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1. Anthem Blue Cross oo SC LISI s HRConnect User Manual DEPLOYING A GROUP Step 10 Complete the HRConnect Initialization Submission Page Confirm that all the information is correct then click Next to submit the form to HealthConnect Your group is now deployed HRConnect Initialization Complete Menu Privacy Logout Tutorial Click Menu to go back to the Main Menu HRConnect Demo Group setup on HRConnect has been completed Any previously deployed plans for this group were not overwritten as they may have been edited by the HR Administrator Click Menu to go back to the Main Menu An e mail with the group s username and password will arrive soon at the e mail address designated on the Employee Information Web page Step 5 Once the Group Administrator receives their login information they can use the secure HRConnect system explore Premium Services add custom plans and add information links and documents on the Information section LISI s HRConnect User Manual 11 This Page Left Intentionally Blank LISI s HRConnect User Manual Broker Section 2 GETTING A PREMIUM SERVICES QUOTE In addition to all the features we will cover in this manual HRConnect offers Premium Services to address additional HR needs such as integrated payroll COBRA Section 125 and HR Consulting amp Employee Handbook Building Premium Services are offered through partnerships with industry leading vend
2. ho br vom C anthem Blue Cross Net DHMO fir for von 10 bi von I anthem Blue Cross PPO fu bi y 2008 ID peL N 2009 C Pacificare Indemnity fur bi y 2003 ho y 3i 2009 I Pacificare PPO fir for Joe fio yii 2009 TC Pacificare PPO Plan fir for von 10 bi von T UnitedHealthcare PPO fir for van mn bi von Select the ancillary products your group has purchased if applicable Click Next Select Ancillary Offerings Type Effective Date M Life fir nr 2008 10 Ji one ee Com u for bon be Ms o for Joe ho y vision fir nn oe be LISI s HRConnect User Manual 9 DEPLOYING A GROUP Step 8 Complete the Plan Selection Pages Select the plans the employer offers their group Click Next Anthem Blue Cross Medical Effective Date End Date a m z E m E m Advantage PPO 25 Co pay Basic PPO Classic HMO EE Choice HSA 2400 PPO EE Choice PPO 30 CoPay EE Choice PPO 35 CoPay EE Choice Premier PPO 20 CoPay EE Choice Saver HMO High Ded EPO 2000 Ded HMO 100 Lumenos HSA 1500 Plan Lumenos HSA 3000 Plan PPO Hospital BeneFits PPO Hospital BeneFits Plus PPO Hospital BeneFits Preferred Premier PPO 10 Co Pay Premier PPO 20 Co Pay saver HMO Saver PPO Solutions 2500 PPO Solutions 3500 PPO Solutions 5000 PPO 11 01 2008 11 01 2008 11 01 2008 11 01 2008 11 01 2008 11 01 2008 11 01 2008 11 01 2008 11 01 2008 11 01 2008 11 01 2008
3. s HRConnect User Manual 27 This Page Left Intentionally Blank LISI s HRConnect User Manual HR Administrator Section 5 EMPLOYEES TAB Manage Employees The primary purpose of HRConnect is to efficiently manage HR data To facilitate this employee information must be entered into the system under the Employees section In the Manage Employees section you can upload a census list of the group s employees or register a new hire You can also add employee details such as their phone numbers and addresses designate an employment status assign plans and delete a terminated employee from the group list Adding Details Gather and enter as much pertinent information as needed for every employee in your group 1 To edit an employee s record select an employee from the list and click the Details link next to their name Manage Employees Employee Access Company Directory Census Manage Employees This section allows you to track information about existing employees and to register new employees For existing employees you can track employment status changes through the Employment Status links can view and edit employee detailed information through Details links and can indicate employee benefit plan selections through Assign Plans links New Hire Upload Employee Census Last a rirst employment status Asimov Orlando Active Details Assign Plans Delete Employee Cattan Michele Active Lem Ad
4. Employee 20 Dependent 60 Update Cancel LISI s HRConnect User Manual BENEFITS TAB CONTRIBUTIONS 3 Select a contribution period from the drop down menu item 4 on previous page 4 Choose the method of contribution Percent Flat Amount or Percent of a Specific Plan item 5 on previous page If you select Percent of a Specific Plan you must choose a base plan from the drop down menu In our example on the previous page we selected Anthem Blue Cross Lumenos 1500 Plan as the base plan upon which contributions are calculated 5 Specify the amount of contribution both the employee and dependent will make We specified in our example that the employer will contribute 80 with the employee responsible for the remaining 20 Finally click the Update link to save the data Employer and employee contributions are now set for a health plan LISI s HRConnect User Manual 51 BENEFITS TAB Assigning Plans To take advantage of the numerous employee and administrator features in HRConnect employees must be assigned to plans medical or ancillary you set up in the system There are two ways plans can be assigned to an employee 1 Assign a plan one at a time to each employee 2 Assign plans to all employees all at once a faster and more efficient process illustrated below How TO ASSIGN PLANS TO ALL EMPLOYEES 1 Inthe Benefits section click the Assign Plans link on the main menu 2 Select a type of effectiv
5. Employee amp Family sl l Defaut sl Selecta Plan sl E E D Larry 12 12 1959 Employee amp Family el 4405 Default el Select a Plan el 10 00 6 00 0 00 Feii 11 11 1970 Employee amp Child 94402 Defaut Select 2 Plan Jo op 0 00 0 00 Fielder anaras Te A oefsut sl Selecta Pan fo l Jacgues 10 10 1571 Employee amp Spouse el 4401 Default el Select a Plan el In op T oo SEN 05 05 1972 Employee Only sl 64010 Default sl Select a Plan sl 0 00 j 00 Gegen 03 08 1973 Employee amp Family OI 940350 Defsult D Select Plan 0 9 00 52 LISI s HRConnect User Manual BENEFITS TAB ASSIGNING PLANS 4 Then specify a plan the employee is currently on or enrolling in by choosing an option in the drop down menu under the Plan column Select Line of Coverage Health sl N Date ot Statu cl ame atus Class Birth Asimov Orlando Bender Neil Cattan Michele Davidoff Larry Ed wa rds kristies Fialder Jacques Jones Frank Kringle Edward Lane David Micheleitii Christina Nunez Gen O Brien April c Enrolling Effective Date Current 03 15 1966 Employee amp Child sl 64025 Default D Lumenos H5A 1500 Pl sl Iess DD 223 00 D 02 14 1967 Employee amp Spouse 94002 Defauk D Lemos SA 1500 Pl sl 399 00 416 00 515 00 01 13 1965 Employee Only sl 94404 Default D Lumenos HSA 1500 FI sl 399 00 0 00 12 12 1969 Employee amp Family D 94403 Defauk
6. Important Links Company Policies New To You Alerts Benefits Features Plan Details Insurance Term Glossary To ensure the security and integrity of your data we created a logon just for you If you would lke to give your employees access to this powerful tool you can create individual employee logons from within HR Connect To get started simply logon to http www reviewmybenefits com using the folowing mformation Username hradmmn3884 Password Lz78o02H If you need assistance please contact me at 650 555 1234 I am pleased to deliver you this value added service The password supplied in the welcome e mail is a temporary password that will allow you to log onto the HRConnect Web site LISI s HRConnect User Manual ki GETTING STARTED The HRConnect Web site portal SS ee EE EEN CARConnect Welcome Back Please enter your user name and User Name password lr Password m Do net remember my user name E Login Copyright 2008 HealthConnect Systems All Rights Reserved 12 When you enter the HRConnect Web site for the first time you will be required to change your password The new password can be any combination of letters and numbers Please note Passwords are case specific so PASSWORD is not the same as password Change Password This is either your first time logging in or your account password has been reset by an administrator In order to secure your account we ask
7. LISI s HRConnect User Manual PREMIUM SERVICES FSA POP Under the FSA POP section you can obtain a marketing brochure as well as forms for enrollment in the FSA POP services If you would like to talk to a HealthConnect representive about these services you can contact 877 805 2828 extension 250 66 Employer Administered FSA For you the employer deciding to go with an FSA is easy You owe no payroll taxes on FSA contributions and your tax savings will usually pay for the entire cost of FSA administration Your decision then becomes one of selecting the best administrator to help you launch or maintain a truly successful FSA plan When selecting an FSA administrator you need to know that they are experienced competent and committed to superior service TASC has the communication and service center expertise backed by sophisticated systems and technology to make your FSA program successful We have a staff of ection 125 legal and regulatory issues benefits GG and claims processing Flex System Application Guide Contracts Other Documents HealthConnect Flex System Plan Application Premium Collection Form HRConnect Agreement Premium Only Plans POP A Premium Only Plan POP is an easy convenient way to increase employee take home pay and reduce company payroll taxes Under POP which is regulated by Section 125 of the Internal Revenue Code IRC your company s taxable payroll can be reduced by the amo
8. Lumencs HSA 1500 Pl 275 00 495 00 770 00 11 11 1970 Employee amp Child sl 94402 Default Lumenos HSA 1500 P 275 00 203 00 10 10 1971 Employee amp Spouse sl 64401 Default D Select a Plan sl ERR o 00 473 00 0 00 05 05 1975 Employee amp Spouse zl 94080 Defaut wl Seeta Pan bau ooo 05 05 1975 Employee Only zl 94015 Defauk Selecta Pan Epo foo 04 04 1977 Employee amp Family zl 94010 Defaut SelectaPlan Elo bo 03 03 1978 Employee amp Child 94123 Defaut selectarien bo 02 02 1979 Employee amp Spouse zl 94109 Defauk SelectaPlan o oo ooo 01 01 1980 Employee Only zl 94107 Defaut Sedeta Pian o oo ba 399 00 2506 2 Total Ge SE Dep Rate Rate 622 00 3563 8 On this page you are able to change an employee s family status as well as class if you have previously set up Classes Once you change an employee s plan choice the system will refresh and display the latest rate information for that employee 5 After you complete your modifications click the Update link highlighted above to save your selections The system will display a confirmation message once you complete assigning plans to all employees Plans Assign Plans Select a line of coverage that needs plans assigned to employees Select a plan to assign to the employee after the displayed employee Class have been verified to be correct Review the rates that are autom
9. rates and assignments from this page The benefits entered will show the services the plan will cover for the employee assigned to it The rates entered will be used in determining plan costs for both employer and employee based on the plan s to which employees are assigned Once the changes are complete click on Update to finalize the entries Health 2 plans Effective Plan Name Type ra Action View Action Edit Action Compare ate View Benefits Edit Benefits S51 n Classes Assign Classes let Assign Classes Anthem Blue Cross Lumenos HSA 1500 Plan D 11 1 2008 S D View Plan Rates Edit Plan Rates De Active TEA View Benefits Edit Benefits Assign Classes ae Bap aL seit Sie ele View Plan Rates Edit Plan Rates Delete RE Effective Plan Name Type Ze Action View Action Edit Action Compare ate Anthem Blue Cross Dental Blue Platinum Plus View Benefits View Edit Benefits Assign Classes Dental 11 1 2008 PPO 100 80th UCR SES Plan Rates Edit Plan Rates Delete LISI s HRConnect User Manual BENEFITS TAB ADDING PLANS How TO ADD A CUSTOM PLAN TO HRCONNECT BY EDITING AN EXISTING PLAN When you deploy a group for the first time or add a plan to a group you already deployed you can choose from any of the Small Group plans available in HRConnect However your company may offer a plan that is not available in the system When this is the case you can add a similar plan already available in the system and then edit that
10. 11 01 2008 11 01 2008 11 01 2008 11 01 2008 11 01 2008 11 01 2008 11 01 2008 11 01 2008 11 01 2008 11 01 2008 11 01 2008 10 31 2009 10 31 2009 10 31 2009 10 31 2009 10 31 2009 10 31 2009 10 31 2009 10 31 2009 10 31 2009 10 31 2009 10 31 2009 10 31 2009 10 31 2009 10 31 2009 10 31 2009 10 31 2009 10 31 2009 10 31 2009 10 31 2009 10 31 2009 10 31 2009 10 31 2009 On the next page you can enter the policy numbers for the plans Click Next Step 9 Complete the Additional Options Page Select the Premium Services you wish your group to see the default is to see all the potential Premium Services In most cases you should set the system to transfer the employee rates therefore keep the Transfer Employee Rates checkbox selected Then confirm the effective date of the group s medical plan s and their Risk Adjustment Factor RAF Click Next Menu Privacy Logout Tutorial Please complete required information designated by an asterisk then dick Next Additional Options For more information about Premium Services please refer to the Getting a Premium Services Quote section of this manual 10 x lt 1 d d a Di Initialize Online Enrollment Display HR Resources Display COBRA FSA amp POP Information Display Payroll Information Display Employee Assistance Program Information Display HR Services Pricing Information Transfer Employee Rates RAF Settings Effective Date Im 1 2008
11. Create All Create and Email All Resend All Last Es ee ee reegt Asimov Orlando OAsimey Enabled AQ HRCDG com Reset Password Resend Email Bender Neil NBender Enabled NB HRCDG com Reset Password Resend Email Cattan Michele MCattan Enabled MC HRCDG com Reset Password Resend Email Davidoff Larry LDavidoff Enabled Reset Password Edwards Kristie KEdwards1 Enabled Reset Password Fielder Jacques JFielder Enabled Reset Password George Isela IGeorge Enabled Reset Password whoss HRCDG com Jones rank Flones3 Enabled Reset Password Kringle E Ekringle Enabled Reset Password 4 Click the Create or Create and Email link next to their name a Selecting Create will create an Employee User account for the new employee b Selecting Create and Email will create an Employee User account as well as prompt the system to send an e mail to the new employee providing this person their HRConnect login information created by the HR Administrator LISI s HRConnect User Manual EMPLOYEES TAB EMPLOYEE ACCESS Resetting a User Password If an employee loses or forgets his her password you can reset it and resend the login information via e mail by respectively clicking the Reset Password and Resend Email links next to his her name item 1 below Employee Access Employees can log into HRConnect to review the t plans maintain up to date information and wiew items you post to the Intranet You can enable and disable e accounts through the Sta
12. a plug in from Google that also allows easier access to the Google search engine Remember to allow pop ups from this website our reports and documents load as pop ups We never have pop up advertising Some programs install spyware on your computer that track your web brovaing and some even launch pop ups This program scans your Te AH p i SAR computer and allows you to dean off the spyware Free for personal Active Delete Edit 10 29 2008 use Protect yourself from hackers and block unwanted intrusions inte your computer This program can disrupt internet access and should only Active Delete 10 29 2008 be installed by advanced computer users Free for personal use Active Delete Edit 10 29 2008 Add Section Read Only Preview Any of the pre populated items on the page can be edited or removed at any time by clicking Delete or Edit next to the selected item Active Edit Delete Add Item Having problems with the website Please contact your HR representative or Broker Active Edit Delete Add Item Insurance Term Glossar Confused about an insurance berm Access our glossary for descriptions of many common Insurance terms Computer Tools Active Edit Delete Add Item These tools are useful tools for securing and managing your computer We do not recommend installing these tools without consulting with a computer professional Dovnload the latest version of Adobe Reader to view PDF files Active zg F This free pop up bloc
13. a qualifying event COBRA non compliance can expose a company te IRS audits and result in hundreds of thousands of dollars per violation in addition te litigation from employees who did not receive their health coverage Selecting a COBRA service through HRConnect Premium Services will enable you to seamlessly delegate the administrative responsibilities to a COBRA provider who will take care of processing COBRA elections verification of continued COBRA eligibility notices of qualifying events rate and benefit changes correct forms recordkeeping and billing and collection of COBRA premium payments Once the service is activated employers answer several questions regarding the qualifying event for which COBRA is being filed That information will then be forwarded to cur COBRA partner who will handle all related duties and your COBRA activities Marketing Brochures COBRAToday Application Guide Contracts Other Documents HealthConnect COBRATodav Plan Application COBRAToday Takeover Form Gremium Collection Plan Information HRConnect Agreement Freguently Asked Questions Name April O Brien Email jvroommand lisibroler Phone asp 555 Extension O Have a representative contact me about COBRA services If you require further assistance click the link Have a representative contact me about COBRA services Once you enter your contact information and submit the form a representative will be notified to contact you
14. be offered various benefit packages For example a company may offer executives a choice of plans while the rest of the employees may only select from one plan If you do not intend to offer different benefits to different groups of employees do not create a new class How TO SET UP A CLASS 1 In the Class Name column enter the name of the class you would like to set up item 1 below Please note The HotKey functionality has been removed from the system therefore leave this column blank Setup Classes Help Update Classes are used to carve out members of a single census into different groups These different groups can be offered different benefit packages For example a company may offer executives a choice of plans while the rest of the employees can only select from one plan If you do Di to offer different benefits to different groups of employees do not create any new classes Add gt Note Hotkey value can be one digit letter or blank indicates required field 2 Click the Update link highlighted above You can enter as many classes as necessary If you enter a class in error or it is no longer used mark the checkbox in the Del column next to the class to delete it from the list item 2 below eS Eo TI Exempt ES 2 A aa a aoo 7 An example of a completed class setup Setup Classes Help Update Classes are used to carve out members of a single census into different groups These dif
15. on Update to finalize the entries Health 1 plans Effective Carrier Plan Name Type Ze Action View Action Edit Action Compare ate View Benefits View Edit Benefits Assign Classes Bee Plan Rates Edit Plan Rat Plan Rates Delete Anthem Blue Cross Lumenos HSA 1500 Plan 11 1 2008 Dental 1 plans Effective i 3 e Carrier Plan Name Type e Action View Action Edit Action Compare ate Anthem Blue Cross Dental Blue Platinum Plus View Benefits View Edit Benefits Assign Classes PPO 100 80th UCR PS EE Dankas Edit Plan Rates Delete Active All benefits information displayed on this website is for comparative and informational purposes only The intent is to briefly highlight key features of your plan and is not to replace your insurance contract or booklet If your specific questions are not addressed you should contact the insurance carrier or refer to their booklet or contract for more specific information and limitations Actual claims paid are subject to the terms and conditions of the individual carrier s contracts Premiums and rates are based on enrollment at the effective date This website does not enroll any employees or communicate directly with the insurance carriers You must complete and submit appropriate carrier enrollment forms LISI s HRConnect User Manual 41 BENEFITS TAB Setting Up Classes Classes are used to carve out members of a single census into different groups These different groups may
16. outa eirt pate Orlando Neil Michele Larry Christina Ben April Asimov Bender Cattan Davidoff Micheletti Nunez O Brien Employee Employee Employee Employee Employee Employe Employe Employee Employee Employe Employee Employee Employee Employee Employee amp Child amp Spouse Only amp Family amp Child a b Spouse e Only amp Family amp Child e bh Spouse Only amp Family amp Child e k Spouse Only 8 lt 8 lt 8 lt lt B lt BB lt BB lt 3 15 1956 2 14 1967 1 13 1968 12 12 1969 11 11 1970 10 10 1971 9 9 1972 6 8 1973 7 7 1974 6 6 1975 5 5 1976 4 4 1977 3 3 1978 2 2 1979 1 1 1980 8 months 5 months 10 months 11 months D months 1 month 2 months months months months months months 8 months months D months When you modify the employee census in HRConnect you have the option to notify your agent via e mail so that he she can update the group s census in LISI s QuoteStar Powered by HealthConnect quoting system Once you click the Notify Agent to Synch Census link item 2 above on the Census page the system will send your agent an e mail informing him her that your group s current census in HRConnect is available for retrieval The agent can then facilitate a synchronization of information between the two systems transferring data from HRConnect to QuoteStar Powered by HealthConnect This a
17. that you change your password Password DEE Confirm Password ET Change Password Copyright 27008 HealthConnect Systems All Rights Reserved 15 age EE Once you modify your password you will be directed to the Home section of the HRConnect Web site 18 LISI s HRConnect User Manual HR Administrator Section 4 HOME TAB After logging onto the HRConnect Web Site www reviewmybenefits com you will land on the Home section the system s starting page This page will be the most utilized by you and your employees once you set up the system for your group The Home section consists of five sections item 1 below 1 Company Calendar 2 New To You 3 Important Links 4 Announcements 5 Tools En Demo Group Brought To Yau By Anytown CA HA Edie s e JPIS Tel 430 3535 1234 views jyrpgmmansigiroakercom m Tei Employees Benefits Enrollment Information Reports Help Payroll COBRA FSA POP EAP HR Resources Pricing Log Gut Welcome ro Gur company mirant Fram the site you can access mfonmatian on our l Aclive Edit Delete Add E plang rend ard geenleng important desaments ged vien cqenpeny related Important Links tem Pte EIA Blenge renee the pie carefully Id be hoppy to heer suggestions as te any additonal Lobtaeegkruap owe Like g melded 5 Souen gd 9 Eke 1 b incha Active Edit Delete Add Let eme know d you haw any Quester Tti Oper Farallmack Maatiag fer Thank You 2005
18. the system and provide details about its Premium Services Free Web seminars are currently held biweekly Wednesday and Friday at 10 00 am to 11 30 am Frequency and times are subject to change How TO SIGN UP FOR A WEB SEMINAR 1 Login to the HRConnect Web site www reviewmybenefits com using your username and password 2 Click the Sign Up for a Web Seminar button at the top middle section of the Web page HRConnect Demo Group 123 Mam 5 Anytown C Sad02 Edit Brought To You By HRConnect Demo Broker Tel 650 555 1234 i View jvroommang lisibroker com i TIOUN Employees Benefits Enrollment Information Repo FSA POP EAP HR Resources Pricing Welcome to our company intranet From this site you can access information on our benefit leaner her E E L Active i Edit Delete Add Item plans read and download important documents and view company related information Upcoming Events Edit Delete Add Item Please review this site carefully I d be happy to hear suggestions as to any additional information you d like to see included Important Links Let me know if you have any questions Thank You Announcements Edit Delete Add Item Benefits Administrator Edit Delete Add Item Read Only Preview 3 On the next page a list of available Web seminar dates and times will be displayed If you are interested in participating in a training seminar select a date and time that works best for you and c
19. you can edit or delete a section or an item by clicking either Edit or Delete next to the section or item you wish to change or remove item 2 above 58 LISI s HRConnect User Manual HR Administrator Section 9 REPORTS TAB In the Reports section you can run instant reports from the data in HRConnect Each of these reports can be displayed on screen printed or exported to Microsoft Excel for manipulation and back up Reports available in the system TITLE VARIATIONS AVAILABLE Birthday All months or by specific month Emergency Contacts None Employee Details None Employee Plans By Effective Date either currently enrolled or future enrollment option Employee Rates Sort by Name or Coverage Type By Effective Date either currently enrolled or future enrollment option Employee Statistics None New Hire Select Time Period Service Anniversary All months or by specific month Termination Select Time Period How TO VIEW A REPORT 1 To view a report select an option in the drop down menu As an example let s choose the Birthday report HR Summary Reports Please select the type of report you would like to view Report Bai BS Employee Rates Employee Statistics New Hire Service Anniversary Termination 2 Then select the option you wish to see and click the View link item 1 below An on screen report will display below HR Summary Reports Please select the type of report you would like to view Report Birt
20. 55 Bs information EE 57 9 Reports SOCUON E 59 BO GUD SOCUIONN E 61 Ti Premium Services SCCUONNS ics c5 o5 iscsi itne ON E N 63 PA EE 64 Eege 65 w E EE 66 et EE 67 OT EE 68 aE TES EEA en en Oe eee E ee ee ee ee ETE 69 Proposal A Premium Services Detailed Rtl ee EE 71 Proposal B Premium Services Proposal Summary esssesesssseessssesssseesssecsssseessssessescessssessssecssesessssscssesecssescssssecssssee 83 Proposal C Premium Services Pricing SUIMIMANY EE 85 LISI s HRConnect User Manual This Page Left Intentionally Blank LISI s HRConnect User Manual OVERVIEW WHAT IS HRCONNECT RConnect is an online integrated human resource HR management system designed to meet the needs of most employers and their employees HRConnect includes a benefit plan administration system that is set up and maintained by the insurance agent It summarizes all benefit plans and provides contact information for all carriers enrollment forms and other important information Surveys of HR managers all draw the same conclusion the most common employee inquiry is about health and benefit plans therefore an effective HR system must have robust benefit plan administration capabilities HRConnect meets this need by having a system maintained by the local health and benefits expert HRConnect includes a variety of other capabilities as well including employee record keeping company calendar HR reports vacation and a
21. Benefits Enrollment OTTEN Reports Help Payroll COBRA FSA POP EAP You do not hawe any sections on this page Copyright 2008 HealthConnect Systems All rights reserved All final binding information must be received directly from the insurance carrier Server 13 2 On the Add Section page enter a section title required and a description if needed You can enter a number of items to display in Compact View as well as effective and expiration dates for displaying the section Then click the Add link Add Section Title Description can leave blank Number of Items to Display in Compact View Effective Date leave blank if always available Expiration Date leave blank if always available LISI s HRConnect User Manual 57 INFORMATION TAB 3 After adding a section you will return to the Information section In the new section header click the Add Item link to specify what information you wish to display in this section Employee Benefits Active Edit Delete Add Item Add Section Read Only Preview 4 Select the type of item to be added from the drop down menu Enter an item label a description if needed and effective dates if you want the item to display for a limited period of time Finally click the Add link Your item is now displayed on the Information section item 1 below You can create as many sections as you want with as many items in each section as you need At any time
22. Connect Services Payroll Premium Only Plan COBRA HRAnswerLink Flexible Spending Account Services can be purchased on a bundled basis or a la carte Please fax this Expression of Interest to HealthConnect Systems Attention Sales Department Fax 559 256 1009 Upon receipt a representative of HealthConnect Systems will contact you at the time specified above to provide an online demonstration of HRConnect CERConnect LISI s HRConnect User Manual APPENDIX A Premium Services Detailed Proposal Page 5 HRConnect Benefits Administration Benefits Administration System Benefits Administration System Employee recordkeeping address dependents emergency contacts new hires terminations e Benefit plan summaries deductible co pays Rx e Forms enrollment forms benefit plan change forms e Doctors e Links to carriers e Insurance agency integration agency keeps benefit plans up to date auto forward employee changes e Important company information displayed to employees company calendar company documents links announcements e Reports new hires terminations birthdays service anniversaries e HR manager and employee access Key Benefits e Manage all HR and benefits in one place in partnership with your insurance agency e Benefits administration and basic HR system provided at no cost to you by your insurance agency Underlying Service Provider HealthConnect Systems www healthconn
23. DG com LISI s HRConnect User Manual 37 EMPLOYEES TAB Census You can access your company s complete census list on the main menu of the Employees section under Census Manage Employees Employee Access Comp Manage Employees This section allows you to track information about existing employees and to register new employees For existing employees you can track employment status changes through the Employment Status links can view and edit employee detailed information through Details links and can indicate employee benefit plan selections through Assign Plans links New Hire Upload Employee Census last gt first Emolovment status R Asimov Orlando Active Assign Plans Delete Employee Assign Plans Delete Employee Assign Plans Delete Employee Bender Neil Active Catten Michele Active Micheletti Christine Active s Assign Plans Delete Employee Nunez Ben Active Details Assign Flans Delete Employee O Brien April Active Details Assign Plans Delete Employee It displays a list of all active employees in your group including their dependent status birth date and age item 1 below Manage Employees Employee Access Company Directory Census Census When renewing or changing plans review the employee information below Make any ents in the Manage Employee tab When complete let your agent know that the updated census able by clicking the Notify Agent link Notify Agent to Synch Census Ss
24. Ded 100 Ceductible es Co ingurance 200 70 _ sd Copay 100 70 il Gut of Pocket 1 500 sen O 1 Dut of Packet Family E 3 000 g 6 000 Hospital Copay 100 BIC Pays s650 Day lt Network Aaimbursament Basis Coinsurance i is percent Limited f fee schedule Family Limit 3 000 Family aggrega 53 000 Family aggrega E i Ambulanse 200 after ded 100 of CSR after de anane 100 after ded 30 da 70 after ded fe Oral Contraceptives Included oo Included o Mail Order Up te a S day supply Up to a 90 day supply i O O O o dd Section Read Only View LISI s HRConnect User Manual 47 48 BENEFITS TAB ADDING PLANS Important Note If you are making numerous changes we recommend you save frequently because HRConnect will time out after a period of inactivity Click the Update link on the bottom right corner of the page after every five to ten changes you make to avoid losing data and logging onto the system again Once you complete editing the plan benefits to match your group s current plan click the Edit Plan Rates link next to the plan you are changing Setup Classes Add Plans Contributions Assign Plans Plans Filter by Coverage Type all Select a line of coverage to review or update the company s plan benef
25. Default entry 3 Click the Update Status link to save your changes to HRConnect highlighted above Assigning Plans After you complete entering information for each employee you must assign each employee to a plan under each line of coverage Medical Dental Vision and so on as applicable 1 To assign a plan to an employee click the Assign Plans link next to their name Manage Employees Employee Access Company Directory Census Manage Employees This section allows you to track information about existing employees and to register new employees For existing employees you can track employment status changes through the Employment Status links can view and edit employee detailed information through Details links and can indicate employee benefit plan selections through Assign Plans links New Hire Upload Employee Census ey er ETER Asimov Orlando Active Details Assign Plans Delete Employee Bender Neil Active Details Assign Plans Delete Employee Catten Michele Active Davidoff Larry Active l Assign Plans Edwerds Kristie Active Delete Employee Micheletti Christina Active tails Assign Plans Delete Employee Nunez Ben Active Details Assign Plans Delete Employee O Brien April Active Details Assign Plans Delete Employee 2 For each line of coverage listed in the system assign a plan to an employee by clicking the button next to the employee s plan choice 32 LISI s HRConnect User Manual EMPLO
26. LICONA USER MANUAL Produced by the LISI Product Department LISI 866 570 LISI 5474 m www lisibroker com Copyright LISI Inc Copyright 2009 by LISI Inc All rights reserved No part of this manual may be used or reproduced in any manner whatsoever without written permission For information address LISI Inc 1600 West Hillsdale Avenue San Mateo CA 94402 LISI s HRConnect User Manual TABLE OF CONTENTS Overview What is HRConnect sessesssseesssscesssscssesccsssscssseccssescssseecossecessescossecoeseecosseccoseeceesescesseceessseesssseesseeesssseeos 5 Sections for Brokers t Depono ACO eea E Ge vg se ae N 7 2 G tting a Premium Services QUOLG EE 13 3 GENO SCANT E 17 Sections for HR Administrator A OME SO CUIONN a E 19 EditMode Reda ONIY EE 20 EWING tne Tee e TL 21 Elle e Le Up lor a Web SOI e TEE 22 w E Elle te E 24 AANO YOUN CO ay WOO E 26 5 EMDPIOY COS EE 29 i lee leie 29 o een enD E 29 Designatng an EMPplOyee TC 31 ASONO PIS eap E E ETNE E E N EE T 32 IDS SUING Ee Re ie e E 33 wl BE SIE 34 Creating an Employee User ACCOUML sosiascncatecanstiaacendinencdsannetescostendmatllnnaponwanestonoasthadanietee aaneasieeeedatevanandees 34 Resetting a User Pass Wor E 36 REV Oni USE r ACCESS eege EE 36 ECONO DIECO EE 37 RE E EE E E IA A A A EE E E E A E A E 38 EE EE 41 ess le BE 42 EE El e BEE 43 EECHER 50 ASONO Be CN 52 AEN OLMON Ee d en EE
27. Luagh Served Benefits Adminis iet ACHIVE Edit Delete Add mtem Arbia a 11 3 2M0E Active Edit Orlete Add company Calendar SSES Upcoming Evers 12 00 08 7 00 PM Company Holiday Dery Ealsts Ede 13 3 2008 12 25 08 12 00 PH Cheztzonz Heldiay Day Of Aive ZE a Beleta EG 15 3 2008 Hew To You Read Only Preview Each section can be populated with important information to distribute to your group s employees Items or events can be added to any section except New To You Geared specifically to the employee the New To You section spotlights the information from Sections 1 through 4 added by you as the HR Administrator The next time an employee logs onto the Web site he she will see the information that is relevant under this section You can also navigate to other sections of the HRConnect Web site by using the tabs at the top of the screen item 2 above Furthermore you can sign up to view a training video or attend a Web seminar to familiarize yourself with this Web site and its services by clicking one of the buttons above the tabs item 3 above We will provide more information about these services later in this section LISI s HRConnect User Manual 19 20 HoME TAB Edit Mode e amp Read Only Preview HRConnect offers flexibility to set up screens to suit your needs Only the designated HR Administrator has access to change the basic setup of the group s HRConnect Web site Once you log in as an HR Administ
28. Resources services with HRConnect HRConnect s vendor partners have been selected because they offer complete online integration to keep a company s HR system running smoothly and efficiently CURRENT PREMIUM SERVICE VENDORS AND SERVICES SurePayroll Payroll TASC COBRA TASC POP FSA Ceridian EAP HRAnswer Link HR Resources With your HRConnect account five additional tabs are available to you across the top of the screen that tie to each of these Premium Services If you need more information about Premium Services or require assistance in setting up any of these services for your company you will find on each of the Premium Services section a link to submit your contact information so that an HRConnect representative can be notified to contact you LISI s HRConnect User Manual 63 PREMIUM SERVICES Payroll To obtain more information about SurePayroll and see if their service is a good fit for your company click the link Learn more about the HealthConnect and SurePayroll solution and you will be directed to SurePayroll s Web site ath Connect the employee benefits network SURE PAY ROLL HRiConnect now offers an integrated online payroll tax filing and direct deposit solution that automates the benefits administration and payroll processing function in a single solution The advantages to an H and Payroll administrator are significant Gain access to an integrated benefits administration
29. YEES TAB MANAGE EMPLOYEES 3 After making a plan choice for each line of coverage click the Update link to save your selections Please select up to one plan per coverage type You can also waive coverage if that option is available Update rifeaive Date Anthem Blue Cross Lumenos HSA 1500 Plan 11 1 2008 Assurant PPO 90 70 500 11 1 2008 O cacti Date Anthem Blue Cross PPO Dental Blue Platinum Plus 100 80th UCR 11 1 2008 Waive coverage O Deleting an Employee If an employee leaves your group and you are certain that their information is no longer needed in HRConnect you have the option to delete the terminated employee s records However please note that the Delete Employee feature is not recommended for use Instead it is advisable to set the terminated employee s status to nactive to prevent data loss This topic will be covered later in this chapter Currently there is no method available to recover this information once you confirm an employee deletion Please consider your deletions carefully 1 To delete an employee record select an employee from the list and click the Delete Employee link next to their name Manage Employees Employee Access Company Directory Census Manage Employees This section allows you to track information about existing employees and to register new employees For EA ME ing employees you can track employment status changes through the Employment Status links can view and edi
30. able and disable employee accounts through the Status links and can email account information through auto emailing The user accounts were successfully created Create All Create and Email All Resend All Asimov Orland OAsimovy Enabled AOGHRCDG com Reset Password Resend Email Bender Neil NBender Enabled NBQHRCDG com Reset Password Resend Email Cattan Michele MtCsttan Enabled MC HRCDG com Reset Password Resend Email Davidoff Larry LDavidoff Enabled Reset Password Edwerds Kristie KEdwerdsi Enabled Reset Password Micheletti Christina CMicheletti Enabled Reset Password Nunez Ben BNunez Enabled Reset Password O Brien April AOBrien Enabled AOG HRCDG com Reset Password Resend Email For an Employee If you have a new hire employee you can give this person access to HRConnect by creating a single Employee Access account 1 Go to the Employees section and click the Manage Employees link on the main menu at the top of the page 2 In the Manage Employees screen add the employee 3 Next navigate to the Employee Access section You will find that the new person is now included in the employee list Manage Employees Employee Access Company Directory Census Employee Access Employees can log into HRConnect to review their benefit plans maintain up to date information and view items you post to the Intranet You can enable and disable employee accounts through the Status links and can email account information through auto emailing
31. ales finance operations etc In addition the included forms library above is for your specific state with the premium services you obtain access to hr forms for all states Name April O Brien Email jvroomman lisibroker Phone 650 555 1234 Extension _ Have a representative contact me about Premium HR Resources If you need more information about the HR Resources service complete your contact information and click the link Have a representative contact me about Premium HR Resources A representive will be notified to contact you so that he she may discuss all the benefits of this service 68 LISI s HRConnect User Manual APPENDIX APPENDIX A PREMIUM SERVICES DETAILED PROPOSAL Utilized for both new groups and groups already in the quoting system this is an 11 page proposal with detailed pricing and service descriptions APPENDIX B PREMIUM SERVICES PROPOSAL SUMMARY Used solely for groups that exist in QuoteStar Powered by HealthConnect this is a two page proposal with detailed pricing and simplified services descriptions APPENDIX C PREMIUM SERVICES PRICING SUMMARY Produced for groups already deployed in the HRConnect system this proposal is generated for groups that would like pricing on HRConnect s Premium Services This proposal is a one page detailed pricing sheet with no description of the services provided LISI s HRConnect User Manual 69 This Page Left Intentional
32. anges in the system Click Next Agency Information Menu Privacy Logout Please complete required information designated by an asterisk then click Next Agency Name HRConnect Demo Broker License e besss Address 1 21Manst Address 2 Ir City State Zip Anytown Jca 99402 Phone een 555 1234 D ge Giese Em Web URL Agent First ason Agent Last vroomman Agent Phone e50 555 1234 Agent Cell Agent Fax j Email Agent on ER Changes Always Notify Agent 8 LISI s HRConnect User Manual DEPLOYING A GROUP Please note HRConnect remembers changes made to the Agency Information page and applies them to all previous groups that have been set up in the system Step 7 Complete the Carrier Information Page Select the group s medical carriers Select Medical Carrier s Carrier Name Effective Date End Date Aetna fir von on fio bi Joe M Anthem Blue Cross fir von on fio bi fos Blue Shield fir yii on ho bi fos CaliforniaChoice P 1 fo l 2008 ID f E i 2009 C Sharp HMO P 1 joi 4 2008 i0 f E 1 2009 Sharp PPO j j ho yfi yfo UnitedHealthcare f 31 2009 WHA j j ho yir yfo Make sure you also include all their dental carriers if applicable Select Dental Carrier s Carrier Name Effective Date End Date TM Aetna DHMO fir bn oe bo bi Joe Aetna Freedom of Choice fur bi y 2003 ho y 3i 2009 I aetna PPO fir for von
33. applications are expedited Online enrollment in HRConnect ensures that employees fill in all required information allowing them to submit complete signature ready applications This reduces processing time and errors in applications CARRIERS CURRENTLY AVAILABLE IN HRCONNECT FOR 2 50 GROUPS MEDICAL AND OR DENTAL Aetna Anthem Blue Cross Blue Shield CaliforniaChoice Health Net Kaiser Permanente Kaiser Permanente Choice Solution PacifiCare m Sharp Health Plan United HealthCare DENTAL ONLY Safeguard Additional carrier enrollment forms can be added as needed and can be requested by contacting an HRConnect representative LISI s HRConnect User Manual 55 This Page Left Intentionally Blank LISI s HRConnect User Manual HR Administrator Section 8 INFORMATION TAB The Information section serves as a repository of information that you can provide to employees to view whenever they access the HRConnect Web site This section is initially blank but it can be utilized and filled with any information you choose there is no limit to what can be added and displayed Examples of items that can be added include BENEFITS SECTION Benefits Plan Summary Provider List Claims Forms Company Contact Sheets COMPANY SECTION Company Contact Sheets Merchandise Catalog Employee Handbook How To ADD ITEMS TO A SECTION 1 Click the Add Section link Home Employees
34. at would like pricing for Premium Services This option will produce a one page detailed pricing sheet with no description of the services provided 1 Go to the HRConnect Web site www reviewmybenefits com and login using your username and password 2 Click the Pricing Tab on the main menu 3 On the Pricing section enter in the textbox the number of employees to quote for this group 4 Click the Generate HRConnect Price Quote button HRConnect Pricing Generate HROonnmect Price Quote l a When printing you can set the orientation of the document in Landscape mode so all the pertinent data shown on the Web page will fit better on the printed page LISI s HRConnect User Manual 15 This Page Left Intentionally Blank LISI s HRConnect User Manual Broker Section 3 GETTING STARTED Once the group is successfully deployed you or the Group Administrator will receive an e mail containing a link to access the HRConnect Web site www reviewmybenefits com along with the username and password Dear April O Brien I am pleased to provide you with online tools and plan information for you and your employees These tools are available via a customized HRConnect site that I have created for you HRConnect will expedite the administration and communication of your benefits as well as provide additional value to you and your employees inchiding HRConnect Features Company Calendar News and Announcements Employee Directory
35. ate known as COBRA Consolidated Omnibus Budget Reconciliation Act of 1985 e COBRA is complex and error prone e It is very easy for an employer to fall into a state of non compliance exposing the company to costly IRS audits and penalties and employee lawsuits Key Benefits Eliminates administrative workload and potential liabilities of complying with COBRA CERConnect LISI s HRConnect User Manual 77 78 APPENDIX A Premium Services Detailed Proposal Page 8 HRConnect Premium Only Plan POP Premium Only Plan POP Premium Only Plan POP e Allows employers to reduce their taxable payroll by the amount employees contribute to certain group sponsored benefit plans such as medical which reduces the employers payroll taxes e Allows employees to reduce their taxable income by the amount they contribute to their premium payments which increases their take home pay Key Benefits Easy convenient and commonly used way to help employees increase their take home pay and employers reduce their payroll taxes CHRConnect LISI s HRConnect User Manual APPENDIX A Premium Services Detailed Proposal Page 9 HRConnect HR Compliance HR Compliance and Reference Services HR Compliance and Reference Services e Forms library new hires terminations worksite postings and other commonly used HR forms e Employee handbook builder e Ask the HR Pro email or phone HR consultants with questions e Ne
36. atically displayed after a plan has been selected and modify as needed Once the changes are complete click on Update to finalize the entries Plans have been assigned Select Line of Coverage Health sl Effective Date Current C Enrolling Gees of Total SE SE Name EE Rate Dep Rate Rate Asimov Orlando Bender Neil Cattan Michele Davidoff Larry Edwards Kristie 622 00 03 15 1966 Employee amp Child zl 94025 Dem Lumenos RSA 1500 Pi sl Esso Pasco 333 00 02 14 1987 Employee amp Spouse zl 94002 Defaut zl Lumenos HSA 1800 Pile 399 00 breng 01 13 1968 Employee Only zl 94404 Defaut zl Lumenos HSA 1500 Pile 399 00 ba 12 12 1969 Employee amp Family zl 94403 Default Lumenos KSA 1500 Ply 275 00 4ss co 94402 Defaut Lomenos HSA 1500 Pl a7s 00 osoo 815 00 399 00 770 00 11 11 1970 Employee amp Child 478 00 LISI s HRConnect User Manual 363 80 402 40 53 This Page Left Intentionally Blank LISI s HRConnect User Manual HR Administrator Section 7 ENROLLMENT TAB In the Enrollment section you can complete the master group application for medical and dental coverage through a select list of carriers You can also view the status of the employees applications as well as print copies for their records It is advantageous to use this section during your groups Open Enrollment period the processes of completing and collecting enrollment
37. cess to the Google search engine Remember to allow pap ups from this website our reports and documents load as pop ups We never have pop up advertising Some programs install spyware on your computer that track your web brovaing and some even launch pop ups This program scans your Active Fri it 10 29 2008 computer and allows you to clean off the spyware Free for personal use Protect yourself fram hackers and black unwanted inbruaiona inka your computer This program can disrupt internet access and should only Active Edit 10 29 2008 be installed by advanced computer users Free for personal use Add Section end Only Preview Active it 10 29 2008 You can arrange sections or specific items within a section by clicking any of the red arrows on the page Clicking the arrows in the blue section bar item 1 below will move an entire section up or down while clicking the arrows right next to an item item 2 below will move it up or down within the section Active Edit Delete Add Item Having problems with the website Please contact your HR representative or broker Glossary a it Delete Add Item Insurance Term Glossa Confused about an insurance term Access our glossary for descriptions of many commen Insurance terms Computer Tools Edit Delete Add Item These tools are useful tools for securing and managing your computer We do not recommend installing these tools without consulting with a computer professional Downl
38. dditions or deletions are necessary go back to the group s quote and change the census Remember full names must be included on the census so that plans can be assigned to employees Additionally assign one of the employees as the Group Administrator by entering their contact information at the bottom of the Web page Click Next Fdit Add Employee s Status Zip Employee Information DOB Gender Email fabbr 03 15 1966 02 14 1967 01 13 1968 Name Age gmi E A pmi F ma A Orlando Asimov OA nroconnect co 13 12 1969 rz aiherra connect LL vk 11 11 1970 10 10 1971 05 05 1976 04 04 1977 03 03 1978 ia mi Hrconnmneci KE Ka ka kan Seenen mn E om Ten KW _ Ki bo Ta Hrconneci CH el KI KKK RK EE EI Ta beige liegen rr KN KK i D en Lef rap ENEE r KAN co ECL C aa i f al DhIldatrrewratapar h en 02 02 1979 S 0 BN hreonnect co 01 01 1980 Zoroa Sika F CH d T 7 AO nroonnect co Group Administrator Information Important note If you prefer the password and username for the group to be e mailed to you rather than the group s administrator enter your e mail address in the Group Administrator Information section Step 6 Complete the Agency Information Page Make sure the brokerage information is correct Enter any missing data or update any incorrect information Required step At the end of the form specify if you want to be notified of employer ch
39. e date Current applies to plans that are already in effect and Enrolling refers to future enrollments Plans Setup Classes Add Plans Contributions Assign Plans Select a line of coverage that needs plans assigned to employees Select a plan to assign to the employee after the displayed employee Class have been verified to be correct Review the rates that are automatically displayed after a plan has been selected and modify as needed Once the changes are complete click on Update to finalize the entries Select Line of Coverage Select sl Setup Classes Add Plans Cantnibutioans Assign Plans Select a line of coverage that needs plans assigned to employees Select a plan to assign to the employee after the displayed employee Class have been verified to be correct Review the rates that are automatically displayed after a plan has been selected and modify as needed Once the changes are complete click on Update to finalize the entries Select Line of Coverage Health sl Effective Date Current Enrolling Date of Total Employer Employee Dep Rate weed z x Birth Cost Asimov 03 15 1956 Employes amp Child 94025 Defaut r Selecta Plan I o 0 0 00 0 00 Bender 57 Employee amp Spouse gt sao Selects Plan l f lo Neil 02 14 15 Employee amp Spouse el 94002 Default el Select a Plan 10 00 0 00 0 00 Michela 01 13 1956 Employee Only sl 94404 Defeult Select Plan o 00 Jo og 0 00 Davidoff a
40. e mail address Then the HR Administrator must create employee accounts in HRConnect and grant them access to the system Creating an Employee User Account For All Employees 1 Go to the Employees section and click the Employee Access link on the main menu at the top of the page any Directory Census Manage Employees This section allows you to track information about existing employees and to register new employees For existing employees you can track employment status changes through the Employment Status links can view and edit employee detailed information through Details links and can indicate employee benefit plan selections through Assign Plans links New Hire Upload Employee Census First mployment Sep Asimov Orlando Active Details Assign Plans Delete Employee Bender Neil Active Details Assign Plans Delete Employee Cattan Michele Active Details Assign Plans Delete Employee Micheletti Christine Active Details Assign Plans Delete Employee Nunez Ben Active Details Assign Flans Delete Employee O Brien April Active Details Assign Plans Delete Employee 2 In the Employee Access screen you can efficiently create accounts for all employees by selecting one of the links on the top right menu Create All Create and Email All and Resend All Employee Access Employees can log into HRConnect to review their benefit plans maintain up to date information and view items you post to the Intranet You ca
41. ectsystems com e Leading provider of online HR and employee benefit administration systems e 6 700 agency clients CERConnect LISI s HRConnect User Manual 75 76 APPENDIX A Premium Services Detailed Proposal Page 6 HRConnect Payroll Processing Online Payroll Processing Online Payroll Processing s Calculate wages and deductions e Deduct deposit and file all federal state and local taxes e Keep track of accrual benefits overtime and bonus pay e Pay your employees through direct deposit and notify them via e mail e Keep an online record of all payroll and tax information e Keep you clear of IRS penalties Complete flexibility for employer to initiate payroll when they want versus conforming to payroll company s schedule All payroll data available 24 7 including ability of employees to access historical paystubs W 2 s etc Key Benefits Better faster cheaper versus in house or traditional service bureaus ADP and Paychex Underlying Service Provider Sure Payroll www surepayroll com e Largest online payroll company in the United States e 18 000 companies as clients e All 50 states e 98 6 client retention CHRConnect LISI s HRConnect User Manual APPENDIX A Premium Services Detailed Proposal Page 7 HRConnect COBRA Administration COBRA Administration COBRA Administration e In general employers with 20 or more employees are required to comply with the federal mand
42. ed Important Links information Please review this site carefully I d be happy to hear suggestions as to any additional information you d like to see included Active Let me know if you have any questions Open Enrollment Meeting for 2009 Lunch Servedi Thank You Benefits Administrator Company Calendar Active Upcoming Ewents 12 06 08 7 00 PM Company Holiday Party Add Item Item Type Document Label My Documents Upload and Manage m 2a Documents From Broker Forms Warehouse Description can leave blank Effective Date leave blank if alueys available Expiration Date leave blank if always available Under My Documents select the file you want to add from the drop down menu item 2 above If the file does not appear as an option in the menu follow this four step process to add and upload the file a Click the Upload and Manage Documents link item 2a above b Create a record in the Documents screen by clicking the Add link Document Add Cl IS e Description FileName 2009 Benefit Calculator 2009 Benefit Calculator xls 11 03 2008 TI 2009 Open Enrollment Summary Open Enrollment Summary doc 11 03 2008 LISI s HRConnect User Manual c In the HoME TAB ADDING ITEMS Document Upload screen you must enter a name for your document A brief description may also be added if applicable Click the Browse button to locate the Holiday Schedule document in your computer Then click the Upload Doc
43. er of Employees Choose one How did you hear about this training today Questions amp Comments Register Now 5 You will receive a confirmation message including information on how to access the Web seminar at the e mail address you provided during the registration process MINIMUM SYSTEM REQUIREMENTS In order to access the Web seminar the computer you use must meet the following minimum specifications PC based attendees Windows 2000 XP Home XP Pro 2003 Server Vista Macintosh based attendees Mac OS X 10 3 9 Panther or newer LISI s HRConnect User Manual 23 HoME TAB Adding Items HRConnect allows you to incorporate information useful to your organization In each section of the Home section items such as calendar events links and documents can be added As an example let s add a document the 2009 Holiday Schedule to the Important Links section of the group s Home section How TO ADD AN ITEM IN THE HOME SECTION 24 1 2 ES Click the Add Item link under the Important Links section HRConnect Demo Group 123 Main St Brought To You By Anytown CA 94402 Edit P Tel 650 555 1234 Sign up foro Web seminar jvroommean lisibroker com C F Employees Benefits Enrollment Information Reports Help Payroll Welcome to our company intranet From this site you can access information on our es benefit plans read and download important documents and view company relat
44. ferent groups can be offered different benefit packages For example a company may offer executives a choice of plans while the rest of the employees can only select from one plan If you do not intend to offer different benefits to different groups of employees do not create any new classes Hotkey Exempt r m Houry m Management OOOO Add gt FT Note Hotkey value can be one digit letter or blank indicates required field Help Update Important Note Once you set up classes you must assign each class to a plan as well as assign each employee to a class to ensure that the system functionality will work correctly with your class structure 42 LISI s HRConnect User Manual BENEFITS TAB Adding Plans HRConnect stores most small group medical and ancillary benefit plans available in California However there may be plans currently not available in the system so you may need to add a plan Plans chosen by a group must be entered when the group is deployed in HRConnect In addition to being able to add medical dental life or vision plans you can also add other plan types such as 401 k 403 b Short and Long Term Disability and Long Term Care You can add both plan benefits and rates for these ancillary plans How To ADD A PLAN TO HRCONNECT 1 Click the Add Plans link on the main menu Setup Classes Add Plans Contributions Plans Filter by Coverage Type all Select a line of coverage to review or
45. hday se Month All Months wi View Export Print As of 11 13 3008 Age 01 01 1980 28 Years 10 Months Michele Cattan 01 13 1968 40 Years 10 Months Ben Nunez 02 02 1979 29 Years 9 Months Neil Bender 02 14 1967 41 Years 8 Months Christina Micheletti 03 03 1978 30 Years 8 Months LISI s HRConnect User Manual 59 REPORTS TAB 3 To export this report or print a copy for your records click the Export Print link above the report information item 2 on previous page In the dialogue box you can select between the option of opening and viewing the report or saving it to your computer a If you are exporting the file it will download in the xls format and it can be opened in Microsoft Excel Nail 7 Christina g Orlando g9 David 10 Edward EES Frank 12 Gina 13 Helena 14 Isela 15 Jacques 16 Knstie 17 Larry O Gren Cattan Nunez Bender Micheletti Asimov Lane Kringle Jones Isa Helms George Fielder Edwards Davidoff 01 01 1980 01 13 1968 02 02 1979 02 14 1967 03 03 1976 03 15 1966 04 04 1977 05 05 1976 06 06 1975 07 07 1974 08 08 1973 09 09 1972 10 10 1971 11 11 1970 12 12 1969 As of 11 13 2008 28 Years 10 Months 40 Years 10 Months 29 Years 9 Months 41 Years amp Months 30 Years 8 Months 43 Years 7 Months 31 Years 7 Months 32 Years 6 Months 33 Years 5 Months 34 Years 4 Months 35 Years 3 Months 36 Years 2 Months 37 Years 1 Months 38 Years 0 Months 38 Years 11 Months The re
46. idual carrier s contracts Premiums and rates are based on enrollment at the effective date This website does not enroll any employees or communicate directly with the insurance carriers You must complete and submit appropriate carrier enrollment forms Update Sack LISI s HRConnect User Manual BENEFITS TAB ADDING PLANS 7 Once the Rates section is updated click the Plan Details link at the top of the page Rates Carrier Details Carrier Other Carrier Plan Details Plan Type Other Type 8 Enter your group s plan benefits on the Plan Details page Plan Benefits Health Carrier Assurant Plan Name PPO 90 70 500 Product PPO Policy Number AC1234 Effective Date 11 1 2008 Drug card eg ba ees E Deductible E oe GE Family Limit OOP Max Single OOP Max Family Lifetime max NEM Inpatient Outpatient Surgery Emergency Room Brand rT TT Orel Contraceptives Ir IC Mail Order FO Ir All benefits information displayed on this website is for comparative and informational purposes only The intent is to briefly highlight key features of your plan and is not to replace your insurance contract or booklet If your specific questions are not addressed you should contact the insurance carrier or refer to their booklet or contract for more specific information and limitations Actual claims paid are subject to the terms and conditions of the individual carrier s con
47. inancial concerns retirement planning and concierge services e Online resources multi media self help programs and assessments Key Benefits e Additional benefit plan for employees e Improves productivity by addressing emotional issues before they become costly workplace issues Underlying Service Provider Ceridian www ceridian com e Leading EAP provider with services offered in over 100 countries e 110 000 companies with 25 million employees as clients e New York Stock Exchange listed company CHRConnect LISI s HRConnect User Manual 81 This Page Left Intentionally Blank LISI s HRConnect User Manual APPENDIX B Premium Services Proposal Summary Page 1 HRConnect An integrated HR payroll and benefits system STITT BENEFITS PATROGLL COBRA EMPLOTEE IH A ASSISTANCE Through HRConnect Jason s Test Group can Track employee information Summarize all benefit plans Process payroll Administer COBRA POP and FSA plans Access human resource compliance tools and professionals Forward employee events to insurance E agency automatically Receive a single bill for all services HealthConnect Systems has set up an HRConnect account for Jason s Test Group To get started simply logon using the following information URL http www ReviewMyBenefits com HR Administrator Username Password Password may have been edited by employer To learn more about HRConnect go to h
48. its rates and assignments from this page The benefits entered will show the services the plan will cover for the employee assigned to it The rates entered will be used in determining plan costs for both employer and employee based on the plan s to which employees are assigned Once the changes are complete click on Update to finalize the entries Health 2 plans Effective A l i Plan Name Type Action View Action Edit Date PPO Edt Giant at Lee Lieu Benefits Anthem Blue Cross Lumenos HSA 1500 Plan 11 1 2008 ___ _ S dap View Plan Rates Ed Plan Rates SCH View Benefits Seu eres assign Classes na Bee S 2 E View Plan Rates Edit Plan Rates Delete BEE Change the name of the carrier plan name plan type effective date and policy number of the plan to match your group s current plan Next edit the rates a If your group has age banded rates click the Employee button next to plan type under the Rates subsection You must enter each person s employee and dependent only rates Rates Carrier Other Carrier E Other Carrier Anthem Blue Cross Plan Details Plan Lumenos HSA 1500 Plan Type Preferred Provider Organization E Other Type Effective Date 11 1 2008 Policy Number 123456 Last Dependent Total DOB Name Rate Rate Rate Orlando Asimov Employee amp Child s 3 15 1566 399 00 223 00 622 00 Neil Bender Employee amp Spouse wel 2 14 1967 399 00 416 00 815 00 Miche
49. ker is a plug in from Google that also allows easier access to the Google search engine Remember to allow pop ups from this website our reports and documents load as pop ups We never have pop up advertising Some programa install spyware on your computer that track your web Bbrovaing and some even launch pop ups This program scans your Active computer and allows you to dean off the spyware Free for personal use Protect yourself fram hackers and black unwanted intrusions into your computer This program can disrupt internet access and should only Active be installed by advanced computer users Free for personal use Add Section Read Only Preview LISI s HRConnect User Manual 61 HELP TAB An additional section or item can also be added to this page by clicking the Add Item or Add Section link Active Edit Delete Add Item Having problems with the website Please contact your HR representative or Broker Glossary Active Edit Delete Add Item Confused about an insurance tenn Access our glossary for descriptions of many commen Insurance terms Edit Delete Add Item These tools are useful tools for securing and managing your computer We do not recommend installing these tools without consulting with a computer professi ia Adobe Reader Download the latest version of Adobe Reader to view POF files Active Delete if 10 29 2008 Pop Up Blocker This free pop up blocker is a plug in from Google that alse allows azzar ac
50. le Cattan Employee Only wl 1 13 1568 399 00 399 00 Larry Davidoff Employee amp Family 12 12 1969 275 00 770 00 LISI s HRConnect User Manual BENEFITS TAB ADDING PLANS b If your group has composite rates click the Tier button next to the plan type under the Rates subsection You must choose how many rate tiers two to five your plan has and enter the associated rate for each tier Rates Carrier Details Carrier Other Carrier Other Carrier Plan Details Flan Type Other Type Effective Date Policy Number Rates Flan Type Plan Tier Single Spouse Child Family Anthem Blue Cross Lumenos HSA 1500 Flan Freferred Frovider Organization 11 1 2008 125456 Gite Employee Oz O03 405 Os 0 00 60 00 60 00 0 00 7 Click the Update link at the bottom of the page to save your changes LISI s HRConnect User Manual 49 BENEFITS TAB Contributions In the Contributions section of the Benefits section you can enter employer or employee contributions for any plans that you set up in HRConnect How TO ADD CONTRIBUTIONS 50 1 Select a line of coverage from the drop down menu item 1 below Then click the Add New Contribution link item 2 below Plans Setup Classes Add Plans Assign Plans Contributions Select a line of coverage to define the employer and employee contributions towards premium payments The information entered here will be reflected on
51. lias JaAqpdug gei Oe red SE E S cars du D p et 0066 cars 4UJSMSU vun Git Do L Oe D 0p oss get WHd0o PAK DO D OO OS DO OS DO Ueld AUD WINE OO ECTS sort oros cers NAG aieo ON aieo ON aieo on ahieys oN ahJeUs On WAAS seg SauULOT7HH AIuDU Ok a34 jemausy 534 Wddd dn ae SaOIAJaE ISIOL Ayyu Gi unos asaAojdiug Dud JBBUUODYH This Page Left Intentionally Blank LISI s HRConnect User Manual Copyright 2009 by LISI Inc All rights reserved No part of this manual may be used or reproduced in any manner whatsoever without written permission For information address LISI Inc 1600 West Hillsdale Avenue San Mateo CA 94402 LISI s HRConnect User Manual 87
52. lick the Join link next to your choice HRConnect Training Seminars Seminar Date Time HRConnect Demo Wednesday 11 12 2008 10 00 AM 11 30 AM HRConnect Demo Friday 11 14 2008 10 00 AM 11 30 AM HRConnect Demo Friday 11 21 2008 10 00 AM 11 30 AM HRConnect Demo Wednesday 11 26 2008 10 00 AM 11 30 AM HR Connect Demo HRConnect Demo HRConnect Demo HRConnect Demo HRConnect Demo HRConnect Demo HRConnect Demo HRConnect Demo Wednesday 12 03 2008 Friday 12 05 2008 Wednesday 12 10 2008 Friday 12 12 2008 Wednesday 12 17 2008 Friday 12 19 2008 Wednesday 12 24 2008 Wednesday 12 31 2008 10 00 AM 10 00 AM 10 DD AM 10 00 AM i0 LU 10 LU 00 AM 00 AM 00 AM DU AM LISI s HRConnect User Manual ii ii 11 ii 30 AM 20 AM 1i ii 30 AM 20 AM 20 AM il 1i 30 AM 30 AM 20 AM HOME TAB SIGNING UP FOR A WEB SEMINAR 4 Anew window will open and display the registration page for your chosen Web seminar Complete the required registration information then click the Register Now button to submit the form First Name Last Name Qur d ebinar gt Email Address Address When i Ss City State P 2 Wednesday November 12 2008 ily e E 10 00 PM 17 30 PM PST NOOSE One Fip Postal Code EA E p reserve your Webinar seat f Industry Job Title Indicates a required field Choose DES Numb
53. ly Blank LISI s HRConnect User Manual APPENDIX A Premium Services Detailed Proposal Page 1 HRConnect An integrated HR payroll and benefits system BENEFITS i EMPLOYEE ADMIN ASSISTANCE Through HRConnect Jason s Test Group can Track employee information Summarize all benefit plans Process payroll Administer COBRA POP and FSA plans Access human resource compliance tools and professionals Forward employee events to insurance agency automatically Receive a single bill for all services HealthConnect Systems has set up an HRConnect account for Jason s Test Group To get started simply logon using the following information URL http www ReviewMyBenefits com HR Administrator Username Password Password may have been edited by employer To learn more about HRConnect go to http www healthconnectsystems com hcs HRCVideo aspx CHRConnect LISI s HRConnect User Manual 71 APPENDIX A Premium Services Detailed Proposal Page 2 HRConnect What does HRConnect cost HRConnect Price Quote for Jason s Test Group 24 employees Total Set Up Monthly PEPM Monthly Renewal Base System No Charge No Charge No Charge No Charge No Charge Payroll 195 00 50 00 2 65 113 60 Premium Only Plan 195 00 0 00 125 00 COBRA 95 00 50 00 0 90 71 60 75 00 HRAnswerLink 195 00 99 00 99 00 EAP 195 00 3 95 94 80 FSA 395 00 SS 6 00 144 00 FSA w Debit Ca
54. mediate personal service from a team of professionals experienced in culturally sensitive support referrals and problem resolution on both personal and work Issues 4vailable 24 hours a day 7 days a week Ceridian s counseling staff helps employees maneuver a wide range of topics including Child care and parenting Education Disability Helping aging parents Financial issues Legal Work Emotional well being Addiction and recovery Midlife and retirement Health Everyday lssues By adding EAP and Work Life Services to your benefits package you not only increase productivity reduce absenteeism and make your company that much more attractive to top talent you build into your most important asset your employees To see 4 detailed overview of the specific services available to you click here To review the HR Connect Contract click here LISI s HRConnect User Manual PREMIUM SERVICES HR Resources Under the HR Resources section you can obtain information about this product including the option that helps you build an employee handbook and the Ask an HR Pro feature Included HR Resources no cost Glossary of HE Terms HR Forms Premium HR Resources Employee Handbook A comprehensive employee handbook is a primary way to prevent employee lawsuits conflicts and misunderstandings The employee handbook tool includes a template written by HR professionals and in use across the country Using the tool yo
55. n enable and disable employee accounts through the Status links and can email account information through auto emailing Create All Create and Email All Resend All ES Eirst eee ee Asimov Orlando DAsimow Enabled AO HRCDG com Reset Password Resend Email Bender Neil NBender Enabled NB HRCDOG com Reset Password Resend Email Cattan Michele MCattan Enabled MC HRCDG com Reset Password Resend Email Davidoff Larry LDavidoff Enabled Reset Password Edwards Kristie KEdwerdsi Enabled Reset Password Micheletti Christina CMicheletti Enabled Reset Password Nunez Ben BNunez Enabled Reset Password O Brien April AOBrien Enabled AO HRCDG com Reset Password Resend Email a Selecting Create All will create Employee User accounts for all the employees b Selecting Create and Email All will create Employee User accounts for all the employees The system will also send out e mails to notify all the employees of their HRConnect login information created by the HR Administrator c Selecting Resend All will prompt the system to send an e mail to every employee on the list notifying them of their login information 34 LISI s HRConnect User Manual EMPLOYEES TAB EMPLOYEE ACCESS The system will display a confirmation message once all the user accounts are successfully created Employee Access Employees can log into HRConnect to review their benefit plans maintain up to date information and view items you post to the Intranet You can en
56. nformation HRConnect Demo Group 123 Main St Anytown CA 944029 Edit Tel 650 555 1234 Edi jvroommand lisibroker com WIR Employees Benefits Welcome to our company intranet From this site you can access information on our beng download important documents and view company related information Please review this site carefully I d be happy to hear suggestions as to any additional inf see included Let me know if you have any questions Thank You Benefits Administrator 2 Click the Upload Logo link located on the right side of the Web page Employer Detail Review and update employer information Company HRConnect Demo Group Address i23 Main Sr Address Upload Logo City Enton Siete cam o oaaoz Fhone dean sss 1234 Extensionf oo Fax a a Email vrsommanglisierokersom Admin Email jvreommenlisibroker comn LISI s HRConnect User Manual HOME TAB ADDING YOUR COMPANY LOGO 3 On the Upload Client Logo screen click the Browse button and find the graphics file of the logo saved on your Computer hard drive or network Please note the maximum size of the logo is 200 x 60 pixels and it must be in jpeg or jpg file format Upload Client Logo To upload a logo enter the filename here Browse NOTE The logo size should be 200x50 pixels WxH and in JPEG or JPG format Save Cancel 4 Click the Save link to upload the file to the system LISI
57. nistrator How To DEPLOY A GROUP Step 1 Login Go to www lisibroker com enter your username and password beneath the left navigation of the Web site Press the button Run a Quote with HealthConnect or click the Quoting icon in the Toolbox area On the Online Quotes page choose the option QuoteStar Powered by HealthConnect Step 2 Choose HRConnect Click the HRConnect Enrollment icon on the main menu Welcome back Jill Piccininno Tutorial What would you like to do H Small Group Quote ef Provider Directory Individual Family Quote X Group Manager Si Forms amp Applications L HR Connect Enrollment Step 3 Select Group for Deployment From the drop down menu choose the group you wish to deploy Select the Deploy Group option under the Select Task section then click Next Select Group HR Connect Demo Group sl Select Task DS Deploy Group HR Connect Pricing C Edit Update Group Revoke Status Re Grant Status e Import Census from HR Back Step 4 Complete the Group Information Page Ensure that the pre populated group information is correct Enter any missing information to complete the form Click Next Group Name HRConnect Demo Group Address 123 Main St City Anytown State CA Zip 94402 WW LISI s HRConnect User Manual 7 DEPLOYING A GROUP Step 5 Complete the Employee Information Page It is important to make sure the group census is correct and complete If a
58. o button HRConnect Demo Grou 123 Main pi p Brought To You By Anytown CA 4402 Edit HRConnect Demo Broker Tek 550 555 1234 e deel vezge A Wiki Jroommanglisbrolber corm EIN Employees Benefits Enrollment In COBRA F5A POP EAP HR Resources Frici Log Out Welcome fo our company Intranet From thes site you can access information Gm our Active Edit Delete Add benefit plans read and download important documents and view company related item information Delate Eft 11 3 2008 Denge review this ate carefully Td be happy ta haar suggestions as to any addi infgrmeation you d like te see meluded Active Edit Delete Add Let me know d you have sny questions Item _ Open Enrollment Meeting for Agire Thank Yau Z009 Lunch garved Edt 11 3 2008 Benefits Administrator Edit Delete Add Item 11 3 2006 tive Edit Delete Add Company Calendar Active Edit Delete Adc Item Company Aoliday Party Active we ZE Dal Edit 11 3 2008 Christmas Holdiay Day Off Active 2 dit 11 3 2008 New To You EE Option 2 Enter the following link in your internet browser http www beoltbconnectskvsterms com dbcs HRC Video aspx You can view the training video in normal sequence or skip and play the sections that interest you by clicking a title on the video navigation LISI s HRConnect User Manual 22 HoME TAB Signing up for a Web Seminar HealthConnect offers online HRConnect training seminars to help users learn
59. oad the latest version of Adobe Reader to view PDF files Acti alete Edit 10 29 2008 This free pop up blecker is a plug in from Google that also allows easier access to the Google search engine Remember to allow pop Acti 10 25 2008 ups from this website our reports and documents load as pop ups i i j We never have pop up advertising Some programs install spyware on your computer that track your web brovaing and some even launch pop ups This program scans your ai ex ZEN it 10 29 2008 computer and allows you to dean off the spyware Free for personal S Geen e use Protect yourself from hackers and black unwanted intrusions inte your computer This program can disrupt internet access and should only Active Delete be installed by advanced computer users Free for personal use Add Sectio Read Only Preview When you complete your modifications in the Help section you can view how an employee would see this page by clicking the Read Only Preview link below item 3 above If you need to make additional changes to the Help section you can toggle back to the edit mode by clicking the Edit Mode link 62 LISI s HRConnect User Manual HR Administrator Section 11 PREMIUM SERVICES In addition to the basic services provided by HRConnect previously described in this manual several Premium Services are offered for an additional cost These services allow a company to integrate payroll COBRA FSA POP EAP administration and HR
60. ors and they provide seamless integration with HRConnect For example when you make a personnel change to an employee s status notification is immediately sent to the payroll COBRA and or Section 125 vendor therefore removing unnecessary paperwork and delays To access Premium Services you must purchase the requested service through one of HRConnect s vendors This can be easily accomplished by calling Teresa Ledbetter at 877 805 2828 extension 202 You can also visit HRConnect s Web site www reviewmybenefits com to request more information Prices for Premium Services can vary depending on a group s demographics To find out the cost of these services brokers can use any of the three options listed below End users your clients will need to utilize Option 3 If they would like to see a more detailed proposal for Premium Services they must contact you their broker to obtain a quote How TO OBTAIN A PREMIUM SERVICES QUOTE There are three ways to obtain a quote for HRConnect s Premium Services and each method will produce a slightly different result For your reference there are examples of the three proposals in the Appendix of this manual The first two methods for obtaining a quote utilize LISI s QuoteStar Powered by HealthConnect quoting system Option 1 Premium Services Detailed Proposal This quoting method is utilized for both new groups and groups already in the quoting system It will generate an 11 page p
61. ov mm i i Sei V Oh Oh mm 783838883 mrp Piro fafa fa o DD ta a 3 CO a EEK KK ro M VM Li Li Li Un L i Li L Zo ii LI Dental Plan Information Life and Vision Plan Information Group Life Proposal select fo expand Group Vision Proposal select fo expand Printing Options IT Use Letterhead Top Margin fo DU Bottom Margin Include Page Numbers Option 2 Premium Services Proposal Summary This quoting method is used solely for groups that exist in QuoteStar Powered by HealthConnect It will produce a two page proposal with detailed pricing and simplified services descriptions 1 Log onto the LISI Web site www lisibroker com click the Run a Quote button at the top of the home page and select QuoteStar Powered by HealthConnect on the Online Quotes Web page 2 On the quoting system home page click the HRConnect Enrollment button 3 Select the group you are quoting from the drop down menu 4 Click the HRConnect Pricing link Welcome Jill Piccininno To initiate Connect select the desired group then click Next Select Group Jeson s Test Group Select Task Deploy Group Eqit Update Grof Revoke Status E Re Grant Status T Import Census from HR Back 14 LISI s HRConnect User Manual GETTING A PREMIUM SERVICES QUOTE Option 3 Premium Services Pricing Summary This quoting method is produced for groups already deployed in the HRConnect system th
62. oyee benefit plan selections through Assign Plans links New Hire Upload Employee Census Asimov Orlando Active Details Assign Plans Delete Employee Bender Neil Active Details Assign Plans Delete Employee Cattan Michele BEE Details Assign Plans Delete Employee Davidoff Larry i Details Assign Flans Delete Employee Edwards Kristie Details Assign Plans Delete Employee Micheletti Christine Active Details Assign Plans Delete Employee Nunez Ben Active Details Assign Plans Delete Employee O Brien April Active Details Assign Plans Delete Employee LISI s HRConnect User Manual 31 EMPLOYEES TAB MANAGE EMPLOYEES 2 In the Employee Employment Status screen you can set the employee s status along with their job type pay type job title and wage The Status Date text field is used to note when changes to the employee s record are entered into HRConnect Employee Employment Status for Orlando Asimov Please review the employee status information listed below To edit enter the correct information and click Update Status To reset or go back without making changes click Back Employees can view the information on this page EXCEPT for the note column which is only available to administrators Status Active Status Date Job Type BEE onn Job Title Rehired Pay Type Inactive Wage 10000 0000 Note the note field is not visible to Employees SS EE Active 10 29 2006 Full Time 10000 00 Salan
63. pany relat information Please review this site carefully I d be happy to hear suggestions as to any additional information you d like to see included Active Let me know if you have any questions Open Enrollment Meeting for 20095 Active Thank You Lunch Served Benefits Administrator Company 2009 Open Enrollment Benefit Calendar Active Upcoming Events 12 06 08 7 00 PM Campany Holiday Party 12 25 08 12 00 PM Christmas Holdiay Day Off New To You important Links 3 Hell Schedule Read Only Preview LISI s HRConnect User Manual 25 26 HoME TAB Adding your Company Logo One of HRConnect s customizable features is the ability to add your company s logo to the Web site The logo will display on the upper left corner of every Web page next to your company s contact information 23 Main 5t Penytown CA 94402 Edit Tel 650 555 1234 jvroomman lisibroker com C Employees Benefits Enrollment Information Reports Hel Welcome to our company intranet From this site you can access information on our benefit plans read and download important documents and view company related information Please review this site carefully I d be happy to hear suggestions as to any additional information you d like to see included Let me know if you have any questions Thank You Benefits Administrator How TO UPLOAD A LOGO 1 Click the Edit link located right next to your company s contact i
64. payroll processing tax filing direct deposit HR repository and Employee Self Service application at a fraction of the cost of comparable systems Greatly reduce data entry errors by eliminating the need to maintain 3 separate HR Payroll and Benefits Administration systems Recapture lost time by processing your complete payroll tax filing and direct deposit transactions online in less than 2 minutes Web enable your employee s entire payroll history to reduce disruptive requests for pay verification Potentially lower your direct cost for payroll processing by 30 40 over comparable national competitors Click on the link below to learn more about this exciting new solution offered jointly by HealthConnect and SurePayroll Learn more about the HealthConnect and SurePayroall solution You can enroll online by clicking the link in the Enroll Today section on the upper left corner of SurePayroll s home page CHealthConnect the employee benefits network Welcome SURE PAYROLL Enroll Now Resources Enroll Today Get Started Today Enroll Online HealthConnect SurePayroll A Faster Simpler Payroll Solution at a Fraction of the Cost continuing tour enn Cik here to continue Process your entire payroll in less than five minutes anywhere anytime Once enrolled simply go online to conim update and process paroll HealthConnect BROKERS Click here Jake the HealthConnect SurePayroll Guided Tour Stop pa
65. plan so that it matches your company s actual plan 1 In the previous section titled How to Add a Plan to HRConnect follow the steps for adding a plan a Make sure you pick a plan from the list of Small Group plans available in the system that is similar to what is currently being offered to your group 2 Click the Edit Benefits link next to the plan name you wish to modify Setup Classes Add Plans Contributions Assign Plans Plans Filter by Coverage Type all Select a line of coverage to review or update the company s plan benefits rates and assignments from this page The benefits entered will show the services the plan will cover for the employee assigned to it The rates entered will be used in determining plan costs for both employer and employee based on the plan s to which employees are assigned Once the changes are complete click on Update to finalize the entries Health 2 plans Effective Carrier Plan Name Type ae Action View Action Edit Action Compare ate View Benefits nthem Blue Cross Lumenos HSA 1500 Plan D 11 1 2008 d view Plan Rates E Edit Plan Rates 3 Add delete and update the benefits within the existing plan as needed to match your current plan benefits item 1 below Click Update to save your changes Plan Benefits Health Carrier Snthem Glue Cress Flan Hamer Lumence HSA 1500 Flan Product PRO Policy Number 123456 Effective Date 11 1 2008 Drug card 100 alter
66. port options available in the system are based on the needs of current HRConnect clients If there is a report you need that is currently not available HealthConnect may be able to create a new report as long as the information you require is being tracked in the system Please contact HealthConnect to discuss the feasibility of producing additional reports in the system refer to the Overview of this manual for contact information 60 LISI s HRConnect User Manual HR Administrator Section 10 HELP TAB The Help section contains pre populated resources geared toward assisting employees using the system Under this section employees can refer to the Website Help and Insurance Term Glossary as well as access links to download computer tools such as the Adobe PDF viewer Spyware protection program Personal Firewall program and Pop Up blocker program Add Item Having problems with the website Please contact your HR TEEN representative or broker 10 29 2008 Active lit Add Item Confused about an insurance tenm Access our glossary for descriptions of many common Insurance terms Computer Tools _ o Active Edit Delete AddItem These tools are useful tools for securing and managing your computer We do net recommend installing these tools without consulting with a computer professional Download the latest version of Adobe Reader to view POF files Active gt Delete Edit 10 29 2008 This free pop up blocker is
67. rator you enter the Edit Mode You can easily modify how the sections appear on the Home section by changing their order Clicking the single red arrow button item 1 moves an item up or down by one position while clicking the double red arrow buttons item 2 moves an item to the top or bottom of the list HRConnect Demo Grou 123 Main SS p Beaught Ta You By orytown C4 544002 Edit i JPTS on Tel 650 555 1234 ecencee Kerg vises A gnap tora Wee pErrincr A A n JurppmmapSlrobeaker com i i j M Employees Benefits Enrollment Information Reports Help Payroll COBRA FSA POP i EAP 1 Log Qut Welcome to ouw company intranet From this site you can access information on aur SS i Active bemefit plans read ard download enportarnt documents and view company related Important Links ins eat et Pleage rawi this ane cacefully d be begey fo heer dogeseugns g3 10 pay Ad e on Infermauen pu d like to pae included Active Edit Delete Add Let me know iF you have any questions Item Osan Earellemzot Kiaauns far Thank You Zon bengh persed Bengefea Administ Adiva i3208 Company Calendar Upcoming Ewent D2 f00 08 Fudd PH Censbay Haliday Marby 137 25 08 12 00 PH Christmas Haldiay Gay CE Hew To You Ho Wew Itents RaeedsOnly Pee You can also view an example of what your employees will see when they log onto the HRConnect Web site by clicking the Read Only Preview link located at the bottom right co
68. rd 395 00 68 00 1927 00 Bundled Package 1 560 00 140 00 3 55 225 20 200 00 If Purchased Separately 680 00 199 00 3 55 284 70 200 00 Discount 18 21 0 1 Bundled package consists of payroll POP COBRA and HRAnswerLink CHRConnect LISI s HRConnect User Manual APPENDIX A Premium Services Detailed Proposal Page 3 HRConnect How does HRConnect compare Jason s Test Group Jason s Test Group Expected Current Set With HRConnect Up Payroll Yes Yes Premium Only Plan Yes Yes Human Resource Management No Yes System Unlimited Online Access to HR No Yes Consultants Benefits Administration System No Yes Insurance Agency Integration No Yes One Single System No Yes Monthly Cost 1 267 00 225 20 With HRConnect Jason s Test Group can get more services all in one system at a price comparable to what you are paying currently 1 Jason s Test Group current costs are estimated based on average retail pricing of ADP and Paychex for payroll and POP CERConnect LISI s HRConnect User Manual 73 74 APPENDIX A Premium Services Detailed Proposal Page 4 Expression of Interest Jason s Test Group wishes to learn more about HRConnect and the services marked below Employer Jason s Test Group State CA Number of Employees 24 Contact Name Title Phone Email Date Time for Demo Agency Broker JPIS Jill Piccininno JPIS General Agency QuoteStar Powered by Health
69. rner of the screen The Web page will refresh and display the Home section without the edit features You can toggle back to the edit mode at any time by clicking the Edit Mode link H pnpnect Dem HR Comme t o Group Brought To You By Z ret nen CA eee Eer i JPIS Tal 550 555 1234 Horri i Ann j Mem Fercomrepn lseibroker Geen D I Employee Benefits nroliment Information Reports tel COBRA LAP H Resources Pricing Log Crt VW icomg to our company mirang From the gihe yoy can access ifgemption on mar banain Impertant Links EST EE een Eden summarize el Plange naiiai eg got caret Dd ba Fey bo Pa Pegg Ba bo any detec formevon youd like io see mouded Lai me kroe if yy hava pny Questions Thank Tou Benefits Admmatratar LISI s HRConnect User Manual HoME TAB Viewing the Training Video HealthConnect provides a 17 minute training video about HRConnect explaining its concept and the services available on both the basic platform and Premium Services Video topics include m Introduction Premium Services m System Summary Payroll Base System COBRA Home Section FSA POP Employees Section EAP m Benefits Section HR Resources Enrollment Section Pricing m Information Section Employee Access Reports Section and more Contact Information Two Ways TO ACCESS THE VIDEO Option 1 Log onto the HRConnect Web site www reviewmybenefits com and click the HRConnect Tutorial Vide
70. roposal with detailed pricing and service descriptions 1 Log onto the LISI Web site www lisibroker com click the Run a Quote button at the top of the home page and select QuoteStar Powered by HealthConnect on the Online Quotes Web page 2 On the quoting system home page click the Small Group Quote button If you want to create a quote for a new group and they are not in QuoteStar Powered by HealthConnect select Quote a New Group If the group already exists in the system select the group name from the drop down menu Then click Next 4 To create a quote for this group follow the procedure for running a normal medical and or dental quote until you reach the Report Options page 5 On the Report Options page mark the HRConnect checkbox under the HR Services sub section make sure no other checkboxes are selected Click the Create Proposal button highlighted on the next page 6 Deliver the proposal a E mail the proposal to yourself and or your client b View and or print the proposal by clicking the link View Print Proposal LISI s HRConnect User Manual 13 GETTING A PREMIUM SERVICES QUOTE HR Services If HRConnect HRConnect Quick Deployment This group has been deployed you only need to redeploy if you wantto change plan information Please create your proposal to view the HRConnect report Select Medical Plants Select Dental Plan s on Ded EPO 2000 Dea ri i al it it 5 Hord II
71. t or emergency contacts information will display on the Employee Details screen Update Back Name and Demographics First Orlando Middle Last Asimov Birth Date 3 15 1966 SSN Gender Male O Female Status EE amp Child wl Include in Quote Class Default e Email AQO HRCDG com Employee Number 1 Hire Date 1 1 1986 Start Date 1 1 1985 Home Address Address1 225 Pine Street Address fo O City Menlo Park State California Lal Zip 94025 Phone Work Address Address1 123 Main St Address City San Mateo State California Lal Zip 94402 Phone 650 555 9876 x 100 Fax uanita Asimov View Edit Delete Emergency Contacts ay Add No contacts have been entered Designating an Employment Status Under the Employment Status column of the Manage Employees section you can designate a status Active Terminated Rehired Inactive for each employee in your company 1 To assign an employment status to an employee select an employee from the list and click the Active link next to their name Manage Employees Employee Access Company Directory Census Manage Employees This section allows you to track information about existing employees and to register new employees For existing employees you can track employment status changes through the Employment Status links can view and edit employee detailed information through Details links and can indicate empl
72. t employee detailed information through Details links and can indicate employee benefit plan selections through Assign Plans links New Hire Upload Employee Census Sea Employment Status EE Asimov Orlando Details Bender Neil Details i W Delete Employees Details Assign Plans Details Assign Plans Delete Employee Cattan Michele Davidoff Larry 2 Once you click the Delete Employee link a pop up message will ask you to confirm your request Click the OK button if you are certain about deleting the employee Manage Employees This section allows you to track information about existing employees and to register new employees For existing employees you can track employment status changes through the Employment Status links can view and edit employee detailed information through Details links and can indicate employee benefit plan selections through Assign Plans links Windows Internet Explorer Asimov Bender S Are vou sure you Wank to delete all information For this employee Once the information has been deleted it cannot be retrieved Edwerds Fielder LISI s HRConnect User Manual 33 EMPLOYEES TAB Employee Access One of the benefits of HRConnect is its accessibility to employees allowing them to access the system to view their plan information complete enrollment paperwork make address changes and so on For employees to gain access to HRConnect they must have a valid
73. t status changes through the Employment Status links can view and edit employee detailed information through Details links and can indicate employee benefit plan selections through Assign Plans links New Hire Upload Employee Census ee tai ign Plans Delete Emplovee ssign Plans Delete Employee sign Plans Delete Employee ssign Plans Delete Employee sign Plans Delete Employee Asimov Orlando Active D i in wn Bender Neil Active D D Cattan Michele Active imi D i L be DI Davidoff Larry Active L i Wi i Edwards Active E DI Micheletti Christine Active ign Plans Delete Employee Nunez Ben Active il ssign Plans Delete Employee O Brien April Active tal sign Plans Delete Employee Li Fa To To i A read only page the Company Directory displays a list of names office locations office phone numbers and business e mail addresses for each employee entered into HRConnect Please note For security purposes no personal information is available on this page Company Directory Sage CS Jaen la OOOO Orlando Neil Michele Larry Kristie Jacques Isela Helena Gina Frank Edward David Christina Ben April Asimov 1235 Main 5t 650 555 9876 x100 AQMHRCDG com Bender 123 Main St 650 555 9876 x101 NB HRCOG com Cattan 1235 Main St 650 555 9876 x102 MC HRCOG com Davidoff Edwards Fielder George Helms Isa Jones Kringle Lane Micheletti Nunez O Brien AOQM HRC
74. the HR Reports to track contributions by plan and by employee The employer contribution may also be displayed on the benefit detail page Once you have set up your contribution schedule be sure to click update to finalize your entries Select Line of Coverage Health Contribution By Contribution Period Contribution Method Health Add New Contribution g Total Premium Employer Employee Contribution Carrier Plan Name Class l j S Monthly Cost Cost Period Anthem Blue Lumenos HSA 1500 Cross Plan Default 7 811 00 7 811 00 0 00 Monthly Details Assurant PPO 90 70 5500 Default 10 000 00 10 000 00 0 00 Monthly Details 2 Next specify who is making the contribution the Employer or Employee item 3 below Plans Setup Classes Add Plans Contributions Select a line of coverage to define the employer and employee contributions towards premium payments The information entered here will be reflected on the HR Reports to track contributions by plan and by employee The employer contribution may also be displayed on the benefit detail page Once you have set up your contribution schedule be sure to click update to finalize your entries Select Line of Coverage Health Contribution By 3 Contribution Period Contribution Method Add New Contribution ontribution By e Employer CL Employee Contribution Period Monthly i Classes Percent Flat Amount Percent of Specific Plan
75. to add item 2 above LISI s HRConnect User Manual 43 BENEFITS TAB ADDING PLANS 44 4 Your selection will direct you to the Rates page where you can enter your group s carrier plan name and type effective date and policy number item 1 below Plan Details Carrier Details Carrier Other Carrier Plan Details Plan Type Other Type Effective Date Policy Number Rates Plan Type Tier Employee 5 Under the Rates section item 2 above choose either Tier Composite or Employee Age Banded for Plan Type 6 After making your plan type selection the system will expand the Rate section enabling you to manually add rates for your new plan Click the Update link after you input the rates Rates Carrier Details Carrier Other Carrier sl Other Carrier Assurant Plan Details PPO 90 70 500 Policy Number aci234 Plan Ty pe E Flan Tier D203 M405 s Single s400 00 Spouse 750 00 Child engm Family kann All benefits information displayed on this website is for comparative and informational purposes only The intent is ta briefly highlight key features of your plan and is not to replace your insurance contract or booklet If your specific questions are not addressed you should contact the insurance carrier or refer to their booklet or contract for more specific information and limitations Actual claims paid are subject to the terms and conditions of the indiv
76. tracts Premiums and rates are based on enrollment at the effective date This website does not enroll any employees or communicate directly with the insurance carriers You must complete and submit appropriate carrier enrollment forms Add Section LISI s HRConnect User Manual 45 BENEFITS TAB ADDING PLANS 9 After entering all the information on the Plan Benefits page click the Update link to save the data You can also click the Read Only View link to see how the Plan Benefits page will look when an employee views this page both highlighted on the previous page a The Read Only Preview mode of a group s plan benefits Plan Benefits Health Carrier Assurant Plan Name PPO 90 70 500 Product PPO Policy Number AC1234 Effective Date 11 1 2008 Drug card 10 25 Benene ime omna Deductible 500 1 000 Family Limit 1 000 2 000 OOP Max Single 3 000 6 000 OOP Max Family 6 000 12 000 Lifetime Max Medical 5 000 000 5 000 000 Lifetime max N amp M Inpatient 9050 Outpatient Surgery 90 Emergency Room 90 Hospice Skilled Nursing Office Visit Maternity Chiropractic Physical Therapy Home Health 10 In the Add Plans page click the Plans link above to view your current plan listing Your new plan will now appear in the Plans list Setup Classes Add Plans Contributions Plans Filter by Coverage Type all Select a line of coverage to review or update the company s plan benefits
77. ttendance tracking and a company information section A unique feature of HRConnect is that it s fully integrated with LISI s QuoteStar Powered by Healthconnect quoting system enabling transfer of detailed plan information from every major California medical carrier and employee level benefit data HRConnect is also seamlessly integrated with leading providers of payroll COBRA Section 125 Premium Only Plan POP Flexible Spending Account FSA regulatory compliance and other services that encompass the entire range of employee benefits and HR services As a result HRConnect acts as a single hub that can process all of an employer s HR needs HRConnect has two levels of access one for the HR manager and another for individual employees The Home section enables users to quickly find the information or function they are seeking Tabs across the top of the page allow for access to items like payroll forms and benefits while the company calendar important links and other quick hit information are available at first glance Through HRConnect users can view plan overviews and link to forms or information directly from the carrier such as enrollment claims or life changes Employees can also drill down to specific benefits with just one click ABOUT THIS MANUAL As you will see HRConnect is a powerful tool with numerous features that will assist companies to manage their HR Since many of the day to day HR functions are managed thro
78. ttp www healthconnectsystems com hcs HRCVideo aspx LISI s HRConnect User Manual 83 APPENDIX B Premium Services Proposal Summary Page 2 HRConnect What does HRConnect cost HRConnect Price Quote for Jason s Test Group 24 employees Total Set Up Monthly PEPM Monthly Renewal 84 Base System No No No No No Charge Charge Charge Charge Charge Payroll 195 00 50 00 2 65 113 60 em a 195 00 S S 0 00 125 00 COBRA 95 00 50 00 0 90 71 60 75 00 HRAnswerLink 195 00 99 00 99 00 EAP 195 00 S 3 95 94 80 FSA 395 00 m 6 00 144 00 sw FSA wiDebit Card 395 00 H 8 00 192 00 m SE Package 560 00 140 00 3 55 225 20 200 00 aiiai 680 00 199 00 3 55 284 20 200 00 Discount 18 21 0 1 Bundled package consists of payroll POP COBRA and HRAnswerLink LISI s HRConnect User Manual APPENDIX C Summary icing Page 1 TOSS 9qns PSeuUS 74H INGE AOA D I Ajea SWS SAS DSUUEUIESLI E SAE pue LORS ddy UE LUISA ojd DSuUDHUIESaH 7 uomgdche Veg ABPOLEIG65 D9UU0OCHUIUESL DEI Wo Peis UIWPE ISA0 0WS SENUGS SUUO58H By MASH UP Uawsu vun pue vd dd aed jo ssisuo3 abexysed pajpung T 85 LISI s HRConnect User Manual Premium Services Pr SCH 12 SC K MET um ooz de razs GR 006614 GEEL Aayeedeg paseyand JI oor oz sczs S ES DO OrTS AS T abeyaed pajpung 00 Z61 OO G DO O oacs peg gan gei RE ooo oo O GES wsd S6ES DO D S 566 Da
79. tus links and can email account information through auto emailing Create All Create and Email All Resend All Last rst user Name Asimov Orlando DAsimow Enabled AQ GHRCDG confReset Password Resend Email 1 Bender Neil NBender Enabled NBQ HRCDG cont ee Cattan Michele Mitetten Enabled MO HRCDG com Reset Password Resend Email Davidoff Larry LDavidoff Enabled Reset Password Edwerds Kristie KEdwerdsi Enabled Micheletti Christina CMicheletti Enabled Nunez Ben BNunez Enabled O Brien April AOBrien Enabled AO HRCDG com Reset Password Resend Email Revoking User Access You can also revoke an employee s access to the HRConnect Web site Under the Status column click the Enabled link next to the employee s name to modify his her Status to nactive item 2 above This is the recommended procedure for maintaining records of employees who leave the company 36 LISI s HRConnect User Manual EMPLOYEES TAB Company Directory The Company Directory which can be accessed on the main menu of the Employees section is available to both HR Administrators and employees The data on this directory are obtained from the Manage Employees section you cannot modify any information directly from this section Manage Employees Employee Acces Company Directory Manage Employees This section allows you to track information about existing employees and to register new employees For existing employees you can track employmen
80. u can quickly and easily download customize and implement a handbook to add a critical means of protection to your business Ask the HR Pro Human resources issues can be complicated and sensitive When the most complex or inconvenient problems arise managers need a cost effective and confidential source of personalized advice to find the right solution Consulting with an attorney can be prohibitively expensive For a small monthly investment the Ask the HR Pro service puts a team of veteran HR Pros at your fingertips Whether it is policy set up hiring managing or terminating the HR Pros quickly and confidentially provide advice whenever the need arises Federal and State Employment Laws HR managers may have questions about federal or state labor laws for example am I allowed to run a credit check on an applicant Using the Federal and State Employment Law service HR Managers can quickly input their question and access an easy to understand summary of relevant labor laws This self help reference guide can help reduce calle to costly labor attorneys Q amp A The Q amp A service provides the employer to ask questions and receive automated responses from a library of HR data e g What is the minimum wage in San Francisco California You can also search on a specific topic 2 9 Minimum Wage Laws Job Descriptions and Nationwide HR Forms 4 library of job descriptions is available by industry across a wide range of employment area s
81. ugh the system a thorough understanding is essential so that groups and their employees can get the most out of HRConnect This manual will go over each of the features in HRConnect from deploying a group to setting up their plans and producing reports We hope this manual proves to be a useful resource in understanding the value of this system HRConnect Contact Information For day to day questions about using HRConnect including deploying groups Your LISI Regional Sales Manager or Broker Sales Representative 866 570 5474 For specific information about Premium Services Teresa Ledbetter 877 805 2828 extension 202 For technical assistance with entering large groups or custom plans John Newman 877 805 2828 extension 251 HRConnect also conducts biweekly Web seminars for all users groups and brokers At these sessions participants can learn more about HRConnect and obtain answers to questions One can register for a Web seminar anytime by following the directions in the Sign Up for Web Seminar section of this manual LISI s HRConnect User Manual This Page Left Intentionally Blank LISI s HRConnect User Manual Broker Section 1 DEPLOYING A GROUP Before a group can begin using HRConnect they must first be deployed in the system by their broker Group deployment is a basic group set up which defines the group s basic information and health benefits and grants access to the designated group admi
82. ument link HRConnect Demo Group Document Upload Input the required fields to upload a chent document Document Name 2009 Holiday Schedule Days off for 2009 Document Description File HP_Administrator Desktop 2009 Holiday Schedule doc Upload Document Cancel d Once the 2009 Holiday Schedule is uploaded it will appear on the Documents list Click the Back link to return to the Add Item screen Documents Add WE E Name Description FileName Update Date 2009 Benefit Calculator i Kal 11 03 2008 11 13 2008 4 You must designate a label to the document then select the appropriate file from the drop down menu in My Documents You can also add a description as well as set a time period for displaying this item on the Home section You may also leave the effective and expiration dates blank to keep the item visible at all times Finally click the Add link Add Item Item Type My Documents Upload and Manage Documents Documents From Broker Forms Warehouse Description can leave blank Effective Date leave blank if always available 11 01 2008 a Expiration Date leave blank if always available 12 21 2009 E Add Cancel 5 The 2009 Holiday Schedule is now available under the Important Links section of your group s Home section Welcome to our company intranet From this site you can access information r Edit Delete Add Item benefit plans read and download important documents and view com
83. unt employees contribute to certain employer sponsored group benefit plans which lowers your payroll related taxes With POP employees taxable income is also reduced by the amount of their benefits premium contributions so employees pay less federal Social Security and Medicare tax FICA and most state income taxes and actually increase their take home pay Marketing Brochures TASC POP Sell Sheet Contracts Other Documents TASC POP Agreement HRConnect Agreement LISI s HRConnect User Manual PREMIUM SERVICES EAP To obtain more information about the Employment Assistance Program EAP and to see if their services are a good fit for your company you can click the link Have a representative contact me about the EAP Plan at the bottom of the page highlighted below An e mail will be sent to a representative notifying to contact you Improve the healthy functioning of your managers and employees With day to day challenges around managing families staying healthy and keeping a positive state of mind your employees are constantly adapting to change Providing them an employee assistance plan or EAP helps them address these issues as they arise With online telephonic and in person services Ceridian s Employee Assistance Program provides employees support with emotional well being health addiction and recovery and other life events By implementing Ceridian Work Life Services your employees will receive im
84. update the company s plan benefits rates and assignments from this page The benefits entered will show the services the plan will cover for the employee assigned to it The rates entered will be used in determining plan costs for both employer and employee based on the planis to which employees are assigned Once the changes are complete click on Update to finalize the entries Health 1 plans View Benefits View Edit Benefits Assign Classes Anth ER C L HSA 1500 Pl E 11 1 2008 eee ee eee eee is E Plan Rates Edit Plan Rates a Active Dental 1 plans Effective 1i i Activ Anthem Blue Cross Dental Blue Platinum Plus View Benefits View Edit Benefits Assign Classes PRO 100 80th UCR SES Plan Rates Edit Plan Rates Delete 2008 2 In the Add Plan page mark whether or not you will set up classes for the group item 1 below then click the Update link right below Plans Setup Classes Contributions Assign Plans Add Plans Select the class es and line of coverage that the new plan applies to Enter the plan rate information on the Rates page and click on Update once the entries are complete To enter the new plan s benefit information click on the Plan Details link located on top of the Rates page Click on Update to finalize the entries ill classes be set up for this group Yes No Update Select Line of Coverage Select sl 3 Next select in the drop down menu the line of coverage you wish
85. utomated process ensures efficiency and accuracy in quoting 38 LISI s HRConnect User Manual EMPLOYEES TAB CENSUS Once the system delivers an e mail to your agent you will receive a confirmation message Census When renewing or changing plans review the employee information below Make any adjustments in the Manage Employee tab When complete let your agent know that the updated census is available by clicking the Notify Agent link An email has been sent to the agent Notify Agent to Synch Census LISI s HRConnect User Manual 39 This Page Left Intentionally Blank LISI s HRConnect User Manual HR Administrator Section 6 BENEFITS TAB In the Benefits section you can enter and modify your group s benefit plan information You can set up classes add plans set employer and employee contributions and assign plans to employees Click the Benefits Tab on the main menu of the Home section to access the Plans section below Setup Classes Add Plans Contributions Assign Plans Plans Filter by Coverage Type All el Select a line of coverage to review or update the company s plan benefits rates and assignments from this page The benefits entered will show the services the plan will cover for the employee assigned to it The rates entered will be used in determining plan costs for both employer and employee based on the planis to which employees are assigned Once the changes are complete click
86. ve o O Edvards Kristie Active Delete Employee Delete Employee Micheletti Christine Active Details Assign Plans Delete Employee Details O Brien April i Details Assign Plans Delete Employee LISI s HRConnect User Manual 29 EMPLOYEES TAB MANAGE EMPLOYEES 2 Complete the employee record item 1 below Employee Details for Larry Davidoff Review and update employee level information Some informatiqgspesead only to the employee such as salary Name and Demographics Birth Date ssn sd Gender Male O Female ais Ea pl Bebe eee Email Employee Number Hire Date Stat Date sid Home Address City State California a Zip 94403 Phone Work Address oO Phone Dependents No dependents have been entered Emergency Contacts No contacts have been entered Click the Update link to save the data item 2 above 4 To add dependents or emergency contacts for an employee click the Add link under the Dependents and or Emergency Contacts section s item 3 above a Enter the required information under the Dependents and or Emergency Contacts screen s Click the Update link to save the data Dependent Please insert your dependent information Update Back Name and Demographics C Full time student Type HW Gender Male Female Home Address City State California LISI s HRConnect User Manual EMPLOYEES TAB MANAGE EMPLOYEES b The employee s dependen
87. wsletters e Searchable reference tools of state laws and commonly asked questions Key Benefits Provide self help and online assistance to reduce calls to expensive employment law attorneys Underlying Service Provider HRAnswerLink www hranswerlink com e Leading HR Consulting Company specifically targeting small to mid sized businesses This is not a legal service for legal issues you should consult competent legal professionals CERConnect LISI s HRConnect User Manual 79 80 APPENDIX A Premium Services Detailed Proposal Page 10 HRConnect Flexible Spending Account Flexible Spending Account FSA Flexible Spending Account FSA e Allows employees to pay for certain medical dependent care and other expenses with pre tax dollars e Allows employers to reduce their taxable payroll by an amount each employee contributes to the FSA Key Benefits Easy convenient and commonly used way to help employees increase their take home pay and employers reduce their payroll taxes CERConnect LISI s HRConnect User Manual APPENDIX A Premium Services Detailed Proposal Page 11 HRConnect Employee Assistance Plan Employee Assistance Plan EAP Help employees and supervisers identify and resolve emotional health issues before they become costly workplace issues e Counseling assessment assistance and short term counseling e Work and life issues child care elder care legal matters f
88. ying double Compare your current costs for payroll processing with ours Direct Deposit Tax Filing Payroll Repos and more are all included Please Contact Your Local Insurance Agent for a Quote No more waiting for anything You decide when and where to process your payroll Our exclusive Payroll Preview Screen tells you exacth how much money you need in your account BEFORE you approve payroll With HealihConnect SurePayroll yOu Enow it will De accurate Contact Us Contact HealthConnect SurePayroll Ki 1 866 470 3558 T a m 8 Dm Central Time Monday through Friday i Email Us St Paycheck Calculators Hew Estimate your nei or gress pay with our new payroll calculators Wiew Calculators lt gt HeathConnect SurePayroll i an Authorized IRS ene for Business Provider EFTPS RW i HeathConnect Surefayroll uses the Electronic Federal Tax Payment Systen for all of our customers For additional questions you can contact HealthConnect SurePayroll at 877 805 2828 extension 250 64 LISI s HRConnect User Manual PREMIUM SERVICES COBRA Under the COBRA section you can obtain a marketing brochure about COBRA and forms for enrollment COBRA In general employers with more than 20 employees are required to comply with the federal law known as COBRA or Consolidated Omnibus Budget Reconciliation Act of 1985 which requires employers to continue health coverage for their employees following

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