Self Service Benefits Enrollment - Collaborate '09

COLLABORATE 09

PeopleSoft Enterprise – 56810

Self Service Benefits Enrollment for Your Employees!

Empowering Employees – Improving Operations

Gary P. ReuterMike DeNezzoPatrick Young

LBi Software EngineeringMay 6, 2009

Empowering-Connecting-Integrating

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Agenda

• Business Drivers • Self-Service Today• ESS Benefits Enrollment • ROI on Benefits Enrollment• Demo• Q & A

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LBi Software Overview

• Headquartered in Woodbury, Long Island• 20 years Human Capital Management Focus• Experience with Packaged Software Solutions

– Oracle– PeopleSoft

• Team culture – average tenure is 9 years• Platform independent and process oriented

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Business Drivers

Current Business Conditions & Directions• Navigate current economy• Prepare for economic turn around • Reduce costs • Retain key talent

“Employers are still struggling to find that magic formula for controlling costs”*From Deloitte’s Benefits Reward Survey

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Self Service Today• Used to be nice-to-have• Today it is required

– Banking– Shopping – Research

• For Customers & Employees• Advantages

– Convenient– Self-paced– Multiple searchable knowledgebases

• Information at your finger tips

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Employee Self-Service (ESS)

• Retain Key Talent with Self Service Benefit Programs

– Compensation/Payroll– Benefits Enrollment– Help Desk – Attendance/Vacation Scheduling – Development and Career Opportunities

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ESS Advantages

• Greater Convenience– 24 x 7 access– Browser based via the web– Automates costly manual processes

• On-line Access– Personal data – Corporate data– Handbooks & Manuals

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ESS Advantages

• Reliable– Internet/intranet– Improves data accuracy– Better service and control– Increases security & confidentiality

• Saves Time/Reduces Cycle Time– Increases communications– Increases efficiencies of operational staff– Decreases HR resource requirements

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ESS Benefits Enrollment

• New Employee Enrollment• Existing Employee Maintenance

– Review– Update

• Up to Date Summaries– Health and Welfare– Life Insurance

• Link to TPA Sites

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ESS Enrollment Capabilities

• Access Benefit Plans– Link to current plan handbook– Up to date plan pricing

– Tools for • Filtering down choices• “What if” analysis/planning• Projected costs

• Update Personal Information• Update Beneficiary Data

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ESS Enrollment Integration

• Communicates with PeopleSoft BenAdmin Module

• Can Automatically Begin Open/Annual Enrollment

• Can Utilize Configuration• Can Be Updated “on the fly”

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ROI on ESS Enrollment

• Reduces Costs– Eliminates paper forms & mailings– Saves on printing & distribution of

• Forms• Manuals• Handbooks

– Reduces data errors– Decreases HR staff utilization– Fewer phone calls/questions for HR– Great visual tool

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ESS Enrollment Demo

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Questions

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Thank You!

Gary Reuter

LBi Software Engineering

For more information go to www.lbisoftware.com or

visit us at booth #5144