July 2013 Release - Workforce Consultants

July 2013 Release

Eligibility Questions in Enrollment Process - During enrollment, eligibility questions will appear after the Employee Information and Family Information pages, and before the plan selection page. This way, Employees will never see the plans that they might not be eligible for.

Eligibility Questions in Enrollment Process: During enrollment, eligibility questions will appear after the Employee Information and Family Information pages, and before the plan selection page. This way, Employees will never see the plans that they might not be eligible for.

A new Plan Rule has been added to the Health Savings Account plan type. This rule will allow Employees to create custom schedules for their HSA deductions.

Custom HSA Deductions: A new Plan Rule has been added to the Health Savings Account plan type. This rule will allow Employees to create custom schedules for their HSA deductions.

It is now possible to sequence enrollment Questions as follow-ups to other Questions attached to the same benefit plan. If a Question is marked as a follow-up, its appearance during enrollment will be contingent upon Employees providing the appropriate answer(s) to the initial Question.

Capture Benefit Plan Questions & Follow up Questions: It is now possible to sequence enrollment Questions as follow-ups to other Questions attached to the same benefit plan. If a Question is marked as a follow-up, its appearance during enrollment will be contingent upon Employees providing the appropriate answer(s) to the initial Question.

New features have been added to Compensation Statements 2.0, offering even more design flexibility.

Compensation Statements 2.0: New features have been added to Compensation Statements 2.0, offering even more design flexibility.

  • New Life Events Available on Home Page: Life Events can now be displayed in the My Profile panel on the Employee home page.
  • Allow Employees to Change Usernames: Clients may now allow Employees to change their own usernames
  • New Termination Reason: A new termination reason, Seasonal, has been added. This can be used for Employees who are hired and released on a seasonal basis.
  • Cobra Integration: Our COBRA process has been updated to offer smoother integration with vendors.

Do you like the updates? If so let us know below.

2 Comments

  • Pamela Haskins July 18, 2013

    Does this mean the employee must enter all of his or her personal information before seeing the plans and prices? If they decide not to enroll in a plan, is the personal information saved or deleted?

    • Michael Adams July 18, 2013

      This is usually based on what the carrier requires. If there are “knockout” questions, for say a voluntary plan, we can drive the product selection inside the enrollment t based on those answers.

      So if someone checks that they smoke, when they get to the enrollment, they are only shown smoker rates. Or if they answer a question that would limit them to a GI amount on a critical illness policy, they would only see the GI amount. This helps because we know all the data is clean at the time of enrollment.

      Hope this answered your question, if not please let me know.

Comments are closed.