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Self Service Benefits Enrollment

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Web Based Benefits enrollment integrated with your enterprise HCM - Benefits package.

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Self Service Benefits Enrollment

  1. 1. PeopleSoft Enterprise – 63510 Self Service Benefits Enrollment for Your Employees! Empowering Employees – Improving Operations Al Burroughs Mike DeNezzo Scott Tiedemann LBi Software Engineering Empowering-Connecting-Integrating
  2. 2. Agenda <ul><li>Business Drivers </li></ul><ul><li>Self-Service Today </li></ul><ul><li>ESS Benefits Enrollment </li></ul><ul><li>ROI on Benefits Enrollment </li></ul><ul><li>Demo </li></ul><ul><li>Q & A </li></ul>
  3. 3. LBi Software Overview <ul><li>Headquartered in Woodbury, Long Island </li></ul><ul><li>20 years Human Capital Management Focus </li></ul><ul><li>Experience with Packaged Software Solutions </li></ul><ul><ul><li>Oracle </li></ul></ul><ul><ul><li>PeopleSoft </li></ul></ul><ul><li>Team culture – average tenure is 9 years </li></ul><ul><li>Platform independent and process oriented </li></ul>
  4. 4. Business Drivers <ul><li>Current Business Conditions & Directions </li></ul><ul><ul><li>Navigate current economy </li></ul></ul><ul><ul><li>Prepare for economic turn around </li></ul></ul><ul><ul><li>Reduce costs </li></ul></ul><ul><ul><li>Retain key talent </li></ul></ul>“ Employers are still struggling to find that magic formula for controlling costs” *From Deloitte’s Benefits Reward Survey
  5. 5. Challenges for US Employers Source: “Unum - HR Trends and Challenges 2007” (Rated on a 5 point scale, with 5 = “critical”)
  6. 6. Self Service Technologies Today <ul><li>Mainstream & Stable </li></ul><ul><ul><li>Secure Access </li></ul></ul><ul><ul><li>Convenient </li></ul></ul><ul><ul><li>Self-Paced </li></ul></ul><ul><li>Ingrained in Daily Activities </li></ul><ul><ul><li>Banking </li></ul></ul><ul><ul><li>Shopping </li></ul></ul><ul><ul><li>Research </li></ul></ul><ul><li>Advantages </li></ul><ul><ul><li>Multiple searchable knowledge bases </li></ul></ul><ul><ul><ul><li>Information at your finger tips </li></ul></ul></ul>
  7. 7. Employee Self-Service (ESS) <ul><li>Retain Key Talent with Self Service Benefit Programs </li></ul><ul><ul><li>Compensation/Payroll </li></ul></ul><ul><ul><li>Benefits Enrollment </li></ul></ul><ul><ul><li>Help Desk </li></ul></ul><ul><ul><li>Attendance/Vacation Scheduling </li></ul></ul><ul><ul><li>Development and Career Opportunities </li></ul></ul>
  8. 8. ESS Advantages <ul><li>Reliable </li></ul><ul><ul><li>Internet/intranet </li></ul></ul><ul><ul><li>Improves data accuracy </li></ul></ul><ul><ul><li>Better service and control </li></ul></ul><ul><ul><li>Increases security & confidentiality </li></ul></ul><ul><li>Saves Time/Reduces Cycle Time </li></ul><ul><ul><li>Increases communications </li></ul></ul><ul><ul><li>Increases efficiencies of operational staff </li></ul></ul><ul><ul><li>Decreases HR resource requirements </li></ul></ul>
  9. 9. ESS Advantages <ul><li>Greater Convenience </li></ul><ul><ul><li>24 x 7 access </li></ul></ul><ul><ul><li>Browser based via the web </li></ul></ul><ul><ul><li>Automates costly manual processes </li></ul></ul><ul><li>On-line Access </li></ul><ul><ul><li>Personal data </li></ul></ul><ul><ul><li>Corporate data </li></ul></ul><ul><ul><li>Handbooks & Manuals </li></ul></ul>
  10. 10. Adobe RoboHelp™ <ul><li>Mainstream authoring tool </li></ul><ul><li>Flexible workflow </li></ul><ul><ul><li>Multiple input formats </li></ul></ul><ul><ul><li>Multiple output formats </li></ul></ul><ul><ul><li>Screenshots/Partial screenshots </li></ul></ul><ul><ul><li>Full suite of edit tools </li></ul></ul>
  11. 11. ESS Benefits Enrollment <ul><li>New Employee Enrollment </li></ul><ul><li>Existing Employee Maintenance </li></ul><ul><ul><li>Review </li></ul></ul><ul><ul><li>Update </li></ul></ul><ul><li>Up to Date Summaries </li></ul><ul><ul><li>Health and Welfare </li></ul></ul><ul><ul><li>Life Insurance </li></ul></ul><ul><li>Link to TPA Sites </li></ul>
  12. 12. ESS Enrollment Capabilities <ul><li>Access Benefit Plans </li></ul><ul><ul><li>Link to current plan handbook </li></ul></ul><ul><ul><li>Up to date plan pricing </li></ul></ul><ul><ul><li>Tools for: </li></ul></ul><ul><ul><ul><li>Filtering down choices </li></ul></ul></ul><ul><ul><ul><li>“ What if” analysis/planning </li></ul></ul></ul><ul><ul><ul><li>Projected costs </li></ul></ul></ul><ul><li>Update Personal Information </li></ul><ul><li>Update Dependent/Beneficiary Data </li></ul>
  13. 13. ESS Enrollment Integration <ul><li>Communicates with PeopleSoft BenAdmin Module </li></ul><ul><li>Can Automatically Begin Open/Annual Enrollment </li></ul><ul><li>Can Utilize PeopleSoft Configuration </li></ul><ul><li>Can Be Updated “on the fly” </li></ul>
  14. 14. ROI on ESS Enrollment <ul><li>Reduces data errors </li></ul><ul><li>Decreases HR staff utilization </li></ul><ul><li>Reduces Costs </li></ul><ul><ul><li>Eliminates paper forms & mailings </li></ul></ul><ul><ul><li>Saves on printing & distribution of </li></ul></ul><ul><ul><ul><li>Forms </li></ul></ul></ul><ul><ul><ul><li>Manuals </li></ul></ul></ul><ul><ul><ul><li>Handbooks </li></ul></ul></ul><ul><ul><li>Fewer phone calls/questions for HR </li></ul></ul><ul><li>Great visual tool </li></ul>
  15. 15. ESS Enrollment Demo
  16. 16. Questions
  17. 17. Thank You! <ul><li>Al Burroughs </li></ul><ul><li>LBi Software Engineering </li></ul><ul><li>For more information go to www.lbisoftware.com or </li></ul><ul><li>visit us at booth #316 </li></ul>

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