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