Desired Product-Specific Capability
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Benefits record management
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Enrollment planning and scheduling
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Automatic benefit changes
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Due to employment status or role changes (e.g., move from union to non-union, reduction of hours below full-time threshold)
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Flexibility to set company rules for dependents and beneficiaries and to customize and configure the events in your lifecycle
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Onboarding and offboarding
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Check and update their own information
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Access their profiles and view their balances, plans, and claims
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View their coverage
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Enroll via self-service
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Trigger e-forms or hard copy materials corresponding to employees’ voluntary benefit elections
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Access their team members' profiles
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Approve inquiries from their employees
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Trigger requests for benefits for new hires
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HR Administrator self-service
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Administer and manage benefits
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Enroll employees
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Manage and process premium payroll deductions
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Make changes and additions to the system (e.g., to reflect plan changes)
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Validate data “up front” (e.g., to prevent employees from omitting required information or entering invalid data combinations)
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Determine and adjust eligibility
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Implement controls to prohibit employees from enrolling in plans for which they are not eligible
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Track employee enrollment process status
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Administer incentive surcharges (e.g., financial incentives for engaging in specific healthy activities, such as obtaining vaccinations and refraining from or quitting smoking)
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Multiple delivery options for analytics reports – paper, email, and 3rd party delivery
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Interactive solutions (e.g., drag-and-drop tools)
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Option to create, edit, and collaborate on strategic plans in real time
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SmartView (i.e., CSV-compatible reports and visual tools for use in presentations)
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For employee and employer contribution/cost calculations displayed throughout the selection and enrollment process
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Cost calculations based on individual activities and personal circumstances (e.g., wellness incentives, domestic partnerships, etc.)
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Deduction effective date calculations (e.g., upon entry of employee benefits enrollment, the timing of life event);
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Automatic calculation of salary-based benefits (e.g., disability and life insurance)
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