Workday User Guide. Annual Benefits Enrollment. A step-by-step guide designed to help you navigate Workday as your enroll in your 2017 BB&T Benefits.

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Workday User Guide. Annual Benefits Enrollment. A step-by-step guide designed to help you navigate Workday as your enroll in your 2017 BB&T Benefits."

Transcription

1 2017 Annual Benefits Enrollment Workday User Guide A step-by-step guide designed to help you navigate Workday as your enroll in your 2017 BB&T Benefits. 2 Introduction 2 Glossary of Terms and Symbols 3 Access Workday and Launch Enrollment 4 Elect Coverage and Choose Coverage Levels 4 Elect Medical Coverage 6 Elect Dental and Vision Coverage 6 Add Dependent IDs 6 Elect the Health Savings Account 7 Elect Flexible Spending Accounts 8 Elect Insurance Coverage and vacation purchase 12 Designate Beneficiaries 13 Review Elections and Submit Enrollment 14 Print a Confirmation Statement 15 Make Changes During Open Enrollment

2 INTRODUCTION Welcome to 2017 Annual Benefits Enrollment, which is being held from November 1, 2015, through November 15, 2016, at 11:59 p.m. ET. We ask that you take a few moments to reacquaint yourself with the enrollment process via Workday, BB&T s human capital management system. This step-bystep guide is designed to help you navigate Workday to enroll in or make changes to your benefits. This resource is solely intended to provide information about using Workday to enroll in your benefits. Specific information about benefits and any plan changes is available on the 2017 Annual Benefits Enrollment page on BBTBenefits.com. Please remember, you cannot make any changes to your benefits after November 15, 2015, at 11:59 p.m. ET. until the next open enrollment period unless you qualify for a Life Event Change. GLOSSARY OF TERMS AND SYMBOLS Homepage: A primary starting point for associates, this screen houses individual icons you can click to access specific features of the Workday system, like Time Off, Benefits, and Pay. Inbox: Centralized location for receiving tasks and notifications. Task: An item that has been assigned to you to complete. Radio Buttons: Small circles that represent a set of choices. You can click these circles to indicate your choice. You will see these on the enrollment screens in reference to electing or waiving coverage. Prompt: Icon that resembles a speech balloon. Any time you see this symbol, you can click to expand a box that will contain a list of options. Plus: Symbol you can click to add a row. You will use this, for example, when adding a beneficiary. Icon: Individual symbols housed on the Workday homepage. Each icon represents a specific feature, like Time Off or Pay. Below are four examples of these icons Annual Benefits Enrollment Workday User Guide 2

3 ACCESS WORKDAY AND LAUNCH ENROLLMENT 1. Access Workday by clicking the Workday button on BBTBenefits.com or the InSite homepage. 2. Click the Inbox icon. 3. You will see a task titled Open Enrollment Change. Click this task to begin the enrollment process Annual Benefits Enrollment Workday User Guide 3

4 ELECT COVERAGE AND CHOOSE COVERAGE LEVELS ELECT MEDICAL COVERAGE The first benefit you can choose to elect is Medical coverage. 1. Click the Elect radio button beside the Medical Program Option you want to elect. The system will automatically select the Waive button beside the option you do not select. Ameritas DPPO Dental 2. Next, you can choose to enroll your dependents. Click the Prompt symbol in the Enroll Dependents column. Ameritas DPPO Dental 3. If you already have dependents in the system, click Existing Dependents from the window and then click your dependent s name. If your dependent is not already in the system, click Add My Dependent From Enrollment. Ameritas DPPO Dental 2017 Annual Benefits Enrollment Workday User Guide 4

5 4. Determine whether or not you want your dependent to be your beneficiary. Click either the Yes or No button, and then click OK. 5. Enter the requested information for your dependent. The red asterisks beside items indicate which items you are required to answer. Once you have filled out all of the required information for your dependent, click OK at the bottom of the page. 6. Follow steps 3 through 5 to add another dependent. Continue this process until you have added all of your dependents. Your coverage level (Employee Only, Employee and Spouse, Employee and Children, or Family) will automatically be chosen based on the dependents you enroll in steps 3 through 7. Once you have finished electing medical coverage, you can continue on to your next election. Ameritas DPPO Dental 2017 Annual Benefits Enrollment Workday User Guide 5

6 ELECT DENTAL AND VISION COVERAGE 1. To elect Dental and/or Vision coverage, complete the same steps as electing medical coverage. 2. Follow steps 3 through 5 in the Elect Medical Coverage section to select or add a dependent. 3. When you have enrolled for all the benefits on this page that you wish to elect, click Continue. ADD DEPENDENT IDS If you added any dependents when you elected Medical, Dental, or Vision coverage, you will need to add their Social Security Number (SSN) into Workday. Adding your dependents SSN will ensure that they receive important communications regarding their medical coverage with BB&T. 1. For each dependent, enter their SSN or a reason why their ID is not available. 2. Click Continue. ELECT THE HEALTH SAVINGS ACCOUNT If you chose to enroll in the Consumer Option for medical coverage, it is very important that you elect the Health Savings Account (HSA) in order to receive the employer contribution. If you enrolled in the Select Option, this section will be gray, and you will be unable to elect the HSA. 1. To enroll in the HSA, click the Elect button Annual Benefits Enrollment Workday User Guide 6

7 2. Then, you can enter an annual or monthly amount to contribute to your HSA. This step is not mandatory; you do not have to make your own contributions to your HSA. If you do want to make your own contributions, select the annual or monthly box and enter the amount you want to contribute. 3. Click Continue. ELECT FLEXIBLE SPENDING ACCOUNTS Those who enrolled in the Select Option are eligible to enroll in the Health Care Flexible Spending Account (FSA). Those who enrolled in the Consumer Option (and have a Health Savings Account), are not eligible for this account. However, Consumer Option participants can enroll in the Limited Use FSA that can be used for eligible health care expenses that are not medical expenses (for example, dental and vision care). Anyone is eligible for the Dependent Care FSA and the Transportation Spending Account (TSA). If you would like to enroll in any of these accounts, follow the steps below. 1. Click the Elect radio button beside the Health Care FSA, Limited Use Health Care FSA, Dependent Care FSA, and/or TSA Annual Benefits Enrollment Workday User Guide 7

8 2. Enter any amounts you would like to contribute on an annual or monthly basis beside the accounts you elected. 3. Click Continue. ELECT INSURANCE COVERAGE AND VACATION PURCHASE Next, you will be prompted to make insurance elections and vacation purchase. Follow the steps below to elect any of the insurance options. If you do not want a particular (or any) insurance or vacation purchase, select the Waive radio button beside the option you do not want. 1. To elect Disability coverage, click the Elect radio button beside the coverage option you want. The 50% Disability Option is provided to you by BB&T at no cost and is based on your Benefits Annual Rate. The 60% Disability Option is calculated based on your Benefits Annual Rate and your age. You can view the premium for the 60% Disability Option by clicking the Elect radio button beside this option. The system will show the premium in the Associate Cost (Semi-monthly) column Annual Benefits Enrollment Workday User Guide 8

9 2. Basic Life Insurance is automatically elected. BB&T automatically provides this coverage, in the amount of 2X Benefits Base Salary, to all benefits-eligible associates. 3. Click the Elect or Waive radio button beside Supplemental Term Life Insurance, which provides coverage in addition to the Basic Life Insurance provided by BB&T. Important Reminder: You can only increase your elected Supplemental Term Life coverage one level per year during Annual Benefits Enrollment. 4. To view the coverage levels, click the Prompt symbol in the Coverage Level column. 5. Select the coverage level you want from the list Annual Benefits Enrollment Workday User Guide 9

10 6. To elect Accidental Death & Dismemberment (AD&D) coverage, click the Elect radio button beside either AD&D - Hartford Life EE Only (Employee) or AD&D - Hartford Life Family (Employee + Family). Then follow steps 4 and To elect Dependent Life Insurance for any children and/or a spouse, click the Elect radio button beside Dependent Life - Hartford Life (Children) and/or Dependent Life - Hartford Life Coverage Levels (Spouse). Then follow steps 4 and 5. Note: You can select coverage levels of $7,500, $10,000, or $15,000 for dependent children. You may elect coverage for your spouse in $10,000 increments with a maximum of $200,000 (coverage cannot exceed 50% of your basic and supplemental life insurance coverage. Workday will automatically calculate the maximum level of coverage you may elect). 8. You can also choose to add dependents to your spouse s life insurance. To do so, click the Prompt symbol and either create a new dependent or select one (or more) that you have already created Annual Benefits Enrollment Workday User Guide 10

11 9. You can elect to purchase up to 40 hours of additional vacation in 8-hour units. If you are a part-time associate, you are limited based on your scheduled hours. For example, if you are scheduled for 25 hours per week, you could purchase only up to 24 (three 8-hour units) of vacation. Click the Elect radio button beside one of the vacation purchase options. 10. Click Continue Annual Benefits Enrollment Workday User Guide 11

12 DESIGNATE BENEFICIARIES You will need to add a beneficiary(ies) for all of the benefits that you elected that require a beneficiary(ies). Elections that require a beneficiary(ies) will have a check mark in the Requires Beneficiary column. For example, if you elected AD&D, you must add a beneficiary. 1. Click the + symbol beside each benefit plan to add a beneficiary. 2. Click the Prompt symbol. 3. If your desired beneficiary is already in the system, click Beneficiary Persons and then the name of the beneficiary you would like to add. If your desired beneficiary is not already in the system, you will need to click Create and follow steps 3 through 5 outlined in the Elect Medical Coverage section to add a dependent. 4. For each beneficiary, designate either Primary Percentage or Contingent Percentage by clicking the radio button beside either and add the percentage amount. 5. Once you have designated all of your beneficiaries, click Continue Annual Benefits Enrollment Workday User Guide 12

13 REVIEW ELECTIONS AND SUBMIT ENROLLMENT You are almost finished! After you have designated any beneficiaries, you will see a screen that summarizes your benefit elections. Review this screen carefully to ensure that everything is correct. 1. Scroll down to the Electronic Signature section. Read the information carefully. Then, check the box beside I Agree. This serves as your electronic signature. 2. Click Submit to complete your enrollment Annual Benefits Enrollment Workday User Guide 13

14 PRINT A CONFIRMATION STATEMENT You have successfully submitted your benefits elections. You may want to print a confirmation of your benefits elections for your records. 1. Click the Print button. 2. A PDF of your benefit elections will open. Follow your computer s steps to print the PDF. 3. After printing, click Done. Congratulations! After completing these steps, you will have completed the process of enrolling for BB&T Benefits. What happens next? You will have the opportunity to make changes to your benefits elections during the next Annual Benefits Enrollment period. You can, however, make changes to your benefits elections if you experience a qualified Life Event Change. Questions? If you have any questions after reviewing this guide, you may call the Human Systems Service Center at , Option Annual Benefits Enrollment Workday User Guide 14

15 MAKE CHANGES DURING OPEN ENROLLMENT If you made a mistake or would like to change an election after you submitted your benefits enrollment, you can make changes throughout the 2017 Annual Benefits Enrollment period (November 1, 2016, through November 15, 2016, at 11:59 p.m. ET.). To make changes, follow the steps below: 1. Access Workday. 2. Click on the Benefits icon. 3. Click on the Change Open Enrollment button to re-launch benefits enrollment. You will be able to walk through benefits enrollment and make changes to the elections you had previously submitted. NOTE: You will only be able to make changes to your submitted benefits elections during the 2017 Annual Benefits Enrollment period: November 1, 2016, through November 15, 2016, at 11:59 p.m. ET. After the 2017 Annual Benefits Enrollment period has closed, you will only be able to make changes to your benefits elections during the next annual benefits enrollment period and after a qualifying Life Event Change Annual Benefits Enrollment Workday User Guide 15

OPEN ENROLLMENT. HUMAN Workday RESOURCE MANAGEMENT EMPLOYEE AS SELF

OPEN ENROLLMENT. HUMAN Workday RESOURCE MANAGEMENT EMPLOYEE AS SELF IMPORTANT Information regarding Open Enrollment: Before starting your Open Enrollment action, we recommend that you check your current benefits by going to your Benefits Worklet, as well as reviewing your

More information

Using TriNet s Open Enrollment Wizard: Step-by-Step Instructions

Using TriNet s Open Enrollment Wizard: Step-by-Step Instructions Using TriNet s Open Enrollment Wizard: Step-by-Step Instructions Enrolling online is fast and easy. Need a guide? These steps will walk you through the Open Enrollment wizard. Getting There: Entering the

More information

NYIT Self-Service Application Instructions Benefits Open Enrollment AAUP, Faculty and Staff

NYIT Self-Service Application Instructions Benefits Open Enrollment AAUP, Faculty and Staff NYIT Self-Service Application Instructions Benefits Open Enrollment AAUP, Faculty and Staff The NYIT Self-Service Application gives employees access to view and change certain Benefits data. Benefits which

More information

HCM - How to enroll in 2017 Benefits

HCM - How to enroll in 2017 Benefits HCM - How to enroll in 2017 Benefits Open Enrollment is from October 31 st, 2016 November 11 th, 2016 Your 2016 benefits will NOT roll over to the 2017 plan year! You must enroll or waive each benefit

More information

HOW TO ENROLL IN YOUR BENEFITS

HOW TO ENROLL IN YOUR BENEFITS HOW TO ENROLL IN YOUR BENEFITS A Guide to Using the PeopleSoft Benefits Enrollment System Use this document to assist in your benefits enrollment and update due to a life event (such as marriage, adding

More information

Employee Online Enrollment User Guide

Employee Online Enrollment User Guide Employee Online Enrollment User Guide Welcome to Online Enrollment! In this guide, you will find information and step-by-step instructions on how to enroll in your benefits. Table of Contents Before you

More information

Employee Self Service

Employee Self Service Employee Self Service Table of Contents AMS Advantage Employee Self Service (ESS)... 2 Employee Self-Service (ESS ) Open Enrollment Instructions... 2 AMS Advantage Employee Self Service Home Page... 3

More information

New Employees How to Enroll in Health Coverage

New Employees How to Enroll in Health Coverage New Employees How to Enroll in Health Coverage through DC Health Link Who is this guide for? This guide will walk employees without a DC Health Link account through setting up their employee account, selecting

More information

UMPHYSICIANS 2018 OPEN ENROLLMENT FREQUENTLY ASKED QUESTIONS

UMPHYSICIANS 2018 OPEN ENROLLMENT FREQUENTLY ASKED QUESTIONS UMPHYSICIANS 2018 OPEN ENROLLMENT FREQUENTLY ASKED QUESTIONS Open Enrollment What is Open Enrollment? Open enrollment refers to the specific time each year when you are eligible to enroll in or change

More information

MyBenefits. Online Benefits Enrollment for New Employees

MyBenefits. Online Benefits Enrollment for New Employees MyBenefits Online Benefits Enrollment for New Employees Welcome to the University of Notre Dame! This guide will help you navigate MyBenefits (mybenefits.nd.edu), the University s online benefits enrollment

More information

TO BEGIN BENEFITS NEW HIRE ENROLLMENT: Open the DPS website The Commons at using Internet Explorer.

TO BEGIN BENEFITS NEW HIRE ENROLLMENT: Open the DPS website The Commons at  using Internet Explorer. TO BEGIN BENEFITS NEW HIRE ENROLLMENT: Open the DPS website The Commons at http://thecommons.dpsk12.org/ using Internet Explorer. 1. At the top of the page click on Portals to open the dropdown list displaying

More information

BENEFITS ENROLLMENT GUIDE FOR NEW HIRES

BENEFITS ENROLLMENT GUIDE FOR NEW HIRES BENEFITS ENROLLMENT GUIDE FOR NEW HIRES 2014 These instructions will help you navigate through the enrollment process in making your benefit elections as a new employee. RESOURCES If you have additional

More information

Third Party Administrator (TPA) Guide to CONNECT

Third Party Administrator (TPA) Guide to CONNECT Third Party Administrator (TPA) Guide to CONNECT TABLE OF CONTENTS Table of Contents... 2 1. Introduction... 3 1.1 Guide Instructions... 3 1.2 CONNECT System Overview... 3 2. Navigate CONNECT as a TPA...

More information

2018 Open Enrollment via the Employee Self Service Portal (ESS)

2018 Open Enrollment via the Employee Self Service Portal (ESS) 2018 Open Enrollment via the Employee Self Service Portal (ESS) Enrollment via the Employee Self-Service Portal (ESS) Enrollment Timeframe Accessing the Employee Self Service Portal (ESS) Enrollment Process

More information

ENROLLING IN BENEFITS

ENROLLING IN BENEFITS ENROLLING IN BENEFITS Kevin here, welcome to ADP Open Enrollment 2016! When you login after the start of Open Enrollment, you will see a pop-up providing details about the year end process, as well as

More information

Marriage/Civil Union/Domestic Partner

Marriage/Civil Union/Domestic Partner Marriage/Civil Union/Domestic Partner Instructional Guidance for Employee Self Service Follow the instructions to add your spouse/civil union partner/domestic partner to your CSU insurance. You are permitted

More information

MEMBER BENEFITS ONLINE SYSTEM

MEMBER BENEFITS ONLINE SYSTEM MEMBER BENEFITS ONLINE SYSTEM MBOS USER'S INFORMATION GUIDE FOR ACTIVE EMPLOYEES Welcome to the Member Benefits Online System (MBOS) MBOS is your most useful resource for getting accurate, up-to-date information

More information

FINANCE TRAINING COST CENTER MANAGER

FINANCE TRAINING COST CENTER MANAGER FINANCE TRAINING COST CENTER MANAGER Workday Approvals: Spend Authorization, Expense Report, Requisition, Invoice & Creating Budget Amendments CONTENTS: COST CENTER MANAGER ROLES & RESPONSIBILITIES APPROVING

More information

EDSI Web Benefits. Paylocity Web Benefits

EDSI Web Benefits. Paylocity Web Benefits EDSI Web Benefits Paylocity Web Benefits EDSI January 2, 2013 Welcome to EDSI Benefits Now you can make your benefit elections online! You can access Web Benefits directly from Paylocity Web Pay. For any

More information

Your Benefits Resources 101

Your Benefits Resources 101 Your Benefits Resources 101 How to Enroll Enrolling means choosing the right benefits for you and your family. With Your Benefits Resources, it s easy to find what fits. Use this to explore and enroll

More information

SmartBen New Hire Benefit Enrollment Instructions

SmartBen New Hire Benefit Enrollment Instructions SmartBen New Hire Benefit Enrollment Instructions SmartBen is District 622 s online benefit system and can be accessed at www.smartben.com. The following instructions will help you prepare for and complete

More information

Introduction. Homepage. Your Information

Introduction. Homepage. Your Information Benefits@UVa Introduction Benefits@UVa is a self service tool for academic employees to make changes or enroll in benefit programs. Benefits@UVa can be accessed after identifying using NetBadge. If you

More information

Step-by-Step Guide for Completing the Online Open Enrollment Process in UltiPro

Step-by-Step Guide for Completing the Online Open Enrollment Process in UltiPro Step-by-Step Guide for Completing the Online Open Enrollment Process in UltiPro Online Open Enrollment is Available Monday, November 10-Wednesday December 3 Review your current benefit elections Changes

More information

Salon Associate & Salon Leader Self Service User Guide

Salon Associate & Salon Leader Self Service User Guide Salon Associate & Salon Leader Self Service User Guide 1391 Table of Contents Table of Contents... 2 Introduction... 3 Accessing Self Service... 4 Salon Associate Self Service... 6 Address Change... 6

More information

Open Enrollment The Grid Benefit Elections

Open Enrollment The Grid Benefit Elections Open Enrollment The Grid Benefit Elections Logging Into Open Enrollment (The Grid) IMPORTANT NOTE: You must log into MyHR using Google Chrome. Verify Personal Data 1. Under the TOOLBOX on The Grid, select

More information

How to Enter Foreclosure Mitigation Data in Counselor Max using the Guidance and Planning System (GPS) and the Work Plan Generator

How to Enter Foreclosure Mitigation Data in Counselor Max using the Guidance and Planning System (GPS) and the Work Plan Generator How to Enter Foreclosure Mitigation Data in Counselor Max using the Guidance and Planning System (GPS) and the Work Plan Generator Table Of Contents Creating a New Foreclosure Mitigation Client (FMC)...

More information

2014 EMPLOYEE SELF SERVICE GUIDE

2014 EMPLOYEE SELF SERVICE GUIDE 2014 EMPLOYEE SELF SERVICE GUIDE CONTENTS Click any topic below to go directly to that page. HOW TO USE SELF SERVICE 1.1 How to Access, Log In and Navigate Employee Self Service BENEFITS 2.1 Enrollment

More information

You will need to have the legal names, social security numbers and birth dates for all of your dependents before you start.

You will need to have the legal names, social security numbers and birth dates for all of your dependents before you start. Welcome to the UD online enrollment platform! Click on the Enroll Now button to begin enrollment or feel free to browse the tabs on the page for valuable information. You will need to have the legal names,

More information

NEW HIRE BENEFIT ENROLLMENT INSTRUCTIONS (for Full Time Employees) IMPORTANT!

NEW HIRE BENEFIT ENROLLMENT INSTRUCTIONS (for Full Time Employees) IMPORTANT! NEW HIRE BENEFIT ENROLLMENT INSTRUCTIONS (for Full Time Employees) IMPORTANT! You must complete online benefits enrollment within 30 days from FULL TIME date of hire. Failure to complete online enrollment

More information

Plan Sponsor Administrative Manual

Plan Sponsor Administrative Manual Plan Sponsor Administrative Manual V 3.1 Sponsor Access Website January 2017 Table of Contents Welcome Overview... p 5 How to Use this Manual... p 5 Enrollment Overview... p 7 Online Enrollment Description...

More information

Annual Benefits Enrollment

Annual Benefits Enrollment PDS Tech provides competitive benefits to assist employees in managing their health and well being. Once a year, PDS Tech allows employees to change certain benefit elections during a period known as Annual

More information

2018 Benefits Enrollment User Guide

2018 Benefits Enrollment User Guide 2018 Benefits Enrollment User Guide November 2017 1 Enrolling For Your 2018 Benefits Action Needed! Welcome to Open Enrollment 2018! If you fail to enroll, your current elections will rollover EXCEPT you

More information

Retirement Services Participant Online Navigation Guide

Retirement Services Participant Online Navigation Guide Retirement Services Participant Online Navigation Guide Table of Contents Accessing the Website... 3 My Plan Dashboard... 5 View Investments... 8 Manage My Account... 9 Plan Statements & Forms... 12 Tools

More information

ESS Training. Employee Self Service (ESS) Training Last revised

ESS Training. Employee Self Service (ESS) Training Last revised Employee Self Service (ESS) Training Last revised 4.20.17 Page 1 ESS Training Contents Overview... 3 Logging into Password Self Service... 3 Logging into ESS... 3 Employee Self Service Overview/ Helpful

More information

Self-Service (ebenefits) Portal Annual Benefits Enrollment UW-Madison Reference Guide

Self-Service (ebenefits) Portal Annual Benefits Enrollment UW-Madison Reference Guide SELF-SERVICE (ebenefits) FOR ANNUAL BENEFITS ENROLLMENT (ABE) The Self-Service (ebenefits) Portal is a feature of our Human Resource System (HRS) that allows employees to access and enroll in benefits

More information

Ceridian Source Self-Service Benefits

Ceridian Source Self-Service Benefits Ceridian Source Self-Service Benefits 2001 by Ceridian Corporation All rights reserved. Ceridian is a registered trademark of Ceridian Corporation. Ceridian Source Self-Service and Source are trademarks

More information

TIAA Brokerage Services overview and account setup. Your quick guide to the enhanced brokerage program

TIAA Brokerage Services overview and account setup. Your quick guide to the enhanced brokerage program TIAA Brokerage Services overview and account setup Your quick guide to the enhanced brokerage program For investors with specialized investing needs, more choice can mean more opportunity to direct retirement

More information

IRAdirect User Guide Fully-Administered Program

IRAdirect User Guide Fully-Administered Program IRAdirect User Guide Fully-Administered Program It is understood that the publisher is not engaged in rendering legal or accounting services. Every effort has been made to ensure the accuracy of the material

More information

ENROLLMENT HELP GUIDE

ENROLLMENT HELP GUIDE ENROLLMENT HELP GUIDE This enrollment guide will assist you through some of the navigation and selections in the enrollment system. Navigation / Help Use the Continue button in the lower right corner to

More information

Making an Online Payment

Making an Online Payment Making an Online Payment PATH: Portal > Family > Payments The Payments tool allows Portal users to make online payments to fees and/or food services incurred by members of a household. If this feature

More information

New SNC-Lavalin Employee Benefits Program

New SNC-Lavalin Employee Benefits Program FOR NON-UNIONIZED CANADIAN EMPLOYEES OF SNC-LAVALIN AND OPERATIONS & MAINTENANCE Welcome to your New SNC-Lavalin Employee Benefits Program Transition Guide You recently learned about your new SNC-Lavalin

More information

HSA Advantage Participant Portal Highlights

HSA Advantage Participant Portal Highlights HSA Advantage Participant Portal Highlights Chard Snyder www.chard-snyder.com email: askpenny@chardsnyder.com Overview Welcome to the HSA Advantage TM Participant Portal! Here is a quick look at some of

More information

Employee User. HPH Cash Balance Pension Plan Self-Service Website for HPH Employees

Employee User. HPH Cash Balance Pension Plan Self-Service Website for HPH Employees HPH Cash Balance Pension Plan Self-Service Website for HPH Employees Employee User Guide Whether retirement is near or sometime in the future, it s important to start preparing today for your retirement

More information

Lowe s Training Guide For Part-Time Employees. How to use the Empowered Benefits enrollment system

Lowe s Training Guide For Part-Time Employees. How to use the Empowered Benefits enrollment system Lowe s Training Guide For Part-Time Employees How to use the Empowered Benefits enrollment system The intent of this document is to give you a high-level understanding of how to get onto and enroll on

More information

Your Health, Your Benefits Make It Yours. Eligibility and Enrollment. Benefits Enrollment

Your Health, Your Benefits Make It Yours. Eligibility and Enrollment. Benefits Enrollment Your Health, Your Benefits Make It Yours Better health starts with you. And we re committed to giving you the tools to help you get there. Please read through this and all other enrollment materials located

More information

Step 1: Log in to your student information system (SIS) account at go.sfu.ca

Step 1: Log in to your student information system (SIS) account at go.sfu.ca How to setup up direct deposit to your bank account using SIS (go.sfu.ca) Direct deposit allows scholarship payments and refunds from SFU to be made to a student s bank account (in Canada), as opposed

More information

2018 RETIREMENT BENEFITS GUIDE

2018 RETIREMENT BENEFITS GUIDE 2018 RETIREMENT BENEFITS GUIDE First of All, Thank you We appreciate you choosing a career with Marathon Oil and thank you for your contribution over the years. Your hard work, talent and commitment have

More information

Do not include a Social Security Number in your .

Do not include a Social Security Number in your  . Member Guide Table of Contents Introduction... 3 System Requirements... 3 Accessing CoreLink II... 4 Menu Components... 5 Log-in Screen... 5 Log-in Instructions... 5 Forgot Your Password... 6 Main Menu...

More information

Setting up TaxSlayer Pro Online

Setting up TaxSlayer Pro Online Setting up TaxSlayer Pro Online To set up TaxSlayer ProOnline as a Favorite in your web browser, use the following steps: 1. Open Internet Explorer, Mozilla Firefox, or Google Chrome. 2. Type https://vita.taxslayerpro.com

More information

Welcome to Dearborn National s. Benefits Manager. Instruction Guide for. Web Billing. Contents Next > BM.WB

Welcome to Dearborn National s. Benefits Manager. Instruction Guide for. Web Billing. Contents Next > BM.WB Welcome to Dearborn National s Benefits Manager Instruction Guide for Web Billing Contents Next > BM.WB.021517 This instruction guide demonstrates how to navigate through Dearborn National s Benefits Manager.

More information

New York Guide to List Billing WELCOME TO DEARBORN NATIONAL. Life Insurance Company of New York

New York Guide to List Billing WELCOME TO DEARBORN NATIONAL. Life Insurance Company of New York www.dearbornnational.com WELCOME TO DEARBORN NATIONAL UNDERWRITTEN BY DEARBORN NATIONAL LIFE INSURANCE COMPANY OF NEW YORK New York Guide to List Billing Life Insurance Company of New York Products and

More information

Self Service - Thrift Savings Plan Overview

Self Service - Thrift Savings Plan Overview Self Service - Thrift Savings Plan Overview Introduction This guide provides the procedures for starting, changing or stopping Thrift Savings Plan (TSP) using Self Service in Direct Access. TSP changes

More information

CAPITAL PURCHASE WIZARDS

CAPITAL PURCHASE WIZARDS PcMars Farm Accounting Software CAPITAL PURCHASE WIZARDS Version 2.3 or greater Click Here to Return to PcMars Tips These capital purchase wizards were designed to help prompt user for all the needed information

More information

Employee Online SunGard BusinessPLUS

Employee Online SunGard BusinessPLUS Employee Online SunGard BusinessPLUS Employee Online (EO) is a web-based system designed to provide employees with improved access to their records. The interactive nature of Employee Online enables end

More information

Chapter 13 Bank Reconciliations

Chapter 13 Bank Reconciliations Chapter 13 Bank Reconciliations The Bank Reconciliation module of school cash allows Treasurers to quickly perform bank reconciliations and print month end reports for the Principal s review and approval.

More information

CARPENTERS HEALTH & WELFARE FUND OF PHILADELPHIA & VICINITY

CARPENTERS HEALTH & WELFARE FUND OF PHILADELPHIA & VICINITY CARPENTERS HEALTH & WELFARE FUND OF PHILADELPHIA & VICINITY ANNUAL ACTIVE MEMBER COORDINATION OF BENEFITS (COB) & ENROLLMENT FORM TO BE COMPLETED & RETURNED IN THE ENCLOSED ENVELOPE NO LATER THAN APRIL

More information

Open Enrollment for 2017 Port-sponsored Benefit Plans

Open Enrollment for 2017 Port-sponsored Benefit Plans Open Enrollment for 2017 Port-sponsored Benefit Plans Step-by-step guide to using HCM In past years, if you did not make an election in HCM, you would receive default coverage. This year, if you do not

More information

TECHMAHINDRA 2017 ACTIVE OPEN ENROLLMENT Online Enrollment Instructions

TECHMAHINDRA 2017 ACTIVE OPEN ENROLLMENT Online Enrollment Instructions TECHMAHINDRA 2017 ACTIVE OPEN ENROLLMENT Online Enrollment Instructions Step 1: Logging On Type in: www. mymarketlink.com/techmahindra into the address bar of your internet browser If this is the first

More information

HOW TO SET UP DENTAL INSURANCE PLANS IN DENTRIX FOR TRACKING INDIVIDUAL PLAN PERFORMANCE TO SEE THE WINNERS AND THE LOSERS

HOW TO SET UP DENTAL INSURANCE PLANS IN DENTRIX FOR TRACKING INDIVIDUAL PLAN PERFORMANCE TO SEE THE WINNERS AND THE LOSERS HOW TO SET UP DENTAL INSURANCE PLANS IN DENTRIX FOR TRACKING INDIVIDUAL PLAN PERFORMANCE TO SEE THE WINNERS AND THE LOSERS JILL NESBITT PRACTICE ADMINISTRATOR & DENTAL CONSULTANT MISSION 77, LLC 615-970-8405

More information

Managing Your HSA Advantage TM Investments Online

Managing Your HSA Advantage TM Investments Online Managing Your HSA Advantage TM Investments Online WWW.CHARD-SNYDER.COM Getting Started Your HSA Advantage account features an investment threshold. Once you have accrued enough money in your HSA Advantage

More information

Managing Your HSA Advantage TM Investments Online

Managing Your HSA Advantage TM Investments Online Managing Your HSA Advantage TM Investments Online WWW.CHARD-SNYDER.COM Getting Started Once you have accrued $4,000 in your HSA Advantage TM account, you may choose to invest the money that exceeds that

More information

USE BENEFITS THAT WORK TO ACHIEVE YOUR WELLNESS GOALS IN 2018

USE BENEFITS THAT WORK TO ACHIEVE YOUR WELLNESS GOALS IN 2018 2018 BENEFITS GUIDE FOR NEW EMPLOYEES USE BENEFITS THAT WORK TO ACHIEVE YOUR WELLNESS GOALS IN 2018 What s Inside Your Enrollment Checklist... INSIDE FRONT COVER Benefits That Work... PAGES 2 11 Additional

More information

Recurring Payments CitiDirect BE SM

Recurring Payments CitiDirect BE SM Recurring Payments CitiDirect BE SM A Simple, Easy Way to Schedule Recurring Payments User Guide Treasury and Trade Solutions Recurring Payments CitiDirect BE Table of Contents Table of Contents 1. Overview

More information

Know Your Benefits New Hires Learning Module April 1, 2017 March 31, 2018

Know Your Benefits New Hires Learning Module April 1, 2017 March 31, 2018 Know Your Benefits New Hires Learning Module April 1, 2017 March 31, 2018 1 Med Center Health Benefit Programs and Plans Welcome to Med Center Health. Med Center Health offers an exceptional benefit package

More information

Morningstar Office Academy Day 4: Research and Workspace

Morningstar Office Academy Day 4: Research and Workspace Morningstar Office Academy Day 4: Research and Workspace - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1 Lesson 1: Modifying Research Settings.......................................

More information

STUDY PLANNER STUDENT SUPPORT GUIDE

STUDY PLANNER STUDENT SUPPORT GUIDE GLOBAL MOBILITY STUDY PLANNER STUDENT SUPPORT GUIDE Table of Contents Summary of Subject Approval Process... 3 Getting Started... 4 Student Homepage... 5 Creating a Draft Exchange Plan... 6 Exchange Plan

More information

UCAA Expansion Application Insurer User Guide December 2017

UCAA Expansion Application Insurer User Guide December 2017 UCAA Expansion Application Insurer User Guide December 2017 2017 National Association of Insurance Commissioners All rights reserved. Revised Edition National Association of Insurance Commissioners NAIC

More information

PNC BENEFIT PLUS HSA INVESTMENT USER GUIDE. Home Page and Dashboard Navigation. pnc.com/pncbenefitplus

PNC BENEFIT PLUS HSA INVESTMENT USER GUIDE. Home Page and Dashboard Navigation. pnc.com/pncbenefitplus PNC BENEFIT PLUS HSA INVESTMENT USER GUIDE Home Page and Dashboard Navigation Top Right Quick Link Options: Home (will always return to the screen below), Print Screen and Logout. Menu Bar: Contains your

More information

State of Maryland Department of Labor, Licensing and Regulation Division of Unemployment Insurance Contributions Unit

State of Maryland Department of Labor, Licensing and Regulation Division of Unemployment Insurance Contributions Unit Larry Hogan Governor Boyd K. Rutherford Lt. Governor State of Maryland Department of Labor, Licensing and Regulation Division of Unemployment Insurance Contributions Unit Quarterly Contribution & Employment

More information

Renewing your Health Coverage Through DC Health Link

Renewing your Health Coverage Through DC Health Link Who is this guide for? Employers who are renewing their group coverage through DC Health Link. These employers currently offer coverage to their group through DC Health Link. The renewal benefit package

More information

Navigating Bill It Now

Navigating Bill It Now Version 3 9/16/2011 Navigating Bill It Now Using your internet browser, go to www.billitnow.com Click on the Log In link located at the top right hand corner of the screen to display the BMS Login Screen,

More information

Update Tax Withholdings

Update Tax Withholdings NYS Payroll Online Office of the NYS Comptroller 110 State Street, Albany, NY 12236 osc.state.ny.us/payroll/nyspo.htm Update Tax Withholdings One of the most exciting features of NYS Payroll Online is

More information

Financial Edge (FE) Instructions

Financial Edge (FE) Instructions Financial Edge (FE) Instructions Welcome to the CU Foundation s accounting system! Please report any issues or make suggestions to accounting@cufund.org. Step 1: Password Set up and Change at the Manage

More information

VFW Auxiliary. MALTA Training Auxiliary Treasurers June Unwavering Support for Uncommon Heroes tm

VFW Auxiliary. MALTA Training Auxiliary Treasurers June Unwavering Support for Uncommon Heroes tm MALTA Training Auxiliary Treasurers June 2017 Training Items Navigating to Duties Update Payment Method Update Dues Amounts Purchase Bond Get a List of Members Pay Annual Members Dues Correct a Mistake

More information

Global Transaction Banking Products & Services. Business Tax Payment Service

Global Transaction Banking Products & Services. Business Tax Payment Service Global Transaction Banking Products & Services Business Tax Payment Service November 2016 Table of Contents Introduction to Scotiabank s Business Tax Payment Service... 3 Service Overview... 3 Registration

More information

2017 Annual Enrollment BEGINS TODAY!

2017 Annual Enrollment BEGINS TODAY! 2017 Annual Enrollment BEGINS TODAY! Enrollment/Change Forms Enrollment/Change/Termination form FSA Enrollment and Payroll Contribution Form (new participants only) Current FSA participants (renewing participants

More information

Quality Control Advisor SM. User Guide. January 2018

Quality Control Advisor SM. User Guide. January 2018 Quality Control Advisor SM User Guide January 2018 Notice The information in this document is intended to provide general guidance to Freddie Mac Seller/Servicers. The information is offered as an aid

More information

Using the Clients & Portfolios Module in Advisor Workstation

Using the Clients & Portfolios Module in Advisor Workstation Using the Clients & Portfolios Module in Advisor Workstation Disclaimer - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1 Overview - - - - - - - - - - - - - - - - - - - - - -

More information

Sage Abra HRMS Abra Workforce Connections. Benefits and Planning Guide

Sage Abra HRMS Abra Workforce Connections. Benefits and Planning Guide Sage Abra HRMS Abra Workforce Connections Benefits and Planning Guide 2010 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered

More information

Important Information

Important Information Important Information Benefit elections are irrevocable during the plan year, unless you experience a valid Change in Status (see page 21) and provide written documentation of the event. Approved pre-tax

More information

Radian Mortgage Insurance

Radian Mortgage Insurance LOS Interface Administrator/User Guide Radian Mortgage Insurance 2012 PCLender, LLC Contents Introduction... 3 Interface Features... 3 Interface Requirements... 3 Interface Considerations... 4 How Does

More information

New Hire ebenefits Overview

New Hire ebenefits Overview New Hire ebenefits Overview Company LOGO Agenda Online Enrollment process for newly benefitseligible faculty and staff Resources available to employees during the Online Enrollment process Brief Demo of

More information

Quick Reference Guide Welcome TEST USER

Quick Reference Guide Welcome TEST USER Welcome TEST USER HELP RETIREMENT MANAGER DEMO FEEDBACK VersionE_000 Getting Started This Retirement Manager participant website Quick Reference Guide will assist you to easily navigate and complete important

More information

At a Glance. Your 2017 Benefits. Your Stories. Your Benefits

At a Glance. Your 2017 Benefits. Your Stories. Your Benefits At a Glance Your 2017 Benefits JPS Health Network / Acclaim Physician Group offers a comprehensive benefits package designed to meet the needs of you and your family. Use this guide to help you make your

More information

Enrollment Guide for The SUNY ORP Congratulations on your new position. ENROLL TODAY in the SUNY Retirement Program

Enrollment Guide for The SUNY ORP Congratulations on your new position. ENROLL TODAY in the SUNY Retirement Program Enrollment Guide for The SUNY ORP Congratulations on your new position. ENROLL TODAY in the SUNY Retirement Program As a new employee of the State University of New York (SUNY), you can enroll in a retirement

More information

Oracle US Benefits Open Enrollment FAQs. November January January October Open Enrollment Ends

Oracle US Benefits Open Enrollment FAQs. November January January October Open Enrollment Ends Oracle US Benefits October 23 2017 November 14 2017 January 1 2018 January 15 2018 Open Enrollment Begins Open Enrollment Ends Effective Date of Your Changes New payroll deductions begin Oracle US Benefits

More information

ELECTRONIC BILL PAYMENT OVERVIEW

ELECTRONIC BILL PAYMENT OVERVIEW ELECTRONIC BILL PAYMENT Our online electronic bill payment system allows you to pay bills through our secure Internet server. You may schedule a payment; schedule recurring payments to be issued automatically;

More information

UNIVERSITY OF OREGON. Steps and OPE Calculations For Data Entry to Banner Budget Development

UNIVERSITY OF OREGON. Steps and OPE Calculations For Data Entry to Banner Budget Development UNIVERSITY OF OREGON Steps and OPE Calculations For Data Entry to Banner Budget Development Budget and Resource Planning 4/27/2016 Overview Banner budgeting does not allow budgeting of OPE within the Salary

More information

Session 2 Front Desk Tasks

Session 2 Front Desk Tasks Session 2 Front Desk Tasks Agenda Front Desk Activities: Patient Search Manage Appointments Patient Registration Manage Recalls Patient Charts Manage Schedules Eligibility Checking Front Desk Screen Overview

More information

HIPAA Special Enrollment Rights Legislative Alert June 9, 2015

HIPAA Special Enrollment Rights Legislative Alert June 9, 2015 Provided by BB&T Insurance Services, Inc., McGriff, Seibels & Williams, Inc., BB&T Insurance Services of California, Inc., and Precept Insurance Solutions, LLC HIPAA Special Enrollment Rights Legislative

More information

M Y F I N A N C E H O W T O

M Y F I N A N C E H O W T O U S S F C U P E R S O N A L F I N A N C I A L M A N A G E M E N T M Y F I N A N C E H O W T O CONTENTS Overview..2 Getting Started... 2 Dashboard... 4 Accounts... 6 Adding an External Online Account...

More information

Web Incentive Processing System User Guide. For Participating Independent Contractors (PICs)

Web Incentive Processing System User Guide. For Participating Independent Contractors (PICs) Web Incentive Processing System User Guide For Participating Independent Contractors (PICs) Revised: January 2017 2 W e b I n c e n t i v e P r o c e s s i n g S y s t e m U s e r G u i d e P a r t i c

More information

Health Insurance Contribution/Subsidy Strategies Guide Including Adoption Agreement Site Information & Scenarios

Health Insurance Contribution/Subsidy Strategies Guide Including Adoption Agreement Site Information & Scenarios Health Insurance Contribution/Subsidy Strategies Guide Including Adoption Agreement Site Information & Scenarios September 2016 About This Guide IMPORTANT INFORMATION This guide is intended to help McDonald

More information

Consumer Directed Health Plan With Health Savings Account (CDHP with HSA) 2018 Frequently Asked Questions (FAQs)

Consumer Directed Health Plan With Health Savings Account (CDHP with HSA) 2018 Frequently Asked Questions (FAQs) Consumer Directed Health Plan With Health Savings Account (CDHP with HSA) 2018 Frequently Asked Questions (FAQs) Q: What is the Consumer Directed Health Plan (CDHP)? A: The CDHP is one of the medical plan

More information

How to Use the New NeighborWorks New Homebuyer Down Payment Assistance Only Module in CounselorMax

How to Use the New NeighborWorks New Homebuyer Down Payment Assistance Only Module in CounselorMax How to Use the New NeighborWorks New Homebuyer Down Payment Assistance Only Module in CounselorMax Introduction... 2 Client Intake... 2 Using the GPS Form and Carrying out the Service Steps... 4 Collect

More information

2018 Benefits Enrollment Form Tobacco Attestation

2018 Benefits Enrollment Form Tobacco Attestation 2018 Benefits Enrollment Form Tobacco Attestation The University of Missouri System promotes and supports healthy lifestyles for our faculty and staff through both our benefits and wellness programs. We

More information

PayFlex HealthHub TM Health Savings Account Investment Portal Guide

PayFlex HealthHub TM Health Savings Account Investment Portal Guide PayFlex HealthHub TM Health Savings Account Investment Portal Guide PRESENTED BY: February 24, 2011 10802 Farnam Drive, Suite 100 Omaha, Nebraska 68154 (800) 284-4885 TABLE OF CONTENTS HEALTHHUB Section

More information

Using the Merger/Exchange Wizard in Morningstar Office

Using the Merger/Exchange Wizard in Morningstar Office in Morningstar Office Overview - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1 Can I use the Merger Wizard for all security types? - - - - - - - - - - - - - - - - - - 1 Can

More information

Integrated Payments: Online Payment Control & Online Payment History Quick Reference Guide

Integrated Payments: Online Payment Control & Online Payment History Quick Reference Guide Integrated Payments: Online Payment Control & Online Payment History Quick Reference Guide Table of Contents File Summary (Online Payment Control Only)... 2 Payment Statuses... 4 Payments Search... 5 Pending

More information

Your Guide to Benefits Self Service

Your Guide to Benefits Self Service Your Guide to Benefits Self Service pshr self service Contents: Understanding the Pages (Overview)... 2 Benefits Summary.. 5 Health Insurance.. 5 Review Current Enrollment NOTE: A Health Insurance Enrollment

More information