© 2013 Oldemark LLC

Healthcare ReformStephanie ShawDirector, Enterprise Solutions

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• About The Wendy’s Company

• HCM/Benefits Footprint

• Solution Approach

• OAB ‘Lite’

• Canada

Agenda

3The Wendy’s Company

3rd LARGEST HAMBURGER COMPANY

6,500 FRANCHISE AND COMPANY RESTAURANTS

43,000 EMPLOYEES

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• 12.1.3

• EBS Products: HR, Payroll, OTL, CWB, OIC, OPM, OSB (Canada), Self Service (tiny-bit)

• TALEO Recruiting

HCM Footprint

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• US – Benefits Administration Outsourced. Basic Benefits used to manage elements.

• Canada—OSB utilized to administer benefits internally

Benefits Footprint

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Benefits Footprint – Populations

80%

1%

16%

3%

CrewBakeryRestaurant OperationsCorporate and Field Support

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Yes, we have a Bakery!

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• 2006 President Bush Support

• Consumer Driven Health Plans

• HSAs

Industry Leader in Benefits

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In March 2010, President Obama signed comprehensive health reform, the Patient Protection and Affordable Care Act

(ACA), into law. The law makes preventive care—including family planning and related services—more accessible and affordable for many Americans. While some provisions of

the law have already taken effect, many more provisions will be implemented in the coming years.

www.healthcare.gov

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• Shareholders

• Corporate Leadership

• Franchisees

• Industry Retail Peers

Stakeholders

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Approach

Education Data Analysis

Solution Design

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• Medical Benefits/Legal Impact

• Systems Integration Implications

• Franchisee Communications

EducationLearning Curve

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Data Analysis

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Data AnalysisBridging the Gap

• Manual Reporting Process

• Disparate Data

• Time Consuming

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• Vendor Solutions?

• Labor Scheduling/Timekeeping Solution?

• Oracle HCM Internally Designed Solution?

Solution DesignWhat is the right fit for Wendy’s?

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• Not fully baked

• Eligibility solutions only sold bundled with Benefits Administration

• Gap in reporting needs

Solution DesignVendor Solutions

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• Multiple solutions to manage the data

• Gap in reporting needs

• Operational Reporting vs. Benefits Reporting

Solution DesignLabor Scheduling/Timekeeping Solution

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• System of record-No one knows our data better than us

• Bridge the gap while solutions/laws stabilize

• Accommodate complex reporting requirements

Solution DesignOracle HCM Internally Designed Solution

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OAB

• Minimal OAB functionality

• 30-Hour eligibility determination using eligibility profiles

• SITs used to store results

• Results transmitted to TPA on Census file

• Provide Reporting

OAB ‘Lite’Benefits Administrator

• Receive and process Census file

• Send communications to eligible employees

• Manage employee enrollment

• Send Wendy’s inbound file with enrollment selections

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• New Hire• Military Leave• Jury Duty• FMLA• Promotion

• Demotion• Rehire• Termination • Reverse Termination • Benefit Program Change

OAB ‘Lite’ – Life Events

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• Segment 1 - Eligible Yes No• Segment 2 - Date of Eligibility Anniversary• Segment 3 - Date of Eligibility Anniversary override• Segment 4 - Date of Eligibility Enrollment Period• Segment 5 - Date of Eligibility Enrollment Period Override• Segment 6 - Benefit Group• Segment 7 - Benefit Group override• Segment 8 - Total Hours Enrollment Period 1st Anniversary• Segment 9 - Total Hours Enrollment Year • Segment 10 - Total Hours Enrollment Hours

OAB ‘Lite’ – SIT

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• 10 Eligibility Profiles

• 6 Plans

• 14 Fast Formulas

• Reporting

OAB ‘Lite’ – Other Setups

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August 2013ACA On Hold!?

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• OSB/OAB cannot exist in the same installation

• Several configuration opportunities

• Leverage existing OSB setups with a Life Event to enable OAB

Oh, Canada!!!

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• Canadian OAB – November 15, 2013

• OAB ‘Lite’ for US ACA Eligibility – January 1, 2014

Roll-Out Schedule

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