Benefit Advisors Network Welcome Guide

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LOGO AND NAME
OF EMPLOYER HERE
2
Welcome Guide for Employers
TABLE OF CONTENTS
WELCOME TO THE EBIXBENERGY CLUB! ........................................................................ 3
Important Login Info ................................................................................................................... 4
What is the EbixBenergy Communications Platform? ................................................................ 5
The Four Centers of the EbixBenergy Communications Platform .............................................. 6
What Does the EbixBenergy Communications Platform Do For Employees? ........................... 8
MANAGING WHAT’S IN YOUR PORTAL ............................................................................. 9
Resources Found in Benergy Central ...................................................................................... 10
Branding Your Portal ............................................................................................................... 11
SUPPORT & TRAINING ..................................................................................................... 12
Benergy Communications Service Center ............................................................................... 12
Knowledgeworks...................................................................................................................... 12
Personalize the Site ................................................................................................................. 13
Utilization and Promotion ......................................................................................................... 14
Deep Links............................................................................................................................... 14
Make Your Portal a Necessity .................................................................................................. 14
CHECKLIST ....................................................................................................................... 15
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Welcome Guide for Employers
WELCOME TO THE
EBIXBENERGY CLUB!
You’re reading this guide because you are among the thousands of employers lucky enough to
have discovered the EbixBenergy Communications platform. With this award-winning
employee portal, you have taken a big step toward being the kind of organization people want
to work for… an employer of choice. Welcome to the club!
Your employees will experience the convenience of having one place to go to manage many
aspects of their work and home lives – their health, benefits, finances, and more. And it all
comes through the workplace in the form of an employer-sponsored Internet portal called the
EbixBenergy Communications platform. The great part is that you get all of the kudos for
offering a sophisticated, user-friendly system that really is not that hard to construct.
Experience confirms time and time again that the employers who have incredible success with
the product are the ones who take the time to know what the EbixBenergy Communications
platform can do and then launch and promote the resource to employees vigorously. Keep at it
and the promised efficiencies of technology will come.
This Welcome Guide serves as an owner’s manual to:
• Teach you about the EbixBenergy Communications platform’s capabilities
• Introduce you to the tools you will use to maintain your portal
• Show you how to promote your portal to employees
• Give you best practices to get the most out of the EbixBenergy Communications platform
IF YOU DON’T HAVE TIME TO READ ANYTHING ELSE…
Print out the checklist at the end of this guide and keep it nearby!
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Welcome Guide for Employers
IMPORTANT LOGIN INFO
.benergy.com
Group
UserName
ID:
HR Administrator Login
To make changes to your EbixBenergy
Communications platform.
Password: User ID
Group Name
Employee Group Logins
Description of Employee Group
Group Name
.benergy.com
Description of Employee Group
Group Name
.benergy.com
User ID:
User ID
User ID:
User ID
Password:
Group Name
Password:
Group Name
Description of Employee Group
Group Name
.benergy.com
Description of Employee Group
Group Name
.benergy.com
User ID:
User ID
User ID:
User ID
Password:
Group Name
Password:
Group Name
Description of Employee Group
.benergy.com
Group Name
Description of Employee Group
.benergy.com
Group Name
User ID:
User ID
User ID:
User ID
Password:
Group Name
Password
:
Group Name
Description of Employee Group
.benergy.com
Group Name
Description of Employee Group
.benergy.com
Group Name
User ID:
User ID
User ID:
User ID
Password:
Group Name
Password:
Group Name
Welcome Guide for Employers
WHAT IS THE EBIXBENERGY COMMUNICATIONS PLATFORM?
The EbixBenergy Communications platform is the most widely deployed employee portal in the
U.S. with thousands of companies and millions employees using the platform. The EbixBenergy
Communications platform is a hosted software system (meaning you don’t have to host it on
your servers) that creates an Internet site customized to your company’s benefits,
compensation, and human resources programs.
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Welcome Guide for Employers
THE FOUR CENTERS OF THE EBIXBENERGY COMMUNICATIONS
PLATFORM
1. BENEFITS CENTER
Containing information and decision
support regarding your entire benefits
package (such as medical, insurance,
and retirement plans).
Cool tools:





Multimedia tutorials
Benefit summaries
Life event checklists
Plan comparison tools
Open enrollment campaigns
2. HUMAN RESOURCES CENTER
A centralized place to organize
company communications
Cool tools:




Policies
HR communications
Contacts
Forms
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Welcome Guide for Employers
3. HEALTH & WELLNESS CENTER
An extensive system of unbiased health
information and tools from A.D.A.M., a
leader in health education. It enables
users to assess health risks, evaluate
treatment options and learn how to
live healthier
Cool tools:




Illustrated health encyclopedia
Health risk assessments
Care Guides
Symptom Navigator
4. MY INFO CENTER
Allows employees to view and store
personal data
Cool tools:





Synergy health and wellness newsletter
Personal Health Record
Real Value Statement*
My Benefits*
My FSA*
* Available as upgrades.
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Welcome Guide for Employers
At its core, the EbixBenergy Communications platform excels at employee communications and
education. It can also expand with any of the following modules:

REAL VALUE STATEMENT
A personalized total compensation statement that presents each employee with the total
value of cash compensation, employee benefits, and potential tax savings.

ENROLLMENT SERVICES
An online benefits election system that helps employees learn about their plans, compare
them, and conveniently elect them online.

FINANCIAL SERVICES
Administration services for flexible spending accounts (FSA) that feature convenient
participant account access within the EbixBenergy Communications platform.
The EbixBenergy Communications platform serves as a life management tool for employees
who need quick and easy access to resources to take care of their health, finances, and
work/life balance. This centralized resource center is the online destination where employees
can perform a variety of tasks conveniently, aided by personalized information. Its unique
combination of plan and health education gives employees a strong foundation to become more
savvy consumers of health care and other benefits.
WHAT DOES THE EBIXBENERGY COMMUNICATIONS PLATFORM
DO FOR EMPLOYERS?
The EbixBenergy Communications platform enables HR departments to streamline functions
online, reducing administrative costs by automating many time-consuming tasks – explaining
company programs, furnishing documents, and enrolling individuals in plans. Its robust health
education makes it possible for companies to make wellness a priority in the organization.
Better communications help employees stay informed and work smarter. In turn, employers can
more clearly demonstrate the value of the rewards they give the workforce, which helps them
find and keep the talent needed to win in a competitive business world.
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Welcome Guide for Employers
MANAGING WHAT’S IN YOUR PORTAL
RESOURCES FOUND IN
BENERGY CENTRAL
Now that you know a little more
about the EbixBenergy Communications
platform, let’s learn how to use it…
Step 1. Log in to Benergy Central
Benergy Central is the administrator’s “gateway” that
you enter to interact with EbixBenergy
Communications platform’s services and resources.
Step 2. Go to the Control Center
You will have access to this intuitive portal to manage
your Benergy site as well as the FSA and enrollment
components (if you have them activated). In Benergy
Central, you will also have access to eTools, which
contains communications material you can use to
promote the EbixBenergy Communications platform
and other Benergy solutions to your employees.
eTools will be discussed in more detail in the
following section.
Step 3. Enter the
Control Center
The Benergy Control Center is an online system where
administrators can activate product features and
add/edit information specific to the company. It offers
quick and easy access to launch and manage the
components of the EbixBenergy Communications
platform using online forms and wizards. Content can
be updated in real-time and portals can be built in hours
instead of weeks. The Control Center includes:
•
Communications Control Center
•
News Posting Area
•
Enrollment Control Center (if activated)
•
Total Access FSA Control Center (if activated)
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Welcome Guide for Employers
RESOURCES FOUND IN BENERGY CENTRAL
The EbixBenergy Communications platform is built through an Internet interface called the
Communications Control Center. A builder steps through a set-up wizard and is prompted
through questionnaires to supply information about the programs to be communicated. Since no
technical skills are required to work through the wizard, you can be given Benergy Manager
access to implement and/or maintain the knowledge in your portal. Alternatively, your Benergy
implementation team can assist in the initial launch of the information.
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Welcome Guide for Employers
BRANDING YOUR PORTAL
Your portal represents all that your company offers to employees, and it can represent your
brand, too. First, a distinct, memorable domain name will be assigned for your web address
(such as acme.banconnection.com). You can add logos, pick images, and set colors to reflect
your company’s identity through a tool called Design-it-Yourself. There are up to 15 different
modifiable design items. Some of the customizable areas are noted in the above images.
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Welcome Guide for Employers
SUPPORT & TRAINING
THE BENERGY SERVICE CENTER
The Benergy Service Center is staffed Monday through Thursday, 9 am – 7 pm, EST, and
Friday 9 am – 5 pm, EST to field questions about implementing and/or maintaining the Benergy
Communications platform. Feel free to contact us and we will be happy to assist you.
Benergy Service Center
Benergy Support Portal: Live Chat
Email: benergy@adam.com
Phone: 800-475-4041
KNOWLEDGEWORKS TM
The EbixBenergy team hosts a number of free webcasts – both live and pre-recorded - to
provide Benergy administrators with web-based training in the comfort of their own office.
Anyone who implements or manages their portal can attend sessions via Benergy
Knowledgeworks.
Knowledgeworks
http://adam.webex.com
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Welcome Guide for Employers
SUPPORT & TRAINING
PERSONALIZE THE SITE
Real Value
Statement
Financial Services
Enrollment
The power of having a personal portal cannot be overestimated. Organizations that use the
EbixBenergy Communications platform report that it has transformed the lives of their HR staff.
They no longer devote substantial time to addressing questions and issues that emp loyees can
research themselves. In addition, they are saving on the high costs of printing and managing
paper. When the EbixBenergy Communications platform contains personalized information,
employees have even more reason to visit repeatedly. There are several ways to personalize:
•
•
Create individual log-ins.
Add real value statements to show employees the true value of their employment.
•
Add online enrollment to help employees through various enrollment events. Employees will
find the plan education and decision assistance they need on the EbixBenergy Communications
platform, and then elect their benefits – from one portal.
Welcome Guide for Employers
UTILIZATION & PROMOTION
The EbixBenergy team keeps statistical data on all applications and runs utilization reports on
demand. In our experience, the usage growth is generally based on ho w well the product is
promoted to end users by employers. Your account manager will be available for advice on
utilizing the EbixBenergy Communications platform and promoting site utilization. They can
direct you to wallet cards, posters, and e-mails that can be customized and distributed to
employees to keep Benergy top-of-mind.
DEEP LINKS
An intranet is a great internal portal for some organizations. Many employers have experienced
high employee utilization after adding a deep link from their intranet to the EbixBenergy
Communications platform. Put the link in a prominent spot on your intranet for convenience and
keep the Benergy name in front of employees. The Benergy Service Center can supply you
with the deep link code and once employees click on the link, they will go right into the
EbixBenergy Communications platform.
MAKE YOUR PORTAL A NECESSITY
Many employers have success by using the Human Resources Center to house documents
and information that employees need often, such as time off forms and expense reports,
employee directories, and performance management documents. The more reasons
employees have to visit, the more they will appreciate this valuable tool for the organization.
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Welcome Guide for Employers
CHECKLIST
Keep this checklist handy to stay on top of managing, announcing, and promoting your the
EbixBenergy Communications platform.
LAUNCHING YOUR PORTAL
Work with your Benergy solutions provider to:

Pick a short, memorable domain name for your web address.
Fill in the blank: __________.benergy.com

Preview and approve your design. Make any desired modifications through
Design-it-Yourself.

Make sure the Health & Wellness Center, Personal Health Record, and Synergy
newsletter are activated.

Make sure the Special Alert is on to direct newcomers to watch the portal tutorial.

Notify employees that a new portal is coming by e-mail.
ANNOUNCING TO EMPLOYEES

Announce the EbixBenergy Communications platform to employees.

Use posters and handouts and hold meetings to generate awareness.
PROMOTING TO EMPLOYEES

Conduct special communication campaigns for portal features.

Add communications and documents to the Human Resources Center.

Create personal IDs and passwords for employees.
MAKING YOUR PORTAL WORTH EVERY VISIT

Keep news up-to-date.

Add HR documents.

Add online enrollment.
GET TRAINING AND SUPPORT

Attend a web training session via Knowledgeworks.
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