Overview

BenefitsOffice is a powerful web-based tool in which benefit plan set-up, employee eligibility, and benefit enrollment can be managed in one solution.  Fully integrated within PayrollOffice, Benefits Office allows employers to leverage existing employee and payroll data to more efficiently manage benefits administration activities.

Included with BenefitsOffice is a self-service component that provides an on-line enrollment process for employees. With information instantly at the fingertips of both employees and benefits administrators, many of the challenges associated with benefits management are eliminated. No longer will your benefits organization be tasked with creating paper enrollment worksheets, collecting enrollment forms, hand-keying benefit election information or distributing paper confirmation statements. Imagine the savings in time and money that these features can bring to your organization.

Whether it’s a company-wide annual enrollment or an individual making a change due to a life event, BenefitsOffice provides everything you need to effectively manage your benefits maintenance needs.

BenefitsOffice Features include:

• Benefit Plan setup
• Benefit Eligibility setup
• Employee Dependent and Beneficiary information
• Employee Benefits setup
• Integration of benefit elections with payroll deductions
• Online repository of benefit provider information and summary plan descriptions
• Online annual enrollment
• Online qualifying life event enrollment
• Benefits Reporting

Benefits Self-Service
Benefits Self-Service gives employees quick and easy access to their benefit enrollment information. When employees can quickly compare providers, coverage and costs they can feel confident that they are making the best benefit decisions for themselves and their family.
Online enrollment is easy to use. Event driven navigation guides an employee through each step of the enrollment process, ensuring that all required information is collected. An option to maintain current benefit elections is available in the event that employee is not making any changes for the next enrollment period.

Current Benefit Summary:
Each employee starts the process by reviewing a summary of their current benefits. After reviewing current plans and costs, personal information and dependent data, the employee is ready to begin making their benefit election changes.

• Benefit Election Types:
• Health Insurance Plans
• Life & Disability Insurance Plans
• Flexible Spending Accounts
• Retirement and Savings Plans

Confirmation Summary:
After an employee has finished making their benefit elections, the system will present them with a confirmation summary. The confirmation summary provides the employee with the details of their most recent election options and can be printed for future reference.

Benefit Election Changes:
Benefit Self-Service gives the employee the flexibility to review and update their benefit elections as many times as necessary, right up to the final day of the enrollment period. Changes to benefit elections can be made interactively by clicking on a link on the confirmation summary that will automatically navigate the employee to that specific benefit election page.

Benefits Processing:
At the end of the benefit enrollment period all data associated with employee elections is ready to be reviewed. Benefits administrators have access to reporting tools in BenefitsOffice to assist them with analyzing the results of the enrollment period. Approved enrollment records can easily be made effective and deductions sent to payroll without any additional data entry requirements

Reporting

ExcelPay’s BenefitsOffice provides a comprehensive array of essential Benefits and Benefits related reports.  These reports provide convenient access to the data you need to make informed business decisions or research employment issues without searching through stacks of paper.

Standard Reports – Our list of standard Benefits reports includes the following:

Online Report Writer – ExcelPay clients can also create their own customized HR reports with our easy to learn, easy to use report creator that requires no programming or technical skills training.

Scheduled Report Options – Your business may need an HR report that was not defined as part of our standard reports package. If that is the case, our Scheduled Report option will allow you to choose any of other system or custom reports to be generated with each payroll or choose the unique schedule that is appropriate for you.

Admin Support Services

As a supplement to our BenefitsOffice web tools, ExcelPay offers affordably priced employee benefit administrative services.

These services include:

• Invoice Processing: We impound premiums at the time of payroll and remit timely payments to the carriers.
• Enrollment Processing: Document submittal to your insurance carrier for new enrollees, terminations, and enrollment changes.
• Plan Summaries & Forms: We develop/coordinate employee benefit presentations and open enrollment.