Benergy. Your Benefits & Health Portal

Transcription

1 Benergy Your Benefits & Health Portal USER GUIDE

2 TABLE OF CONTENTS Section I: Overview Introduction... 5 Section II: Data Entry Guidelines General Rules... 6 Characters... 7 Required Field Values... 7 Direct Links... 7 Windows and Screens... 8 HTML Editor... 9 Troubleshooting Tips... 9 Previous, Next and SAVE... 9 Error Messages Section III: How to Create, Edit, Copy and Delete a Benergy Portal Login User ID/Password Gathering Information Benergy User Privileges Benergy Central Communications Control Center New Portal Edit Portal Edit News Copy Portal Delete Portal Ebix, Inc. 2

3 Organization Company Information Broker Information Site Manager and User Groups Employee Personalization Design-it-Yourself Special Alerts Portal Set-up Benefits Human Resources Health & Wellness I m Here To My Info Upgrades...74 Benefits...77 Health Plan Home Summary of Benefits & Coverage Benefits Overview Eligibility Contributions Legal Summaries FAQ s Plan Tips Supporting Information Plan Tours Contacts Forms Links Highlights Plan Done Income Protection Financial Work Life Ebix, Inc. 3

4 Human Resources News Policies Communications Resources Contacts Forms Links Modules/Tools Life Events HIPAA Notice of Privacy Practices Enrollment Campaign The Basics Overview Options Actions Real Value Statement Cost & Care Guide Web-to-Print Admin View Portal Ready to Launch Section IV Helpful Information Building Tips Frequently Asked Questions Promotional Ideas Additional Training Section V Hot Links, Buttons, and Icons Hot Links, Buttons and Icons Ebix, Inc. 4

5 Section I: Overview Introduction You invest in your employees through benefits, compensation and time. With the Benergy Communications portal, you can leverage that investment. Benergy provides a wealth of information for your employees and gives you one place to post and find the latest benefit and HR information. Benergy is an award-winning employee benefits and health management portal used by over two and half million employees and dependents worldwide. This state-of-the-art portal has set new standards in employee communications and has become the system of choice for the nation s best benefit advisors. Benefits Health & Wellness Human Resources Personal Health Record Real Value Statement Finding good talent and achieving higher productivity are not always easy tasks for HR. Thousands of companies have made these goals more attainable with Benergy. This Web-based tool is the most advanced benefits and health management system available to employers no matter the size. Benergy helps companies demonstrate their dedication to employees by putting them in touch 24/7 with benefits, health, compensation and human resources programs. For employers, Benergy makes HR more efficient and increases employee job satisfaction and productivity. For employees, this innovative online system delivers the support tools to manage their health and benefits through a single employer-sponsored portal. If you have any questions regarding the information in this manual, contact the Benergy Service Center at , option 1 or send an to Benergy@adam.com Ebix, Inc. 5

6 Section II - Data Entry Guidelines General Rules Following are portal-specific rules for entering data correctly and retaining it on your company portal. Complete all required fields, which are identified with an asterisk (*). Fill in all necessary checkboxes and radio buttons (e.g., for related fields that are completed). Save entries on each page by selecting the SAVE button at the bottom of the page. Do not use the browser buttons (Back/Forward) while building a portal. Verify the information you ve entered on the employee portal, where you can check via a user access. Avoid the use of currency symbols when entering dollar amounts in data fields. Recognize that entry fields within the template have the following limitations: o they are not case-sensitive (characters can be lower or uppercase) o they do not calculate dates o does not recognize certain characters single quotes ( ) double quotes ( ) o they do not recognize acceptable values phone numbers (i.e., adding parentheses or dashes) zip codes (adding dashes) o there is no spell check on the portal (exception: when using the Editor, spell check is available) Once a user selects a radio button in an optional field, the selection cannot be undone. The radio button can only be changed by selecting another radio button within that field. Exception: Data may intentionally be erased (before advancing to the next page) by pressing the Previous button on the program bar. This will clear all radio buttons and information. NOTE: The Portal Builder/Editor is responsible for the validity of all data entered Ebix, Inc. 6

7 Characters Every keystroke, including a space or punctuation, is read as a character. Pressing the Enter button from the keyboard in an open field may generate a blank value in the output screen if nothing else is entered. The portal is not case-sensitive, which means that it does not matter whether letters of the alphabet are entered in upper or lower case (such as proper names). The word will be read and accepted either way. Required Field Values Some pages will not advance or be saved until the required fields have been completed. Notable required fields are the following: Any field denoted with an asterisk(*) at the end Login Name Logins: Employee User ID and Password / Site Manager ID and Password HR Provider and Plan Type (when adding a new plan) Any field that is dependent on the answer to a previous field, such as a yes/no question. Direct Links The Direct Links appear in the upper right hand area of the portal screen and are always available from inside the portal. They take you to the following area in the portal Ebix, Inc. 7

8 Home, To Central, Help and Support Icons The Home icon will take you back to the Welcome page in the Benergy Control Center. The To Central icon will take you back to the Benergy Central home page. The Help icon directs you to the Communications Help & Training area of the portal. There are many help and training documents, guides and videos to assist in the use and implementation of the portal. Topics include: Understanding the Product, Managing Your Clients, Setup an Organization, Portal Setup, Benefits Setup, Human Resources Setup, Modules/Tools, Admin and Promoting the Product. The Support icon opens the Benergy Support Information with a horizontal menu bar containing four support options. Support Information gives general information on the Benergy Service Center, including their telephone number and operating hours. Case Management Not currently available Live Chat Gives the ability to chat live with a Benergy Client Support Specialist. Us Opens an , ready for you to enter your information to send to the Benergy Service Center at Benergy@adam.com. The Logout icon logs you out of Benergy and takes you to the login screen. Windows and Screens The pages needed to build a portal will advance within the same window when the NEXT button is selected at the bottom right hand side of the page. Some optional pages, however, will appear in a separate pop-up window. This is a single box that has program buttons in the bottom of that window, which only affect the appearance of the window: minimize (underscore); maximize (box); and close (x). Only one pop-up window will appear at a time. An example is the Required Information Wrapper on the Legal Summaries page Ebix, Inc. 8

9 NOTE: A pop-up window will not automatically close when you are done, even if you advance to another page on the portal. Press the Save button at the bottom center of the window to save the information. You can press the Close button at the bottom right of the page if you do not want to save the information. HTML Editor Technical Requirements You must have Microsoft Office installed on your system in order to use the editor. You may also be prompted to insert your Microsoft Office CD or download a program if certain required components are not loaded on your system. Troubleshooting Tips When you try to open the Editor for the first time it might take a few minutes for it to open. Do not copy and paste text or tables from a word document into the Editor. If you do this there will be additional HTML coding and spaces added. You simply need to re-type the document or build a table by selecting table then insert table. If you run into an issue accessing the Editor, the Benergy Service Center at benergy@adam.com. Previous, Next and SAVE Page changes are saved with the use of portal buttons only. The SAVE button and its reminder message appear on all pages that allow for information to be entered. NOTE: If you want to clear data entry fields on a page, press the previous button once and all values will be cleared. Return to the page that is cleared by pressing the Next button. The use of Previous or Next buttons on the bottom right-hand side of each page will move one page forward or backward, except on the entry page of a Benefit setup plan. To enter the plan setup pages, you must use the Add Plan or Edit buttons. Add Plan Edit 2011 Ebix, Inc. 9

10 Pages are automatically Saved as you advance with the Next button at the bottom of each page, even if you do not reach the end of a section when entering information. For example, if a new Benefit plan is entered, but the Benefits Summary or other required page is left incomplete when you log off, that plan and all information entered to the point where you left off will be saved until you return to complete it, as long as you hit the Next or SAVE button at the bottom of the page. When you are offered the choice of overriding a default option (e.g. Homepage General Introduction) or manually entering text, it is necessary to select the SAVE button at the bottom of the Override Text box for the text to be saved. NOTE: If you intentionally abandon a new portal, it is important to delete that information by using the Delete button on the portal entry page or on the Communications Control Center page. Error Messages If you enter invalid data, such as currency notations, the system will highlight the field with the error. Identify and fix the error(s) to move forward. A common mistake is the use of currency notation in a field asking for a dollar amount. If you skip a required field, the portal will highlight the field with the missing required information Ebix, Inc. 10

11 Section III How to Create, Edit, Copy and Delete a Portal Login User ID/Password Connect to the Internet and go to This will redirect you to Enter your assigned site creator/manager User ID and Password Select Enter button next to the Password entry frame Ebix, Inc. 11

12 Forgotten or Wrong User ID/Password? A critical concern for most users is their inability to gain access to a portal because of an incorrect User ID/Password. For more information on your User ID and Password, contact the Benergy Service Center at or send an to benergy@adam.com. Gathering Information Benergy provides a site builder checklist to assist you in building a portal. The checklist can be found by selecting etools>implementation from the Benergy Central homepage. Additional plan setup questionnaires will be ed to you by your Implementation Specialist. These questionnaires outline the specific information needed to get started for each program. For example, the Medical Benefits questionnaire will ask you about the plans co-payments, deductibles, eligibility and contributions Ebix, Inc. 12

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14 Benergy User Privileges There are three classes of Users to the portal: Site Creator, Site Manager and Employee. Each one has distinct privileges. Site Creator The Site Creator is the Benergy provider/owner of the communications domain. The users with this level of access have the ability to add/edit Communications portals for their clients and have access to all setup capabilities. The site creator can set the limits of the manager s ability to modify the portal. As a site creator, there s no limit to the clients and employees you can empower with Benergy because you hold all the keys. You can: Create a new portal Copy a portal to create a similar portal for a different client Edit or delete a portal Assign different levels of Benergy access to your site managers Sets the level of access for the site manager role Creator Library (control and update elements) Site Manager (All Access) A Site Manager with All Access is the HR owner of one specific Communications portal. They can only edit their portal and cannot add additional Communication portals for other clients. They do not have access to all functions, such as adding User Groups or linking to Enrollment, if activated. As a site manager, you have the power to keep your Benergy communications portal fresh, timely and informative. You will be able to access/update the Organization Section, Portal Setup Section, Benefits Section, Human Resources Section, Modules/Tools Section and Admin Section. On the Organization: Site Manager and User Groups page are two options to limit the Site Manager s ability. The first provides a link to open the screen shown below, serving as a reminder of the Site Manager role capabilities Ebix, Inc. 14

15 Site Manager (Limited Access) A Site Manager with Limited Access is the HR owner of one specific Communications portal. They can only edit their portal and cannot add additional Communications portals for other clients. They do not have access to all areas, such as adding User Groups, Benefit Plans or linking to Enrollment. The All and Limited site manager accesses are similar except for two conditions which are set up on the Site Manager and User Groups page. Mark the two checkboxes on the Organization: Site Manager and User Groups page to set up the Site Manager s abilities for your portal. Disable the Site Manager s ability to add, edit or delete any benefit plans. Disable the Site Manager s ability to access the Design-it-Yourself page. Employee The employee role enables employees to view their benefit information online. You can also add different user groups so that employees will only see the information that applies to them Ebix, Inc. 15

16 Benergy Central Please note that your Benergy Central screen will be different colors than the image below. To access the Control Center, select the arrow in the green circle Control Center Frame. in the 2011 Ebix, Inc. 16

17 Communications Control Center Once in the Control Center, select the blue arrow next to Communications Control Center to direct you to the list of your portals Ebix, Inc. 17

18 When the Communications Control Center opens, you can choose to: Create New portal Edit Portal Edit News Copy Portal Delete Portal Actions from this page also include: Manage Creator Library Add/Replace Broker Logo BenefitPoint Delete Logo 2011 Ebix, Inc. 18

19 New Portal To create a new portal, select the New portal link, which will open a Company Information page ready to have all portal specific information entered including: General Company Information Company Contact Information to HR Greeting and Introduction Activate Enrollment Module (only if enrollment is activated for the group) *Refer to page the initial set up of your portal information Ebix, Inc. 19

20 Edit portal Make changes to an existing portal. Edit Portal is the most frequently used area of the portal. To edit an existing portal, select your portal (it will become highlighted). Then, select Edit portal to the right of the Company Name list. This will open your portal for editing. *Refer to page the initial set up of your portal information Ebix, Inc. 20

21 Edit news Select your portal and select the Edit News icon to see the existing Company News item. This opens the Company News menu, allowing you to Edit, Delete or Assign existing News Items and provides a link to enter additional News Items Ebix, Inc. 21

22 Copy portal To make a copy of an existing portal, select the portal and select Copy Portal. A message from webpage will open confirming copy and reminding you of the specific changes that need to be made to a copied portal. *Refer to page the initial set up of your portal information Ebix, Inc. 22

23 Delete Portal To delete a portal, select the portal and select Delete Portal. It will be necessary to enter a reason. The system has a dropdown list with several reasons already setup for you to select Lost client, Client acquired/merged, Client chose another system, Low utilization, Client dissatisfied, Prospective portal, case not won, Accidentally built, Duplicate portal, Demo portal & Other. NOTE: If Other is the reason selected for deleting a portal, a text window is provided for you to enter a text explanation. A reason must be entered to delete a portal. When deleted, the portal will be removed from the Company Name list in the Control Center. When deleting a portal, you will be prompted for a final confirmation before completing the delete portal process Ebix, Inc. 23

24 NOTE: You will be billed for a live portal until it has been deleted. For more information on your billing, please contact your Benergy provider or CRM. Once deleted, the portal will be posted in red, beneath the Company Name list box Ebix, Inc. 24

25 Organization: Company Information The portal opens on the Company Information page, ready for entering or editing information. The required fields are indicated with an asterisk (*). The Company Information page includes four sections: General Company Information, Company Contact Information, to HR and Greeting and Introduction sections. Enter the information exactly as you want it to appear when employees view the portal, i.e., Benergy Display name, Corporate Website, etc. General Company Information includes: Company Name* Benergy Display name* (50 char. max) Portal Domain* Number of employees* (system provides a link for definition) used for billing, benefits benchmarking and statistics Payroll frequency (dropdown for selection) used for benefits benchmarking Multiple Payroll Cycles (may select by location, division and class) used for benefits benchmarking Corporate Website will be used in Homepage introduction Industry* (dropdown for selection) used for benefits benchmarking Other enter your industry in the Other box provided if it does not exist on the list of Industries provided list above NAICS Industry* - North American Industry Classification System business codes (dropdown for industry code selection) Company Contact Information includes: President/Owner CFO/Controller HR Contact* HR Contact * Address Lines* City* State* Zip* Phone* Fax 2011 Ebix, Inc. 25

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27 to HR: In this section, enter your HR Department s address(es). This allows employees to send messages directly to your HR Department from the Benergy portal. A minimum of one HR address is required. However, you can add multiple addresses that can be linked to user groups to improved communications. Click on the Display HR link on Benergy check box to enable, then select the Red Save button in the lower left hand corner of the screen. To add a HR address, enter in the HR field, then select Save. hr@organizeit.net To edit an existing HR address, select Edit. Make correction, then select Update Ebix, Inc. 27

28 To delete an existing HR address, select Delete. A verification window will open to confirm your choice to delete. Greeting and Introduction: The section subtitled Homepage General Introduction Override provides a default text for you to use or choose to override the default introduction and enter your own Homepage greeting and introduction. If you change the greeting to be used, mark the checkbox to override the general introduction and enter your own text. Select the SAVE button when done Ebix, Inc. 28

29 Activate Enrollment Module: The last item on the Company Information page is the Activate Enrollment Module section. If you are using the Enrollment module, the implementation team will complete this section. Please do not make any changes here! Use the Red Save button at the bottom of the screen to save your information Ebix, Inc. 29

30 Organization: Broker Information Set up the Broker Information by selecting the Next button or by utilizing the dropdown menu under Organization on the menu bar at the top of the page and scrolling down to Broker Information. Broker Contact Information Enter broker information, including the Producer s name, Account Manager s name and Benergy Builder s name. Broker EbixBenergy includes your Broker s logo. You can preview the logo and deselect it if you do not want to display it on your portal. Homepage Marquee Displays on the bottom of each page of your portal, includes the information entered in the This website is brought to you by and Website address (URL) fields. These are not required fields Ebix, Inc. 30

31 Organization: Site Manager and User Groups Site Manager Login: The Site Manager login is generally used to allow the HR Manager to make changes to the information on your portal. A minimum of one Site Manager is required. However, you may add multiple Site Managers. The two required fields on the Site Manager Login page are: Site Manager User ID Site Manager Password Setting up Benefit plans and the Design-it-Yourself page are two areas in which you can limit the access of the Site Manager role. The system provides two different checkboxes for you to select separately. They are: Disable ability to add, edit or delete any benefit plans and Disable ability to access the Design-it-Yourself page. If Disable ability to add, edit or delete any benefit plans is checked on the Site Manager and User Groups page, then it disables all Site Manager s ability to add, edit or delete any benefit plans. If Disable ability to access the Design-it-Yourself page is checked on the Site Manager and User Groups page, then it disables all Site Manager s ability to access the Designit-Yourself page, where the look of the portal can be customized. User Group Login: To allow employees to view their benefits information online, you will need to create a minimum of one User Group. You can also add different user groups (i.e., FT vs. PT, hourly vs. salary etc.), so that employees will only see the information that applies specifically to them. In order to allow employees to view the portal, a unique User ID and Password will need to be assigned for each 'User Group' (i.e., distinct employee group) in the organization that will be accessing Benergy. As each individual Benefit plan is built, you can associate the plan with the participating user groups on the eligibility page or by 2011 Ebix, Inc. 31

32 using the button under the Human Resources section. You may also assign individual User IDs and Passwords to employees and associate them with user groups. To take advantage of this feature, it s necessary to personalize the portal. A HR must be assigned to each user group. This is required so that when an employee selects HR on the output portal, a box will display allowing employee to their message to the appropriate HR team or person. NOTE: Each of the User IDs must be unique. For example, you cannot assign the same Site Manager User ID and Employee User ID even if the passwords are different. Be sure to take note of these User IDs and passwords for future reference! To add a User Group, complete the information required and then select Save. Each time a User Group is added, the system automatically adds it to the table. To edit a User Group, select Edit. When a User Group is edited, the system will pull the information to the fields. After information is edited, select Save. The system will save updates and move User Group back to the table. To delete a User Group, select Delete. A verification window will open to confirm your choice to delete the User Group. Once all User ID and Password information is entered, select the Next button to advance to the Employee Personalization page. Delete User Groups by selecting Delete Ebix, Inc. 32

33 Organization: Employee Personalization Personalizing a portal requires a two-step process. Step 1: To initially enter employees into the system, it is recommended to upload a file containing individual information for each employee. The file must be a comma delimited (CSV), pre-formatted Microsoft Excel file which can be downloaded by selecting Download a pre-formatted Microsoft Excel file. This file will contain the fields necessary to gather the employee information you need to enter for your portal. Enter your information, then SAVE the Excel spreadsheet as a CSV file type, to a convenient folder for easy retrieval. If you do not rename the file, it will save as a copy. You may update your file as often as you like with current employee information. Select the standard comma delimited (CSV) link to open the Instructions for creating an upload file, shown below Ebix, Inc. 33

34 NOTE: If the Benergy portal includes the Enrollment Module, employee maintenance can be done in the Enrollment Module Control Center with Bsync turned on to keep Benergy in sync with Enrollment. Employee maintenance may also be done manually in Benergy. Open the file from your computer. When the Excel file opens, most of the column headers will have a red triangle in the upper right hand corner. Move your mouse over any of these red triangles to open a message box which provides a description or format of the information to be entered in that column. NOTE: Fields indicated with an * are required. Action* A Add a new employee D Delete an existing employee U Update an existing employee's information User ID* This ID must be a unique identifier. The User ID can be any format you would like (i.e., first name, last name plus last four digits of SSN or employee #, etc.) Password* Employees will be required to change their passwords the first time they access Benergy and will subsequently be able to change their passwords at any time. You have the option to disable this feature in Step 2 below. User Group ID* User Group IDs were set up on the Organization: Site Manager and User Groups page. If you need to know the User Group IDs setup for this portal, select the User Group ID link on the Employee Personalization page to open a list of Group Names and User IDs Ebix, Inc. 34

35 Employee's last name Recommended so that when employee logs in, they are greeted by their own name. Employee's first name Recommended so that when employee logs in, they are greeted by their own name. Employee's middle name Recommended so that when employee logs in, they are greeted by their own name. Employee's Recommended that you change your password or forgotten password to be the same as your password. Social Security Number (format is ) This field must be used if your group is using FSA and the User ID is not the SSN. Plan(s) enrolled in The system generates a Plan ID for each plan set up. Select the Plan(s) Enrolled In link to find them. The format is 'Plan#####', where '#####' is the plan ID number (e.g.,'plan12345'); you may add as many Plan(s) Enrolled In columns as necessary. Lin Login ID This field contains the Benergy to Lin SSO (single sign on) Login ID, if applicable. To SAVE the Excel file in a CSV format, select Save As. This will open a window where you can choose the folder where you want the file saved. At the bottom of the screen are two entry boxes, File name: and Save as type:. Feel free to use any File name that is easy to remember. For the Save as type, be sure to use the dropdown list and select CSV (Comma delimited) Ebix, Inc. 35

36 Step 2: If you choose to, you can Disable Employee Password Change by selecting box provided here, otherwise employees entered into the system, can change their own password. To upload file, select the Upload an Employee Personalization File link toward the bottom of the screen. The window below will display allowing you to enter a File Name or Browse to the CSV file saved in Step 1 with the employee information you want to load. Select the Browse button to begin a search of your computer to locate the CSV file you want to upload with new employee information and/or employee information changes Ebix, Inc. 36

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38 When you locate the file, select the Save button to begin processing. The screen will refresh with a red acknowledgement message about the processing of your file. Your file has been uploaded and will be processed shortly. (see screen print below). When the file has completed the load process, select the View Summary of Last Process File link at the bottom of the page. When the link opens, you can identify which records were rejected and why. You will need to make the necessary changes and re-upload the record. That s all there is to it! Your portal is now personalized with the employee information from your company! 2011 Ebix, Inc. 38

39 Manually Adding an Employee Record To manually add an employee, complete all required fields and SSN and middle name if applicable, then select Save. To view all active employees, select the of the Employee Personalization page. link toward the top A screen will open with a table listing all active employee records. The table includes: Employee Name, User Group, User ID, , Password, SSN, Date Added and Date Modified fields for employees that are active in the system. You can sort the information by selecting any of the column headings. Editing an Employee Record To edit an employee record, select Edit. The fields that can be edited are Last Name, First Name, MI, User Group and . If the User ID, Password or SSN need to be updated, you will have to delete the employee and re-add them Ebix, Inc. 39

40 Deleting an Employee Record To delete an employee record, select Delete. The system will prompt you to confirm the delete. Exporting Employee Records To export all active employee records, select the icon for an Excel file. icon for a PDF file or select the NOTE: Passwords and SSNs are encrypted NOTE: It is recommended to periodically export a file for reconcilation purposes Ebix, Inc. 40

41 Organization: Design-it-Yourself Design-it-Yourself makes it simple for you to change the branding, colors and images of your Benergy portal, customizing it for your company. For instance, you may choose to: Match the colors of Benergy to your corporate branding standards Replace the Benergy logo with your "product logo" Replace the standard photographic images with your own images You may view the current design by selecting viewing the current design link in step one. You may change the designs by selecting change the designs link in step two or the Change/Approve Designs box in step four located in the lower, middle section of the page. You may preview your changes, by selecting Preview your changes in step three. Select the Change/Approve Designs box will allow you to Change or Save the information before moving to the Next page. View/Preview your portal at any time from the link on the main Design-it-Yourself page or from the links on any of the four step pages while designing the look of your portal. When you choose the Change/Approve Designs button, the system will navigate you through the Design-it-Yourself pages Ebix, Inc. 41

42 Step 1: Design Home Page Design the look of your homepage. Select brands and colors for your webpage that reflect your company s image. 1. Primary Brand the company logo appears in the upper left corner on all pages in your portal 2. Secondary Brand the product logo that appears in the upper right corner on all pages in your portal 3. Icon Color the icon color used in your portal 4. Menu Baseline Color the color used in the menu and baseline in your portal 5. Primary Header Color the color used in the primary header 6. Secondary Header Color the color used in the secondary header 2011 Ebix, Inc. 42

43 7. Hyperlink Color the color used for the hyperlinks in your portal 8. Home Page Image image used on the login page and the homepage of your portal. The system provides selections for you to choose from or upload a JPG or GIF file of your own. 9. Images by Center images associated with each of the Centers in your portal. The system provides selections for you to choose from or upload a JPG or GIF file of your own Ebix, Inc. 43

44 Primary Brand select or change the primary brand used on your portal by: Select the Browse button next to the File Name entry box, this allows you to browse and select a file to Upload. Select the Upload button after selecting the file to be used. Benergy will automatically resize the logo to size requirements. For best results, use a horizontal logo. Select the Save button at the bottom of the page to save the selected file. As you make changes, the navigation bar will automatically update so you can view it immediately. If you need to remove an existing image, select the link. Be careful - this is like deleting a file. Selecting a file in any format other than a GIF or JPG format will cause the system to error with the following message. If you select the Upload button without selecting a file for the system to upload, the system will respond with the following error message Ebix, Inc. 44

45 Secondary Brand select or change the product logo that will appear in the upper right corner of all pages of your portal. The Upload functionality works like the Primary Brand s upload feature. For best results, use a horizontal logo. The next several sections allow you to customize the colors used on your portal, 3 Icon Color, 4 Menu/Baseline Color, 5 Primary Header Color, 6 Secondary Header Color and 7 Hyperlink Color. Modify the colors of the heading and links text (It is recommended to leave the links text blue.), then assign background and text colors for the major categories within your Benergy portal. The color of the body text is fixed. Color combinations can sometimes be difficult for viewing, so make sure that the text is legible against the background you choose Ebix, Inc. 45

46 To make your color selections, select the arrow located next to the color box and a color pallet will open for you to choose the desired color you would like to use. The Hex Code will post next to the color you select. In the example below, the color selected here is a red-orange color: its Hex Code is #FF3300. You may either choose by color or enter the Hex Code in the entry box to be used for each section of your portal. Select the SAVE button on the Design Home Page to save your choices Ebix, Inc. 46

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48 Select the image to display on your home page. Choose from the options provided or upload your own image. Images will be automatically resized to fit size requirements. The next sections, Images by Center and Benefits Center, allow you to select standard images or upload your own associated with each of the four centers: Images by Center Benefits Human Resources Health & Wellness My Info These images must be 222 pixels wide X 110 pixels high and can be up to 200K in size. Benergy will resize all images automatically to fit these requirements. All images must be in a JPG or GIF format. Choose from the images provided in each of these sections or Select File to Upload by selecting Browse and locating an image from your system, e.g., from a folder on your computer, another portal, etc., select Open and then Upload Ebix, Inc. 48

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50 Step 2 of 4: Design Benefits Center Select images to be used on your portal or upload your own. The file size requirement are the same as in the previous centers; these images must be 222 pixels wide X 110 pixels high and can be up to 200K in size. Benergy will resize all images automatically to fit these requirements. All images must be in a JPG or GIF format Ebix, Inc. 50

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53 Step 3 of 4: Design Color Bars Select the border colors for your portal. The here link allows you to preview/approve the settings you have selected for your portal Ebix, Inc. 53

54 My Current Plan Border is the color of all section title bars throughout the portal. Standard Border will be used for all plans unless Plans Enrolled in were used on personalization file Step 4 of 4: Preview/Change/Approve portal design after making choices about the look and feel of your portal, select the Preview Changes button to preview the portal. If changes are necessary, select the Change Design button. You can do these steps as many times as necessary Ebix, Inc. 54

55 When you decide that your portal has the look and feel you want, select the Approve Design button. The screen will display the message Congratulations, you designed it yourself! and a Message from webpage stating The changes have been approved.. Select OK, to continue. It s possible to make changes to your portal design often; however, after each change select the Approve Design or approve changes link on the Preview/Change/Approve screen Ebix, Inc. 55

56 Organization: Special Alerts Special Alerts are short messages that display across the portal homepage and serve as a reminder to employees. Benergy offers Special Alerts already set up that can be previewed on the next few pages. They are the Welcome Alert, Health Newsletter Alert, Personal Health Records (PHR) Alert and Enrollment Alert. Customized special alerts can also be created. Special alerts can be activated for delivery to your employees and assigned to specific User Groups. Once a Special Alert has been set up for your portal it will be displayed in a list at the bottom of the Special Alerts screen (see below). Special Alerts can be edited or deleted at any time after they are set up. Once set up, a Special Alert will display to the employee providing information about the portal. The user can select Do not show again if they do not want the Special Alert to display after initial viewing or they can just close the alert. To add an alert, select the Add a Special Alert link. Determine and select the Start and End dates for the alert. The display dates will determine when the information will be displayed to the employees. Determine if employees should have the capability to turn off the alert after initial viewing. Finally determine and select alert type Ebix, Inc. 56

57 Welcome Alert is used when a portal is new or updated, or for new users, and allows the user to view a video tutorial Ebix, Inc. 57

58 Health Newsletter Alert reminds employees to subscribe to the newsletter. NOTE: The newsletter must be enabled to use this alert. Personal Health Records (PHR) Alert invites employees to set up their privacy key and personal health information. NOTE: You must enable PHR to use this alert Ebix, Inc. 58

59 Enrollment Alert reminds users how many days are left to enroll. NOTE: You must have an Enrollment campaign in effect at the same time with the same date range in order for this alert to display. Custom Special Alerts To add a custom special alert, select the Create a Custom Special Alert link. Add a Title, Message and determine and select the Start and End dates for the custom alert. Finally, determine if employees should have the capability to turn off the special alert after initial viewing. Note: Title field (30 character max) and Message field (100 character max) Ebix, Inc. 59

60 Custom Special Alerts can be used to remind employees of something specific to your organization. Once set up, all Special Alerts display at the bottom of the Organization: Special Alerts page with the ability to Edit, Delete or Assign to all or specific user groups. Select the Assign button to the right of each alert to open the User Groups window and assign the applicable user group(s) to that alert. The default is All User Groups Ebix, Inc. 60

61 NOTE: If there is more than one Special Alert in effect at the same time, they will display in this order: Welcome Alert, Enrollment Alert, Personal Health Record Alert, Health Newsletter Alert and then the custom special alerts. All changes need to be saved by using the SAVE button at the bottom of the page before closing the window Ebix, Inc. 61

62 Portal Setup: Benefits Under the Portal Setup dropdown is the Benefits setup page. This is where you will select the type of Benefit programs that you would like to display on your Benergy portal. The programs are broken out into four sections: Health, Income Protection, Financial and Work/Life. On the Benefits page you can include the benefits and the names you would like to display on your portal. Select the checkboxes of the Benefit programs you want included on your portal. You may enter a customized name that you want to display for each Benefit Program. Check the boxes for appropriate Benefit programs or enter your own Benefit program in one of the empty frames at the bottom, then select the Add Program button. If you do not select a program, like in the Income Protection section, then the Income Protection section will not appear on the output of your portal. Setting up your Benefits: Step 1. Enter a customized display name to be used on your employee portal otherwise the default name will display. Step 2. Select/add the Benefit programs that will appear in the portal. Health Medical, Dental and Vision 2011 Ebix, Inc. 62

63 Income Protection Life & Accident Insurance, Disability (Short/Long Term) and Long Term Care Financial Retirement (401K, Pension, etc.) and Employee Stock Program Work/Life Flexible Spending Accounts 2011 Ebix, Inc. 63

64 Add a Benefit Program In each of the Benefit programs, (Health, Income Protection, Financial or Work/Life), there are blank boxes beneath the list of the existing programs where you can add a benefit program. Check the checkbox to the right of the up and down arrows. Enter the name of the new program as it should appear on your portal. Select the Add Program button to add this program to your portal. Once added, a Delete button will appear for each program added and an additional program entry box will appear, with a screen refresh, for you to add another program if needed. Step 3. Display the Financial Calculators can be provided to assist the users of your portal in determining levels of insurance coverage. Selecting the Calculators checkbox on the portal setup page will allow employees to access a library of Financial Calculators. To see an example, select the Calculators link. Step 4. Glossary can be provided to assist the users of your portal with Benefit terms, abbreviations and their definitions. Choosing to include the Glossary here will make it available from the Quicklinks panel, on the left hand side of the screen, from the benefits section on the user view Ebix, Inc. 64

65 Step 5. You may enter a link in your portal to an external benefits enrollment application. During open enrollment time, the link will read Enroll in my benefit plans if you supply start and end dates for the enrollment period below. Outside of this period, the link will read Check or change my benefit elections. This link will appear on the I m Here To task list on the home page of your portal and also under Take Action on the Benefits Center homepage. NOTE: If a checkbox is selected, to activate the link for the external application, the additional fields below the checkbox become required fields. This is used if you are setting up an outside enrollment portal, other than Benergy Ebix, Inc. 65

66 Portal Setup: Human Resources You may enter a customized display name for Human Resources. Select the individual programs to be included on your portal and enter the custom name you want displayed for them if you do not want to use the default. NOTE: For each area checked off, you will see a page to enter information on your portal Ebix, Inc. 66

67 Portal Setup: Health & Wellness The Health and Wellness Center is a huge library of physician-reviewed health content developed by A.D.A.M. It is visual and interactive, providing up-to-date content used by hospitals and medical schools. You can make it available to your users through Benergy. The default value is checked to include this in your portal. If you uncheck the selection, the system will prompt you to confirm your choice to turn off the Health & Wellness Center. The Health & Wellness Center Provides access to accurate information Keeps expenses in check Physician-reviewed health content From your Benergy portal, your employees will be able to: Search alphabetically for information on a health related topic Research a Disease, Condition or Treatment Assess My Health Live a Healthy Lifestyle Featured Stories Health Centers Where does it hurt? Contests Podcasts Workout to all things music & fitness 2011 Ebix, Inc. 67

68 There are additional resources available on the portal via links on the Health & Wellness page, vertical menu Ebix, Inc. 68

69 Portal Setup: I m Here To You can customize the I m Here To section of your home page. You can select links to be displayed, customize display names, customize the order the links display and add customized links. To select links to be displayed Check the boxes to the left of each link to be displayed on Benergy. NOTE: What displays on the Benergy is dependent on portal setup. NOTE: Link is greyed out if link is required Ebix, Inc. 69

70 To customize display names Enter the customized name in the text box to the right of Display name (30 char max.): for links requiring a custom name. To customize the order the links display Select the up and down arrows in the order to be displayed on Benergy. To add customized links Select the Add your own links link Ebix, Inc. 70

71 Complete the Effective Date, Title, upload File Name or Body text and Web Address fields. The select Save. NOTE: A scrolling feature allows employees to view links the exceed the viewing window on Benergy Ebix, Inc. 71

72 Portal Setup: My Info The Synergy Newsletter is a monthly newsletter sent by to users of your portal. s can be uploaded by the employee/user who sets up a Personal Profile in the My Info Center. Because newsletter articles link back to the Health & Wellness Center, you will need to have the Health & Wellness Center enabled in your portal under Portal Setup: My Info. The default for the Synergy Newsletter is selected, if the Health & Wellness Center is included in your portal. If you do not want to include the Synergy Newsletter, simply deselect the checkbox to turn it off. The Personal Health Record (PHR) offers a private, online organizer for your employees to keep track of a variety of important medical facts including family history, office visits, health journal, conditions, immunizations, medications, supplements, procedures, tests, insurance contacts, pharmacies and healthcare providers. Once set up, your employees will have a secure, easily accessible place to store important health information. It is useful in organizing family health information and can prove very useful as employees become more pro-active healthcare consumers Ebix, Inc. 72

73 Mark the checkbox provided to include the Personal Health Record (PHR) in your portal Ebix, Inc. 73

74 Portal Setup: Upgrades When you enter the Upgrades page on the portal the system identifies the Benergy products you are currently usin00g and offers you the opportunity to view sales slick of other products available thru Benergy. For optional product upgrades, the system provides a link to an for you to contact your Customer Relationship Manager. Possible upgrades are the following. Enrollment Services Cost & Care Guide Leave Manager Helpline Employee Assistance Program NurseLine Financial Services COBRA Consolidated Billing Real Value Statement 2011 Ebix, Inc. 74

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77 Benefits In this area, you will set up your Benefit plans and related content that will display on your Benergy portal. Whenever building an individual plan, the sequence of the steps necessary will be the same although the template will vary based upon the plan design (i.e., 401k, LTD) Ebix, Inc. 77

78 Benefits: Health Medical: Setup Step 1. Preview/override the Medical page introduction. Use the system generated introduction or override the medical introduction and replace it with your own text below by selecting the checkbox provided. Then enter your text message in the Introduction Override freeform text box provided. Step 2. Display plan comparison tool Benergy provides a Plan Comparison Tool for you to display by checking the checkbox. Be careful if you override the Benefits Summary and Contributions templates. The Plan Comparison tool is available for medical, dental and vision plans only! The override link opens a window with the following explanation Ebix, Inc. 78

79 Step 3. Manage Plan: Allows you to edit and delete existing plans. You can sort by Display Date, Current Plans, Current & Future Plans or All Plans. The Display Date link opens a window which explains that the display dates control when employees can see a given plan on Benergy. The Display Start Date is the date a plan will begin displaying to employees. The Display End Date is the last date to display this plan to employees. Select Current Plans to see only plans set to display as of today s date. Select Current & Future Plans to see only plans set to display today or on some future date. Select All Plans to see all the plans of this plan type that exist on your Benergy portal regardless of their display date. If you choose to Delete an existing plan, you will be prompted before it is removed from the list. NOTE: Please do not select OK on this message unless you are certain that this plan needs to be deleted. Once a plan is deleted, it cannot be retrieved Ebix, Inc. 79

80 Step 4. Create a Plan: provides a template for adding a new plan. To add a new plan Select a provider: select a provider from the dropdown provider list. Name, if other: if Other is selected as the provider, then a provider name needs to be entered in the freeform textbox. Select a plan type: select a plan type (e.g., HMO, PPO, etc.) from the dropdown list. Select next to Add plan. to complete setup. NOTE: It is very important to choose the correct provider and plan type in the dropdown menus. Each provider and plan type is connected to your creator library content and plan templates. Once you select a provider and plan type, this information cannot be changed. If the plan type is selected incorrectly, it s necessary to start over Ebix, Inc. 80

81 To copy an existing plan Select next to Copy Plan. A new window will open with three easy steps to complete. Select the Creator Library or the existing portal that you want to copy from. Select the plan that you want to copy. Select the here link to save the copied plan. Review the content of the copied plan carefully and edit as appropriate. All new and copied plans have been added to the list of plans on the Setup page Ebix, Inc. 81

82 Medical: Setup Plans After entering a plan the Take me to link will appear as if it s floating on the right hand side of the page. This menu allows you to navigate to all areas of the plan setup. The sections for each plan include: Plan Home, Benefits Summary/General Provisions, Eligibility, Contributions, Legal Summaries, FAQs, Plan Tips, Supporting Information, Plan Tours, Contacts, Forms, Links, Highlights and Plan Done. On the FSA page, you will also see an Account Modeler Page. Select NEXT to advance to the next page in the template or use the Take me to menu The NEXT button will advance you to the each page in the following order: o Plan Home use this page to rename a plan, assign a group number, define plan dates and copy and update a plan Rename Plan - Display Name the name that will display on employee portal - Control Center Descriptive Name the name that will appear only in Control Center Assign Group Number you can assign a plan group number that will display to employees. Dates - Plan Effective Date the effective date for this plan s benefits - Plan End Date the end date for this plan s benefits - Display Start Date the date to begin displaying this plan to employees on Benergy 2011 Ebix, Inc. 82

83 - Display End Date the last date to display this plan to employees on Benergy. If related Enrollment campaigns are set up with effective dates, they will be noted here. Plan Copy and Update this will create a copy of the existing plan. A confirmation window will open; select OK to copy or Close to cancel copy. Then make any plan updates and be sure to assign new effective dates to the copied plan. NOTE: Make sure you have assigned an end date before you copy a plan Ebix, Inc. 83

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85 o Summary of Benefits and Coverage use this page to upload your Summary of Benefits and Coverage document. 1. Select Benefits from the horizontal navigation menu. 2. Select Health from the dropdown, then Medical. 3. Select the health plan(s) from the Health:Medical: Setup page under Step 3. Manage Plan, then select Edit. Note: Complete this process for all current benefit plans. They are configured using the same method. 4. Select Summary of Benefits & Coverage from the Take me to dropdown menu Ebix, Inc. 85

86 5. Select the here link to upload your Summary of Benefits & Coverage document. 6. Summary of Benefits & Coverage popup window will display with options to upload a file or add a web address, then click SAVE. Title (100 characters max) File (no larger than 16 MB) Web Address (200 characters max) 2011 Ebix, Inc. 86

87 Benefits Overview intended to provide employees a view of their benefits at-aglance, which includes: Header, General Provisions, Copayments/ Coinsurance, Additional Provisions, Additional Plan Highlights and Footer (e.g., Disclaimers & Exclusions). Set up the information to display for your Benefit programs. Header title of comparison (2,000 char. max.) General Provisions deductible limits, out-of-pocket maximum, lifetime benefit maximum, primary care physician/gatekeeper, description of HSA/HRA and a URL address link to provider directory Co-payments/Coinsurance physician s office visit, primary doctor s office, specialist s office, routine adult physicals, laboratory services, inpatient hospital, description for preauthorization treatment, outpatient hospital, emergency room visit, definition of true emergency, maternity care, well-baby care/immunizations, well-child care, chiropractic care, physical therapy, prescription drug coverage, mental health treatment, substance abuse treatment and separate out-of-area benefits. Two sections in this area Physician s office visit and Primary doctor s office allow the choices, if covered, to enter a set co-pay amount, a set percentage or a predetermined text definition of the payment. A freeform textbox is provided to enter a predetermined text definition. After these selections are made you can apply a co-pay amount - $, percentage - % or text in both sections. To apply your copay $, %, or text to sections below, select the button provided. This will open a window explaining your choices and where it will be applied in the following sections. You can choose to accept or cancel this setup. If you accept, you will still have the ability to make changes in any section. For example, the copay for the Emergency room visit can be changed by itself Ebix, Inc. 87

88 Additional Provisions special conditions that were not part of the template Select the Edit icon to edit an existing provision or select the add link to open the Additional Provisions screen, allowing you to enter a new provision. The fields that need to be filled in are: Provision (150 char. max.) and Description (750 char. max.). Additional Plan Highlights freeform text area which allows you to include additional information about the plan in the Headline and Body textboxes Footer (e.g., Disclaimers & Exclusions) it s recommended that you include a generic footer 2011 Ebix, Inc. 88

89 You also have the option to override the Benefits Summary Chart with your own text. NOTE: If you wish to display information about this plan on the Highlights page, Plan Comparison Chart or Plan Tour, you must also enter it below: As a standard convention, Benergy displays the percentage of usual & customary charges that the plan pays (e.g., 70%). If you prefer to display the percentage that the employee pays, a checkbox is provided to modify how the information displayed. Information completed in Benefit Summary is used on the highlights and plan comparison tool pages. NOTE: If the value of an item is zero, you must indicate "0" in the space provided. Rows left blank will not appear in Benergy Ebix, Inc. 89

90 o Eligibility User Groups set up the eligibility of the plan for all or specific user groups. The system default is all user groups. Employees will only see the content that applies to the user group to which they are assigned. If you do not want to associate the plan with All User Groups, uncheck the All User Groups checkbox and select the individual User Group(s) with which you want the plan to be associated. Eligibility table You also have the option, to override the Eligibility Chart and add/edit your own text. Be careful if you activate the Highlights page or a plan tour Ebix, Inc. 90

91 Build the plan s eligibility table by completing the information requested. If a group is not eligible for coverage, leave the space blank and it will not appear in the employee view. After selecting an employee group, you can enter a definition for the group. Eligible Dependents Mark the checkboxes to select dependent groups and optional eligibility conditions. The two partner groups include: Spouse and Domestic Partner. The two dependent children groups include: Dependent children and Children of domestic partner. For the dependent children groups, select from dropdown menus for age definitions. - age, the end of the month they turn or the end of the year they turn - Numeric age, Numeric age, if a full time student 2011 Ebix, Inc. 91

92 When can an employee participate? Select from the dropdown menu or enter the description in the freeform textbox provided. The dropdown menu includes first day of employment, first day of month following employment, first of the month after # days of employment (where # = 30, 60 or 90 days of employment) and other. If other is selected, enter the information to define when an employee can participate in the Benefit program. o Contributions select the tiers to be used and enter the amounts for employee contributions at each tier level and indicate if the contribution is made per pay period or monthly. NOTE: If the template does not fit your needs, simply check the box provided to Override the Contributions Chart provided and add/edit your own text. Be careful if you activate the Highlight page or plan comparison tool Ebix, Inc. 92

93 o Legal Summaries You can add a Legal Summary of your own, upload a file, add content or link to a web address to be used. Typically a PDF file is loaded in this section. To add your own Legal Summary, select the add link, under the Add Legal Summaries section. This will open a window allowing you to enter a Title, browse to and upload a file, type into a freeform textbox the information you want use or provide a web address where the detail for your legal summary can be found Ebix, Inc. 93

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95 The Summary Plan Description (SPD) must meet a number of Department of Labor (DOL) requirements including: - deadline to provide the SPD to employees - ways to notify employees - SPD s contents - style and format of the SPD Under the required information wrapper link, the portal provides additional links directly to the DOL website defining these requirements. Not all SPD s and insurance certificates contain all the legally required information necessary for compliance. To help your legal summary comply, you may wrap such information around it in Benergy. If adding a summary plan description or insurance certificate, you have the option to post a required information wrapper containing pre-formatted required information. The sample language in Benergy is not intended to provide legal advice. It should be reviewed and edited by your organization s legal counsel. Uploading a file to the Benergy system The Benergy system allows users to upload files into the system. These files are limited up to 16 MB, prompting the user to select OK or Cancel before continuing to replace the current file. The following file types can be used for uploading documents into the system Ebix, Inc. 95

96 o Frequently Asked Questions (FAQs) Benergy allows you several options to make FAQs available on your portal. The Creator Library, EbixBenergy Library and Custom FAQs are sources of questions and answers that can be selected to include on your portal. Select the FAQs you want to include on your portal, then select the here link if you want to arrange the order in which they will be displayed or if you want to change the order. EbixBenergy Library in the EbixBenergy Library you can select All EbixBenergy Library FAQs or specific FAQs from a list of existing questions in the EbixBenergy Library. The EbixBenergy Library consists of a preset list of FAQs based on template selected Ebix, Inc. 96

97 Creator Library the Creator Library is a compiled list of questions and answers that the site creator has added, based on the needs of your business. You can choose to allow this to display on your portal by selecting the checkbox. Custom FAQs Benergy allows you the option to add your own FAQs. Under the Add FAQs section at the bottom of the page is the add link which opens a blank page for you to add your own questions and answers relevant to your organization. The question area has a 250 character maximum and the answer area has a 5,000 character count maximum. When you select the SAVE button on the Additional FAQs window, the system will add your new FAQ with a screen refresh to the list Ebix, Inc. 97

98 Once on the list, the three links to the right of the newly added item allow you to add it to the Library, Edit or Delete your entry. After you select the Library button, it will be added to your Creator Library and will be moved up to the list with a screen refresh. o Plan Tips include the plan tips you want from Benergy by checking them off individually. To view a plan tip, simply select the link. o Supporting Information add your own supporting information about the plan and specify the order in which they should appear on your portal. This may include memos, announcements, and notes regarding plan specifics that provide a link to such information. Links may be utilized here and you have the option to add the item to your Creator Library for future use for other portals. To add supporting information, select the add link under the Add Supporting Information section Ebix, Inc. 98

99 o Plan Tours include multimedia plan tours from Benergy that contain plan specific Benefits summary, eligibility, contributions and contact content. A See warning link explains that the Plan Tour displays information that has been entered in the Benefits Summary, Eligibility and Contributions templates but not in the override area of these same templates. NOTE: Certain plan tours are available in Spanish. This is where you can make them available Ebix, Inc. 99

100 Select the plan tours you want included on your portal by marking the related checkboxes Ebix, Inc. 100

101 o Contacts use this page to select contacts you would like to make available on your portal. Include contacts from the Creator Library and/or add your own. Once the contact has been added to your portal, you can add it to the Library, Edit or Delete it from the contact list. When you select the add link to add a contact to your list, a form will open, allowing you to enter the following information (see below): Name/Title, Contact for information about, Address, Phone Numbers, Website Address, Address and Other Info specific to this contact. When you select the Save button, the contact will be added to the contact list Ebix, Inc. 101

102 o Forms you may include forms that you would like to make available from the Creator Library or upload your own forms. You may also arrange the order that they will display on the portal by selecting the here link. We recommend that you build out your Creator Library. To add your own form, select the add link at the bottom of the Forms page. A forms window will open, allowing you to select a file from your own system or network or enter a Web address where the form is located. When form information is added, select the SAVE button. The screen will refresh and the new form will be added to the Add Forms list at the bottom of the page. If you choose not to add a form, simply use the Close Window button at the bottom of the page Ebix, Inc. 102

103 o Links use this page to include links from the Creator Library and/or add your own in the same way as explained in the Forms section. Link to forms, directories or guides that may be helpful to your employees. You may also arrange the order that they will display on the portal by selecting the here link. o Highlights you can choose to display a Highlights page for each plan. The Highlights page will contain selected Benefits Summary, Eligibility and Contributions information. You have the option to add your own introduction to the Highlights page. On the employee view, the Highlights page will appear as the first item under plan details, immediately above the Benefits Summary Ebix, Inc. 103

104 o Plan Done once you ve finished setting up a plan, the system will bring you to the Plan Done screen. You ll now have the option to add the plan to the Creator Library and/or add another Plan Ebix, Inc. 104

105 Benefits: Health / Income Protection / Financial / Work/Life There are four Benefit areas, each with different programs to be set up. The process for each Benefit area contain the same setup pages, (i.e., Benefits Summary, Eligibility, etc.) though the templates vary based upon the type of program. Health: Medical Dental Vision Income Protection: Life & Accident Insurance Disability (STD & LTD) Long Term Care Financial: Retirement (401K, Pension, etc.) Employee Stock Program Work Life Flexible Spending Accounts Steps for setting up Benefit Programs Step 1. Preview/override the Benefit page introduction Step 2. Display plan comparison tool Warning! Be careful if you override the Benefits Summary and Contributions templates (Medical, Dental & Vision only). Step 3. Manage Plan: You can sort by display date, current plans, current & future plans or all plans. Step 4. Create a Plan: you can add a new plan or copy an existing plan Ebix, Inc. 105

106 Human Resources: News The Human Resources department in your company can be a focal point of much information for your staff. It s easy to prepare documentation and make it available for some or all user groups within your company. You can add your own News items by selecting the add link in the News section of your Human Resources portal. When you select the add link a freeform text window will open, allowing you to add the details of your News item. You can also browse and attach a file to be uploaded. Select the file link to open a browser window with the file types that can be uploaded and their file extensions (e.g., JPG, PDF and DOC). Enter the details for this News item. Enter the Effective Date (mm/dd/yyyy format), Title (100 char. max.), File Name, Body and Web Address (200 char. min.). Be sure to select the SAVE button at the bottom of the screen before closing the window Ebix, Inc. 106

107 Once created, a News item can be Edited, Deleted or Assigned. To assign each News item to all or selected user group(s), select the Assign button to open the User Group window. User groups allow employees to see content that applies to them. The default is All User Groups. If needed, uncheck All User Groups and select the checkbox(es) next to the user group(s) assigned to this news item. After all selections are made, select the Save button before closing the User Groups window Ebix, Inc. 107

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109 Human Resources: Policies Company Policies provide clear communication to the employees. Create and maintain your own policies (e.g., Employee Handbook) and specify the order in which they should appear on your portal. To add a policy, select the add link which will open a Policies window. This is where you can enter the details for a policy. Enter the Title (100 char. max.), File Name, Body and Web address (200 char. min.). Be sure to use the SAVE button at the bottom of the screen before closing the window Ebix, Inc. 109

110 Once a policy is created, you can assign each policy to All User Groups or specific group(s) for viewing. Assign each Policy by selecting the Assign button to open the User Group window, the default is All User Groups. If you want to assign specific user group(s), uncheck the All User Groups checkbox and select the applicable user group(s) Ebix, Inc. 110

111 Human Resources: Communications It s easy to add your own Communications items by selecting the add link under Add Communications. It s a prompt and thorough way of making information available to specific user groups or All User Groups. Enter the details for this Communications item. Enter the Effective Date (mm/dd/yyyy format), Title (100 char. max.), Filename and Body or Web address (200 char. min.). Be sure to use SAVE button at the bottom of the screen before closing the window. Once created, a Communications item can be Added to the Library, Edited, Deleted or Assigned to All or select User groups. After all choices are made they should be saved using the Save button before closing the User Groups item window Ebix, Inc. 111

112 Assign each Communications item by selecting the Assign button to open the User Group window, if needed uncheck All User Groups and select the checkbox(es) next the applicable user groups. The default is All User Groups Ebix, Inc. 112

113 Human Resources: Resources Make Human Resources items available, such as employee directories, biographies, etc. This is an easy way to enhance communication and staff familiarity within your company. NOTE: This area works the same as the Communications part of the webpage. Only items that are checked will be made available from the Creator Library and will be included for you to sequence. At the bottom of the Human Resources: Resources page you can post additional Human Resources items by selecting the add link. A Resources window will open, add the Effective Date, Title and File Name, Body and Web Address. Select the SAVE button to save the information then close the window Ebix, Inc. 113

114 When the window closes a new item is posted to the Add Resources list. This new item can now be added to the Creator Library, Edited, Deleted and Assigned to specific user groups Ebix, Inc. 114

115 Human Resources: Contacts The contacts section works the same way as outlined in the Benefits section of this document. You may want to add contacts for the HR, Payroll, Helpdesk, etc.; these may also be assigned by user group Ebix, Inc. 115

116 Human Resources: Forms Utilize forms from your Creator Library and/or add your own (i.e., Direct Deposit, PTO, etc.). User Group assignment and sequencing work the same as on the other sections of Benergy, outlined earlier in the document Ebix, Inc. 116

117 Human Resources: Links Add your own Internet links and sequence the order in which they should appear on your portal. This is also the area for you to add items to your Creator Library for future use. Uniform Glossary 1. Select Human Resources from the horizontal navigation menu. 2. Select Links from the dropdown. 3. Selec t the Uniform Glossary checkbox under the EbixBenergy Library, for existing portals. Note: For all new portals, the Uniform Glossary will be selected by default Ebix, Inc. 117

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119 Modules/Tools: Life Events The Benergy portal provides checklists for many common life events that affect the Benefit plans. These can be included on your portal by checking the box next to them under the EbixBenergy Library. You can preview these Life Events checklists and select any that you want to include on your portal. Additional life events may be added. In the Add Life Events section you can add your own life event by selecting the add link or Edit an existing life event. From this section, you can also add the life event to the Creator Library or delete it. The Delete choice requires confirmation of your selection, which you can choose to accept or cancel. Each Life Event set up in the EbixBenergy Library will link you to information relevant to that event Ebix, Inc. 119

120 Deleting a Life Event Adding a life event Select the add link in the Add Life Events description Select a template from the dropdown list of EbixBenergy Library Life Events or complete the Life Events template Complete the Title, Introduction and make any necessary changes to the template Deleting a life event Select the Life Event you want to delete and select the delete button that appears after it When choosing to delete a Life Event, you will be prompted with a verification window to confirm your choice to delete it. If for some reason you are not certain of the delete, just select Cancel to return to the Add Life Events screen 2011 Ebix, Inc. 120

121 NOTE: If you see coding or abstract text in a freeform text box, do not type in this area. This is a deep link to other areas within the portal Ebix, Inc. 121

122 Modules/Tools: HIPAA Notice of Privacy Practices Organizations that are subject to privacy rules under the Health Insurance Portability and Accountability Act of 1996 (HIPAA), are required to provide a Notice of Privacy Practices to their health plan participants. The portal provides a HIPAA Notice of Privacy Practices template that you can edit with language specific to your organization and display to your employees. You also have the option to add your own notice. Select the radio button to Display HIPAA privacy notice. You can, of course, choose to Not display the HIPAA privacy notice by selecting the radio button to make this choice. Entering a HIPAA Notice of Privacy Practices is a two step process. Step 1 Select Edit. Then select radio button to the left of the Edit link, then select the Edit link Ebix, Inc. 122

123 The Modules/Tools: HIPPA Notice of Privacy Practices: Step 1 of 2 window will open. Begin by entering some general information: Plan sponsor, Notice effective date, HIPAA Privacy Officer Information: Name, Title, Address, City, State, Zip and address and you have the option to display the HIPAA Privacy Officer as a contact. This information will appear in the HIPAA Notice of Privacy Practices. Field marked with an * are required Ebix, Inc. 123

124 NOTE: If you decide to turn off the HIPAA Notice of Privacy Practices on the first page of the HIPAA setup and the radio button Display HIPAA Privacy Officer as a contact is selected, the HIPAA contact will continue to show on the Human Resources: Contacts page. Step 2 Benergy offers a template with information, which you can make text changes to the HIPAA privacy template using language specific to your business. If you would like to enter your own information, select the Editor button to open a text window, allowing you to enter your own HIPAA Notice of Privacy Practices detail. If after entering information in the template you want to restore it to the original format, select the Restore Template button Ebix, Inc. 124

125 This webpage provides a link to the Display HIPAA privacy notice in PDF format, titled Notice of Privacy Practices for Protected Health Information for (your portal name). Select Edit to choose which plans are applicable to the HIPAA notice. Generally these include, but are not limited to, major medical, prescription drug, dental, vision, long-term care and employee assistance programs. When the screen opens you can choose to Include ALL plans or specific plans. If you select the checkbox next to Health, then all of the Health programs and plans will be populated with checks to be included in the notice. If you select the checkbox next to Medical, then all Medical plans will be included. If however, you want only specific plans included, do not check the Health checkbox or the Medical checkbox but select only the specific health plans which apply to the HIPAA privacy notice. If you Edit the notice, it s necessary to select the button, at the bottom of the HIPAA Notice of Privacy Practices page, for it to load into the system. Once you select Generate notice, the webpage will refresh with a Currently generating system message until it completes (this may take up to 30 minutes) Ebix, Inc. 125

126 This will add the notice to your portal. (If you upload a separate file as your notice, you do not need to use the Generate notice button.) To ensure compliance with the HIPAA privacy regulations, you should consult with legal counsel before displaying the HIPAA Notice of Privacy Practices to your employees Ebix, Inc. 126

127 Modules/Tools: Enrollment Campaign Enrollment Campaign is an online campaign to prepare employees for enrollments of all types, including: Open Enrollment New Hire Enrollment One-off Enrollments for voluntary Benefits 401K Enrollment Drives Add a new Enrollment campaign or edit/delete/copy an existing Enrollment campaign. Copying & Editing a Campaign: To copy an existing campaign, select the Copy link to begin. A window will open to confirm copy. Select OK to continue or Cancel to cancel copy. After a campaign is copied, make updates to the new campaign, especially the dates, by selecting Edit Ebix, Inc. 127

128 Deleting a Campaign: To delete an existing campaign, select Delete. A confirmation window will open. Select OK to delete or Cancel to cancel delete. Adding a Campaign: To set up a new campaign, select the Add Enrollment campaign link to begin Ebix, Inc. 128

129 Modules/Tools: Enrollment Campaign: The Basics Set up your Enrollment Campaign Information in this section. General Campaign Information including: Campaign title (internal use only), Enrollment period (dates in which the Enrollment campaign should display on your Benergy portal) and Elections effective date. If you are creating a New Hire Campaign, you will need to check off the suppress countdown option. Once you have completed the above information, the plans that are effective for that time period will display. Select the plans that will be open for enrollment. If there are multiple user groups, select the applicable group(s) for this campaign. NOTE: In some instances you may need to set up more that one campaign for a company for example, if the language is going to be different in Enrollment from one user group to the next. NOTE: If a particular plan is not showing as an option for this campaign, be sure to check the effective date under Plan Home for that plan and double check the effective date of your campaign. Enrollment will only pull plans that match the effective date in the campaign, have no effective date or if the effective end date is in the future Ebix, Inc. 129

130 Once this information is entered, determine and select the Benefit plans to be included in this campaign. There is also an option to Add Programs Ebix, Inc. 130

131 NOTE: You should turn on the Enrollment Special Alert under the Organization: Special Alert page. The dates MUST match the dates of the enrollment period. The user can choose to Begin their Enrollment or Close Alert. If the Enrollment Campaign has already been set up, it will be listed for you to Edit or Delete. When you Edit an existing campaign, The Basics page will open just like a newly set up campaign Ebix, Inc. 131

132 Select All User Groups or specific groups associated with the enrollment campaign. The default is All User Groups. If this campaign only applies to employees in a specific user group, uncheck the All User Groups checkbox and select the correct group(s). A list of programs and plans which exist in your Benergy are available to be checked so that they will be included in your portal. The plans will be based on the date entered under general campaign information. If you do not see a plan on the list, check above dates, plan dates or user group assignment. Add program links back to Portal Setup: Benefits page, allowing you to include additional plans or programs Ebix, Inc. 132

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134 The Enrollment Campaign is a three-part campaign Overview introduces the campaign to your employees Options displays the program and plan options available to your employees Actions provides instructions available for each option within the campaign When setting up each section of the Enrollment Campaign, default text is provided or you can override the default and enter your own text in the freeform text box provided (750 char. max.). You can promote the program or highlight what s new. If you choose to enter your own text, it s necessary to check the override checkbox for that section and use your own text Ebix, Inc. 134

135 Modules/Tools: Enrollment Campaign: Overview The Overview page introduces the enrollment campaign to your employees. Here we have changed the default language to a letter from the HR Department. Simply check off Override the default, and then type the introduction in the freeform text box. You can use the Editor to format the text Ebix, Inc. 135

136 Modules/Tools: Enrollment Campaign: Options The Options choice displays the program and plan options available to employees in this campaign. You have the option to use the default introduction to the options section or override the default introduction below with your own text. It is highly recommended that you override the default text and describe any changes for each type of program Ebix, Inc. 136

137 Modules/Tools: Enrollment Campaign: Actions This is where you can build the Actions section of your Enrollment Campaign. The Actions section provides instructions for each option available within the campaign. Add the downloadable forms or links to an external portal. You ll want to be as detailed as possible when completing this section. Remember that the Enrollment Campaign offers communication support for the enrollment period and will provide forms and links for the employees to use. Benefit election data will not be collected from employees in the database unless the EbixBenergy Enrollment system has been purchased. If you are using the Enrollment system, the Actions page will open another window directing employee to the Enrollment system to enroll online. Create your own introduction for each program or plan in the Actions section of this Enrollment campaign. At the bottom of the Actions Introduction section is a link to manage forms/links. Selecting this link will open the window where you can enter an Enrollment instructions introduction. (750 char. max.) Forms List specific instructions on what the employee must fill out and where they should submit the form. You can upload a form or select an existing plan form that is already associated with the plan. For example: Print the form and fill it out completely. Remember to include your PCP number and signature. Links Be sure to provide links out to the Provider Directory. If any carriers can facilitate an online enrollment from their portal, link to the page on the carrier portal, rather than directing the employee to a form. This way, an employee can begin enrolling online. NOTE: Many Flexible Spending carriers offer this capability 2011 Ebix, Inc. 137

138 Select the add items link to open the manage forms/link window. Here you need to enter a Title, Instructions, File Name, Web Address or Select a plan form by selecting the assigned radio button. Then select SAVE Ebix, Inc. 138

139 Here is what it will look like to an employee: 2011 Ebix, Inc. 139

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142 Modules/Tools: Real Value Statement Using the Real Value Statement requires an upgrade. Information regarding your Real Value Statement is available from Benergy Central under etools > Implementation > Real Value Statement Implementation Materials Ebix, Inc. 142

143 A password is required to manage the six sections: Setup, Data Manager, Preview, Publish, Print and Retrieve Ebix, Inc. 143

144 Modules/Tools: Web-to-Print Creating a printable Benefits Booklet in PDF format, containing plan information, is a good way to provide employees who may not have Internet access to the Benergy portal, a reference tool for their Benefits and/or a review tool for you. Selecting the create link in the Add Web-to-Print description paragraph opens Web-to- Print: Benefits Booklet window, where you can enter the: Benefits Booklet description Benefits Booklet date User Groups - you can select specific group(s) or All User Groups Cover Page - select from a default cover page, Insert/Replace your own image or Override the default cover page and add your own text Introduction - add/edit the introduction to the Benefits Booklet. This is a good place to provide an explanation of the Booklet, what s inside and how and when your employees might use this document. Benefit Plans select from the plans in your Benergy to include in your Benefits Booklet. Plan Content choose to include All plan(s) content or select specific plan content, including Highlights, Benefits Summary, Eligibility, Contributions, FAQs, Supporting Information (text only), Contacts, Links, Legal Summaries (Required Information Wrapper only). After all information is selected, close the window with the SAVE button at the bottom of screen. The new Booklet will appear on the list when the screen refreshes. To 2011 Ebix, Inc. 144

145 generate the booklet you ll need to select the button next to the plan name on the main web-to-print page. A Microsoft Internet Explorer message will appear while the Web-to-Print Benefits Booklet is being generated Ebix, Inc. 145

146 If you select OK on the message window, you ll go back to the Web-to-Print page. It will show that the booklet is now Generating and the View/Print icon will not be available until the booklet has finished generating. The View/Print icon will appear when the generation process has completed and you can then print the booklet for distribution as needed. NOTE: It is necessary to regenerate the booklet to refresh its content if you make any changes within the plan content templates. If you want this booklet to display on employee view, upload it to the Policies or Resources section of the Portal. It will not automatically display to your employees. Web-to-print booklet is used to review portal, new hire introduction, for recruiting or if an employee would like to have a paper copy Ebix, Inc. 146

147 Modules/Tools: Cost & Care Guide Each Benergy portal has the ability to add the basic version of the Cost & Care Guide at no additional charge. Select the radio button left of Cost & Care Guide Basic to add this feature to your portal. Cost & Care Guide Basic is the system default for all new portals. If the Cost & Care Guide is not desired, select the radio button left of None. To add the Insight version of the Cost & Care Guide, contact the EbixBenergy Strategic Account Management team. Admin: View Portal Take a look at your portal. Step 1 View your work Select the User Group you want to use to view the portal Enter the display date past, present or future This is important if you used plan start and/or end dates Ebix, Inc. 147

148 Select the View button at the bottom of the Step 1: View your work section. This will open your portal in a separate window for you to preview what your portal will look like. Step 2 Review and record your login information Here is the information you will need to manage your Benergy portal. You may want to print this page from the portal for future reference Ebix, Inc. 148

149 Benergy Manager Login: This page provides your: Benergy Manager Portal Address Benergy Manager User ID Benergy Manager Password The Benergy Manager is the site manager, overseeing the portal modifications. Usually the Benergy Manager is an HR representative who can make changes to information on your portal Ebix, Inc. 149

150 Employee Login: The Benergy portal for Employee Login is recorded here. Step 3 Notify the Client You ll want to Notify the client that their portal has been launched. Selecting the standard link opens a preformatted for you to send with instructions on how to view their portal. Send an from Benergy by inserting addresses for both the client and yourself. Review the , adding any information specific to their portal prior to sending. To send , select Submit Ebix, Inc. 150

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152 Admin: Ready to Launch When configuration is complete and you are ready to launch your Benergy portal, select the Launch Portal link. Once the Launch Portal is select, an You re Done page will display and give you instructions on how your employees can access the Benergy portal. NOTE: Once a portal is launched, billing will be initiated Ebix, Inc. 152

153 Section IV Helpful Information Building Tips Gather all information prior to building your portal. Use the Site Builder Checklist located in the etools section Use templates as often as possible because information is used in several other areas; examples: plan tours, plan highlights, plan comparison and web-to-print booklet Use the Creator Library Use the Apply above co-pay feature in the Medical Benefit Summary Use the Web-to-Print booklet to review the portal Frequently Asked Questions Where do I find the Site Builder Checklist? Enter Benergy Central Select Implementation under etools The link to the Site Builder Checklist is on this page under General Information What should I use to gather information on plans we do not handle for our clients? Plan Setup Questionnaires Can the Display Order be changed when I input information such as on the Forms and Supporting Information pages? Yes. When you add items such as Forms and Supporting Information, they display in this order: EbixBenergy Library first, then Creator Library, and finally your own custom items. Benergy has a Custom Display Order that allows you to rearrange your items in the order you want them to appear. You can display each item in the order you choose from the EbixBenergy Library, Creator Library, and your own custom items. You can use the Custom Display Order at the plan level for Legal Summaries, FAQs, Supporting Information, Contacts, Forms and Links Ebix, Inc. 153

154 What sections of Benergy can be edited using Editor? You can modify the text and formatting of information using the Editor in the following sections: Benefits Summary (in the override area) Eligibility (in the override area) Contributions (in the override area) Supporting Information Highlights News Policies Communications Resources HIPAA Notice of Privacy Practices Enrollment Campaign What type of files can be uploaded into Benergy? The following file-types can be uploaded into the Benergy system: File-type Audio Adobe PDF Microsoft Excel Micorsoft PowerPoint Microsoft Powerpoint Show Microsoft Word Video File-extension.mp3.pdf.xls &.xlsx.ppt.pps.doc &.docx.wmv &.mpeg 2011 Ebix, Inc. 154

155 How do I save the information I am working on? Select NEXT or SAVE button at the bottom each screen. Why does nothing happen when I select the Enter button? The Enter button is not intended to activate data entry for building a portal Hitting the Enter button in a character field will enter a blank space only If you receive no response from the screen to a click or a keystroke, then it is a system problem, and you should contact your technical support/network administration for help or the Benergy Service Center. How do I log out? To exit the admin view and employee view, select Logout in upper, right corner. Remember to SAVE your information first. NOTE: Any information entered after saving or advancing to the page has been recorded on the portal and is available for the employees to view. Why doesn t the radio button automatically turn on when I enter a value in the corresponding box? There is no default value for a radio button until the Site Builder has selected one of the choices. Simply entering a value in any corresponding field will not turn on the radio button. Why was my data lost when I went back to check on the portal? Data is saved on any page when you advance to the NEXT page or select SAVE. If any information does not show up when you return to the portal or to a particular page it may be that the Next or Save button was not selected. How do I view the portal as an employee? Go to the correct URL. Enter the employee ID and Password you set up during the general setup of the portal. NOTE: You will not be able to view the portal until you launch the portal for the first time. If the portal has not been launched, you will need to select View on the View Portal Page. Why are my plans not showing up on the Basic s page in my Enrollment Campaign? Plans or programs may be missing from the list because: 2011 Ebix, Inc. 155

156 You need to build them in your Benergy first. To build additional plans or programs for this Enrollment campaign, use the add plan and add program buttons. You have more than one user group of employees. To appear on this list, plans or programs must be assigned to the user group to which this Enrollment campaign is targeted. To assign plans to different user groups, go to the eligibility page in that plan s setup section in your Benergy. You are using the effective date feature for your plans. If the plan effective and end dates do not overlap with the dates for this campaign, that plan will not display on the list. To change effective dates for a plan, go to the Plan Home page for that program and update the dates. Can I Use Enrollment for a New Hire Enrollment Campaign? Yes, but make sure you suppress the countdown on The Basic s page. Create a separate User Group, ID and Password for New Hires, so established employees will not be confused by seeing the Enrollment campaign. Can employees enroll online using the Enrollment Campaign? No, the Enrollment Campaign is communication support for the open enrollment season and is not interactive with the EbixBenergy Enrollment system. Employees cannot enroll online unless you have purchased the Enrollment system. To facilitate communication support, employees can take the following three steps: View an introduction letter from their employer Review the options they have for each Benefit program category Access the information needed to get enrolled, including: o Downloading forms o Accessing provider Internet resources o Linking to a provider that allows online enrollment If you are interested in online enrollment, contact your sales manager. How do I add a new provider? If a provider is not listed for a plan, contact the Benergy Service Center at or send an to benergy@adam.com. If the provider name cannot be added to the list, then you should follow these steps: Select Other from the Select a provider dropdown list. Enter the name of the new provider in the Name, if other text box. Select the Plan Type. Select Add plan and proceed with the Benefit plan setup pages Ebix, Inc. 156

157 Why do all plans show up on all of my user groups? Make sure you have selected the correct user group on each plan. User groups are selected on the eligibility page of each plan. The default is all user groups. You must select the applicable user group(s). Why isn t my plan showing up on the portal? Check your plan display dates. You have the option of displaying your plans in the future or suppressing your plan to stop displaying. You will find the display dates under the Plan Home page. Also check User Group assignment under Eligibility. How do I know if employees use Benergy? You can request utilization reports on a monthly or quarterly basis. To receive these, please contact your Customer Relationship Manager. Promotional Ideas Use the promotional materials under etools. Make Benergy a Company portal instead of just a Benefits portal. Make sure the client knows about the Site Manager ID and Password and how to keep the portal fresh and current using the different sections in the Control Center Always use Enrollment during enrollment periods (i.e., annual open enrollment, new hire, FSA, 401K, etc.) Contact your Customer Relationship Manager for Benergy rollout strategies Additional Training Call or the Benergy Service Center: or benergy@adam.com Hours: Monday Thursday, 9 a.m. 7 p.m. EST & Friday, 9 a.m. 5 p.m. EST To access the pre-recorded training sessions, visit Benergy Central, then select A.D.A.M. Academy link. After selecting that link, a new window will open to A.D.A.M. Academy. Select Training Center > Recorded Sessions. The password for each session is training. NOTE: A.D.A.M. Academy can also be accessed directly by keying the following URL in any browser Ebix, Inc. 157

158 Section V Hot Links, Buttons and Icons Hot Links, Buttons and Icons Take me to links are shortcuts that allow you to navigate quickly within a Benefit Plan or Enrollment campaign that are already set up. The Take me to link is located on the right side of the screen. Before using this link, be sure to SAVE information on the current page. working. SAVES the current page where you are Previous button appears at the bottom right hand corner of each page. It returns the screen to the last page displayed on the portal without saving. Next button appears at the bottom right hand corner of each page. It saves current page and advances the screen to the next page within the portal. Saves entered information on the page you are currently working Ebix, Inc. 158