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TRANSCRIPT
MMA MARKETLINKSM
ADMINISTRATION GUIDE UPDATED OCTOBER 2017
MMA MARKETLINK ADMIN USER GUIDE
MARSH & McLENNAN AGENCY, LLC i
TABLE OF CONTENTS 1. Introduction .......................................................................................................................... 1
Who should read this document? ......................................................................................... 1
• How should I use this document? ................................................................................... 1
• What if I need help? ........................................................................................................ 1
2. System Access ..................................................................................................................... 2
Log-In ................................................................................................................................... 2
• Main Page ...................................................................................................................... 2
• Updating Username/Profile ............................................................................................. 3
• Forgot Password ............................................................................................................ 3
• Change Password .......................................................................................................... 4
3. Employee Management ....................................................................................................... 5
Find and Manage Employees ............................................................................................... 5
• Add New Hire ................................................................................................................. 6
• Add Enrolled ................................................................................................................... 6
• EOI Processing .............................................................................................................. 6
• Life Event Processing…………………………………………………………………………...8
• New Hire Processing/Tracking………………………………………………………………..11
• Enrollment Passwords…………………………………………………………………………16
• Edit Employee…………………………………………………………………………………..17
• Edit Dependents………………………………………………………………………………..17
• Employee Status………………………………………………………………………………..18
• Change Password……………………………………………………………………………...26
• Unlock Account…………………………………………………………………………………29
• Recalculate Costs………………………………………………………………………………29
• Auto/Default Benefit Processing………………………………………………………………32
• Eligible Populations…………………………………………………………………………….32
• Confirmation History……………………………………………………………………………33
• Billing History……………………………………………………………………………………34
• New Hire Enrollment / Open Enrollment (By Administrator)……………………………….36
• Life Events………………………………………………………………………………………36
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• Audit……………………………………………………………………………………………..39
• Notes…………………………………………………………………………………………….40
Employee Enrollment………………………………………………………………………………41
• Enrollment Summary…………………………………………………………………………..41
• Benefit Enrollment Process - New Hire……………………………………………………...42
• New Hire View………………………………………………………………………………….42
• Employee Active View…………………………………………………………………………43
• My Benefits Summary………………………………………………………………………….43
• My Profile………………………………………………………………………………………..44
• Add a Life Event………………………………………………………………………………..44
• Update My Beneficiaries………………………………………………………………………45
Reporting Capabilities……………………………………………………………………………...46
• Save a Report…………………………………………………………………………………..47
• Run in Background……………………………………………………………………………..48
• Schedule Report………………………………………………………………………………..48
• My Reports………………………………………………………………………………………49
• Schedules Reports Summary…………………………………………………………………49
Data Import…………………………………………………………………………………………..50
• Formatting……………………………………………………………………………………….50
• Employee Data………………………………………………………………………………….50
• New Employee Worksheet…………………………………………………………………….50
• Employee Update Worksheet…………………………………………………………………53
• Dependent Data ............................................................................................................55
• Coverage Data ..............................................................................................................56
• Beneficiary Data………………………………………………………………………………..57
• Import History…………………………………………………………………………………..58
• Export History…………………………………………………………………………………..58
Tickets………………………………………………………………………………………………..59
• Ticket Summary………………………………………………………………………………...59
• Ticket Details……………………………………………………………………………………59
• Edit Ticket……………………………………………………………………………………….60
• New Ticket………………………………………………………………………………………60
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• Ticket Report……………………………………………………………………………………61
Premium Billing……………………………………………………………………………………..62
• View Monthly Billing……………………………………………………………………………63
• Edit Premium Billing…………………………………………………………………………...64
• Create a Manual Adjustment………………………………………………………………….65
• Post Billing………………………………………………………………………………………66
• Carrier Remittance Summaries……………………………………………………………….67
System Management……………………………………………………………………………….67
• Administrators…………………………………………………………………………………..67
• Notifications……………………………………………………………………………………..68
• Batch Processes………………………………………………………………………………..70
• Update Logo File……………………………………………………………………………….73
• Auto/Default Benefit Processing………………………………………………………………75
Appendix I: Report Guide…………………………………………………………………………..77
• Introduction...……………………………………………………………………………………77
• How to Create Reports………………………………………………………………………...77
• Available Reports……………………………………………………………………………….78
MMA MARKETLINK ADMIN USER GUIDE
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1. Introduction
Who should read this document?
If you are responsible for keeping employee benefits up-to-date with the insurance company,
COBRA administrators, payroll, or other providers of services for your organization, this
document is for you.
How should I use this document?
This document is organized by task. Open the bookmarks for this document. Look for the task
you need to complete, go to that section and follow the instructions.
What if I need help?
Please contact your MMA representative.
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2. System Access
Log-In Open your web browser
Enter the URL that was assigned for your system access:
https://www.mybenefitsservicecenter.com/logon
A login page will appear.
Type in your Username and Password, then click the Login button or press enter on your
keyboard.
Main Page
• You should see a screen that looks similar to the screen shot below.
• You should see your company name in the upper left hand corner of the page.
• This is your home page; you can conduct all transactions from here.
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Updating Username/Profile
• Click on the My Account link under your username.
• You can update your user information and change your username.
Forgot Password
1. Click the “Forgot your password?” link on the login page.
2. Enter your Username OR email address. If you enter your Username, it will send an email
with a temporary password to the email address on file.
3. If you enter your email address, you will be sent an email with the Username and temporary
password. With this email you will be able to log on.
4. If you do not have an email address on file, please contact your Broker or Account Manager
for assistance.
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Change Password
• Click on System.
• Then, select Administrators from the Left hand navigation panel.
• Select your username by clicking on it.
• Click on the “Reset Password” button, at the bottom of the screen. The system will reset the
password and send a new one to the email address on file. This is a temporary password
that you can change the next time you log in.
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3. Employee Management
Find and Manage Employees • On the Home page, click “Employees” found in the top center content block.
• Enter the employee’s last name (or first few letters) or alternate criteria in the search screen.
• Hit enter or click the “Search” button.
• If this is the only employee with the criteria you entered you will be taken directly to the
employee confirmation page.
• If there is more than one employee with the criteria you entered simply click on the
employee name to view the current confirmation page.
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Add New Hire
Please Note: New Hires are only to be entered (either manually or via data import) if the client is
NOT utilizing an automated census file.
The Social Security Number is MarketLink’s unique identifier. If this number needs to be
corrected (whether manual or automated entry), please coordinate with your MarketLink team.
(Just sending a new SSN, will create a new employee profile.) *Coordination also needs to be
done with the carriers for employee & dependent census changes.
On the Home page, click “Add New Hire” found in the top center content block titled Employees.
Fill out the form for a new employee.
Click “Save”
The employee information is now in the system.
The employee can conduct their own enrollment by logging in to the system with the username
and Password you created. (MarketLink 1.0 Only)
The employee can conduct their own enrollment by logging in to the system with the Username
and Password generated by the system. (Usernames may be customized by the employer, but
passwords will always be the default. For MarketLink 2.0 Only)
Add Enrolled
Once you have clicked on Add New Hire, you will find the Add Enrolled link that will take you to
the same demographic page as Add New Hire; however, when you click save on this page, you
will then immediately be guided through the enrollment process for this employee. You will be
required to enter the coverage effective date for each benefit.
EOI Processing
If an employee has pended life insurance; submitted proper Evidence of Insurability; and been
approved by the Insurance Provider you will need to update the system to reflect the correct
approved amount. Follow these simple instructions:
• On the Home page, click on “Open EOI” found in the top left content block titled Things that
need your attention.
• The following Table will appear:
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• Search for the employee using the search feature on this page.
• Click on the employee name to display the details for that employee.
• If the benefit pending does not have a volume, then one will not be displayed. You will need
to enter the effective date only.
• If the benefit pending is a volume based benefit, then the volume will be displayed and you
can edit the amount to approve only a partial amount if required. Note: When you change
the amount the ‘Approve’ button will change to ‘Approve Partial’.
• If the Insurance provider has denied the coverage use the Deny button. When denying
coverage, entry of an effective date is not necessary.
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Life Event Processing
Many Life Events require an approval process. The purpose of the approval process is to move
the changes made during the event from a pended status to an approved status. Changes
made via a Life Event that have not been approved remain in a pended status and will not be
sent to carriers or considered in reports and billing until the approval process is complete.
• On the Home page, click on “Open Life Events” in the top left hand content block titled Things that need your attention.
• You may click to select the employee you need to process or you can use the search
features at the top of the Life Event Processing page.
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• After selecting the employee you wish to process, the Life Event Details for this employee
will appear in the box below.
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• You can review the before and after columns to identify what was changed during this life
event. Review the changes to ensure that they are allowed changes for the life event type.
• To approve the entire event and accept all changes make sure the pull down next to each
change is set to allow and click on the accept button at the bottom of the screen.
• If you wish to reject or disallow the entire event you need only click on the Reject All button.
• If the Life Event has multiple changes you can chose to allow some changes and disallow
others. To do so set the Allow/Disallow flags next to each of the changes and then click on
the accept button at the bottom of the page.
• If you need to make additional changes to the employee’s benefits you will need to search
for the employee at the Employee Management content block. Once you have located the
employee you will be given the option to “Edit Open Life Event”.
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New Hire Processing/Tracking
New Hire Processing makes it possible to configure and schedule a New Hire Enrollment event.
Based on the event configuration and schedule, the system will automatically generate a list of
subscribers and provide the administrator with the appropriate available actions.
Configure New Hire Enrollment Event
A New Hire Enrollment Event will identify any employees eligible for new hire enrollment a set
number of days prior to the enrollment window beginning.
To Configure a New Hire Enrollment Event:
• On the Home page, click “New Hire Tracking” in the top left hand content block titled Things
that need your attention.
• Click Scheduling
• In the Events Table, click the configure event icon next to New Hire Enrollment.
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• Select the number of days prior to enrollment eligibility you would like to be notified.
• Specify a population for the event or leave at None to include all employees.
• Set or remove the flag to only include employees that are eligible for benefits.
• Check the flag to exclude test employees if desired.
• Check the flag to automatically send new hire enrollment notifications – if not checked,
these notifications can be sent manually from New Hire Processing.
• Check the flag to automatically close new hire enrollment events when enrollment has been
completed – if not checked, these can be closed manually from New Hire Processing.
• Click Save Changes.
Schedule Event
• Once you have configured an event, you will need to schedule the event.
• By default, the schedule will be set to run weekly on Monday with no end date.
• To edit a schedule, click on the scheduling icon. Make the desired changes and click Save
Your Changes.
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• Advanced - The advanced scheduler gives additional parameters such as time of day,
reoccurrence, range of reoccurrence and more. To access the advanced scheduler, click the
Advanced Scheduler button on the Schedule Event Processor page.
Simple Scheduler
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Advanced Scheduler
Run Process Now
In addition to setting a schedule, you also have the option to run the new hire process
immediately by clicking the Run New Hire Processing Now button found on the bottom of the
New Hire Processing page. When you select this option, a new batch will be created if there are
any eligible employees.
Note: Using this option does not disrupt the schedule. The schedule will still run at the next
appointed time.
Managing New Hire Events
All eligible events can be managed directly from the main New Hire Processing page.
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There are five actions available that can be performed for selected employee(s).
1. Send Enrollment Message – Send an email to a select group of employees prior to the
beginning of their enrollment period. (This can also be configured to be automatically sent
from Configure New Hire Enrollment page.)
2. Send Enrollment Reminder Message – Send an email to a select group of employees at
any point during their enrollment period. (This can also be configured to be automatically
sent from the Configure New Hire Enrollment page.)
3. Send Confirmation Statement – Email a link to the employee’s confirmation statement to a
select group of employees.
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4. Generate Confirmation Statements – Generate a batch file of confirmation statements for
a select group of employees.
5. Export Demographic Data to Excel – Download the demographic information for selected
employees to an excel file.
All actions that involve an email being generated allow the following fields to be edited:
• Attachments
• From Address
• Email Subject
• Email Message Body
• Signature
For each email action, there is also the option to make changes and send a preview to a
specified email address prior to sending the email to the employee(s).
Note: To access the employee page, click on the employee’s name in the list.
Enrollment Passwords
The Enrollment Passwords section allows an administrator to reset all employee passwords at
one time. You also have the option to require all users to change their password at the next
login. *Please consult with your MarketLink team prior to resetting all passwords. This is
for MarketLink 1.0.
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For MarketLink 2.0, please reach out to your MarketLink Team to perform the Reset All
Employee Passwords.
Edit Employee
• On the Home page, click “Find & Manage Employee” found in the top center content block
titled Employee Management.
• Enter the name of the employee in the “Search” field and click “Search”.
• Once you have selected the employee click on “Edit Employee” on the left hand menu.
• Update fields as needed.
• Please Note: Edits can only be made (either manually or via data import) if the client is NOT
utilizing an automated census file. If an automated census file is utilized, the updates need
to come from that file. The automated census file will always override manual updates made
in the employee’s profile.
• The Social Security Number is MarketLink’s unique identifier, if this number needs to be
corrected (whether manual or automated entry), please coordinate with your MarketLink
team. (Just sending a new SSN, will create a new employee profile.)
• Please coordinate employee census update(s) with the carriers. (Some carriers only accept
census information in the initial file.)
• Click Save.
Edit Dependents
• On the Home page, click “Find & Manage Employee” found in the top center content block
titled Employee Management.
• Enter the name of the employee in the “Search” field and click “Search”.
• Once you have selected the employee click on “Edit Dependents” on the left hand menu.
• Click on the name of the dependent you want to edit.
• Update fields as needed
• Please coordinate dependent census update(s) with the carriers. (Some carriers only accept
census information in the initial file.)
• Click Save
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Employee Status
The system classifies a participant using one of the following ‘Employee Status’:
1. Employee (Active)
2. Retiree
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3. Surviving Spouse
4. LOA (Paid)
5. LOA (Unpaid)
6. COBRA (State)
7. COBRA (Federal)
When a status change is implemented, the administrator may also need to create a life event to
make the appropriate change to coverages. Below is a table that identifies what action the
system takes with each status change. The possible actions are defined as:
All Terminated – All coverages are automatically terminated upon status change.
Life Event – No change is made. It is recommended that a life event be created
to manage any coverage changes needed.
N/A – This status change is not allowed.
Current Status New Status What happens to Coverages?
Employee Terminated All Terminated
Employee COBRA (State) All Terminated
Employee COBRA (Federal) All Terminated
Employee Retiree Life Event
Employee LOA (Unpaid) Life Event
Employee LOA (Paid) Life Event
Employee Surviving Spouse N/A
COBRA (State) Employee All Terminated
COBRA (State) COBRA (State) All Terminated
COBRA (State) COBRA (Federal) All Terminated
COBRA (State) Retiree All Terminated
COBRA (State) LOA (Unpaid) N/A
COBRA (State) LOA (Paid) N/A
COBRA (State) Surviving Spouse All Terminated
COBRA (Federal) Employee All Terminated
COBRA (Federal) COBRA (State) All Terminated
COBRA (Federal) COBRA (Federal) All Terminated
COBRA (Federal) Retiree All Terminated
COBRA (Federal) LOA (Unpaid) N/A
COBRA (Federal) LOA (Paid) N/A
COBRA (Federal) Surviving Spouse All Terminated
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Change Employee Status: The below steps should only be taken if an automated census file is NOT being utilized.
• On the Home page, click “Find & Manage Employee” found in the top center content block titled Employee Management.
• Enter the name of the employee in the “Search” field and click “Search”.
• Once you have selected the employee click on “Employee Status” on the left hand menu.
Retiree Employee Life Event
Retiree COBRA (State) All Terminated
Retiree COBRA (Federal) All Terminated
Retiree Retiree All Terminated
Retiree LOA (Unpaid) N/A
Retiree LOA (Paid) N/A
Retiree Surviving Spouse N/A
LOA (Unpaid) Employee Life Event
LOA (Unpaid) COBRA (State) All Terminated
LOA (Unpaid) COBRA (Federal) All Terminated
LOA (Unpaid) Retiree Life Event
LOA (Unpaid) LOA (Unpaid) All Terminated
LOA (Unpaid) LOA (Paid) Life Event
LOA (Unpaid) Surviving Spouse N/A
LOA (Paid) Employee Life Event
LOA (Paid) COBRA (State) All Terminated
LOA (Paid) COBRA (Federal) All Terminated
LOA (Paid) Retiree Life Event
LOA (Paid) LOA (Unpaid) Life Event
LOA (Paid) LOA (Paid) All Terminated
LOA (Paid) Surviving Spouse N/A
Surviving Spouse Employee Life Event
Surviving Spouse COBRA (State) All Terminated
Surviving Spouse COBRA (Federal) All Terminated
Surviving Spouse Retiree N/A
Surviving Spouse LOA (Unpaid) N/A
Surviving Spouse LOA (Paid) N/A
Surviving Spouse Surviving Spouse All Terminated
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• Click on “Change Status” (Terminate is also an option on this page. See Termination section
for details.)
• Enter the requested information. Note: This screen will change based on the current
employee status.
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When changing an active employee’s status to one of the COBRA options, you will need to
make sure the employee is terminated first before moving them to a COBRA status.
Terminate: The below steps should only be taken if an automated census file is NOT being utilized.
• On the Home page, click “Terminate an Employee” found in the top center content block titled Employee Management.
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• Enter the name of the employee in the “Search” field and click “Search”.
• Select the name of the employee you wish to terminate.
• Enter the employee termination date (last day on the job).
• Select the reason for termination.
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• Click on “Terminate” to complete the termination.
Note: The system will calculate the termination date of each benefit according to the rules setup
in the system. The termination reason is necessary for COBRA. If in doubt as to the proper
reason, select “Termination of Employment.” This will allow the employee to be sent on the files
to your COBRA vendor and offered COBRA.
Rehire: The below steps should only be taken if an automated census file is NOT being utilized.
• On the Home page, click “Rehire an Employee” found in the top center content block titled
Employee Management.
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• Enter the name of the employee in the “Search” field and click “Search”.
• Select the name of the employee you wish to rehire.
• Enter the employee’s rehire date and click “save”.
• Re-enroll the employee in their benefits. The rehire function does not reinstate
benefits; it merely allows you to re-enroll the employee in benefits.
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Change Password in MarketLink 1.0
• On the Home page, click “Reset a Password” found in the top center content block titled
Employee Management.
• Enter the name of the employee in the “Search” field and click “Search”.
• Select the name of the employee who needs their password reset.
• To specify a new temporary password, enter it the New Password box and click Save.
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• The employee can now login and will be prompted to change their password before
continuing in the system.
Change Password in MarketLink 2.0
On the Home page click on Employee Management.
• Enter the name of the employee in the “Search” field and click “Search”.
• Select the name of the employee who needs their password reset.
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• Click on Visit Employee in TIMS on the Employee Profile
• Click on CREATE NEW INTERACTION
• Click on MyMarketLink 2.0
• If the employee has not yet changed their password, you’ll be prompted to update
their password.
• If you need to reset the password from what it was changed to, go to the Employee
Profile.
• Click on Change Password
• Change the password and click on Save.
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Unlock Account in MarketLink 1.0
If an employee account becomes locked and they are unable to login, the administrator can
unlock the account by clicking on the unlock button.
Unlock Account in MarketLink 2.0
Account will automatically unlock within 5 minutes. Please Note: You can only reset a password
once in a 24 hour period.
Recalculate Costs
To recalculate costs for an individual employee:
• On the Home page, click “Find & Manage Employee” found in the top center content block titled Employee Management.
• Enter the name of the employee in the “Search” field and click “Search”.
• Once you have selected the employee click on “Recalculate Costs” on the left hand menu.
• Choose either Select Benefits or All Benefits.
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• Selecting All Benefits will automatically start the recalculation process and the results will
then be displayed.
• Clicking on Select Benefits will allow you to choose the calculation type, effective date, and
what benefits to recalculate.
• Click Recalculate to start the process.
• When complete, the results will be displayed.
Note: When recalculating, proration will not be applied to an FSA/HSA type benefit.
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Auto/Default Benefit Processing
To process an automatic or default benefit for a specific employee:
• On the Home page, click “Find & Manage Employee” found in the top center content block
titled Employee Management.
• Once you have selected the employee click “Auto/Default Processing” on the left hand
menu.
• Select the plan year, enrollment period, and benefit type.
• Click Preview.
• Use the plus and minus signs on the left to display or hide details.
• To apply a benefit, choose Click to Select, and then click on Apply Selected Benefits.
Eligible Populations
Clicking on the Eligible Populations link will display all of the populations that the employee
belongs to.
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Confirmation History
• The confirmation history is available for each employee.
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• On the Home page, click “Find & Manage Employee” found in the top center content block titled Employee Management.
• Once you have selected the employee click on “Confirmation History” on the left hand menu.
• Select the Current view for a plan year or the History.
• If History is selected, you will then see a list of the confirmation dates to choose from.
Billing History
The billing history is available for each employee.
• On the Home page, click “Find & Manage Employee” found in the top center content block titled Employee Management.
• Once you have selected the employee click on “Billing History” on the left hand menu.
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• Select the desired parameters (range, benefit, output, etc.).
• Click Submit
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New Hire Enrollment / Open Enrollment (by Administrator)
• On the Home page, click “Find & Manage Employee” found in the top center content block
titled Employee Management. Please Note: You will be navigating through the
MarketLink 1.0 Employee experience.
• Once you have located the employee, you will be able to make changes using the “New Hire
Enrollment” or “Open Enrollment” link on the left hand menu. (NOTE: If one or both of these
links is not visible, the employee is outside the new hire or open enrollment window as it has
been setup in the system.)
• Simply continue through the election screens and make the appropriate elections.
Life Events
After the new hire enrollment period and open enrollment periods have ended, you will need to
enter a “Life Event” to change an employee’s benefits. Each life event has a set of default
behaviors set at both the event level and the benefit level. It is important to understand these
behaviors before entering life events. For complete details on the life event configuration for
your group, please contact your Broker.
Behaviors set at Event Level:
• Display Order
• Max Days before Event
• Max Days after Event
• Auto Approve
• Change Effective Date
• Term Reason
• Visibility
Behaviors set at Benefit Level:
• Elect Benefit
• Increase Coverage
• Decrease Coverage
• Waive Benefit
• Add Dependent
• Drop Dependent
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• Below is a table of the default term reasons and whether or not COBRA applies. Remember
these defaults may have been changed during the initial configuration, so please check with
your Broker.
Life Event Term Reason
Adoption Adoption (Non-COBRA)
Annulment Annulment (Non-COBRA)
Birth Birth (Non-COBRA)
Death of Dependent Dependent Death (Non-COBRA)
Dependent becomes Permanently Disabled
Disability (Non-COBRA)
Dependent Student Status Change Child becomes ineligible (COBRA)
Divorce Divorce (COBRA)
Domestic Partnership Creation Domestic partnership creation (Non-COBRA)
Domestic Partnership Dissolution Domestic partnership dissolution (Non-COBRA)
Employment Status Change Terminated due to change in employment level (COBRA)
Gain Custody of Dependent Other (Non-COBRA)
Legal Separation Legal separation (Non-COBRA)
Loss of Dependent Status Child becomes ineligible (COBRA)
Marriage Marriage (Non-COBRA)
Moved Other (Non-COBRA)
Other Other (Non-COBRA)
Change in Employment Level Terminated due to change in employment level (COBRA)
Overage Dependent Child becomes ineligible (COBRA)
Dependent Gains Coverage Voluntary coverage waive (Non-COBRA)
Dependent Loses Coverage Voluntary coverage waive (Non-COBRA)
Dependent Judgment Decree or Court Order
Other (Non-COBRA)
Gain Eligibility Medicare/Medicaid Voluntary coverage waive (Non-COBRA)
Lose Eligibility Medicare/Medicaid Voluntary coverage waive (Non-COBRA)
Significant Change in Cost of Coverage
Other (Non-COBRA)
Commuter/Transit Benefit Change
ACA Full Time Status Change
Administrative Override
To enter a life event:
• On the Home page, click “Find & Manage Employee” found in the top center content block
titled Employee Management.
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• Once you have located the employee click “Life Events” on the left hand menu.
• Click on “New Life Event”.
• This will open a new window where you can report the life event.
• Select the event type from the drop down list.
• Enter the date of the life event.
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• You may enter a note about the change for example you can indicate when documentation
was received.
• Click the “Save” button.
• Continue through the Enrollment Introduction and follow the prompts through to the
enrollment screens to make the necessary changes and/or new selections.
NOTE: The system has two different options for Life Events. Some events are automatically
approved and do not require an administrator to approve them. If the event you used does
require an approval process you must complete the approval process to complete the changes
by clicking on Life Event Processing once you have completed the Life Event. If the event you
used is an auto approved event, you would be required to enter another Life Event to make
additional changes if changes to the Life Event are needed.
Audit
For a complete Audit history for an employee:
• On the Home page, click “Find & Manage Employee” found in the top center content block
titled Employee Management.
• Once you have located the employee click on Audit.
• Use the plus/minus signs and History/Hide History buttons to navigate to the information in
each section.
• Clicking on Export to Spreadsheet will produce an excel spreadsheet of the audit details.
Each section is separated on a different worksheet within the excel workbook.
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Notes
To add a note to an individual employee record:
• On the Home page, click “Find & Manage Employee” found in the top center content block titled Employee Management.
• Once you have located the employee click on Notes.
• Select Add Note.
• Enter text and then click Save.
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Employee Enrollment
Enrollment Summary
The employee enrollment experience will vary per client, plan year, and even employee based
on the client configuration and employee eligibility. Depending on the current status, each
employee will have one or more of the following options available when they log in:
• Enroll
• View My Full Benefits Summary
• View My Personal Info
• Make a Change to My Benefits – Life Events
• Update My Beneficiaries
• My Account
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• Request Help
Benefit Enrollment Process – New Hire
The employee benefit enrollment can be entered by an administrator via the enrollment link on
the left content links on the Manage Employee page. (For more details, see the section on
Employee Management.) The employee enters the enrollment session by logging in and clicking
the Enroll link on the main page or the Update link (as displayed) if they had already walked
through the enrollment.
New Hire View Screen shots are of the MarketLink 2.0 Employee Experience
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Employee Active View
My Benefits Summary
This page displays the employee’s current benefit elections statement and allows it to be printed
or saved as a PDF.
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My Profile
The Personal Information page allows the employee to view the current demographic
information on file. The employee will only be able to make certain changes and will receive a
notice to contact their HR representative for additional changes.
Add a Life Event
This link will be available to create a Life Event for active employees who are no longer within
their New Hire status to make enrollment elections.
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Update My Beneficiaries
To make changes to a beneficiary, click on the benefit name to be taken to that page and make
changes as needed. The current beneficiaries’ page lists all beneficiaries currently listed per
benefit. It allows for more than one beneficiary and requires that the allocation totals when
adding more than one beneficiary sum up to 100%.
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Reporting Capabilities • All reports on the system are viewable in a web browser or exportable to an Excel
spreadsheet. Additionally, you may choose to run a report in the background, save a report,
or specify a schedule for the report. On the Home page, click “All Reports” found in the top right content block titled Group Management.
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Please see the Report Guide in Appendix I for a complete listing of available reports and
descriptions.
Save a Report
• At the bottom of the page, click on the tab ‘Save this Report’.
• Enter a name for the Report.
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• Set the report parameters (will vary per report).
• Click Save Report
This report will now be visible in the drop down menu for the Load Report field.
Run in Background
• At the bottom of the report page, click on the tab ‘Run in Background’.
• Enter the email address you would like the report delivered.
• Check the box to create a ticket if applicable.
• Click on Run Later.
Schedule Report
• At the bottom of the report page, click on the tab ‘Schedule Report’.
• Click on Create a new schedule.
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• Enter a name for the scheduled report.
• Fill in the schedule parameters.
• Click Save
My Reports
All reports that have been run will be visible in the report queue indicating the time of success or
failure.
Schedules Reports Summary
If you click on the ‘My Reports’ tab on the left hand side, you will find a link titled “My
Scheduled”. From the summary page you can see each report that has a schedule and choose
to edit the schedule or view the generated reports. Filter options include: report type and hiding
or displaying inactive schedules.
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Data Import
The Data Center provides options for importing data and reviewing the import and export
history. Imports are available for employee data, dependent data, coverage data, and
beneficiary data.
Formatting
Each cell on the spreadsheet generated by the system contains specific formatting based on the
field it represents. Employee data fields such as hire date and birth date are set to a date
format. Other fields such as last name and password are formatted for text.
Copying data from another spreadsheet will overwrite this formatting and may cause import
errors. It is important to know that checking the format assigned in excel does not always
indicate how this data will be treated by the system. Excel formatting will display according to
the prior location of the copied data. Therefore, you must review the actual contents displayed in
the formula bar to verify the format and see what will be imported.
For example, a numerical password of 19760211 might get copied to the spreadsheet. What
you see displayed is "19760211" due to the format. However, the actual contents of the cell is
"3/5/1970 8:54:00 AM".
Employee Data
New Employee Worksheet
Step 1: Download a New Employee Worksheet located in the Data Center.
a. Click on Data.
b. Click on New Employee Worksheet in the Employee Data section.
c. A spreadsheet will appear.
d. The first tab will include all the fields you will need to populate with the client employee
demographic data. Required fields will be indicated with a RED column header.
e. The second tab has some instructions including some values that need to be used in
certain fields. If there are values on the second tab for a particular field, you will need to enter the values exactly as they appear.
Step 2: Create your Import file
a. Fill out the spreadsheet with your client’s employee demographic details.
b. The first tab will include all the fields you will need to populate with the client employee
demographic data. Required fields will be indicated with a RED column header.
c. The second tab contains important instructions including some values that need to be
used in certain fields. If there are values on the second tab for a particular field, you will need to enter the values exactly as they appear.
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d. Save your file. You may want to keep this file for future reference.
e. Note: Remember that your file must be saved as file type .xml.
Step 3: Importing your Data
a. Click on Browse in the Employee Data section and find your file.
b. Select the correct Salary year for your import data.
c. Click on Upload. Step 4: Reviewing your results
a. A summary will appear that will indicate how many employees were loaded and how many records were not loaded due to errors.
Step 5: Retrieving and Scrubbing Error Records
a. Click on the link provided under the import results to retrieve a new spreadsheet. This
will take you to the Tickets page.
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c. On the Ticket Details page, click on the file number in the Attachments section. This will
open a new spreadsheet.
d. This file contains all the records with errors. Scroll to the far right column and review the
error details.
e. Correct the errors on this spreadsheet.
f. Save the file. Note: The file will load with the error column still intact.
g. Change the status of the ticket to closed and click save.
h. Return to the Data Center and complete Step 3 above to import this updated
information.
i. Repeat this process if any additional errors are identified.
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Employee Update Worksheet
This feature provides the ability to update one or more fields across employees without
accessing each employee record. (Please Note: This should only be used if the client is NOT
utilizing an automated census file.) If an update is made, you may need to contact the carrier(s).
Step 1: Create and Download an Employee Update Worksheet located in the Data Center.
a. Click on Data.
b. Click on the Employee Update Worksheet link in the Employee Data section. Formatting
options will now be visible.
c. Select the fields you wish to be included on the import spreadsheet from the Available
Fields box on the left and move them (by clicking the arrow provided) to the Selected
Fields box on the right.
Note: The first column on the spreadsheet is automatically the SSN.
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d. Click the box next to ‘Generate Empty Worksheet’ to create a worksheet without the
current employees pre-loaded. To create a worksheet with the employees pre-loaded,
leave this box unchecked.
e. Select the correct plan year for the Benefit Salary.
f. To save this report as a template that you can use later, type in a Name and click Save
Import.
g. Click Generate.
h. A spreadsheet will appear.
Step 2: Create your Import file
a. Fill out the spreadsheet with the updated demographic details.
b. The first tab will include all the fields you will need to populate with the client employee
demographic data. Required fields will be indicated with a RED column header.
c. The second tab contains important instructions including some values that need to be
used in certain fields. If there are values on the second tab for a particular field, you will
need to enter the values exactly as they appear.
d. Save your file. You may want to keep this file for future reference.
e. Note: Remember that your file must be saved as file type .xml.
Step 3: Importing your Data
a. Click on Browse in the Employee Data section and find your file.
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b. Select the correct Salary year for your import data.
c. Click on Upload.
Step 4: Reviewing your results
(Refer to Employee Data: New Employee Worksheet, Step 4)
Step 5: Retrieving and Scrubbing Error Records
(Refer to Employee Data: New Employee Worksheet, Step 5)
Dependent Data
New Dependent Worksheet
Please Note: You may need to contact the carrier(s) directly with the updates.
Step 1: Download a New Dependent Worksheet located in the Data Center.
a. Click on Data.
b. Click on New Dependent Worksheet in the Dependent Data section.
c. A spreadsheet will appear.
d. The first tab will include all the fields you will need to populate with the client employee
demographic data. Required fields will be indicated with a RED column header.
e. The second tab has some instructions including some values that need to be used in
certain fields. If there are values on the second tab for a particular field, you will need to
enter the values exactly as they appear.
Step 2: Create your Import file
a. Fill out the spreadsheet with your client’s employee dependent details.
b. The first tab will include all the fields you will need to populate with the client employee
demographic data. Required fields will be indicated with a RED column header.
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c. The second tab contains important instructions including some values that need to be
used in certain fields. If there are values on the second tab for a particular field, you will
need to enter the values exactly as they appear.
d. Save your file. You may want to keep this file for future reference.
e. Note: Remember that your file must be saved as file type .xml.
Step 3: Importing your Data
a. Click on Browse in the Dependent Data section and find your file.
b. Click on Upload.
Step 4: Reviewing your results
(Refer to Employee Data: New Employee Worksheet, Step 4)
Step 5: Retrieving and Scrubbing Error Records
(Refer to Employee Data: New Employee Worksheet, Step 5)
Coverage Data
Plan Year Worksheet
Ensure you work with your EDI Team to coordinate baselines that may need to be run.
If the effective date is past a specified timeframe, you may need to check with the carriers to
confirm if they will accept it.
Step 1: Download a Plan Year Worksheet located in the Data Center.
a. Click on Data.
b. Click on the Plan Year Worksheet link for the correct plan year in the Coverage Data
section. Benefit options will now be visible.
c. Select either All or the single benefit you wish to be included on the import spreadsheet.
If you need to import multiple benefits, it may be easier to manage if you do a few at a
time. For Example: Create one spreadsheet for all level based benefits (medical, dental,
vision), then create a second spreadsheet for volume based benefits (basic life,
voluntary life, spouse life, etc.).
d. Click Generate.
e. A spreadsheet will appear.
Step 2: Create your Import file
a. Fill out the spreadsheet with the employee coverages details.
b. The first tab will include all the fields you will need to populate with the client employee
coverages data. Required fields will be indicated with a RED column header.
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c. The second tab contains important instructions including some values that need to be
used in certain fields. If there are values on the second tab for a particular field, you will
need to enter the values exactly as they appear.
d. The third tab allows the configuration parameters to be set. More information on how
these configurations affect the import behavior is provided on the configuration
worksheet page to assist you in determining the correct settings.
e. Save your file. You may want to keep this file for future reference.
f. Note: Remember that your file must be saved as file type .xml.
Step 3: Importing your Data
a. Click on Browse in the Coverage Data section and find your file.
b. Click on Upload.
Step 4: Reviewing your results
(Refer to Employee Data: New Employee Worksheet, Step 4)
Step 5: Retrieving and Scrubbing Error Records
(Refer to Employee Data: New Employee Worksheet, Step 5)
Beneficiary Data
New Beneficiary Worksheet
Step 1: Download a New Beneficiary Worksheet located in the Data Center.
a. Click on Data.
b. Click on the Plan Year Worksheet link for the correct plan year in the Beneficiary Data
section.
c. A spreadsheet will appear.
Step 2: Create your Import file
a. Fill out the spreadsheet with the beneficiary details.
b. The first tab will include all the fields you will need to populate with the client employee
beneficiary data. Required fields will be indicated with a RED column header.
c. The second tab contains important instructions including some values that need to be
used in certain fields. If there are values on the second tab for a particular field, you will need to enter the values exactly as they appear.
d. Save your file. You may want to keep this file for future reference.
e. Note: Remember that your file must be saved as file type .xml.
Step 3: Importing your Data
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a. Click on Browse in the Beneficiary Data section and find your file.
b. Click on Upload.
Step 4: Reviewing your results
(Refer to Employee Data: New Employee Worksheet, Step 4)
Step 5: Retrieving and Scrubbing Error Records
(Refer to Employee Data: New Employee Worksheet, Step 5)
Import History
• To view a history of prior imports:
• Go to the Data Center.
• Click on Import History.
• To view the details of the import, click on Report.
• To view an associated ticket, click directly on the ticket number.
Export History
The export history page provides a detailed listing of all exports. On the summary page you can
apply filters to narrow summary listing. For each import listed you can then open the file or view
the details.
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Tickets
If utilizing the Premium Billing section of MarketLink, all tickets must be closed prior to the
reports being run. Any open tickets may cause a discrepancy in MarketLink’s records for
premium billing vs. the Carrier.
Ticket Summary
• Click on Tickets.
• Use the filters to narrow the results, enter search criteria.
Ticket Details
• Click on Details to view the ticket and access any associated documentation.
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Edit Ticket
• To edit an existing ticket, click on edit.
New Ticket
• Click on Add New Ticket on the Tickets dropdown menu to manually enter a ticket.
• Enter the summary, description, Plan Year, category, and assign an administrator.
• Click Save.
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Ticket Report
Clicking on the Ticket Report button will download a summary report of all tickets that will
include: Category, Status, Date Created, Assigned To, and Summary.
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Premium Billing
The system automatically produces a monthly bill for your employee benefits. This bill will be
generated on the date specified during setup. A date can be entered for a preview bill, a final
bill, and the posting of the bill. The date of the preview and final billing run can be viewed at the
bottom of the premium billing main page.
Bills can also be run manually. When a manual run request is made, the bill is run using a
background process so you will need to come back to the billing page after a few minutes to see
if it has been completed.
Billing Period Status:
The status button on the billing page will either show green or red. Green indicates there are no
open items to be resolved before posting can be done. Red indicates there are open tickets with
items to be resolved before the billing period can be posted. For more information on ticket
items and processing, please see the Tickets section of this manual.
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View Monthly Billing
• Click on “Billing” link at the top.
• Select the date for the period you wish to view.
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Premium bills can be filtered by Carrier, Benefit, or Plan.
• To select a sort option click directly on the column titled “Carrier” or “Benefit” or “Plan”.
• To display a detailed listing for a carrier or benefit, click on the specific name of the carrier or
benefit you wish to view.
• To view a detailed listing of all carriers and benefits, click on the link “Click here for a full
company roster”.
• All detailed bill listings can be downloaded as an excel spreadsheet.
Edit Premium Billing
To change the bill, you need to change the enrollment data for the individual(s) that is (are)
incorrect and then have the system recalculate the bill. (Note: Once a bill has been posted, the
billing cycle is closed and changes cannot be made.)
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There are two ways to access the employee page to update the coverage information:
1. From the detailed billing page, click directly on the name of the employee.
2. Go to Employee Management and follow the standard look-up procedures. (See
Employee Management section for more details.)
When all coverages have been updated:
• Return to the Premium Billing page.
• Click on the link ‘Click here to redo billing for period YYYY-MM-DD’.
• Click Okay when asked to verify you want to recalculate.
• The bill will be recalculated. Repeat this process until satisfied with the billing results.
NOTE: Most carriers have retro-active rules that do not allow credits back further than 45 to 60
days. If the retro termination exceeds the carrier’s retro rule the carrier may not credit your
account with the money prior to the limit.
Create a Manual Adjustment
To create a manual adjustment:
• Go to the billing period.
• Select the specific carrier that requires adjustment.
• At the bottom of the details page, click the Adjust button.
• You will first be required to select the employee.
– To select the employee, click Choose Subscriber and search by name. Highlight the
employee’s name and click Okay.
• Fill in the remaining information and click Save.
Note: When the ‘Exclude from Adjustment Calculations’ box is checked, the premium billing
system will not consider this adjustment as it calculates retroactive premiums.
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Post Billing
Once the billing has been posted, no changes can be made to that billing period. It is therefore
very important to make sure all coverage changes, adjustments, and recalculations have been
completed before posting a billing period.
To post the billing:
• Return to the Premium Billing page.
• Click on the link ‘Click here to post billing for period YYYY-MM-DD’.
• Click Okay when asked to verify you want to post for the last billing period.
Reminder: If the status button for the billing period is red, there are open tickets that need to be
handled prior to posting the billing period.
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Carrier Remittance Summaries
The carrier remittance summaries are a quick snap shot of the billing cycle that includes the
information needed for carriers that are normally on a self-bill.
Note: Remittance summaries are optional and must be configured for a client before this option
will be visible. If you do not see the option to view remittance summaries and would like this
made available, please contact your Broker for assistance.
To view this statement:
• Return to the Billing Premium Page.
• Click View in the Remittance Summary column for the period you would like to see.
System Management
Administrators
Add Administrator
• On the Home page, click “Add/Change Administrator” found in the top right content block titled Group Management.
• Click the “New Admin” button at the bottom.
• Fill in the requested information. Make sure time zone is accurately set to reflect your time
zone.
• On Field Access Role, choose “Read Only” or “Update All” (NOTE: Do not select Import or
Subscriber.)
• To obtain more information about an Available Role, place your cursor over the ‘i' icon. A list
of capabilities assigned to the role will be displayed.
• Make sure to enter an email address so that the administrator may take advantage of the
“forgot password” link.
• Leave the date account disabled blank.
• Click Save
Edit Administrator
• On the Home page, click “Add/Change Administrator” found in the top right content block titled Group Management.
• Click on the Username of the administrator you wish to update.
• From this screen you can update all administrator information.
• You can disable an account by clicking the Disable Account Button.
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Unlock Administrator Account
If an administrator has three failed login attempts their account will be automatically locked by
the system.
On the Home page, click “Add/Change Administrator” found in the top right content block titled Group Management and click on the “Clear Lock” button at the bottom of the page.
Reset Administrator Password
On the Home page, click “Add/Change Administrator” found in the top right content block titled Group Management and click on the “Reset Password” button.
Disable Administrator
On the Home page, click “Add/Change Administrator” found in the top right content block titled Group Management and click on the “Disable Account” button.
Notifications
Automatic notifications can be set for the following areas (options are dependent on
administrator role):
• Automatic/Default Benefits
• Contact Administrator
• Data Watcher
• Exports
• Exports Data Rejections
• Exports Preference Rejections
• FTP Account Changed
• Imports
• Life Events
• New Administrator
• New Subscriber
• Premium Billing Automation
The notification options are:
• None
• Email (specify one or more email addresses)
• Ticket
• Message
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• All Methods
Examples
Life Event:
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Data Watcher:
Batch Processes
There are two options available for batch processing:
1. Generate Organization Confirms
2. Open Enrollment Email
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Generate Organization Confirms
This will produce a PDF containing the confirmation statements for the population selected. To
begin the process:
• On the Home page, click “Send Batch Confirmation” found in the top right content block titled Group Management.
• Click on Generate Organization Confirms.
• Complete the available selections.
• Click on Generate Now.
Important Note: Once you have clicked on Generate Now, the system will begin processing
your request. Once complete, a ticket will be generated with the file you requested. Go to the
main Ticket page to look for the ticket. Depending on the size of the group, this may take a few
minutes. Please do not make an additional request as this will make the process take longer
and produce double the results.
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Open Enrollment Email
The open enrollment email allows an administrator to send an email to a group of employees
containing either their confirmation statement or a message concerning incomplete or not
started enrollments.
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Upload Logo File
To upload a logo click browse, select the file, and then click upload.
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You can also choose to load a different logo for a subset of employees by adding logos for a
specified population(s).
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Auto/Default Benefit Processing
For clients with less than 1000 lives, to process an automatic or default benefit:
• Click on Auto/Default Benefit Processing.
• Select the plan year, enrollment type, and benefit type.
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• Click Preview
• Use the plus and minus signs on the left to display or hide details.
• To apply a benefit, choose Click to Select, and then click on Apply Selected Benefits.
For clients with more than 1000 lives, to process an automatic or default benefit:
• Click on Auto/Default Benefit Processing.
• Select the plan year, enrollment type, and benefit type.
• Click Preview to generate a file to review prior to applying benefits.
• Click Apply to apply all benefits without previewing.
Note: Both preview and apply options will generate a job that will process in the background.
Once the file is complete, it will be attached to a ticket for review.
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Appendix I: Report Guide
Introduction
The system provides many reporting options to accommodate various administrative functions.
Many of the reports include tools for further flexibility such as selecting which fields are to be
included.
Most of the reports may be viewed, printed, or exported to Excel.
How to Create Reports
• On the Home page, click “All Reports” found in the top right content block titled Group
Management or on Report Center found on the top ribbon.
You will now see the main page for Reports and Graphs.
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Available Reports NAME DESCRIPTION
Plan Year Specific
Abandoned Shopping Cart Report
ACA 1094-C Report
A standard report that provides detail, by employee, of the 1094-C data for each month of the reporting year.
ACA 1095-C Changes Report
A standard report that shows 1095-C changes by employee.
ACA Monitoring Report
An easily customizable report that provides information about Measurement, Gaining
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and Losing FT Status as well as potential penalties.
ACA Paper Form Opt Out Report
A standard report that provides a list of employees that have elected to receive their 1095-C form electronically.
Life Event Report
Most popular report that can easily be customized to show employees that have a current life or processed life event during a specified period of time.
Notification History Report
A standard report that shows all past notifications sent to each employee.
Recent Activity Report
A standard report that shows account activity by selected activity and date range.
Employee Enrollment Rosters
This report shows all employees enrolled in benefits. You may select active, termed, or all employees. A combined roster of all benefits or one specific benefit can be selected.
Dependent Enrollment Roster
This report shows all dependents currently enrolled in benefits. A separate report is provided for each benefit.
Dependent Benefits Changes Report
An easily customizable report to show dependent coverage enrollment changes within a plan year.
Dependent Demographic Changes Report
An easily customizable report to show dependent demographic changes within a specified period in time.
Dependent Eligibility Report
An easily customizable report that captures eligibility for dependents at any enrollment type selected.
Document Request Processing Report
Use this report to view your organizations document management activity.
Primary Care Physician Report
A combined report of all benefits that includes the specified PCP Name and PCP code.
Payroll Deduction Report
A listing of payroll deductions for current employees. (One line per payroll deduction per employee.) A request can be made to show only the changes made during a specific date range.
Total Payroll Deduction Report
A standard report to show the total payroll deduction for each employee per deduction period.
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Benefit Plan Graphs
A graph reflecting the enrollment statistics for each plan, one benefit at a time. (This also includes the number of declinations reported.)
Validation Data Report
A listing of all data validation errors for the specified plan year.
Population Usages Report
This report lists all usages of defined populations.
Employee Demographic Changes Report
A listing of demographic field changes based on either a specified date range or the plan year. The demographic fields to be included can be selected by the user.
Benefits Changes Report
A listing of coverage field changes based on a specified date range. The coverage fields to be included can be selected by the user.
Data Comparison Report
This report compares demographic, coverage, and premium data for subscribers and dependents as well as look at beneficiary data.
Billing Variance Report
This report compares two billing periods and identifies the difference and reasons for the variance.
Employee Census Report
A listing of all employees or a group of employees selected by employment status. This report can be run for either a specified date range or the entire plan year.
Dependents Census Report
A listing of all dependents or a group dependents selected by the employee’s employment status. This report can be run for either a specified date range or the entire plan year.
Employee New Hires Report
A listing of all new hires entered 30, 60, 90, 180 days or one year prior to the report run date.
Employee Termination Report
A listing of all terminations entered 30, 60, 90, 180 days or one year prior to the report run date.
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Employee Graph
A graphical representation of current employees and terminated employees.
End of Plan Year Adjustment Report
This report contains the list of Adjustments that exist on the last paycheck of the Plan Year.
Enrollment Form and Confirmation Data
Newly Enrolled Dependent Coverages Report
Overage Dependents Report
A listing of all overage dependents as of the current day or 30, 60, 90, or 180 days after the current date.
Benefit Report
This report displays a roster of the employees enrolled in a specified benefit or group of benefits. A single plan or a selection of plans may be chosen for this report. The entire plan year may be selected or a starting date to track changes only. ** This report provides many selection options for fields at each level (benefits, demographics, etc.).
Restricted Enrollments Report
A listing of all employees whose enrollment has been restricted by the administrator.
EOI Report
A listing of all pending EOI’s for the specified plan year.
Complete Enrollments Report
A standard report to show completed employee enrollment activity by plan year.
Incomplete Enrollments Report
A standard report to show incomplete employee enrollment activity by plan year.
Not Started Enrollments Report
A standard report to show employees who did not start the enrollment process by plan year.
Coordination Benefits Report
A listing of possible related employees to assist in coordinating proper benefit coverage.
Employees with Undeliverable Email
A listing of all employees whose email address has been flagged as undeliverable.
Beneficiary Report
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A listing of beneficiaries for specified benefits in the selected plan year.
Survey Report
A listing of the survey benefits and corresponding responses given or specified
benefits in the selected plan year.
Extended Billing Report
This report is similar to the extended billing spreadsheet found in premium
billing, but it has more options to allow for configuration of which fields are
included in the report.
Subscriber Eligibility Report
This report captures information on eligibility for employees at any enrollment type you select (Initial Enrollment, Life Event, Open Enrollment)
HCR W2 Report
Beginning with the Tax year 2013, this report will aid you in reporting employer-sponsored healthcare contributions and coverage’s on each employee’s W2.
Defined Benefits Contributions Report
This report captures information on Defined Benefit Contributions.
Administrator Role Changes Report
This report will show roles that have been added and roles that have been deleted for admins within the system.
HCR W2 Report (Health Care Reform)
Health Care Reform (HCR) requires that employers report employer-sponsored healthcare
coverage’s on each employee’s W2, beginning with the Tax year 2013 this report will aid you in
reporting employer contributions.
a. Go to the Report Center
b. Under Available Reports select ‘All’
c. Find: HCR W2 Report
d. Select the Tax Year for which you are reporting
e. Select the Available Benefit Types, Plans, and optional Employee Fields that you require
f. Provide your Email Address to receive a notification via email when your report is
complete. If you prefer a ticket to be generated on the home page you can also select
the “Create a ticket option”
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g. Click on Run Later. Depending on the size of your group you should receive the email
within 5-20 minutes.
h. Click Run Later, and you will be notified via email when your report is complete
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