MICHIGAN CATHOLICCONFERENCE

BOOKKEEPER SELF SERVICETRAINING

USER GUIDE

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

LOGIN SCREEN

Assigned Username

Assigned Temporary Password

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

HOME SCREEN

Instant Access to:

Ø Employee Information

Ø Billing Information

Ø Contacts Ø ResourcesØ FormsØ InvoicesØ Reports

EMPLOYEE SEARCH

Search Here

Ø Search byØ Last NameØ First NameØ Social Security #

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

BASIC AND DEPENDENT INFO

Verify Information

v Any corrections must be made through payroll provider.

CONTACT INFORMATION

Verify Information

v Any corrections must be made through payroll provider.

EMPLOYEE COMMUNICATIONS

Access Benefit Confirmation Statements

EMPLOYMENT

Verify Employment Information

Verify Salary Information

BENEFITS

View Benefit Elections

BILLING SCREEN

Ø View current and past invoices

Ø View payment details

INVOICE HOME

Access Invoices

INVOICING

Access Invoices

v To report invoice issues, call 800.395.5565 or email the Benefits Team at benefits@micatholic.org

PAYMENTS

Find Payments

Find Payment Details

CONTACTS AND RESOURCES SCREENu Convenient contact information for MCC’s Benefits Team

Convenient E-mail Link

FORMS AND REPORTS SCREEN

Audits and Reports

Benefit Confirmations

HR UNIT AUDIT REPORT

Ø Run report at any timeØ Manipulate data for financial reporting

MEDICAL DEPENDENT COVERAGE REPORT

Ø ACA ReportingØ Dependent Audit

UNIT PROPERTY AND VEHICLE LISTING

BENEFIT CONFIRMATION STATEMENT

Notification of adds/deletes