Halo Webinar

Halo WebinarM AY 2 7 , 2 0 2 1

DependentIQ

Guided Renewal and Launch

New Login Experience

PlanSource Boost

COBRA & ARPA

UKG HCM Enhancements

PlanSource Ideas Portal

Marketing Updates

H A L O R E L E A S E T H E M E SA G E N D ADarren LucasSenior Product Manager

Bryce DeneenDir. of Product Management

Ryan JepsonSenior Product Manager

H A L O P R E V I E W R E L E A S E W E B I N A R | M AY 1 3 , 2 0 2 1

Reduce Costs with AI

HCM Enhancements

HR Efficiency & Compliance

PlanSource Boost

Cat MillerSenior Director of Marketing

Confidential and proprietary 3

Q U A RT E R LY R E L E A SE S

Major releases four times per year with a published release schedule. Learn more at plansource.com/releases.

Transparent release communications, including a web page, training videos, in-system and e-mail notifications

HaloJune 10, 2021

TitanSeptember 9, 2021

Continuous Investment and Innovation

U P C O M I N G R E L E A S E

ZenithDecember 9, 2021

http://www.plansource.com/releases


DependentIQ

Reduce Costs with AI


D E P E N D E N T I Q A D D - O N M O D U L E

Instantly verify dependents with AI-powered eligibility verification in PlanSource

Our system will instantly and preemptively verify dependents at

the time of enrollment, eliminating the burden of post-

enrollment audits, lowering costs and improving compliance.

M I N I M I Z E C O S T S & R I S K

Powered by AI and ML technology, DependentIQ recognizes required documents and instantly detects

and validates key data elements to enable real-time verification at

enrollment.

S M A R T A I / M LA U T O M A T I O N

If ineligible dependents are never allowed to enroll in the first place,

they don’t have to be removed later, saving time and eliminating the need to have uncomfortable conversations with employees.

R E A L - T I M E R U L E E N F O R C E M E N T


A B E T T E R WAY TO V E R I F Y D E P E N D E N T S

AI/ML technology provides an opportunity to streamline an inefficient and costly process

E X I S T I N G S O L U T I O N S

1. Configure and set up document request rules

manually

2. Employees submit documents

3. HR manually looks up employee profile and

cross-checks with document

4. HR approves or denies document

D E P E N D E N T I Q

1. Auto-configured document request rules

2. Employees submit documents

3. Image recognition and auto-detection eliminates

85%+ of manual document review for supported

documents

4. Optimized workflow queue allows easy and

quick task management


DependentIQ ExampleHow DependentIQ works for a marriage life event

# 1 N O T I F I C A T I O N

After creating a new marriage life event, the system notifies the employee she needs to upload a marriage certificate.

# 2 D O C U M E N T U P L O A D

When it’s convenient, she can upload the certificate by snapping a photo from her phone and adding it to PlanSource.

# 3 A U T O - V E R I F I C A T I O N

Our powerful DependentIQ AI/ML technology automatically scans the document and instantly approves the document, which verifies the dependent.

# 4 U P D A T E S / T R A C K I N G

The employee is notified immediately that the marriage certificate is approved. HR can review any exceptions or docs that weren’t auto-approved.

MA R R I AG EL I F E E V E N T


Now accepting Early Adopters

Implementations to begin on July 1st

Demo


Guided Launch & Renewal

HR Efficiency

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Q2 – HaloG U I D E D T E S T I N G

• A large portion of renewal hours are spent on testing

• Allows users to create new test employees, copy coverages, and test employees directly

• Allows users to mark off employees as tested

• Designed to be a one-stop testing solution

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Q2 – Halo G U I D E D R E N E W A L D A S H B O A R D

• Removes the What’s Changing Survey to reduce friction and number of restarts

• Aligns with Guided Launch dashboard for a cohesive experience

• Boosts scalability for future additions

• Removes certain logic so HR leaders can test at any point in the renewal process rather than only at the end

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Q2 – Halo G U I D E D L A U N C H D A S H B O A R D

• Rebrands Enhanced Implementation to Guided Launch

• Brings all elements of the implementation wizard into a cohesive, unified visual framework –productizing Guided Launch

• Brings additional elements of Guided Renewal into Guided Launch, such as testing


Modern interface, clean design & custom branding

New Login Experience


R E D E S I G N E D L O G I N PAG E

Clean & modern interface | Secure and mobile-responsive, applies to all pages within login experience

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Company Branding Self-Service

Available in Guided Renewal, Guided Launch and on the HR admin dashboard mid-year

Allows HR leaders to upload their own logo and brand colors, ability to update at renewal if branding changes

If using custom logins, employer can choose custom URL and background image

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Custom Login Pages

C H O O S E A C U S T O M U R L :benefits.plansource.com/?yourcompany

• Apply enrollment branding colors to your custom login page

• Show your logo

• Apply a custom background image

Our Early Adopter program for this feature is currently full, but stay tuned for updates on general availability this September!


Demo

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Discontinuing Support of IE11

PlanSource will discontinue support of Internet Explorer 11

Users may still use IE11 but we will not support any bugs that exist, and new features will not be compatible with IE11

IE11 will be discontinued completely in the future


Seamless Employee Experience

PlanSource Boost

z


Sun Life EOI Integration

Evidence of Insurability Single Sign On allows employees to easily fill out EOI forms within the benefits shopping experience

Decision Notification reduces admin workload in approvals and provides status update to employee and HR team automatically

Available to early adopters in June!


Current EOI Integrations Available Today

P H A S E 1

Integrated Shopping Experience

P H A S E 2

Automated Decision Notification

Guardian Available Now* Available Now

The Hartford Available Now ( E A R L Y A D O P T E R S )

Future Release

Lincoln Available for Early Adopters Future Release

MetLife Available Now Available Now

New York Life Available Now Available Now

Prudential Available Now Available Now

Sun Life Coming in June Release Coming in June Release

Unum Available Now Future Release

Voya Available Now Future Release

* Some state limitations apply


COBRA & ARPA Update


ARPA COBRA SubsidyApplicable Period

• Available only to those “assistance eligible individuals” whose initial COBRA coverage period starts either before or

during this six-month period and ends (or would have ended if COBRA had been elected/did not lapse) either during or

after this six-month period.

• The ARPA COBRA subsidy does not lengthen the COBRA period.

• Those potentially eligible for the subsidy will be those employees who were first eligible for COBRA coverage in October

2019 or later.

• If a former employee’s 18-month COBRA period begins after April 1, 2021 or ends before September 30, 2021, the

ARPA subsidy will be shorter than six months.

A P R I L 1 , 2 0 2 1 – S E P T E M B E R 3 0 , 2 0 2 1


A R PA C O B R A S U B S I DY

What employers were required to do

Employers are required to mail notices to

“assistance eligible individuals” who are still

in COBRA eligibility period alerting them of the availability of the

subsidy

M A I L N O T I C E S

Required ARPA COBRA Subsidy Notices must be mailed within 60 days of

April 1, 2021 (i.e., by May 31, 2021) DOL

Model Notices

A C T Q U I C K L Y

Employers are required to send subsequent notices informing

individuals that the subsidy period will be ending within 15-45

days before the end of the subsidy period

S E N D S U B S E Q U E N T

N O T I C E S

Employers need to identify assistance

eligible individuals and provide notice about the new benefit and special enrollment

period

I D E N T I F Y E L I G I B L E

I N D I V I D U A L S

Individuals must notify employers if they

become eligible for other employer-

provided group health coverage or Medicare

I N D I V I D U A L S M U S T N O T I F Y

E M P L O Y E R


W h a t h a s P l a n S o u r c e d o n e w h a t h a ve o u r c u s t o m e r s n e e d e d t o

d o ?

P L A N S O U R C E E M P L O Y E RE L I G I B L E

I N D I V I D U A L SP L A N S O U R C E

P A R T I C I P A N T L O O K B A C K R E P O R T

for customers to see which individuals have experience a qualifying event that could make them eligible for this new

COBRA subsidy

N O T E E L I G I B I L E I N D I V I D U A L S

COBRA customers will be responsible for noting in the participant lookback report

which individuals have experienced a qualifying event that could make them

eligible for this new COBRA subsidy

R E T U R N P R O P E R L Y C O M P L E T E D F O R M S

Eligible individuals will need to attest to their eligibility in the program and return

properly completed forms to confirm participation as soon as possible

and PlanSource will process for specified COBRA enrollments.

P L A N S O U R C E W I L L S E N D N O T I C E S

PlanSource will send notice to individuals designated as ’eligible’ by

their current/former employer

Report available now!This was due 5/7 – if you have

not completed yet, please contact us ASAP

No later than May 31


PlanSource COBRA Automation & Staffing EnhancementsSupporting our customers with ARPA legislation

Enhanced COBRA integration to decrease processing time and automate most manual

processing

PlanSource is working diligently with COBRA customers to ensure compliance with ARPA legislation

Doubled PlanSource team to handle COBRA processing

and mailing on COBRA team and call center

Proactively communicating to customers and partners to ensure they are aware of

ARPA legislation and staying compliant


ARPA Resources Available to Partners and Customers

I N S T R U C T I O N A L V I D E O F O R C U S T O M E R S

Updating the Participation Lookback Report

W E B I N A R

What HR Leaders Need To Know

Published 3/19

B L O G

Overview of ARPA / Key DatesPublished 3/19

Updated 4/5

B L O G

Top 10 FAQs about ARPAPublished 4/22

https://plansource.wistia.com/medias/9gslbms4h1

https://plansource.com/resources/webinar/arpa-cobra/

https://plansource.com/resources/blogs/arpa-increases-cobra-access/

https://plansource.com/resources/blogs/arpa-and-cobra-faq/


UKG Integration Updates

HCM Enhancements


UKG Pro —Sync What Matters• Simpler GDPR compliance

• Reduced noise in the system

• Flexible configuration

• Termination Date

• Country Code

• Overridable by Employee

• We need your feedback -> Do you need this feature for other HCM Providers?


OT H E R U KG P R O E N H A N C E M E N T S

PlanSource can now sync HSA Employer lump sum contributions from the benefits administration

platform to UKG Pro

H S A E M P L O Y E R L U M P S U M C O N T R I B U T I O N

Employers will see all valid payroll records in UKG right away instead

of having to fix issues. This will keep systems in sync and allow for

greater flexibility when fixing errors

P A Y R O L L R E C O R D P A R T I A L B A T C H I N G

As UKG continues to add new events to their platform,

PlanSource will continue to subscribe to them. These events ensure the platforms remain in sync in real time (ex: SSO Key

Updated)

S U P P O R T F O R N E W U K G P R O E V E N T S


We Want To Hear From You!

The PlanSource Ideas Portal


T H E I D E A P O R TA L

We want your feedback!

S U B M I T I D E A S & E N H A N C E M E N T S

V O T E O N T H E I M P O R T A N T

O N E S

I N T E R A C T W I T H T H E P R O D U C T

T E A MI M P A C T T H E P R O D U C T

R O A D M A P & V I S I O N


Demo


Marketing Updates


R E L E A S E C O M M U N I C AT I O N S

Learn More About the Halo Release

R E L E A S E N O T E SR E L E A S E W E B P A G E

U P D AT E D P S U C O U R S E S

plansource.com/release

C O M I N G S O O N

Posted to Halo Webpage

releases.plansource.com

H A L O R E L E A S E G O - L I V E

10

June 10

A v a i l a b l e i n P l a n S o u r c e U n i v e r s i t y :

Guided Renewal for HR Administrators

Guided Launch

Benefits Administration Introduction

Find and Manage Employees

Administrator Enroll for Employee Benefits

Employee History

New HR Experience Introduction

Modifying an Employee Status

Company Branding (Lesson)

Employee Enrollment Types (Lesson)

Employee Login (Lesson)

http://releases.plansource.com/


New Website and Demo Videos LaunchedPlanSource digital marketing resources

O T H E R R E S O U R C E S

New RFP Template: plansource.com/rfptemplate

New Demo Video Library: plansource.com/demovideos

Educational Videos: plansource.com/videolibrary

plansource.com/portfolio– N E W –

plansource.com/collateral

plansource.com/decisioniq

plansource.com/dependentiq– N E W –

boost.plansource.com

https://psadmintest.wpengine.com/resources/interactive/rfp-template/

http://www.plansource.com/demovideos

http://www.plansource.com/videolibrary


U P C O M I N G W E B I N A R

Wed. June 3 | 1 pm ET

plansource.com/webinars

B E N E F I T S O F A U T O M AT E D D E P E N D E N T V E R I F I C AT I O N


Q & A & W R A P - U P

Ask your questions now.

Thanks for attending!

Halo Webinar

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Transcript of Halo Webinar