans that are currently mapped and sending on the connection can be found
under Action> Configuration.
• Any time a new plan is created that needs to be sent on the carrier
connection, the practitioner must inform ADP of the new plans so that they
are added onto the connection file
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Carrier Connection Configuration
30
Information displayed:
• Vendor Name
• File Frequency
• Notification Email
• Mapped Plans
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Open Enrollment Files
31
How to see if the OE file has been sent
1. Navigate to Reports > My Connections > All Connections
2. View the files history by clicking the “Action Arrow”
3. Look for a file with an end date that shows your benefit effective date (i.e.,
1/1/2019) and a start date that captures your Open Enrollment window
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Q & A