ADP Pro Summit - Learning Stream0F916658-03DA... · Desktop Employee Self Service – Open Enrollment Benefit Self Service Welcome page includes the following: •Action Items –

Copyright © 2019 ADP, LLC. Copyright © 2019 ADP, LLC.

ADP Pro Summit

2019

It’s Never Too Early: Open Enrollment & Carrier Connections

Copyright © 2019 ADP, LLC.

Introduction

Marcus Moon

Product Manager

ADP Workforce Now – Benefits

Elk Grove Village, Illinois

3 years with ADP


Agenda

• Redesigned & Simplified Workforce Now® User

Experience

• Practitioner Enrollment Refresh

• Edit Rates Redesign

• Benefit Self Service Refresh

• Value Added Functionality & Insights in Workforce

Now®

• Open Enrollment Center

• Benefit Deduction Rules

• Mobile Enrollment

• Live Chat Support

• Carrier Connection Overview

• Carrier Connection Redesign

• Status & Notifications

• Open Enrollment Files


Redesign & Simplified Workforce Now User Experience


Practitioner Enrollment Refresh

Practitioner Enrollment Rewrite

• Checkmarks display next

to plan grouping in which

employees is enrolled.

• Change reason moved to

top of enrollment detail

page.

• Display Deduction Codes

on Enrollment Summary.


Practitioner Enrollment Refresh

What was changed?

• Enabled correcting an employees benefit coverage end date.

• Employee enrollments that were terminated can be reactivated on the employee level.


Edit Rates Redesign

7

Rate Updates Simplified

• Practitioners can now

edit rates without

having to go into the

plan setup

• The rates for all

eligibility groups will

be easily viewable

and editable from a

single page


Benefits Self Service Refresh

8

What is Benefits Self Service Refresh?

Benefits Self Service Refresh is a major update of benefits functionality in ADP

Workforce Now, especially as it impacts employee enrolling via self service.

The overall refresh includes redesign and updates in multiple areas of Benefits

in WFN including:

• Employee Self Enrollment

• Enrollment Profiles

• Dependents/Beneficiaries

• Practitioner View

• Employee View

Coming Soon!


Enrollment Profile Refresh

What will change?

• Complete User Interface refresh

• Enrollment Start and end date

display upon navigation to

enrollment profiles screen.

• Coverage effective date display

on enrollment profile home

page

• Message calling out enrollment

profiles with future dated

changes

Coming Soon!


Enrollment Profiles – Copy Profile

• Ability to copy existing enrollment

profiles, profile types must be the same

• Enable updating the new profile name,

coverage effective date, enrollment

start date, and end date.

• Information from existing enrollment

profile will be copied to new enrollment

profile.

• Reduce time creating an Open

enrollment profile

Coming Soon!


Enrollment Profiles – Add New Profile

Profile Information will display:

• OE Profile Name

• Profile Effective Date

• Profile Status

• Enrollment Start & End Date

• Coverage Effective Date

Eligibility Groups allow clients to

select benefits plans they would

like to include in Open enrollment

Coming Soon!


Enrollment Profiles – Add New Profile

Enrollment Actions:

• Waive & Attestations

• Tobacco Status

• Dependent Management

• Enrollment Changes

• Document Upload

Employee Communications:

• Enrollment Note

• Confirmation Note

Coming Soon!


Desktop Employee Self Service – Open Enrollment

Benefit Self Service Welcome page

includes the following:

• Action Items – Calls out plans that require

attention and doesn’t allow employees to

move forward without acknowledgement.

This could require employees to enter a

waive reason, tobacco attestation, and

beneficiary designation.

• Your Enrollments – Displays employees

current enrollments in benefit plans that

were rolled over from last year.

• More Benefits – Additional benefit plans

offered to employees but doesn’t require

attention.

Coming Soon!



• As employees navigate through the

Open Enrollment profile, they will

see who’s covered, what their

coverage options are, and a list of

plans they can choose.

• Once an employee makes their

benefit selection they can see their

monthly cost or per paycheck cost.

• Employees have the option to

compare plans that are offered to

them.

Coming Soon!



Once employees complete their benefit

elections they will be able to:

• Review benefit elections

• Save for later should they need

additional time

• Compare employee cost from last year

to new year

• Return to plan options

• Confirm estimated cost of benefits

Coming Soon!


Value Added Functionality & Insights in Workforce Now


Open Enrollment Center

Why should I use the Open Enrollment Center?

• Allows you, as a practitioner, a one-stop shop for all things Open Enrollment

• Walks you through the process and areas in Workforce Now that you should be

reviewing and updating to have a successful Open Enrollment

What kind of value added features does it include?

• Ability to request specific information (Ex. Dedicated OE Support, New Carrier

Connections, New Deduction Codes)

• Real time OE Progress Metrics if you are using self-service

• Customizable email functionality to quickly communicate to a subset of your

employees based on characteristics or their status in OE



• The OE Center is designed to

provide a step by step guide

• Quickly Access such as:

• Request new deduction

codes

• Add rate structure

• Add new provider



Dedicated OE Support

If you do not qualify to get a

dedicated OE Specialist

(based on your

service/product offering),

we will allow you to

electronically request in the

Open Enrollment Center.

If you qualify for a

dedicated OE Specialist,

we will let you know how

to get started. Also, if you

are already aligned to

one, we will display this

for you automatically.


Future Open Enrollment Center

Future Enhancements:

• Ability to start OE process 150 days

before effective date

• Pre, During, and Post Open Enrollment

action items

• New Standard Report – Enrollment

Activity Report

• Approve/Reject Requests from Open

Enrollment Center

Coming Soon!


Benefit Deduction Rules

21

Why is this important?

• These rules allow you to move your first OE deductions and elections to one pay

date earlier or later without manual data entry

• The default first pay date may not be the pay date you would like these to come

out on

Why the enhancement?

• Streamlined the process to be more transparent with the actions needed to make

the change you are looking for

• Simplified the steps needed to move the deductions and elections associated with

OE.



22

What changed with the Enhancement?

• Enabled the option to apply deduction rule to additional deduction codes.

• List additional deduction codes that are in the same group as the existing

deduction code.

NEW!



23

NEW!


Mobile Enrollment Enhancement

24

What is Mobile Enrollment?

This new feature will allows employees to access their benefits and enrollments via the

downloadable ADP Mobile app. Using their existing ADP login credentials, employees will be

able to access their benefit information in the palm of their hands! There is no special

configuration or setup to utilize Mobile enrollment.

ADP Mobile app will be supported by most iPhone and Android smartphone devices (the tablet

experience is coming soon).

The ADP Mobile app includes the following Benefits features:

• Current Employee Enrollments

• Dependent & Beneficiary Information

• New Hire enrollment

• Open enrollment

• Work event

• Life events

Coming Soon!


Mobile Enrollment Enhancement

25

• Employees will be able to

start, save, and submit their

enrollments via mobile and

can easily switch between

WFN on the desktop and

the ADP Mobile App.

• Employees can view

Current Benefits and

benefits as of a selected

date.

• Targeted for Summer

Release

Coming Soon!


Live Chat Support

26

What is Live Chat? • Available for Benefits, Open Enrollment, & ACA

support

• Talent, Performance, and Connections coming soon

• “Chat with ADP” moved to menu title.

• Only authorized ADP contacts allowed to chat with a

specialist

• Available Monday – Friday 8:00 a.m. – 5:00 p.m. local

time


Carrier Connection Overview


Carrier Connection Refresh

28

What was changed?

• Reports > My Connections>All Connections only displays carrier

connection files in production

• Provides additional insight into the carrier connection file setup and

settings


Plan Mapping & Maintenance

29

Plan Mapping & General Information

• Plans that are currently mapped and sending on the connection can be found

under Action> Configuration.

• Any time a new plan is created that needs to be sent on the carrier

connection, the practitioner must inform ADP of the new plans so that they

are added onto the connection file


Carrier Connection Configuration

30

Information displayed:

• Vendor Name

• File Frequency

• Notification Email

• Mapped Plans


Open Enrollment Files

31

How to see if the OE file has been sent

1. Navigate to Reports > My Connections > All Connections

2. View the files history by clicking the “Action Arrow”

3. Look for a file with an end date that shows your benefit effective date (i.e.,

1/1/2019) and a start date that captures your Open Enrollment window


Q & A

Documents

ADP Pro Summit - Learning Stream0F916658-03DA... · Desktop Employee Self Service – Open Enrollment Benefit Self Service Welcome page includes the following: •Action Items –