halley release - plansource...release schedule confidential and proprietary 3 halley september 14,...

Halley ReleaseSeptember 14, 2017

Release Communications

plansource.com/release

Preview webinar for Elite partners

E-mail reminders

Detailed release notes

Enhancement guides

Updated user guides and GuideMe

walk-throughs

Confidential and proprietary 2

Release Schedule


Halley

September 14, 2017

Quasar

December 14, 2017

Supernova

March 15, 2018

Atlas

June 14, 2018

Apollo

September 13, 2018

Calypso

December 13, 2018

Galileo

March 14, 2019

Upcoming

Releases

Will this webinar be recorded?

4Confidential and proprietary

YESWe will e-mail you a link.

We will post the recording at www.plansource.com/release.

http://www.plansource.com/release

Will we have access to the slides?


YESWe will e-mail you a link.

We will post the PDF at www.plansource.com/release.

http://www.plansource.com/release

How to Ask a Question


Type your question into the

“Questions” panel

?

Today’s Speakers


Jeana ParkerVice President

Strategic Initiatives

Adam McCoyProduct

Manager

Don RenyerManager, Partner

Integrations

Nancy SansomChief Marketing

Officer

Why It Matters


Halley Release

Advanced Payroll Deductions

Integrations and PlanSource API

Administrative Tools

PartnerSource

Online Total Compensation Statements

Quasar Release Sneak Peek

Other PlanSource Updates

Today’s

Agenda


Advanced Payroll

Deductions

View and track adjustments over time

Available for 1/1/2018 benefits

Advanced Payroll DeductionsSimplifying Payroll Deductions

10

Each pay cycle, HR teams at large

organizations struggle with manual

paycheck adjustments, due to

retroactive benefit changes that

necessitate refunds, catch-up

contributions and ongoing

reconciliations.

Problem

With Advanced Payroll Deductions,

PlanSource provides the solution,

with sophisticated logic that

calculates and tracks payroll

deductions over time,

automating a process that is

manual, time-consuming and error-

prone for HR teams.

Solution

Confidential and proprietary

11

Advanced Payroll DeductionsHow It Works


12

Advanced Payroll DeductionsKey Features


13

Advanced Payroll DeductionsKey Features


14

Advanced Payroll DeductionsDemonstration



PlanSource IntegrationsUshering in a New Era of

Connectivity

Because playing well with others

has never been more important.

16

SSO

API

EDI

17

PlanSource Standard APIsNavigate the API Solar System


18

PlanSource Developer PortalTechnical Documentation



Administrative Tools

Reporting

Broker Tools

Implementation Wizard Enhancements

Administrative Tools – Demonstrations



PartnerSource

A better way to interact and

connect with PlanSource partners


PlanSource Advantage QuickConnect

Add-on products and

services for health and

financial wellness

Quick and easy online

ordering (and no separate

contract)

Simple to add and

administer, and integrated

out-of-the-box

Core and voluntary benefit

products from leading

insurers

Financial credits provided

for enrolled employees

Faster implementation and

integration timelines

HCM

Leading Human Capital

Management solutions

Solutions for HR, payroll,

talent and workforce

management

Free to PlanSource

customers and integrated

out-of-the-box

QuickConnect Partners

24

Personal Loans Student loan assistance

Identify theft protection Online total compensation statements

Online Total Compensation Statements Demo

25


Sneak Peek – Quasar

Communications

Integrated Messaging and CommunicationsQuasar Release – Pilot

27

HR teams can send targeted communications to employees

via text messages, mobile app notifications and email from within PlanSource

Integrated

Text Solution

Message

Library

Demographic

Filters

Flexible

Scheduling

28

HR teams can access engagement metrics such as the the number of messages

delivered, read and not opened


29

HR teams can access a library of common messages and send messages using the

employee’s defined communication preference



Other Updates

Upcoming Webinars

OE is coming!

Eclipse’18 – Save the Date

Resources

Upcoming Webinars


How to Reach HCM Nirvana

Thursday, August 31

1:00 PM ET

ACA: Where It’s Been, Where It

Is Today, and Where It Might

Go

Thursday, August 31

12:00 PM ET

Using Software and Services

to Create the Best Benefits

Experience

Wednesday, September 13

2:00 PM ET

Work Redefined:

A New Age of Benefits

Wednesday, September 27

12:00 PM ET

32

OE CommunicationsEnsure your client’s success during OE by offering professional communications

Time to Simplify?

Your upcoming renewal may be

a good opportunity to consider

consolidating your benefits

partners.

PlanSource now offers COBRA

and FSA/HSA/HRA

administration, along with

custom employee

communications. Outsource

one or many services to the

PlanSource team!

COBRA Administration ServicesSimplify your partnership

33

Send Notices

Generate notices based

upon qualifying events

Process Payment

Process elections and

payments from beneficiaries

Reinstate Coverage

Add COBRA coverage and

manage the eligibility timeline

Bill Enrollees

Bill enrollees and provide

reporting and auditing

Answer questions

Address any questions

with our contact center

Manage OE

Handle open enrollment and

all future notice requirements

Benefit Account Administration ServicesEnd-to-end operation of FSA/HSA/HRA programs

34

Online Reimbursement

Participants can request

reimbursement and provide

receipts

Online Account Management

Participants can view their

account balance and transaction

history

Mobile App

Participants can manage their

account and submit

reimbursement requests

Contact Center Assistance

Participants can get answers to

questions about reimbursements,

card status and more.

Benefit MasterCards

Participants can have 1

MasterCard for all benefit

accounts

Dependent MasterCards

Participants can request

additional cards for eligible

dependents

Educational Tools

Participants can calculate tax

savings and access list of

eligible expenses

Online FSA/HSA Store

Participants can purchase OTC

items at a discounted price with

FSA and HSA dollars

Custom OE CommunicationsEnsure your client’s success during OE by offering professional communications

35

Benefit

Websites

Custom

Videos

Text

Messaging

Traditional Print

Materials

Email

Campaigns

Communications

Plan

Benefit

Guides

Total Compensation

Statements

d July 30 – Aug 1, 2018

Annual Benefits and

HR Conference

Resources

Weekly Demonstrations

• One-hour demo webinars for your

clients

• Offered weekly for Benefits and

Human Capital Management

• Self-service demo videos are also

available on specific topics

• “Demo Days” cards are available for

you to hand to your clients

• www.plansource.com/demo

www.plansource.com/LifeEventExperience

NEW Demo Videos

www.plansource.com/NewHireExperience

http://www.plansource.com/demo

http://www.plansource.com/LifeEventExperience

http://www.plansource.com/LifeEventExperience

Q&Awww.plansource.com/release

halley release - plansource...release schedule confidential and proprietary 3 halley september 14,...

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