the employee roster
TRANSCRIPT
2014 SOBI Pharmaceuticals, Inc. Proprietary & Confidential. For Internal Use Only. 2014 SOBI Pharmaceuticals, Inc. Proprietary & Confidential. For Internal Use Only.
Lou-Ann Milton
Director
The Rev. Robert Griffith
Assistant Business Analyst
Integrated Benefits Account Management
and Sales (IBAMS)
September 10, 2014
The Employee Roster
Introducing the Employee Roster
Faster, Easier Employee Benefit
Data Management via Web Self-Service
Agenda
New way of managing employee benefits
Quick Tour
Details
• General Tips
• Confirm Employees
• Maintain Employees’ Information
• Add Employees
• Remove Employees
• Add “Officers”
Tips & Tools
Questions
4
New Way of Managing Employee Benefits
New Way of Managing Employee Benefits
Do more online
Updates and pension enrollments are quicker,
easier and more efficient
“Communicates” with MyCPG Accounts and with
MLPS in the future
Available anytime, anywhere
Reporting
6
What Will Stay the Same?
Clergy Information Request Form
Enrollments, changes or terminations for Group Medical, Dental,
Life and Disability
Employer Adoption Agreements
• RSVP
• Lay DC Plan
• Lay DB Plan
Pension Assessment Notices – Clergy Pension Plan and
Lay DB Plan
7
What Will Change?
Pension Enrollments
• Clergy Pension Plan
• RSVP
• Lay DC Plan
• Lay DB Plan
Pension Assessment Notices – Clergy Pension Plan and
Lay DB Plan
• Section 3 where you would:
– Report Changes in Compensation
– Report One-Time Payments
– Report End of Employment
• Now done electronically through ER!
8
What Will Change? (cont’d)
MLPS Future Enhancement
• Demographic data will “pull” from the Employee Roster
Reporting Changes (some examples):
• New Employment
• Employment Termination
– Terminates pension enrollment
– NOT Group medical, dental, group, life, or disability
• Compensation
– Annual
– One-time
– Unpaid leave of absence
• Contact Information
9
Forms: We Still Need to Receive!
Clergy Information Request Form
Employer Adoption Agreements
• RSVP
• Lay DC Plan
• Lay DB Plan
Forms Cleric or Lay Employee completes (some examples):
• Beneficiary designation or change
• Extension of Ministry
• Graduate Waiver
Group Medical, Dental, Life & Disability
• Although not sent to CPG, still follow the same process
10
Forms: We Don’t Need Anymore!
Section 3 of the Pension Assessment Notices
• Clergy Pension Plan and Lay DB Plan
New Assignment Notice
Report of Change in a Cleric’s Compensation
Participant Change Form
Employee Application for Membership
• Lay DB Plan
• Lay DC Plan
• RSVP
Keep on file for your records!
11
Quick Tour
Sign In
14
Tasks
15
Institution
16
D D
Institution
17
CPG
People — Employees
18
People — Officers
19
People — Non-Employee Leaders
20
Submitted Requests
21
Reports
22
Details
General Tips
Calendar fields: select the year first, then month and then day
Required information is indicated by an asterisk ( )
Blue circle icons ( ) indicate helpful information
Warning messages
24
* i
Confirm Employees
25
Confirm Employees
2
6
Maintaining Employee Information
Maintaining Employee’s Information
28
Edit Employee
29
Employment
30
Benefits
31
Compensation — Scheduled Payments
32
Compensation — Scheduled Payments
33
Compensation — Scheduled Payments
34
Compensation — One Time Payment
35
Compensation — One Time Payment
36
Compensation — One Time Payment
37
Enrollment
38
Adding an Employee
Adding an Employee
40
Adding an Employee
41
Adding an Employee — Existing Relationship
42
Adding an Employee — No Existing Relationship
43
Adding an Employee — No Existing Relationship
44
Removing an Employee
Removing an Employee…
46
Removing an Employee
47
Adding Officers
Types of Users
49
WITH a CPG
Web Account
WITHOUT a CPG
Web Account
Sponsored
User
Adding “Officers”
50
Adding “Officers”
51
Adding “Officers”
52
Tip and Tools
ER Tips and Tools
ARC (Administrators’ Resource Center)
• https://www.cpg.org/arc
Once Logged In (behind the password)
• Video Tutorials
• ER Guide
• Checklist
Technical Support Team
• (855) 594-2201
Client Engagement Administrator Line
• (855) 215-5990
54
Summary
Introduced CPG’s New Employee Benefit Management Tool –
Employee Roster
• Web-based, online, direct access to CPG systems
• Many paper forms no longer need to be sent to CPG
Reviewed the functionality
• User friendly
• Easy to navigate
Explained how to assign leaders to use the Employee Roster
• Senior and administrative officers
Described resources to learn more – Tips & Tools
• Video Tutorials
• ER Guide
• Technical phone support
55
Thank You & Questions