Welcome to: Successes with Open Enrollment Through the Portal

1
Welcome toSuccesses with Open Enrollment
Through the Portal   
Session 32920 Thursday, Nov. 29, 2007  940 AM -
1040 AM Room Cobb
2
About The MASYC Group

• Established 1987 Celebrating 20-year
  Anniversary
• Developed JD Edwards EnterpriseOne HomeBuilder
  Management Module
• First JD Edwards Business Partner in the AEC
  (now Engineering and Construction) Vertical
• Oracle Certified Partner
• Leading Service Provider In The Following
  Markets
• Homebuilding, Real Estate, Service/Contract
  Billing, Heavy Specialty Construction, Land
  Development, Other Services
• 20-year background in Payroll / HR
  implementations

3
Agenda

• Woodside Group Inc. (WGI) Overview
• Project Overview
• A Walk Through Open Enrollment
• Tips and Tricks
• Question and Answer

4
Woodside Group Inc. Project Overview
5
Woodside Group Inc. (WGI)

• Founded in 1977
• One Simple Objective
• Build a home with lasting value, integrity and
  quality while providing excellent service
• Top 25 US Homebuilder
• Built over 25,000 new homes to date
• Operate in
• Arizona, California, Colorado, Florida, Maryland,
  Minnesota, Nevada, Texas, Utah and Virginia

6
Woodside Group Inc.

• Project Goals
• Extend ROI of HR application
• Reduce time and expense related to HR
• Maintain current HR staff levels through
  continued growth
• Project Scope
• 814 active employees
• 754 employees eligible for benefits
• Utilize Employee Self Service (ESS) functionality
  to process
• Benefits Open Enrollment for Medical, Dental,
  Health Savings Account (HSA), and Flex coverage

7
ESS Business Benefits

• According to the Gartner Group, organizations are
  attracted to ESS for three major reasons
• Timeliness/Accuracy - Employees are first to know
  about their changes in address, beneficiary and
  benefits enrollmentthey perform faster, more
  accurate updates
• Productivity Redundancy of traditional HR
  record updates is eliminatedemployees no longer
  have to complete a form and wait for HR to
  duplicate entry into the HR system.
• HR Value-Add HR has time to focus on core
  activities, such as advising management and
  employees, and participating in strategic
  planning.
• (SOURCE The Gartner Group, Stamford Connecticut,
  July 1998)

8
Portal Technology

• Platform Windows 2003 Server
• Release EnterpriseOne 8.11 SP1
• Tools Release 8.96, E1
• Websphere 6.0
• Webshere Portal 5.1.0.1
• Employee Self Service is only available through
  the portal

9
A Walk Through Open Enrollment
10
Implementation Overview

• Project Objective/Time Constraints
• Start Date September 21, 2006
• Go-Live Date November 15, 2006
• Eligible Employees 754
• Benefit Plans 63 Medical (378 DBAs)
• 21 Dental (126 new DBAs)
• 21 Health Savings Account
• 2 FLEX

11
(No Transcript)
12
(No Transcript)
13
(No Transcript)
14
(No Transcript)
15
(No Transcript)
16
(No Transcript)
17
(No Transcript)
18
(No Transcript)
19
(No Transcript)
20
(No Transcript)
21
(No Transcript)
22
(No Transcript)
23
(No Transcript)
24
(No Transcript)
25
(No Transcript)
26
(No Transcript)
27
(No Transcript)
28
(No Transcript)
29
(No Transcript)
30
(No Transcript)
31
(No Transcript)
32
(No Transcript)
33
(No Transcript)
34
(No Transcript)
35
(No Transcript)
36
(No Transcript)
37
(No Transcript)
38
Tips and Tricks
39
MASYC Experiences

• Building the Workfiles for Benefits Self Service
• Confirmation Statement Printing
• Self Service Form Options
• Dependent Enrollment Processing Options
• Address Book Category Codes
• Allowable Relationships
• Auto Populate the Allowed Dependent Relationships
  Per Plan
• Custom Menu

40
MASYC and Oracle Partnering to Resolve
Issues

• Plan links do not function properly from Open
  Enrollment SAR 8297769 and SAR 8354815
• HR link email fails on the Director Text forms
  SAR 8306039 details workaround
• The Gender Radio button does not correctly
  validate against the User Defined Code SAR
  8461522 status of enhancement
• The BENAPPRV workflow process is not working
  correctly SAR 8306223 ESU JJ14047
• The Update Benefits report does not correctly
  update the DBA End Date SAR 8407307 ESU
  JJ15426

41
Benefits of Employee
Self Service

• Leverage current technologies
• Increase data accuracy
• Increase data timeliness
• Increase productivity/decrease redundancy
• Increase time available for the HR department to
  pursue strategic goals

42
Woodside and MASYCSelf Service Phase II

• Employee Self Service (ESS)
• Review Personal Information
• Enter, View and Revise W-4 forms
• New Hire Enrollment
• Life Changes Enrollment
• Manager Self Service (MSS)
• Employee Status Change
• Manager Reports
• Delegates

43
Q A
The MASYC Group, Inc. www.MASYC.com 714.479.0900
44
(No Transcript)
45
Build Work Files in Correct Order

• Current Dep/Ben Workfile Build
• Current Enrollment Workfile Build
• Write Personal Information for EE
• Available Plans Workfile Build

46
Confirmation Statement