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R: 179 G: 35 B: 23
R: 234 G: 143 B: 29
R: 160 G: 206 B: 103
R: 0 G: 154 B: 200
R: 101 G: 143 B: 40
R: 0 G: 102 B: 153
Tips and Tricks to Maximize Your Benefit Tools
Adrienne Conyers & Lee Crane
© 2010 | Benefi2ocus.com, Inc. 9
R: 179 G: 35 B: 23
R: 234 G: 143 B: 29
R: 160 G: 206 B: 103
R: 0 G: 154 B: 200
R: 101 G: 143 B: 40
R: 0 G: 102 B: 153
Today’s Overview
• Data Flow • Your Home Tab • Overview of Reports • Using the HR Toolbox • Taking advantage of your resource center • Shortcuts in eBenefitsNow
© 2010 | Benefi2ocus.com, Inc. 10
R: 179 G: 35 B: 23
R: 234 G: 143 B: 29
R: 160 G: 206 B: 103
R: 0 G: 154 B: 200
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R: 0 G: 102 B: 153
Data Flow • Once the transacOon is approved, the change will be sent to
BCBSNC and then Medco. • If you have a retro request, BCBSNC will make the change in the
membership system and send the record back to eBenefitsNow • A ‘carrier review’ task will appear when a retro request is
complete
© 2010 | Benefi2ocus.com, Inc. 11
eBenefitsNow BCBSNC
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Task List
© 2010 | Benefi2ocus.com, Inc. 12
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Filtering The Task List Filter tasks by category if you have different administrators that service different departments or locaOons.
© 2010 | Benefi2ocus.com, Inc. 13
Filter by benefit during open enrollment if you want to view tasks pertaining to certain benefits.
R: 179 G: 35 B: 23
R: 234 G: 143 B: 29
R: 160 G: 206 B: 103
R: 0 G: 154 B: 200
R: 101 G: 143 B: 40
R: 0 G: 102 B: 153
Review Tasks and Approval Tasks
Carrier Changes to be Reviewed • These appear when changes are
keyed directly into the BlueCross BlueShield membership system
• Note: these tasks are informaOonal and WILL NOT hold up a transacOon
• When employees make a change, a task will appear requiring your approval
• All changes include User ID , date and Ome
• These changes WILL BE HELD unOl you approve the task
© 2010 | Benefi2ocus.com, Inc. 14
Approval Tasks
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History of Changes
• Run Details – Dates, Details, Benefits
• Users – Batchuser – BF_____ – BCBSNC### – HR_____ – Member Login – BFPayroll
• Old Value vs. New Value – This will show the field-‐level
change
© 2010 | Benefi2ocus.com, Inc. 15
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R: 234 G: 143 B: 29
R: 160 G: 206 B: 103
R: 0 G: 154 B: 200
R: 101 G: 143 B: 40
R: 0 G: 102 B: 153
Seing Your Approval Preferences
• Adjust the approval seings to see only the tasks that you need to approve.
• Saves you Ome by ensuring that the tasks on the To-‐Do List are ones that need your ajenOon
• These changes will sOll show on your history of changes reporOng.
© 2010 | Benefi2ocus.com, Inc. 16
R: 179 G: 35 B: 23
R: 234 G: 143 B: 29
R: 160 G: 206 B: 103
R: 0 G: 154 B: 200
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R: 0 G: 102 B: 153
The Task Launcher
• UOlize the Task Launcher to easily access the items that you update most
© 2010 | Benefi2ocus.com, Inc. 17
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Advanced Search
• A great way to quickly grab a small subset of employees without using the reports manager.
• Easily pull members in category combinaOons.
• Quickly manage your to do list by category values
© 2010 | Benefi2ocus.com, Inc. 18
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R: 234 G: 143 B: 29
R: 160 G: 206 B: 103
R: 0 G: 154 B: 200
R: 101 G: 143 B: 40
R: 0 G: 102 B: 153
Reports
• eBenefitsNow has 50 different reports that are available to you • Topics range from Payroll Reports, Census InformaOon and Benefit details • The reports can be run in Excel or PDF
© 2010 | Benefi2ocus.com, Inc. 19
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R: 234 G: 143 B: 29
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R: 0 G: 154 B: 200
R: 101 G: 143 B: 40
R: 0 G: 102 B: 153
Benefit Detail Report
• Includes Cost and enrollment informaOon for each covered person
• Number of filtering opOons – Benefit Plan – Category
Values
© 2010 | Benefi2ocus.com, Inc. 20
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R: 0 G: 102 B: 153
Login ID Report • Provides the LAST date an employee has logged into eBenefitsNow • This is a great resource to look up an employee’s ID or to determine if an
employee does not have a login ID assigned
© 2010 | Benefi2ocus.com, Inc. 21
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Scheduling OpOon
© 2010 | Benefi2ocus.com, Inc. 22
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Employee Detail Report
© 2010 | Benefi2ocus.com, Inc. 23
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R: 0 G: 102 B: 153
HR Note Manager
• Create notes for employees using the Member Self-‐Service applicaOon.
© 2010 | Benefi2ocus.com, Inc. 24
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HR Note Manager
• Notes can assist employees in their benefit enrollment process.
© 2010 | Benefi2ocus.com, Inc. 25
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HR Notes – Member ApplicaOon
• HR Notes are configurable by category values and plan types
• HR Notes can assist you in reminding your employees of specific informaOon
© 2010 | Benefi2ocus.com, Inc. 26
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Employee Surveys Manager
• Create surveys for employees to complete
• You can view and print survey results at any Ome
© 2010 | Benefi2ocus.com, Inc. 27
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Employee Surveys – Member ApplicaOon
• Use surveys to track employees interest in new company iniOaOves
• Employees can answer with a yes or no, free form text, or by selecOng a level of interest.
© 2010 | Benefi2ocus.com, Inc. 28
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R: 234 G: 143 B: 29
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R: 0 G: 154 B: 200
R: 101 G: 143 B: 40
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The Resource Center
© 2010 | Benefi2ocus.com, Inc. 29
This is a great op8on for a quick refresher on eBenefitsNow
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Tricks
© 2010 | Benefi2ocus.com, Inc. 30
How can YES, TOD, and TOM make your life easier?
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R: 0 G: 154 B: 200
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Tricks
© 2010 | Benefi2ocus.com, Inc. 31
• YES = Yesterday • TOD = Today • TOM = Tomorrow
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R: 234 G: 143 B: 29
R: 160 G: 206 B: 103
R: 0 G: 154 B: 200
R: 101 G: 143 B: 40
R: 0 G: 102 B: 153
ReOrement Process
© 2010 | Benefi2ocus.com, Inc. 32
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Go To A Member Record and Select Benefits
© 2010 | Benefi2ocus.com, Inc. 33
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R: 0 G: 102 B: 153
Select the Edit bujon
© 2010 | Benefi2ocus.com, Inc. 34
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Select Cancel Benefits for All
© 2010 | Benefi2ocus.com, Inc. 35
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Select the Life Event of ReOrement
© 2010 | Benefi2ocus.com, Inc. 36
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Enter All Requested InformaOon and Dates
© 2010 | Benefi2ocus.com, Inc. 37
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R: 0 G: 102 B: 153
Verify and Save
© 2010 | Benefi2ocus.com, Inc. 38
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R: 0 G: 154 B: 200
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R: 0 G: 102 B: 153
Terminate Employee
© 2010 | Benefi2ocus.com, Inc. 39
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Enter Employment TerminaOon Date
© 2010 | Benefi2ocus.com, Inc. 40
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R: 0 G: 154 B: 200
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R: 0 G: 102 B: 153
Select Save and Go to Summary
© 2010 | Benefi2ocus.com, Inc. 41
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R: 160 G: 206 B: 103
R: 0 G: 154 B: 200
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R: 0 G: 102 B: 153
Employee is Now Labeled Terminated
© 2010 | Benefi2ocus.com, Inc. 42
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