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MICHIGAN CATHOLICCONFERENCE
BOOKKEEPER SELF SERVICETRAINING
USER GUIDE
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BOOKKEEPER SELF SERVICE (BSS)
Ø Developed to assist bookkeepers with MCC benefits and invoicing
Ø Bookkeepers view:
Ø Invoicing
Ø Employee Information
Ø Reports, Benefit Confirmations, and More
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LOGIN SCREEN
Assigned Username
Assigned Temporary Password
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ONCE IN, CHANGE PASSWORD
Reset password
Ø 6 – 24 alphanumeric characters
Ø At least one uppercase letter
Ø At least one number
Need to change password
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HOME SCREEN
Instant Access to:
Ø Employee Information
Ø Billing Information
Ø Contacts Ø ResourcesØ FormsØ InvoicesØ Reports
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EMPLOYEE SEARCH
Search Here
Ø Search byØ Last NameØ First NameØ Social Security #
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ACCESSING A PARTICIPANT
Ø Direct access to employee information
Ø Verify employee information:
Ø Demographic information
Ø Dependent information
Ø Employment information
Ø Verify benefit information
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BASIC AND DEPENDENT INFO
Verify Information
v Any corrections must be made through payroll provider.
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CONTACT INFORMATION
Verify Information
v Any corrections must be made through payroll provider.
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EMPLOYEE COMMUNICATIONS
Access Benefit Confirmation Statements
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EMPLOYMENT
Verify Employment Information
Verify Salary Information
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BENEFITS
View Benefit Elections
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BILLING SCREEN
Ø View current and past invoices
Ø View payment details
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INVOICE HOME
Access Invoices
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INVOICING
Access Invoices
v To report invoice issues, call 800.395.5565 or email the Benefits Team at [email protected]
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PAYMENTS
Find Payments
Find Payment Details
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CONTACTS AND RESOURCES SCREENu Convenient contact information for MCC’s Benefits Team
Convenient E-mail Link
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FORMS AND REPORTS SCREEN
Audits and Reports
Benefit Confirmations
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HR UNIT AUDIT REPORT
Ø Run report at any timeØ Manipulate data for financial reporting
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MEDICAL DEPENDENT COVERAGE REPORT
Ø ACA ReportingØ Dependent Audit
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UNIT PROPERTY AND VEHICLE LISTING
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BENEFIT CONFIRMATION STATEMENT
Notification of adds/deletes