apollo release webinar€¦ · 09/15/2018 8am eastern 1pm eastern calypso release 12/12/2018...
TRANSCRIPT
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Apollo Release WebinarGeneral Preview
Monday, September 10, 2018
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Will the webinar be recorded?
Yes!We will e-mail you a link. We will post the recording at www.plansource.com/releases.
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Will we have access to slides?
Yes!We will e-mail you a link. We will post the PDF at www.plansource.com/releases.
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Type your question into the “Questions” panel
?How to Ask a Question
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Speakers
Don RenyerDirector,
Innovation Lab
Nancy SansomChief Commercial
Officer
Hanna JenkinsAssistant Vice
President of Product
Alicia HeplerLearning and Development
Manager
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Apollo ReleaseSept. 13, 2018
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2018 Releases | Planned DowntimeOngoing investment and maintenance
Description Date Start Time End Time
Apollo Release 09/12/2018(official release date 9/13/2018)
Midnight eastern (night of outage date) 8am eastern (next day)
PlanSource System Maintenance 09/15/2018 8am eastern 1pm eastern
Calypso Release 12/12/2018(official release date 12/13/2018)
Midnight eastern (night of outage date) 8am eastern (next day)
We perform minimal maintenance during Q4 in order to minimize downtime during our busiest season.
We have planned for a 50%+ platform capacity safety margin during Q4.
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Agenda
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PlanSource BenefitsSelf-service renewal Self-service page content PlanSource University Employee communications EOI Integrations HCM Integrations ACA Reporting (Standalone)
PlanSource HCM UpdatesWhat’s Coming Next? Wrap-Up and Q&A
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Importance of Self-Service
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“Across all industries….81% of customers attempt to take care
of matters themselves before reaching out to a live
representative.”
– Harvard Business Review
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Self-Service Renewal Toolset for HR TeamsToday’s customers are savvy, self-reliant and demand convenience
Puts control in our customer’s hands
Improves accuracy
Simplifies a complex process
Available to select customers in Q4
Beta during Q1 for 4/1, 5/1 and 6/1 renewal dates
General availability in Q2 for 7/1 renewals and beyond
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Self-Service Renewal Toolset Demo
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Self-Service Page Content for HR TeamsIn beta now; general availability planned for September release
HR teams can manage employee messaging and content on their own
Drag and drop content blocks on the page
Modern, easy-to-use text editor
Easily toggle from editing to preview mode
Another step toward a self-sufficient customer experience
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New Home Page Image LibraryView the images at plansource.com/employeebranding/
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PlanSource University
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PlanSource University Demo
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Employee Messaging
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Integrated Employee CommunicationsAvailable in the Apollo Release to Early Adopters
• Easily segment and target specific groups with filters for demographics, population, etc.
• Flexible scheduling tools to plan communications in advance in preparation for future events
• Merge fields for personalized communication• Complete communication history and tracking
A complete communication solution for HR professionals to send targeted email communications to employees from within PlanSource
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Employee Communications Center Demo
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Integrations
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Importance of EOI IntegrationHR Council members “voted” with gumballs on priorities at Eclipse
of PlanSource HR Advisory Council
members
EOI Integrationswere the
#1 Priority
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Cigna and PlanSource API-Based EOI IntegrationConsumers expect a a seamless shopping experience
When consumers select a Cigna plan that requires Evidence of Insurability:
• Consumers will answer EOI questions right within the shopping workflow –no separate paperwork! (Available Oct. 2018*)
• The EOI decision will be transmitted to PlanSource automatically, triggering notifications to HR and the employees (Available Jan. 2019*)
In employee participationwith an integrated EOI workflow
30%
*Availability dates are tentative
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MetLife and PlanSource API-Based EOI IntegrationConsumers expect a seamless shopping experience
When consumers select a MetLife plan that requires Evidence of Insurability:
• Consumers will answer EOI questions right within the shopping workflow (Available only to customers with 2,000+ employees since early 2018)
• The EOI decision process will now be automated, triggering notifications to HR and the employees (Available to all customers sizes Q4 2018*)
*Availability dates are tentative
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HR and Payroll IntegrationsContinuing to invest in deep integrations with select, preferred HCM partners
Available in Q1 2019
Existing Partners
PlanSource is participating in the ADP Marketplace, and will be connected to Workforce Now, keeping new hires, terms, employee demographics and paycheck deductions in sync*
• Available to new clients at no cost from PlanSource
• Available to existing clients for a $2,500 one-time fee from PlanSource
• ADP will charge a PEPM fee to new and existing clients
• Available for pilot clients in Q1 2019 with general availability in Q2 2019
*Integration with Lifion, ADP’s new HCM platform that replaces Vantage will be available in a later phase
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NEW Standalone
ACA
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Two ACA Products from PlanSourceACA Standalone reporting now available within PlanSource system
Ben Admin with ACA Measurement and Reporting
ACA is an integral part of benefits administration. With PlanSource
benefits + ACA, you get a complete solution for
measurement, eligibility management and IRS reporting.
And if you like, we’ll print and mail your 1095-C forms.
Standalone ACA Reporting
Even if you don’t use PlanSource for benefits, you can use our ACA
tool to create your 1094 and 1095-C forms. We’ll calculate line 14 and 16 codes or you can load
your own. We’ll transmit your forms to the IRS, and if you like,
we’ll print and mail your 1095-Cs.
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Feature Ben Admin with ACA Standalone ACA
Year-round measurement period tracking• Management of standard and initial measurement periods• Measure payroll hours and calculate benefit eligibility• Integrated management of eligibility and offers of coverage
X N/A
Calculate 1095-C Line 14 and Line 16 codes, and ability to import Line 14 and 16 codes X X
Generate 1094-C and 1095-C forms X X
Calculation of potential IRS penalties X X
Print and mail 1095-C forms to employees Optional Optional
Electronic delivery of 1095-C forms to employees Optional N/A
Electronic transmission of 1094 and 1095-C forms to the IRS X X
View IRS errors and re-transmit corrected forms X X
Multiple administrator accounts to access the ACA system X X
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PlanSource ACA Product Features
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PlanSource HCM
Updates
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Mobile App from Ultimate SoftwareAvailable for early adopters in Q4, and all PlanSource HCM clients in Q1 of 2019
Sign-in with touch ID or face recognition
Access org chart and company directory
View past and current pay statements
Notify managers of pending PTO and time tracking requests
Access PlanSource mobile-friendly benefits experience
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UltiPro and PlanSource IntegrationPlanSource HCM customers will take advantage of the latest integration
In 2019, we’ll move all PlanSource HCM customers to the latest and greatest API integration that we have in place with UltiPro
Payroll Deduction Updates
Demographic Updates (New hires,
terms, changes)
PlanSource UltiPro
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What’s Next?
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Investing in Our Technology2019 and 2020 quarter release schedule
2019ReleaseDates
June13
2019
Luna
Sept12
2019
Polaris
Dec12
2019
Gemini
Mar2
2020
June11
2020
Sept10
2020
Dec10
20202020
ReleaseDates
Nebula Perseus Cosmos Sirius
March14
2019
Galileo
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New Partnership with JellyvisionTaking decision support to the next level with ALEX | Available Q1 2019
Advanced, interactive decision support available to companies with 800+ employees
ALEX will guide employees right within the PlanSource benefits shopping experience
Consumers initiate ALEX from anywhere in the shopping process, and ALEX won’t ask redundant questions
Selections made with ALEX will be saved within PlanSource
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New HR ExperienceClean, modern and accessible user interface
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Design Objectives
Provide a mobile-friendly and accessible experience (web accessibility standard WCAG 2.0 AA)
Reduce customer effort for the most time-consuming activities for HR teams
~82% of admin time focuses on an employee &
completing tasks for an employee
Provide a consistent and expected experience aligned to our customer’s needs
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New HR ExperienceClean, modern and accessible user interface
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What will be new?
New dashboard
Revised organization and navigation
Search/find an employee
Redesigned employee profile
Consolidated benefit tasks
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New HR ExperienceClean, modern and accessible user interface
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What will be new?
New dashboard
Revised organization and navigation
Search/find an employee
Redesigned employee profile
Consolidated benefit tasks
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New HR ExperienceFeedback from Eclipse breakout sessions with 80+ attendees
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“This is awesome and why we signed with you guys! Thank you for all of this!!”
– Jennifer Lenhart, Relph Benefit Advisors
Overall Dashboard Employee Profile
“I loved the user interface. It is very easy
to use and understand.”
“I think that this dashboard gives me a clear overview of our
company.”
“Is it intuitive which actions you can perform on an
employee here.”
100% positive response 93% positive response 82% positive response
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New HR ExperienceClean, modern and accessible user interface
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How will it be rolled out?
Rollout elements of the enhanced features within the existing experience
Will be available in phases beginning in Q4 of this year and throughout 2019 (i.e. there will be no “switch”)
Clients can opt-in to specific features in beta as we roll it out for minimal disruption
Allows us to eliminate a “conversion” and deliver value and elicit feedback quickly
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New HR Experiencewww.plansource.com/newhrexperience
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Watch the Videos from Eclipse
Jellyvision Announcementwww.plansource.com/jv
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Wrap-Up:OE is coming!
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NEW Mobile-Responsive Employee
Experience585 customers have
made the switch, representing 355,259
employees
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Celebrate Open EnrollmentCheck out the online OE kit at
plansource.com/oekitWatch the recording of our webinar from August
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Employee Communications Packages*Pricing determined based on number of employees
Open Enrollment Digital Classic Integrated
Perfect for companies entering their annual OE period, this package communicates details around benefits and enrollment dates in a cost-effective way.
Perfect for companies who have paperless workflows and a workforce that wants digital and mobile-friendly features.
Great for companies who have employees who work remotely, don’t have a company-sponsored email and prefer traditional materials.
Harness the combined power of digital and print to build a communications strategy that suits your employees’ consumption habits.
• Digital guide book• Email campaign• Digital poster• Digital flyer• OE Video postcard
• Digital guide book• Email campaign• 3 Videos• Benefits website• Text messaging
• Printed guide book• Poster• Postcard• Flyer
• Printed and digital guide Book
• Postcard• Benefit website• 3 Videos• Text messaging
NEW!$3,800
Starting Price: $12,400+
Starting Price: $3,400+
Starting Price: $14,400+
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Eclipse 2019
Annual Benefits and HR ConferenceJuly 16 – 18, 2019
Super Early Bird Registration now open!
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Q&AApollo Release – September 13, 2018