hroffice user conference 2005 manage your next open enrollment online! dwight matheny vp of...
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![Page 1: HROFFICE USER CONFERENCE 2005 Manage your next open enrollment ONLINE! Dwight Matheny VP of Development Ascentis Corporation](https://reader038.vdocuments.us/reader038/viewer/2022110100/56649de65503460f94ade6a5/html5/thumbnails/1.jpg)
HROFFICE USER CONFERENCE 2005
Manage your next open enrollment ONLINE!
Dwight MathenyVP of Development
Ascentis Corporation
![Page 2: HROFFICE USER CONFERENCE 2005 Manage your next open enrollment ONLINE! Dwight Matheny VP of Development Ascentis Corporation](https://reader038.vdocuments.us/reader038/viewer/2022110100/56649de65503460f94ade6a5/html5/thumbnails/2.jpg)
HROFFICE USER CONFERENCE 2005
![Page 3: HROFFICE USER CONFERENCE 2005 Manage your next open enrollment ONLINE! Dwight Matheny VP of Development Ascentis Corporation](https://reader038.vdocuments.us/reader038/viewer/2022110100/56649de65503460f94ade6a5/html5/thumbnails/3.jpg)
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
![Page 4: HROFFICE USER CONFERENCE 2005 Manage your next open enrollment ONLINE! Dwight Matheny VP of Development Ascentis Corporation](https://reader038.vdocuments.us/reader038/viewer/2022110100/56649de65503460f94ade6a5/html5/thumbnails/4.jpg)
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
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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
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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
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HROFFICE USER CONFERENCE 2005
Enrollment with HROffice Self-Service
• How do you setup Plan Comparisons?
• Let’s do it
![Page 8: HROFFICE USER CONFERENCE 2005 Manage your next open enrollment ONLINE! Dwight Matheny VP of Development Ascentis Corporation](https://reader038.vdocuments.us/reader038/viewer/2022110100/56649de65503460f94ade6a5/html5/thumbnails/8.jpg)
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
![Page 9: HROFFICE USER CONFERENCE 2005 Manage your next open enrollment ONLINE! Dwight Matheny VP of Development Ascentis Corporation](https://reader038.vdocuments.us/reader038/viewer/2022110100/56649de65503460f94ade6a5/html5/thumbnails/9.jpg)
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
![Page 10: HROFFICE USER CONFERENCE 2005 Manage your next open enrollment ONLINE! Dwight Matheny VP of Development Ascentis Corporation](https://reader038.vdocuments.us/reader038/viewer/2022110100/56649de65503460f94ade6a5/html5/thumbnails/10.jpg)
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
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HROFFICE USER CONFERENCE 2005
Full status reporting
• What’s one of the toughest parts of Open Enrollment? Getting employees to do it!
• Demonstration
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HROFFICE USER CONFERENCE 2005
Email Reminders
• Using the Employee Correspondence Wizard to remind (harass) employees to finish their Open Enrollment
• Demonstration
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HROFFICE USER CONFERENCE 2005
Approvals
• Best time to approve is after the Open Enrollment effective date
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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!
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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
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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
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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
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HROFFICE USER CONFERENCE 2005
Payroll Connect: the last mile
• Payroll Connect will transfer the new benefit deductions to your payroll system
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HROFFICE USER CONFERENCE 2005
Conclusion
• Manage your next Open Enrollment online!
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HROFFICE USER CONFERENCE 2005
Thanks for attending!