Plans
OnBase
Implementation
BPO
Grab Bag
100

This plan type allows for a grace period.

What is Medical FSA?

100

This department initializes trackers.

What is Implementation?

100

This is where employer emails are found.

What are Partner inboxes?

100

This is what BDG stands for.

What is Business Design Guide?

100

This is the system we use to answer our phones.

What is Jabber?

200

This plan type is fully funded by the employer.

What is HRA?


200

This is where an IM goes to add an ACH form to a tracker.

What is Imports/the Import queue?

200

This is the tab in the Employer Portal that only appears after demographics and enrollments are loaded.

What is Set Up Contributions?

200

This is where you find steps on how to complete a double-check.

What is the Partner Setup Procedures?

200

This is the difference between an HRA and an LSA.

What is the HRA has pre-tax contributions and the LSA has post-tax contributions?

300

This plan type is owned by an individual.

What is HSA?

300

This is the tab in Implementation where notes are added to or from Operations.

What is Plan Information?

300

This is the last step in the employer lifecycle while in implementation.

What is the transition to Employer Services?

300

This is the pathway to the Business Rules.

What is S Drive > (Call Center) > Business Rules > Partner name?

300

This is who builds plans in the Staging environment.

Who is Implementation?

400

This plan type runs month to month.

What is Commuter?

400

This is the document type BPO creates most often in OnBase.

What is CDH - Implementation Form?

400

These are the three kinds of plan transitions.

What are rollover, grace period/runout, and plan takeover?
400

This is the step in the time off process you should take after your request has been accepted.

What is create an out of office calendar event?

400

This is who requires NDT testing.

Who is the IRS?

500

This plan type has to have terms and conditions accepted before it can be used.

What is HSA?

500

This is how Operations usually references items in OnBase.

What is by the Document Handle?

500

This is the section where Payroll rounding is found in the WEX Health Cloud Benefits Administration portal.

What is Manage Administrative Settings?

500

This is your manager's name.

Who is Kalie Gajeski?

500

These are the processes that begin as a result of enrollments being loaded in the portal.

What are welcome letters being sent and debit card production?