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Employee Navigator/BenefitMall
Payroll Integration
Names
House-Keeping• Session is being recorded• Reminder: Employee Navigator’s users conference is 50% sold-out
We love your questions, it makes us feel useful!
Great Things Take Time
• 10 Months, YES, that’s a long time! ‒ Spent time on the details
• Key Features: ‒ Pay Rates
‒ Discrepancy Audit
‒ Incomplete New Hire Process
‒ Block sync
‒ Transmission details
Who We Are
BenefitMall is a national provider of employee
benefits, payroll, HR and employer services –
serving more than 200,000 small to medium
sized businesses in the U.S.
Largest general agency (GA) in country:
• Online quoting/proposals, case implementation, renewal assistance, product training, legislative updates, and back-office support
35+ years experience in payroll & benefitsTrusted Broker Advisors (CPAs, Bankers, Brokers)
25,000+
Payroll transactions processed monthly
1,000,000+
Insurance Premiums a Year
$1,000,000,000+
Small to Medium sized Customers
200,000+
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Payroll Benefits to Your Customers
Reduced time spent on payroll
Reduced errors; guaranteed tax filing
Competitive, bundled payroll pricing—no hidden surprises
Personalized service
Full solution available—including Employee Navigator integration
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Benefits to Our Brokers
• Network with our professional sales team
• Work with a provider that understands your industry
• Attract new clients; retain existing ones
• Defend your book of business from competitors
• Personalized service for your clients
• Integrated payroll and ben admin
• Access to payroll and benefit information
• Revenue share for formal payroll partners
Key Features Value Added Services
Online, feature-rich payroll processing
Tax filing, compliance and payment (local, state, and federal)
Direct deposit and/or check pay to employees
Employee pay stub and W-2 viewing online
Dynamic Reporting, 40+ standard reports, Ad hoc report writing,
Certified payroll reporting
Electronic new hire reporting
PayComp—workers’ compensation
Year-end reconciliation & W-2 processing
HR360 online library and labor posters
BenefitMall PayFocus Pro™
PayFocus Pro - Calendar
PayFocus Pro – Processing a Payroll
PayFocus Pro – Entering a New Hire
Product Overview
Value of Integrated Payroll:
• Advantages for companies‒ Eliminates entering data into multiple systems‒ Improves data accuracy‒ Can be used by companies of all sizes‒ Get up & running quickly
• Advantages for brokers‒ Integration makes brokers sticky‒ Brings value to your clients & prospects‒ Maintain control over benefits administration‒ Accurate data reduces agency costs
Reduces instances of retroactive enrollment & claims Accurate census for quoting Delegate employee management to HR
What is Real-Time Integrated Payroll?
• Employees are linked by SSN & PayFocus Pro payroll ID
• Individual employee records are exchanged, not full company files
• Sync of demographics & deductions
How Does It Work?
Employee record or payroll deductions are
modified
Notification created
Data issecurely sent
Change is applied
Bi-Directional Demographics
Demographic updates can be made in either system
• Includes New Hires, Changes, and Terminations− Recommend that New Hires and Terminations are made in PayFocus Pro
Base Compensation: 1-Way
Compensation changes will flow from PayFocus Pro into Employee Navigator:
• Base hourly rate • Base salary• Caution: Some users may have entered “benefit salary” into “salary”
Payroll Deductions: 1-Way
Recurring deductions are managed by Employee Navigator & flow to Payroll:
• Always flow from Employee Navigator to PayFocus Pro• Can only be overwritten in PayFocus Pro• Note: Employees can be “blocked” if they have grandfathered deductions
Exchanged Records
• Types of records supported:‒ Active
‒ Part-Time
‒ Benefit Ineligible
‒ Terminated
• Types of records unsupported:‒ Non-Employees
1099s
K1
LLC members
* We designed a "block" feature that allows you to block these records from being exchanged
Exchanged Fields
*Note: Exchanged Fields cannot be customized in anyway.
EMPLOYEMENT RECORDS DEMOGRAPHICS DEDUCTIONS
• SSN
• Payroll ID
• Compensation
• DOB
• Hire Date
• Term Date
• First, Last, Middle Names
• Address Lines 1 & 2
• City, State, Zip
• Home Phone
• Primary Email
• Gender
• Job Title
• Amount
• Effective Date
• Change Date
• End Date
Product Enhancement Roadmap
• Not supported yet
(May require manual entry into Payroll)
‒ Multiple EIN’s: (Q1 2017)
‒ Open Enrollment: (Q1 2017)
‒ 401(k) Deductions
‒ Colonial’s & UNUM’s 3rd Party App Deductions
• Phase 2‒ Single Sign On
‒ Recurring Earnings
• Data elements NOT being exchanged
(Generally: Fields that the user can define in a drop-down)
‒ Cost centers
‒ Class, department, division, location, etc.
‒ Legal marital status
System Demo
Next Steps
How to Connect: Current PayFocus Pro & Employee Navigator Customers
STEP ONEActive in Employee
NavigatorAND
minimum of 2 payrolls processed BEFORE
employer eligible for integration
Brokers and Clients MUST review EN User
Guide prior to requesting integration.
Most questions can be answered within the
documentation
“Ready to Connect” to BenefitMall
AVAILABLE FEB. 23rd!
STEP TWO STEP THREEBenefitMall will reach out with
details on next steps
Cost: $0.00
STEP FOUR
How to Get Started: Prospective Clients/Broker Partners Interested in PayFocus Pro
STEP ONEVisit the Employee
Navigator MarketplaceClick to Contact Partner BenefitMall representative
will be in touch
STEP TWO STEP THREE
Who Do I Call?
Employee Navigator Sales
Need Employee Navigator?
301-583-5180 x1
BenefitMall Sales
Need a payroll solution?
On Employee Navigator’s Marketplace
Employee Navigator Benefit Questions
Brokers to contact support
301-583-5180 x 2
BenefitMall Payroll/ Implementation Support
Temporarily:
Resources
• Payroll Product Guide ‒ Available on webinar toolbar
• BenefitMall Integration Video (17 minutes)‒ Available on Support Site
• Payroll Product Training ‒ Will be scheduled early March
Q&A