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 3 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! 4 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. 5 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 6 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. 7 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. 8 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) 9 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. 10 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. 11 12 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 13 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. 14 15 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.