1 copyright 2015 adp, llc technical assistance if you encounter problems during this live meeting,...
DESCRIPTION
3 Copyright © 2015 ADP, LLC W026_PPT_WFN80V01_0315 Benefits Setup for ADP Workforce NowTRANSCRIPT
![Page 1: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/1.jpg)
1Copyright © 2015 ADP, LLC
Technical Assistance If you encounter problems during this Live Meeting, call Microsoft® Office
Live Meeting support at 1-866-493-2825. If you are unable to join the audio conference, call Level 3
Communications Ready-Access® audio conferencing at 1-800-788-6092. To minimize background noise, use your phone’s mute function or on
your phone’s keypad, press:– *6 to mute the line– *7 to unmute the line
State your name before speaking. Do not place your phone on hold.
For audio, call 1-800-377-0237.Access code:
Welcome to Benefits Setup for ADP Workforce Now
W026_PPT_WFN80V01_0315
![Page 2: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/2.jpg)
W026_PPT_WFN80V01_0315
PLEASE BE ADVISED THATTHIS MEETING WILL BE RECORDED.
Benefits Setup for ADP Workforce Now
Welcometo...
![Page 3: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/3.jpg)
3Copyright © 2015 ADP, LLC W026_PPT_WFN80V01_0315
Benefits Setup for ADP Workforce Now
Welcometo...
![Page 4: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/4.jpg)
4Copyright © 2015 ADP, LLC
Norms
Minimize distractions. Return promptly from breaks. Participate. Ask any question that comes to mind. Make mistakes. This is a safe environment. Put your phone on mute during the presentation.
– Press *6 to mute.– Press *7 to unmute.
Do not place your phone on hold.
![Page 5: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/5.jpg)
5Copyright © 2015 ADP, LLC
Course Purpose
This course prepares you to set up benefit plans in ADP Workforce Now.
![Page 6: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/6.jpg)
6Copyright © 2015 ADP, LLC
Course Agenda
Getting Started Setting Up ADP Workforce Now Benefits Setting Up Benefit Plans Setting Up Enrollment Dependencies Editing Benefit Plans Terminating Benefit Plans Maintaining Benefit Plans
![Page 7: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/7.jpg)
7Copyright © 2015 ADP, LLC
Getting Started
OverviewSetting up and editing benefit plans in ADP Workforce Now requires the following: Analysis of the benefit plans that your company offers Understanding the benefit plan types and subtypes in
ADP Workforce Now Knowledge of your company’s benefits eligibility rules
and the ability to relate them to the eligibility criteria in ADP Workforce Now
Working closely with your implementation consultant (or ADP representative, if appropriate)
![Page 8: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/8.jpg)
8Copyright © 2015 ADP, LLC
Guidelines
During benefit plan analysis, consider the following for each plan: What benefit plans does your company offer? What are the eligibility criteria for each plan? When are employees eligible for each plan? When can employees first enroll in each plan? What is your company's plan year? When does coverage cease after loss of eligibility? What are the coverage levels and costs associated with each
plan? Who bears the cost associated with each plan? What earnings types count toward the salary upon which
benefits levels are based? Is eligibility for one plan dependent upon enrollment in one or
more other plans?
![Page 9: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/9.jpg)
9Copyright © 2015 ADP, LLC
Guidelines (Continued)
Are benefits coverage levels in one plan dependent upon benefits coverage levels in another plan?
How frequently does your company take deductions from employees’ pay?
What other policies, practices, or needs apply? Does your company have any exceptions or unique
provisions that apply to one or just a few employees? Do sales taxes apply? Is the benefit taxable or nontaxable?
![Page 10: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/10.jpg)
10Copyright © 2015 ADP, LLC
Plan Types and Subtypes
Plan Type SubtypesHealth and Welfare
Dental Medical Prescription
Vision Custom
Insurance AD&D Dependent Life Basic Life Spouse AD&D
Spouse Life Long-Term Disability Short-Term Disability Custom
Flexible Spending Account
Health Spending Account
Custom
Retirement and Savings
Group RRSP Group Pension
Custom
Custom Custom
![Page 11: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/11.jpg)
11Copyright © 2015 ADP, LLC
Define Eligibility Criteria
Component DescriptionBusiness units Organizational entities representing the highest level
in the organization Locations Buildings, sites, addresses, localities, areas, or
regionsEligibility classes
Employee groups sharing a common characteristic or attribute applied to benefits eligibility
Note: You can apply one or more, or none of these eligibility criteria.
![Page 12: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/12.jpg)
12Copyright © 2015 ADP, LLC
What Is a Plan Class?
Defines rules for eligible subsets of your employee population Eliminates the need to set up multiple instances of a single
plan to accommodate differences in costs, rate calculations, waiting periods, termination rules, maximum contributions, and so on
![Page 13: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/13.jpg)
13Copyright © 2015 ADP, LLC
Example: Plan Class Defined by Eligibility Class
![Page 14: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/14.jpg)
14Copyright © 2015 ADP, LLC
Example: Plan Class Defined by Location
![Page 15: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/15.jpg)
15Copyright © 2015 ADP, LLC
Poll: Scenario 1
Your basic life insurance plan offers the following benefit amounts to the employees indicated: Executives: 2 times salary Hourly full-time: 1.5 times salary Salaried: 1.5 times salary Hourly part-time: 1 times salaryHow many plan classes do you need for this plan?a. 1b. 2c. 3d. 4
![Page 16: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/16.jpg)
16Copyright © 2015 ADP, LLC
Poll: Scenario 2
You offer the same medical plan to your hourly part-time, hourly full-time, salaried, and executive employees. The following waiting period eligibility rules apply: Hourly part-time: eligible upon completion of 2 months of
service Hourly full-time, salaried, and executives: eligible upon hire
How many plan classes do you need for this plan?a. 1b. 2c. 3d. 4
![Page 17: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/17.jpg)
17Copyright © 2015 ADP, LLC
The ADP Workforce Now Benefits Setup Process
Stage Description
Preliminary setup Define validation tables. Add benefit providers. Define rate structures. Identify plan subtypes that employees can
waive. Complete the Benefits Settings page:
General Settings Employee Content Rights (for Employee
Self Service)
Plan setup Set up your company’s benefit plans.
Final setup Create enrollment dependencies. Define automatic enrollment settings (for health
plans).
![Page 18: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/18.jpg)
18Copyright © 2015 ADP, LLC
What Are the Benefits Validation Tables?
Validation tables store values that you need to set up benefit plans or enroll employees. Benefits-related validation tables include: Benefits Earnings Broker Comparison Fields Eligibility Class Enrollment Reasons Plan Sub Type Waive Reasons
![Page 19: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/19.jpg)
Activity: Adding an Eligibility Class
Copyright © 2012–2014 ADP, Inc. 19
![Page 20: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/20.jpg)
20Copyright © 2015 ADP, LLC
Adding Benefit Providers
Associate a provider with every plan. Set up new benefit providers before you create or update your
benefit plans.
![Page 21: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/21.jpg)
21Copyright © 2015 ADP, LLC
Explore: The Add – Benefit Provider Page
![Page 22: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/22.jpg)
2222 Copyright © 2013 ADP, Inc.
Activity: Adding a Benefit Provider
Copyright © 2012–2014 ADP, Inc. 22
![Page 23: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/23.jpg)
23Copyright © 2015 ADP, LLC
What Is a Rate Structure?
Allows you to define plan rates on the following bases: Coverage tiers Salary tiers Characteristics
–Age–Gender–Tobacco use
![Page 24: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/24.jpg)
24Copyright © 2015 ADP, LLC
Example
Note: You set the actual rate amounts during plan setup. This allows you to use the same rate structure in multiple plans.
![Page 25: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/25.jpg)
25Copyright © 2015 ADP, LLC
Explore: The Add Rate Structure Page
![Page 26: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/26.jpg)
26Copyright © 2015 ADP, LLC
What Are Age Progression Rules?
![Page 27: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/27.jpg)
27Copyright © 2015 ADP, LLC
The Benefits Settings Page
![Page 28: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/28.jpg)
28Copyright © 2015 ADP, LLC
The Benefits Settings Page (Continued)
![Page 29: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/29.jpg)
29Copyright © 2015 ADP, LLC
Explore: The Benefit Plans Page
![Page 30: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/30.jpg)
30Copyright © 2015 ADP, LLC
Explore: The Add Benefit Plan Page
![Page 31: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/31.jpg)
31Copyright © 2015 ADP, LLC
What Is Deduction Mapping?
Associate payroll deduction codes to benefit plans so that you can do the following: Send employee deduction amounts. Track employer costs.
![Page 32: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/32.jpg)
32Copyright © 2015 ADP, LLC
Mapping Rules
The Employee Deductions section allows only Earnings (EN) codes
The Employer Deductions section allows both Earnings (EN) and Deductions (DN) codes
The Taxable Benefits section allows only EN codes
All codes must be unique, for example, there cannot be two EN10 codes. There can be an EN10 and a DN10 code though.
If you have a deduction or earning code where there is a limit on the deduction or earning, define these codes as follows: Deduction codes show as DA on mainframe Earnings codes show as EA on mainframe
![Page 33: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/33.jpg)
Activity: Setting Up a Medical Plan
Copyright © 2012–2014 ADP, Inc. 33
![Page 34: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/34.jpg)
Activity: Adding a New Plan Class
34Copyright © 2012–2014 ADP, Inc.
![Page 35: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/35.jpg)
35Copyright © 2015 ADP, LLC
Valid Waiting Period Values
Period WaitFirst of the month after X months of employment 0–1 monthFirst of the month after X day(s) of employment 0–59 days
X days following date of hire 0–90 days
X months following date of hire 0–2 months
![Page 36: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/36.jpg)
36Copyright © 2015 ADP, LLC
Life Plan Features
A benefit amount based on a multiple of an employee’s earnings or a flat dollar amount
Benefit-level or flat-dollar-based premiums Guarantee issue provisions Evidence of insurability Rate structures Age reduction formulas Optional Plan Rates (Buy-up options) Coverage dependencies
![Page 37: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/37.jpg)
37 Copyright © 2013 ADP, Inc.
Activity: Adding a Life Insurance Plan
Copyright © 2012–2014 ADP, Inc. 37
![Page 38: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/38.jpg)
38Copyright © 2015 ADP, LLC
HSA Features
Employer contribution amounts Different cost periods
![Page 39: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/39.jpg)
39Copyright © 2015 ADP, LLC
Explore: The Plan Class Details Page
![Page 40: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/40.jpg)
40Copyright © 2015 ADP, LLC
Explore: The Define Contributions Page
On this page, you define the following Employer contribution:
![Page 41: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/41.jpg)
Breakout Rooms
41Copyright © 2012–2014 ADP, Inc.
![Page 42: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/42.jpg)
42Copyright © 2015 ADP, LLC
In Your Breakout Room
1. Click your microphone to see the green arrow. à2. Select Tools > Host Application > Select Host
and then select the remote host assigned to your room.3. Complete the practice.4. Contact the instructor
through Text Chat ifyou have a question orwhen you are finished.
![Page 43: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/43.jpg)
43Copyright © 2015 ADP, LLC
Practice Login Information
Participant Name
User Name
Company Identifier Password
![Page 44: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/44.jpg)
44Copyright © 2015 ADP, LLC
While You Were Out
Participants are currently working independently on a practice exercise.
If you were not in class when we began the exercise, send a Text Chat to the instructor.
Do not close the browser window until you have completed the exercise.
![Page 45: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/45.jpg)
45 Copyright © 2013 ADP, Inc.
Activty: Adding a Health Spending Account
Copyright © 2012–2014 ADP, Inc. 45
![Page 46: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/46.jpg)
46
Debrief
Copyright © 20XX–2014 ADP, Inc.
![Page 47: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/47.jpg)
47Copyright © 2015 ADP, LLC
Disability Plan Features
Benefit duration and elimination period Benefit amount as a percentage of earnings, to a maximum
dollar amount Rates as a flat dollar amount or variable Employer costs as a flat dollar amount or a percentage of
monthly premium Optional Plan Rates (Buy-up options) Rate structures
![Page 48: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/48.jpg)
48Copyright © 2015 ADP, LLC
Explore: The Plan Benefit Page
![Page 49: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/49.jpg)
49Copyright © 2015 ADP, LLC
Retirement and Savings Plan Features
Allow beneficiaries Automatically enroll employees Display a warning when employees enter a contribution
amount that exceeds a defined amount Employer contributions in a dollar amount, a percentage
amount, or both Employer can match a percentage of employees’ applicable
earnings or employee contribution amount
![Page 50: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/50.jpg)
50Copyright © 2015 ADP, LLC
Explore: The Define Contributions Page
![Page 51: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/51.jpg)
51Copyright © 2015 ADP, LLC
Custom Plan Features
Choose the method by which to define the rates:– At the enrollment level– Using a rate structure– Using coverage levels
Include the following attributes: – Allow beneficiaries.– Allow spouse/partner and dependent enrollment.– Set child eligibility age limits.– Require evidence of insurability.– Automatically enroll employees in the plan.– Define employee costs as a % of cost or a dollar amount.– Flag a benefit as taxable.– Calculate sales tax if applicable.
![Page 52: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/52.jpg)
52Copyright © 2015 ADP, LLC
Explore: The Add Plan Class Window
![Page 53: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/53.jpg)
53Copyright © 2015 ADP, LLC
Explore: The Plan Class Details Page
![Page 54: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/54.jpg)
54Copyright © 2015 ADP, LLC
Explore: The Plan Class Details Page (continued)
![Page 55: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/55.jpg)
55Copyright © 2015 ADP, LLC
Explore: The Add – Enrollment Dependencies Page
![Page 56: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/56.jpg)
56
Activity: Setting Up Enrollment Dependencies
Copyright © 2012–2014 ADP, Inc. 56
![Page 57: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/57.jpg)
57Copyright © 2015 ADP, LLC
Editing Benefit Plans
Overview Use the correct effective date. Make edits on a plan-class-by-plan-class basis.
The Edit feature allows you to do the following: Create additional plan classes. Terminate an existing plan class. Reactivate a terminated plan class.
![Page 58: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/58.jpg)
58
Activity: Editing a Benefit Plan
Copyright © 2012–2014 ADP, Inc. 58
![Page 59: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/59.jpg)
59Copyright © 2015 ADP, LLC
Terminating Benefit Plans and Plan Classes
Guidelines When you terminate a plan or plan class, ADP Workforce Now
does the following:– Keeps historical data– Allows you to reactivate them– Does not restore employee enrollments
When you delete a plan or plan class, ADP Workforce Now does the following:– Removes all plan-related enrollment data– Does not allow you to reactivate
Note: You can delete a plan class only if no employees are enrolled in it.
![Page 60: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/60.jpg)
60
Activity: Terminating a Benefit Plan
Copyright © 2012–2014 ADP, Inc. 60
![Page 61: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/61.jpg)
61Copyright © 2015 ADP, LLC
Maintaining Benefit Plans
The following slides summarize when you need to contact ADP to communicate changes to Benefit Plans
![Page 62: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/62.jpg)
62Copyright © 2015 ADP, LLC
When to Notify ADP—Benefit Changes
To facilitate changes to the information sent to your carriers, contact the ADP Service team whenever you plan to do the following:
Change your corporate structure. Modify eligibility rules. Change a provider. Add a plan. Terminate a plan. Terminate or delete a plan class.
![Page 63: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/63.jpg)
63Copyright © 2015 ADP, LLC
When to Notify ADP—Payroll Changes
Contact the ADP Service team whenever you plan to modify your setup, such as the following: Change deduction calculations. Change deduction frequency. Change the post-tax payroll deduction amount for domestic
partner enrollment (if applicable). Set up HSA goals. Set up pretax deductions. Terminate or delete plan classes.
![Page 64: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/64.jpg)
64
Knowledge Check
Copyright © 2012–2014 ADP, Inc. 64
![Page 65: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/65.jpg)
65Copyright © 2014 ADP, Inc.
Course ObjectivesNow that you have completed this course, you are prepared to do the following: Identify considerations for defining benefit plans Prepare to set up benefit plans Set up benefit plans Set up enrollment dependencies Edit benefit plans Terminate benefit plans
Course Closing
![Page 66: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/66.jpg)
66Copyright © 2015 ADP, LLC
Support after Class
OverviewVarious options are available for training the users in your organization:
ADP Workforce Now Support Centre ADP Client Service Centre
Learning bytes The Bridge
Online Help
![Page 67: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/67.jpg)
67Copyright © 2015 ADP, LLC
www.adp.com/mobilesolutions/
![Page 68: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/68.jpg)
68
Thank you!
68
It was my pleasure to work with you today!
Class name:Name and title:Email address:
Copyright © 2012–2014 ADP, Inc.
![Page 69: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/69.jpg)
69
What Questions Do You Have?
69Copyright © 2012–2014 ADP, Inc.
![Page 70: 1 Copyright 2015 ADP, LLC Technical Assistance If you encounter problems during this Live Meeting, call Microsoft Office Live Meeting support at](https://reader036.vdocuments.site/reader036/viewer/2022062311/5a4d1bb87f8b9ab0599cf8d1/html5/thumbnails/70.jpg)
70Copyright © 2015 ADP, LLC
Training Evaluation