PeopleSoft Enterprise – 63510

Self Service Benefits Enrollment for Your Employees!

Empowering Employees – Improving Operations

Al BurroughsMike DeNezzo

Scott TiedemannLBi Software Engineering

Empowering-Connecting-Integrating

Agenda

• Business Drivers • Self-Service Today• ESS Benefits Enrollment • ROI on Benefits Enrollment• Demo• Q & A

LBi Software Overview• Headquartered in Woodbury, Long Island• 20 years Human Capital Management Focus• Experience with Packaged Software Solutions

– Oracle– PeopleSoft

• Team culture – average tenure is 9 years• Platform independent and process oriented

Business Drivers

Current Business Conditions & Directions• Navigate current economy• Prepare for economic turn around • Reduce costs • Retain key talent

“Employers are still struggling to find that magic formula for controlling costs”*From Deloitte’s Benefits Reward Survey

Challenges for US Employers

Source: “Unum - HR Trends and Challenges 2007”

(Rated on a 5 point scale, with 5 = “critical”)

Self Service Technologies Today• Mainstream & Stable

– Secure Access– Convenient– Self-Paced

• Ingrained in Daily Activities– Banking– Shopping – Research

• Advantages– Multiple searchable knowledge bases

• Information at your finger tips

Employee Self-Service (ESS)

• Retain Key Talent with Self Service Benefit Programs

– Compensation/Payroll– Benefits Enrollment– Help Desk – Attendance/Vacation Scheduling – Development and Career Opportunities

ESS Advantages

• Reliable– Internet/intranet– Improves data accuracy– Better service and control– Increases security & confidentiality

• Saves Time/Reduces Cycle Time– Increases communications– Increases efficiencies of operational staff– Decreases HR resource requirements

ESS Advantages

• Greater Convenience– 24 x 7 access– Browser based via the web– Automates costly manual processes

• On-line Access– Personal data – Corporate data– Handbooks & Manuals

Adobe RoboHelp™

• Mainstream authoring tool• Flexible workflow

– Multiple input formats– Multiple output formats– Screenshots/Partial screenshots– Full suite of edit tools

ESS Benefits Enrollment

• New Employee Enrollment• Existing Employee Maintenance

– Review– Update

• Up to Date Summaries– Health and Welfare– Life Insurance

• Link to TPA Sites

ESS Enrollment Capabilities

• Access Benefit Plans– Link to current plan handbook– Up to date plan pricing– Tools for:

• Filtering down choices• “What if” analysis/planning• Projected costs

• Update Personal Information• Update Dependent/Beneficiary Data

ESS Enrollment Integration

• Communicates with PeopleSoft BenAdmin Module

• Can Automatically Begin Open/Annual Enrollment

• Can Utilize PeopleSoft Configuration• Can Be Updated “on the fly”

ROI on ESS Enrollment

• Reduces data errors• Decreases HR staff utilization • Reduces Costs

– Eliminates paper forms & mailings– Saves on printing & distribution of

• Forms• Manuals• Handbooks

– Fewer phone calls/questions for HR

• Great visual tool

ESS Enrollment Demo

Questions

Thank You!

Al Burroughs

LBi Software Engineering

For more information go to www.lbisoftware.com or

visit us at booth #316