atlas release - benefits administration technology & hr ... · employees can direct any...
TRANSCRIPT
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Atlas ReleaseJune 14, 2018
Will the webinar be recorded?
Yes!We will e-mail you a link. We will post the recording at www.plansource.com/releases.
Will we have access to slides?
Yes!We will e-mail you a link. We will post the PDF at www.plansource.com/releases.
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Type your question into the “Questions” panel
?How to Ask a Question
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Speakers
Jeana ParkerVice President
Strategic Initiatives
Don RenyerDirector, Emerging
Business Operations
Nancy SansomChief Commercial
Officer
Agenda
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PlanSource Benefits Updates
PlanSource HCM Updates
Developer Portal
Aflac Ease Program
Other Updates
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PlanSource Benefits Updates
Jeana Parker
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Employee Experience EnhancementsContinued investment in the consumer UI
The election page for Parking and Transit clearly
displays the Total Monthly
Contributions
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Employee Experience EnhancementsSupport for Stacked Coverages
Enrollment
Confirmation Statement
*Contact your PlanSource Account Manager or Services Team for information about supported Stacked Coverage options
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Coverage API for Survey Responses
Survey data fields were added to the existing
Coverage APIProviding access to this information allows an
authorized external system to access this information along
with the coverage details without the need for an
export or separate report
Cybersecurity requirements for financial services
companies
PlanSource is now fully compliant
NYDFS- 23 NYCRR 500
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Compliance UpdatesAffordable Care Act
Form Production Enhancement
HR Admins have control to manage
the pdf file size
This provides a more manageable
file size and reduces download
times
ACA Rule of Parity
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Available July 2018
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New Page Content Manager (In Beta)Beta available in Atlas for CoSourced partners and resellers
Refreshed UI
Easily toggle from editing to preview mode
New left panel navigation
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New Page Content Manager (In Beta)Simplified text editor – double-click to edit!
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New Page Content Manager (In Beta)Enhanced content block editor
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New Page Content Manager (In Beta)Plus drag-and-drop placement on the page
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New Page Content Manager DemoLet’s check it out
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PlanSource HCM Updates
3 new Quick Tours
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Available Now
1. Retroactive Job Changes
2. Correcting Job History Records
3. Processing Payrolls with Time Imports
Quick Tour: Short, detailed video instructions on how to use specific features in PlanSource HCM
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Users can send e-mail messages directly from HCM
Administrators and Managers can:
Receive Receipt Acknowledgments
Track Message Receipts
Create, Save, and Edit communication groups based on qualifier selections
HCM Community BroadcastAvailable Now
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This enhanced reporting experience offers HCM customers access to more robust features than ever before!
Pay Equity by Gender
Pre-Check PTO balances
Security Login Events
Robust system delivered reports (Examples include):
Cognos AnalyticsAvailable Now
HCM Reports - Exports
• Report AutomationBusiness Intelligence reports can be generated, downloaded, and sent automatically to third-party vendors
• SFTP TransferReports are sent securely via SFTP
• Third-party Vendor ConnectionsPerfect for providing payroll and/or demographic information to Performance or Learning Management Systems
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Available Now
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Multiple Pay Statements Download
•Switch to paperless checks and direct deposits
•Download multiple pay statements simultaneously
•Available for administrators, managers, and employees
•Filter statements by date range among other criteria
•Manage SSNs & language preferences prior to download
•Streamline processes and save time
Available June 2, 2018
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Developer Portal
Don Renyer
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PlanSource Developer PortalResource center for connecting to PlanSource
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Aflac EaseNancy Sansom
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Aflac and PlanSource PartnershipCombining PlanSource software and services with Aflac’s legendary products
Largest supplier of supplemental insurance products in the U.S. (40%+ market share)
Aflac’s brand recognition is 94%, ranking it among the most well-known companies in the world
The Aflac duck was created in 2000 and has become an international icon
In self-service enrollment, consumers know Aflac and how their products work
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What is Aflac Ease?An end-to-end voluntary benefits solution
PlanSource provides best-in-class software and services, and Aflac provides voluntary benefits that help protect
employees’ health, wealth and well-being.
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Whole Life
Accident Hospital Indemnity
Short Term Disability
Critical Illness
Aflac Ease Program – Available NowCombining PlanSource software and services with Aflac’s legendary products
Employee Contact Center
Employees can direct any questions or changes to
their Aflac benefits to PlanSource
FinancialCredits
Aflac also provides monetary credits, making
PlanSource even more affordable
Self-bill Generation
Aflac invoice will be auto-generated monthly within
PlanSource
Payment Simplification
Employers pay PlanSource and we pay
Aflac on their behalf
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New PlanSource Advantage PartnersTalk to your PlanSource sales rep to learn more
PlanSource Services Updates
PlanSource Premium – Benefits Outsourcing
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Reminder: Contracts must be signed by 06/30/18 for 01/01/2019 effective dates
PlanSource ben admin software (including ACA measurement and reporting)
Benefits Outsourcing System maintenance
New hire, life event, work status and EOI processing
Data exchange operations, discrepancies and auditing
Eligibility management and resolution
QMCSO Processing
Employee Contact Center
Billing Reconciliation and Payment
COBRA Administration
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Employee Contact Center Add-On ServiceCustom toll-free number for a branded employee experience
Password and Login Assistance
“How Do I”Questions
Phone-Based Enrollment
Advocacy and Claims Triage
Education and Guidance
How to Get in Touch
By Email
By Phone
By ChatLife EventChanges
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Employee Contact CentersRepresentatives receive formal training on your organization and benefits programs
HOURS 8AM ET to 11PM ET | Monday -Friday
• 100% of inbound and outbound calls are recorded
• Licensed agents available
• English and Spanish-speaking representatives
• Translation services offered for 180+ languages
Grand Rapids, MI
Salt Lake City, UTDuring the discovery phase, we will jointly develop a knowledgebase that captures the details of your benefits program, business rules and other guidelines for common inquiries and call routing to 3rd parties.
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Ongoing Investment – New NICE inContact SystemMaking it easier to provide the best benefits experience to employees and HR teams
Why NICE inContact
Rated by Magic Quadrant, is #1 in cloud customer experience, #1 in vision and #1 in their ability to execute
Best-in-class multi-channel routing for voice, chat and email
Also provides workforce optimization, analytics/reporting and quality management features
Full integration with Salesforce CRM
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Ongoing Investment – New NICE inContact SystemMaking it easier to provide the best benefits experience to employees and HR teams
How Customers Benefit
Automated routing to CSRs based on availability and skill set will improve service levels
Faster response times due to improved one-screen experience for CSRs
More robust reporting and analytics, with automated report delivery to clients
Automated post-call surveys
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Other Updates
Quarterly Releases
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Continuous Investment and Innovation | plansource.com/releases
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2018 Releases | Planned DowntimeOngoing investment and maintenance
Description Date Start Time End Time
Atlas Release 06/13/2018 (official release date 06/14/2018)
Midnight eastern (night of outage date) 8am eastern (next day)
PlanSource System Maintenance 06/16/2018 8am eastern 10am eastern
PlanSource System Maintenance 07/14/2018 8am eastern 2pm eastern
PlanSource System Maintenance 08/11/2018 8am eastern 10am eastern
Apollo Release 09/12/2018(official release date 9/13/2018)
Midnight eastern (night of outage date) 8am eastern (next day)
PlanSource System Maintenance 09/15/2018 8am eastern 10am eastern
Calypso Release 12/12/2018(official release date 12/13/2018)
Midnight eastern (night of outage date) 8am eastern (next day)
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2018 Releases | Planned DowntimeIn-system communications via GuideMe
d
California
July 30 – Aug 1, 2018
Annual Benefits and HR Conference
California
July 30 – Aug 1, 2018
Annual Benefits and HR Conference
Eclipse 2018 agenda now available at www.plansource.com/eclipse
Short, engaging sessions with multiple speakers and points of view
SHRM and HRCI continuing education credits for your clients
Register now as we are on track to sell out
Q&AAtlas Release – June 14, 2018