Company Setup
The operation that drives core administration functions which can be uniquely applied to various tools throughout the system
What is the Rules Engine?
This tool is designed so users only need to configure eligibility rules once, then pull them into a plan with the click of a button
What are Default Eligibility Rules?
Also referred to as the "anchor" of the employee record, this identifier cannot be updated by a future import
What is the Social Security Number (SSN)?
An HR user that has a linked employee record has a single one of these
What is username?
These fully-customizable reports allow you to drill-down on the data before generating, save the report structure, and share with other users
What are Ad Hoc Reports?
One of the Rules Engine data elements used to drive eligibility, contributions, and more.
What is Class/Department/Division/Office/Business Unit?
(Any of the above acceptable)
Indicated by a red 'minus' sign or green 'check' sign, this list displays which required plan fields are Incomplete or Complete
What is the Completed/Incomplete Checklist?
These "outlines" can be downloaded from the platform and provide important information such as Required fields, acceptable cell formatting, and standard configuration
What are Import Templates?
In order to complete an employee termination, the user must enter a Termination Date and this value
What is a Termination Reason?
The fee charged by Employee Navigator for use of the 834 EDI Export Engine
What is $0.45 PEPM?
These settings control how much time employees have to make elections for New Hire and Newly Eligible enrollment
What are Enrollment Window settings?
The benefit amount that employees and/or their dependents are automatically approved for without being required to submit an Evidence of Insurability (EOI)
What are Guaranteed Issue rules?
- True or False -
If you realize you made an error after an import has been committed and processed, you can always undo the import
False
An "admin only" enrollment window that allows HR/Admin to correct mistakes and is also used to create history for testing/troubleshooting purposes
What is the Modify Current Enrollments window?
This integration type passes a defined set of multi-company demographic and enrollment data to Carriers or TPAs via a proprietary file
What is the Data Exchange (XML)?
This feature allows you to mark certain employee demographic fields as Required, ensuring important information is entered by HR before employees can access the enrollment flow
What is HRIS Field Tracking?
The only rate structure that supports uploading a rate table
Affordable Care Act (ACA) Rates
During the 'Map' step of the import process, these columns are highlighted in orange and generally should be this
What is skipped or set to skip?
This system job runs on a recurring basis at night and enrolls any eligible employee who has not yet enrolled in their required group benefits
What is Auto Enroll?
This tool, available at both the company and agency level, was designed to help HR keep track of their employees by providing notifications on recent events
What is the Wall?
The five items needed to add a new company from scratch
What are Company Name, Company Identifier, State, SIC Code, and at least ONE user with access?
These set additional constraints if enrollment in a plan is dependent on enrollment in another benefit category or plan
What are Plan Restrictions?
While columns with no data should generally be skipped, when importing dependents, these two fields must always be mapped
What are 'Dependent SSN' and 'Relationship'?
This is the only preconfigured onboarding task under the 'Company Policies and Procedures' category
What is 'Review Our Company's Employee Handbook'?
This integration enrollment tool connects the employee to the carrier's platform in real time for enrollment underwriting & approval
What is a 3rd Party App (3PA)?