Employer Website MASTER STATIC SAMPLES Last Updated: 9/14/09
Transcript
Slide 1
Employer Website MASTER STATIC SAMPLES Last Updated:
9/14/09
Slide 2
Employer Registration Module
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Employers accessing the site for the first time will need to
Create a New Account. Click Create a New Account
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The first step of creating an account requires that the
Employer know and input their FEIN as it is printed on the letter
received from DHW. Additionally, we ask the Employer to enter the
information the employee information. An additional enhancement not
shown here will require the Employer to enter the Issue Date for
the order as well. This is the validation screen Click to scroll
down.
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Click Proceed to Step 2.
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If the Employer is based in Idaho, they need to complete the
green box. IF the Employer IS NOT based in Idaho, they will skip
the green box and select their Country and State then type the City
and Zip Code. These instructions are available step- by-step in the
right hand bar. Scroll down
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Click Proceed to Step 3. Note the right hand column now
contains the information from Step 1 and the Employers progress to
completion.
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Step 3: The Employer will need to create a Password, Select a
Security Question and provide the response to that question. Note
the right hand column now contains the information from Step 1
& 2 and the Employers progress to completion. Click Complete
Registration
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The Employers account has been created! The login feature in
the right hand column allows the Employer to quickly login after
account creation.
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Login / Forgot Password Module
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The main page: LOGIN Employer types FEIN and password into
appropriate fields Click Submit 1234567890 **********
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LOGIN ERROR Employer has mistyped one or both required fields
(FEIN and/or Password) Click Forgot Your Password?
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Retrieve Password Step 1: Employer enters their FEIN Click Next
1234567890
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Retrieve Password Step 2: Employer answers their security
question. Click Next Wallie Woods
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Retrieve Password Step 3: Employer is notified that their
temporary password has been emailed. Click Close
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Homepage / Login Page Employer is returned to login.
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My Dashboard Module
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Once the Employer logs in, theyre presented with My Dashboard
an at-a-glance screen w/ employee orders that need their attention.
From here the Employer can click on any Order # to view and/or
respond. The employer can also re-sort the list by Last Name; First
name; IWO Issue Date; or NMSN Issue Date. Clicking on the Employees
name will bring up the View & Edit Employee box (AJAX). Click
on employee Davis, Miles.
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From here, the Employer can edit any aspect of their employees
record such as hourly rate, employment status, insurance
information, etc. Click Edit on Pay Frequency Additionally, the
Employer can quickly and easily select a different employee to view
and/or edit without ever having to leave or close this box.
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Employer changes Bi-Weekly to Monthly and clicks Save. Click
Save on Pay Frequency
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Employer has finished his/her changes. Click Submit
Changes
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Employer is returned to the Dashboard.
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My Dashboard: Removing an Employee
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The Employer can choose to remove an employee that is no longer
employed by them. Click Remove an Employee
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The Employer will select the employee to be removed from the
drop-down menu; the reason for removal (i.e. laid-off, terminated,
etc.) and the date that it occurred. The Employer can provide
additional information to DHW at their discretion. Click CLOSE
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My Dashboard: Adding an Employee - PHASE TWO ENHANCEMENT -
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The Employer can choose to add an employee that has informed
them of existing orders for support/insurance. Click Add an
Employee There is still business logic to be defined. This feature
has been declared a phase 2 enhancement.
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The Employer enters the information in Part 1 and clicks Save
& Continue. The system will check ICSES for any records that
match the SSN, Case # and Order info while the Employer is typing
the data (AJAX). There is still business logic to be defined. This
feature has been declared a phase 2 enhancement. Click Save &
Continue to view Part 2 This is a wireframe. Content and layout is
subject to change.
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The Employer enters the information in Part 2 and clicks
Submit. There is still business logic to be defined. This feature
has been declared a phase 2 enhancement. Click Close This is a
wireframe. Content and layout is subject to change.
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View & Manage My Employees Module - coming soon -
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The Employer can choose to view and manage all of their
employees (not just those w/ NEW orders as seen here on the
dashboard). Click View & Manage Employees located in the
top-right navigation or the button at the bottom of the
screen.
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Here the Employer can view all employees in their company (w/
orders). The Employer can also edit employee details by clicking on
their name. In addition to these functions, the Employer can view a
PDF of the order that was sent by DHW at any time.
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Review & Respond to NMSN Module
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Click the Order # for Davis, Miles under the NMSN column.
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The employer will land on the View Order tab where they will be
presented with the option to download Adobe Reader or View the
Order for the employee. Click About NMSN.
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This is the cover letter thats mailed out but slightly re-
written to make sense for the web. Additional info on the right
hand bar that refers employer back to DNN website. Click Employer
Response
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Step 1 requires that the employer select ONE of the options
which will define what page they see for step 2.
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If employer selected either option 1 (no insurance provided) or
2 (employee does not qualify for insurance) in STEP 1 thats all the
info we need. The employer would click Return to My Dashboard
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If employer selects option 3 (no longer employed by this
company) in STEP 1 we need the termination info. New employer info
is not required. Employer clicks Complete Response to finish.
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If employer selects option 4 (withholdings exceed limitations
set by state/fed govt) in STEP 1 we need the reasonable cost
calculator info. Employer would click on Reasonable Cost Calculator
and complete those steps. This feature is yet to be designed /
scoped.
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If employer selects option 5 (none of the above had applied) in
STEP 1 AND is the HPA (as selected during Registration) we want to
collect the info on the insurance company and policy info. This
page scrolls.
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SCROLLED DOWN FOR REST OF PAGE If employer selects option 5
(none of the above had applied) in STEP 1 AND is the HPA (as
selected during Registration) we want to collect the info on the
insurance company and policy info. Click COMPLETE RESPONSE
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If employer selects option 5 (none of the above had applied) in
STEP 1 AND is NOT the HPA (as selected during Registration) we want
to collect the info on the HPA so that we can facilitate completion
of the NMSN. Employer can elect to save this HPA to their profile.
If they do, then the next screen shows what it would look like when
they come back to complete another NMSN.
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If employer selects option 5 (none of the above had applied) in
STEP 1 AND is NOT the HPA (as selected during Registration) we want
to collect the info on the HPA so that we can facilitate completion
of the NMSN. If employer elected at any point to save this HPA to
their profile OR if they added them on My Company Profile we will
display it to them from the database and give them an opportunity
to change it. Click edit to update the HPA info.
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Employer changed Rebecca Moleann to Jennifer Holly and her
email address to j.holly@benefitsma nagers.com. Click Save Note:
Saving this information will also update the HPA record in the
company profile.
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Employer sees the changes that he/she made to the HPA. Click
Complete Response
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Employer is returned to My Dashboard. Note that the NMSN order
for Miles Davis is no longer present on the Dashboard.