Aurora Release Preview Webinar - FINALplansource.com/collateral/PlanSource_Aurora_Release... ·...

Aurora ReleaseAugust 26, 2016

Continuous Investment and Innovation

• Releases four times a year

• Updates as needed to meet regulatory deadlines and provide other new features and enhancements

• More than 100 team members dedicated to product and development

Confidential and proprietary 2

Release Communications

• plansource.com/release

• Preview webinar for brokers

• E-mail reminders

• Detailed release notes

• Enhancement guides

• Updated user guides


Release Schedule


AuroraAugust 26, 2016

KeplerSeptember 17, 2015

OrionDecember 15, 2016

CopernicusJune 15, 2017

VoyagerMarch 23, 2016

HalleySeptember 14, 2017

QuasarDecember 14, 2017

AndromedaMarch 9, 2017

How to Ask a Question

5Confidential and proprietary

Type your question into the “Questions” panel

?

Will this webinar be recorded?


YESWe will e-mail you a link.

We will post the recording at www.plansource.com/release.

Will we have access to the slides?


YESWe will e-mail you a link.

We will post the PDF at www.plansource.com/release.

Today’s Speakers


Ryan GlushkoffSenior Director

Product Marketing

Jeana ParkerVice President

Strategic Initiatives

Nancy SansomChief Marketing

Officer

Why It Matters


Aurora Release

Expanded Business Rules and Reports

Partnerships and Data Exchange

Administrator Experience

Consumer Experience

Other Updates

Today’s Agenda


Expanded Business Rules and ReportsImproved Email Validation

Stacked Rates

Dependent Match Option

Age CalculationsIP Address Audit Tracking

Open Enrollment Report

What It Does Why It Matters


PlanSource can be setup to require email addresses and can now validate

format at the point of entry.

In a paperless, online world, the proper collection of email address in

the correct format is critical for ongoing successful communications.

Improved Email Validation



PlanSource can handle additional complex stacked rate and coverage scenarios from multiple carriers with

complicated interaction rules.

Employee participation in multiple products is a good thing, and systems

need to handle those scenarios for administrative ease.

Stacked Rates



PlanSource will ensure that if you match dependents the system can be setup to ensure that the exact same

dependents are covered in two plans.

By keeping PlanSource in sync with carrier and plan requirements,

administrative accuracy improves and underwriting errors decreases.

Dependent Match Option



PlanSource has the ability to calculate age, based on the benefit effective date which can be applied to costs

calculations, when the benefit effective date is selected.

With a new ways of determining age as for insurance products,

PlanSource offers administrators and carriers additional

configurability and flexibility.

Age Calculations



Employees will have the ability to view the IP address for the last login to

help ensure organizational and system security.

Tracking the source of system logins is a best practice in software-as-a-service technology solutions that

helps ensure data security.

IP Address Audit Tracking



When a group is in open enrollment, administrators can view who has not

started, started, completed open enrollment even if it isn’t OE.

This report offers supporting evidence that the employer offered an

employee coverage under the Employer Mandate of the Affordable

Care Act.

Open Enrollment Report


Partnerships and Data Exchange Guardian EOI

Data Exchange DashboardImport Error Monitoring



Online EOI will be supported for Guardian, including conditional

questions for Voluntary Life, Critical Illness and Cancer products

Since employees can submit evidence of insurability online and receive

approval immediately, administrators time and effort are saved.

Guardian EOI



PlanSource will share the current status of to-be-developed data

exchange connections with its broker partners and employers.

Provide visibility and status updates regarding the implementation of EDI

files is critical to the success of a working partnership with brokers.

Data Exchange Dashboard



Data exchanges will be supported by improved monitoring that will

generate notifications when an import is not received or not loaded correctly.

By monitoring issues, they can be dealt with in an expeditious manner to minimize adverse impact to ongoing

business operations.

Import Error Monitoring


Administrator ExperienceImplementation Dashboard

Improved Renewal DashboardGuideMe On-Demand Training

System Training Videos



A new in-system reporting dashboard gives real-time visibility into

implementation progress and milestones to partners and customers.

By providing transparency into the implementation process, proper expectations can be set with all

involved stakeholders.

Implementation Dashboard



Elite CoSource Brokers are able to select the date on which the new plan

year files will be submitted, making the annual renewal process a snap.

Open enrollment is hectic enough already and any time saved is time

gained somewhere else for the busy human resources staff.

Improved Renewal Dashboard



GuideMe will provide users easy-to-follow, step-by-step instructions on

how to perform common tasks in the system.

Embedding “how-to” help directly in the system helps make the system

easier to use, which ultimately increases user satisfaction.

GuideMe On-Demand TrainingAvailable August 1


What We Have So Far – But More to Come!25 Help Topics – 11 Tasks – 9 Videos - 36 Smart Tips

GuideMe Walk-Throughs Available Now

26

Step-by-step guidance right where you need it

Manually Create a Test Employee

Auto-Create a Test Employee

Process an EOI Request

ACACreate and Upload an ACA Payment Form

Add a New ACA Calendar Year

Preview 1094-C and 1095-C Forms

1095-C Form

Create/Upload an ACA Payroll File

Add a New ACA FEIN

Add a New ACA Calendar Year

Employee ManagementEdit a Life Event

Create a Life Event

Process a New Hire

Terminate an Employee

Rehire an Employee

Process a Work Status Event

Reset All Employee Passwords

Reset an Employee Password

Unlock an Account

Add COBRA Coverage

Terminate COBRA Coverage

ReportingRun a Payroll Deduction Report

Run an Employee Benefit Report

Run an Employee Census Report

Schedule a Report

Complete a Data Import

Workflow and ToolsLife Event Processing

Create a New Administrator

EDI Dashboard


Configure EOI Subscriber Emails

GuideMe Resources Now Available

27

Additional Instructional Content

VideosHome Page Navigation

Employee Management

Tickets

Audits

Reports

Data Center Worksheet Download

Welcome to GuideMe

What is HSA?

HMO, PPO, and HDHP plan

Subscriber’s 1095-C Access

Work Status Event

ACA Payroll Worksheet Headers

Document Management Solutions

Subscriber UI

Carrier Billing

Tickets

Reports and Graphs

Data Import

Reference DocumentsDocument Solutions Management

Voyager Release Notes

EDI Dashboard


SmartTipsNew Hire Processing

Work Status Processing

Eligibility Start Date

Document Processing

Life Event Processing

EOI Processing

EOI Dependencies

Data Import History

Data Exports

Subscriber Email Wildcards

Configure Subscriber Emails

WSE Button Processes



Users will have system training “how-to” videos at their fingertips and

embedded in the system that guide them through common tasks.

Users expect their tools to be easy to use through proactive, up-front design and reactive, in-system support tools

like documents and videos.

System Training Videos


Consumer ExperienceBenefit Education Videos

New Login Page

Expanded Multilingual Support

Branding Library



We’ve expanded the Video Library again to include 10 news topics such as the 1095-C and Open Enrollment

plus voluntary benefits.

Educating employees on insurance products is critical to not only to their

initial participation, but to their ongoing satisfaction and engagement.

Benefit Education Videos

31

Importance of Video Communications

Consumers love video and expect to be entertained

Consumers spend 5.5 hours each day watching videos

82% of all Internet traffic in 2020 will be video

People watch 8 billion videos per day on Facebook

Employees struggle to understand voluntary benefits


Expanded Video LibraryCheck them out at plansource.com/videolibrary!


Video PlacementLocation and Options

• Use videos from the PlanSource library, or use your own videos

• Display videos within the home page content blocks or on any page within the benefits shopping and enrollment process

• Videos can be embedded within the page, or available as a pop-up (automatic or manual)

• Use default messaging or create your own



We’ve spruced up the login page to make it easier to look at and easier to use - all things that we know how to

do right here at PlanSource.

Tools for employees need to look modern to instill confidence that your

benefits strategies are current and well-organized.

New Login Page


An Example of the New Login Page



Provide multi-lingual support including the translation for plan

names, coverage levels, and beneficiary entry fields.

For employers whose employee populations speak different

languages, PlanSource can be configured to accommodate.

Expanded Multilingual Support



HR and benefit teams can choose from a detailed library of videos, icons and imagery in a variety of colors to insert in easy-to-use content blocks.

If in-house marketing talent is scarce, this ready made to plug and play

content will be a useful way to customize the employee experience.

Branding Library


Home Page Variations

• New Hire

• Open Enrollment

• Life Event

• New Hire and Open Enrollment

• None of the Above

39

Branding Library

• Home page images• Content block icons

• Content block templates

• And a self-service tool so you can make your selections

40

Branding Library

• Home page images

• Content block icons• Content block templates


401k

41

Branding Library


• Content block icons

• Content block templates• And a self-service tool so you

can make your selections

Watch this video to learn about the new IRS Form 1095-C that includes the health care coverage offered to you by your employer.

Learn about the 1095-C

Download the employee handbook from the Document Library to get up-to-speed quickly on important info and policies for new hires.

Check out the Employee Handbook

With the Apple or Android App, you have on-the-go access to your benefits and important notifications from your HR team.

Download the PlanSource App

42

Branding Library


• Content block icons

• Content block templates


www.plansource.com/customize


Demowww.plansource.com/customize

44

A few other important updates. . . .

July 19-21, 2017Montage Deer Valley

Park City, Utah

Form I-9/

E-Verify

PerformanceTax

Credits

Paycards Retirement

Hiring

Payroll Time and

Attendance

PlanSource HCM: More Than Just BenefitsSign up for a demo at plansource.com/demo

46

GeneratesEmployee

forms

Transmitsforms

to the IRS

ACA Measurement and Reporting

47

Notifiesadmin of eligibility

changes

Measureshours

for coverage

Importshours

from payroll

ACA has been a top area of investment for the last 18 months

48

2015 PlanSource ACA By the Numbers

713Employers

2,075FEINs

751KMeasured EEs

~450K1095-Cs

Transmitted

~2,0001094-Cs

Transmitted

<4% IRSCorrectionsRequested

48

Transmitted

446,6021095-Cs

to the IRS

Provided Corrections

Process

Implemented 723

Clients

Great things are happening with ACA

49

BuiltSupport Teams

Produced459,342

1095-C Forms

Additional Data

Load/Update Capabilities

Measured 750,979

Employees

Penalty Research

Improved TrainingImproved Training

ProcessImprovements

FormVersionControl

ImplementationWizard

Broker Level

Reporting

ImprovedOffer

Creation

EnhancedEmployer Reporting

Additional Data

Load/Update Capabilities

Q&A

Aurora ReleaseAugust 26, 2016

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