File to File
Who sends transitions to Service?
Who does Service request a timeline from?
Tawonda
What on the enrollment forms needs to be updated?
Form code from B1 to VSI, and add pin codes
What vendors are capable of embedding eForm?
Avionte, Tempworks, ABD, Aqore/Zenople, WurkNow
No gaps or overlap in coverage
Moving active employees and deductions from one payroll system to another.
Who sends the announcement?
Service
What 2 announcements does PAI (Austin/Niko) send?
Transition timeline and enrollment method approval
What do the two Compliance Reports on a client's FTP show?
Compliance broken down by location and by new hire employees
What are the two types of deductions reports in EC?
All deductions (specific pay period) and full deductions (all pay periods)
What two things do both vendors need to be able to do?
Process ELGChange and produce PRDED
Who does Service send BAGs to for Self-Seed creation?
Donna Tollison, Sarah Tisdale, Tawonda Knapper
What has to happen before a timeline can be sent?
First files have to be approved
For rollovers, if you do not have a timeline, what information will you need before requesting one?
Last check date, pay period, coverage period of old plan.
What is the one vendor who utilizes the PRDELG file?
ABD
What is a comprehensive ELGChange file?
File with all current deductions for a group to use to set up their new payroll system.
What pin codes are used for EssentialClient groups?
None
Who needs to be included in the initial call that Service schedules?
Group, vendor, Austin, Niko, Ashley, Benefit Specialist, renewal specialist
What is the annual maximum for all prescription plans?
$600
How would you answer if a client asks why it is important to send declination?
Auditing purposes, compliance, avoid discrimination
What does Austin request from the payroll vendor?
Location codes
What are three things discussed on timeline call?
Go live, first check date, rollover info, first certification, enrollment forms, login info, deduction report, enrollment method
What are three things discussed on the initial call?
Change from EC to file, high level overview of file process, go live, when file is needed, what is on file, enrollment method
True or False. FSL will always be Fixed Indemnity Standard or Enhanced RX.
False. It will always be Standard
What is included in the rollover packet?
Rollover file, change form, letter, schedule of benefits (limited benefit summary), return address