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Overview | Schedule | Register Now
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In this two day course you will learn to setup and maintain multiple companies and system administrators for your organization. More specifically, you will learn to configure company settings, setup divisions and employment categories, create benefit plan designs, and setup and maintain employees and dependents. This course is hands-on and will show you how information flows through the system. During the benefit plan administration portion of this course, a detailed description of the interdependencies between company settings, employee and dependent records, and benefit plan designs is given.
Course Objectives
You will specifically learn how to setup and maintain:
Multiple system administrators for your organization
Multiple companies and the business rules for those companies
Divisions
Employment categories
Multiple company users
Insurance providers for use within outline of benefits
Outline of benefits for use within benefit plan designs
Benefit plan designs
Employees and dependents
Employee and dependent plan elections
Upon completion of this training course, you will be able to:
Create and maintain multiple system administrators
Create and maintain information for multiple companies
Create and maintain insurance provider, outline of benefits, and plan designs
Create and maintain employee and dependent information
Run management reports for one or more companies
Prerequisites
To take this course, you should have the following prerequisites:
Working knowledge of a web-browser
Basic knowledge of employee benefits terms and processes
Current client with benefitsCONNECT®
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