1. Sign into liveandworkwell.com using your admin credentials.

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Beverley Dalton
6 years ago
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1 1. Sign into liveandworkwell.com using your admin credentials. 1

2 2. Click on Employee Assistance and then Workplace Training Program from the drop down. 3. Click on the Training Order Form link. 2

3 4. Complete the Training Order Form. Reference the Training Order Form key below for field descriptions. 5. Click Review and Submit. 3

4 6. Click Submit Request or Back to Request Form if edits are needed. 7. Once you submit a page will open confirming your submission. 4

5 Training Order Form Key Request Contact Information Company Name Requester Name Requester Phone Requester Additional s for Notifications Are Company Contact & Requester the same? If no, complete the company contact Information. Company Contact Name Company Contact Phone Company Contact Authorization Required for Account If yes, complete the authorization Information. Authorized By Name Authorized By Phone Authorized By Using Bank of Hours If no, complete the billing information. Billing Contact Name Billing Contact Phone Billing Contact Billing Street Address Billing City Billing State Billing Zip Name of the company the training or information fair request is for. Name of the individual completing the Training Order Form. Phone number of the individual completing the Training Order Form. Phone extension of the individual completing the Training Order Form. of the individual completing the Training Order Form. Maximum of three additional s can be added for inclusion on all notifications sent regarding the requested training or Company contact is the individual at the company who will be responsible for coordinating the training or This individual may be different from the Requester. Name of the individual at the company who will be responsible for coordinating the training or information Phone number of the individual at the company who will be responsible for coordinating the training or Phone extension of the individual at the company who will be responsible for coordinating the training or of the individual at the company who will be responsible for coordinating the training or information Answer if the company requires authorization from an internal representative. Name of the individual authorized to approve the training or information fair request. Phone number of the individual authorized to approve the training or information fair request. Phone extension of the individual authorized to approve the training or information fair request. of the individual authorized to approve the training or information fair request. Answer if the training or information fair will be covered by the companys bank of hours or if it will be Fee For Service (FFS). Name of the individual to send the FFS bill to. Phone number of the individual to send the FFS bill to. Phone extension of the individual to send the FFS bill to. of the individual to send the FFS bill to. Billing street address to send FFS bill to. Billing city to send the FFS bill to. Billing state to send the FFS bill to. Billing zip code to send the FFS bill to. 5

6 Event Type and Session Details Event Type If Onsite Training or Staffed Information Fair complete the site location information. Room/Suite Street Address City State Zip Are you requesting a Custom Topic or a Catalog Topic for this training? Custom Training Topic Catalog Topic Training Date Start Time End Time Timezone Number of Participants Expected Comments or Special Instructions Is your training date flexible? If yes, complete the alternative training fields. Alternative Training Date Alternative Start Time Alternative End Time Additional Sessions Will there be additional sessions required for this training topic? If yes, complete the additional session fields. Training Date Start Time End Time Number of Participants Expected Type of event the request is for. Room/suite of onsite training or staffed information Site street address of onsite training or staffed Site city of onsite training or staffed Site state of onsite training or staffed Site zip code of onsite training or staffed information Answer if the training or information fair topic is from the Training Catalog or if it is a custom topic. Identify the custom topic. Select the catalog topic. Enter the date the training or information fair will take place. Enter the start time of the training or Enter the end time of the training or Enter the timezone of where the training or information fair will take place. Enter the number of participants expected at the training or Add any other information that would be helpful in coordinating the training or Answer if the training date entered above is flexible. Enter the alternative date the training or information fair could take place. Enter the start time of the alternative training or Enter the end time of the alternative training or Additional training or information fairs for the same topic at the same location may be submitted on one form. Enter the additional dates the training(s) or information fair(s) will take place. Enter the start times of the additional training(s) or information fair(s). Enter the end times of the additional training(s) or information fair(s). Enter the number of participants expected at the additional training(s) or information fair(s). optum.com Optum Circle, Eden Prairie, MN Optum is a registered trademark of Optum, Inc. in the U.S. and other jurisdictions. All other brand or product names are the property of their respective owners. Because we are continuously improving our products and services, Optum reserves the right to change specifications without prior notice. Optum is an equal opportunity employer Optum, Inc. All rights reserved. WFXXXXX 6/17 6

BATCH HSA ENROLLMENT FILE LAYOUT- 600 BYTE

BATCH HSA ENROLLMENT FILE LAYOUT- 600 BYTE Attached is the file layout that needs to be created by the employer in order to correctly enroll their members into the Optum Bank HSA product. There are several