Benefits Self Service Enrollments

Welcome to the demo of the updated 24D feature-- Redwood Benefit Self-Service Enrollments. The new benefit self-service enrollment process has been redesigned in the Redwood pages. This new design streamlines the enrollment process, making it easier and faster for employees to make their enrollments.

New express and discovery paths have been added, allowing employees to quickly make enrollments or take their time to review the details of each plan. FSA, HSA calculators, plan comparison, primary care physician designation, management of pending actions and survey are all now part of the self-service enrollment flow.

Helping your employees to make informed benefits decisions is critical. Benefits administrators need to feel confident employees have all the tools they need when making benefit enrollments. The new Redwood Benefit Self-Service Enrollment feature is designed to help create a better experience for your employees, by giving you and the employee all the tools they need to make informed benefit enrollments.

I have logged in as an employee and navigated to the new Redwood Self-Service Enrollment from the benefits landing page. We have completely redesigned the enrollment process to help employees easily navigate through their enrollments.

At the top of the page, employees will see a reminder of their enrollment period and the last day they can make elections. If you have multiple programs, it will display the latest window close date. Below are the tasks to be completed during the enrollment process.

Notice we have a task view bar to help employees see what tasks have been completed. These tasks can be optional or required based on your system setup. Let's take a closer look at these tasks. The get to know your benefits task gives you a place to call out those important details employees need to know. This is a great place for you to call out information on new plans or plans ending during open enrollment.

This area is extensible, and you can add a video like I have here, or you can add pictures, headers, or formatted text. If you have multiple programs where you need different information displayed for each program, you can create conditions using Visual Builder Studio. This task is optional and can be disabled. But remember, this is the first area your employees see, so get creative.

Clicking on Continue takes me to the choose how you want to enroll task. Here, employees can choose from the express path or the discovery path. The express path is great for those employees who keep the same enrollments year-to-year, and the discovery path is perfect for those employees who want to spend more time, deciding what benefit plans fit best.

I'm going to leave the Discover Plan selected for now. We will revisit the express path later. Clicking on Continue moves me to the verify people you'd like to cover task. Here, employees can add or update their existing contacts. I already have contacts, so I'll scroll down to my next task.

Clicking Continue takes me to the Enroll in benefits that matter to you task. This task shows employees eligible programs and plans. The pension plan is unrestricted, so it is always open. But the ABC program has an enrollment period. Employees can quickly see their enrollment period and when it ends.

If you have multiple programs, each would have their own enrollment period listed. Clicking on the view enrollments button, opens a drawer, displaying the employees defaulted or current enrollments, and their deduction amounts. If the employee wants to print out their enrollments, clicking on the View Reports button creates a printable PDF.

Let's start making elections by clicking on the Edit button for the ABC program. Here is where the employee will make all of their elections. The employee can easily see how many steps they have, and where they are at by looking at the step counter in the right corner.

The steps listed here on the right are your existing plan type groupings. After visiting each step, the employee will see a check box, and they can navigate back and forth through the steps as needed. You may want to evaluate your existing plan type groupings to determine if you want to have several steps or just one or two.

If you have enabled enrollment authorizations, the employee will be required to accept before making elections. If they decline, they are returned to the prior page. The Accept button will only appear the first time the employee enters the process flow. Let's click on Accept to move to the next step.

My first step includes medical and spending account plans. The text listed here is the existing text included in your plan type grouping setup. Let's look at some of the new features employees can use with the Redwood pages. In the total cost per pay period area, the hyperlink will open a drawer that displays the total per pay period in annual costs, along with elected plans for that plan type grouping.

The second value listed here is the running total of all plans elected. To help employees determine which plans fit their needs best, we have included the ability to compare plans while making enrollments. Clicking on the Compare Plans button opens a drawer. Here, employees can compare up to three plans. To use this feature, you do need to set up plan compare.

Cards display plan information, such as the employee cost, option, coverage level, designated dependents, beneficiaries, plan logos, and badges showing plan statuses, such as enrolled, opted out are suspended. Clicking on the View Details button opens a drawer that includes the plan rate details, and allows you to add additional text, links, and pictures.

If you currently have a web link at your plan level, it will also be displayed here. Employee select a plan by clicking the Enrolled button. A drawer opens, displaying any text you might already have at the plan level, coverage and rates are hidden by default and can be displayed by clicking on the hyperlink.

For employees who have several dependents, there is a New Select all button, allowing employees to quickly enroll all family members with one click. Notice after I enrolled, I see the Unenroll button or the Edit icon to make changes. Determining the right amount for their spending accounts can often be a challenge for employees. Plan calculators have been included in the enrollment flow to help employees better determine that value.

Clicking on the Estimate Contributions button will open up a drawer. Here employees enter information to help determine their annual contribution. Let's enroll in Healthcare FSA for $1,500.

In addition to the FSA calculators, there is an HSA calculator that helps employees determine their future value and tax savings. To use the plan calculators, you do need to set them up. Finally, the employee can filter by all plans. Within this plan type grouping are those just enrolled.

Clicking Continue moves me to the next plan type grouping. Let's take a quick look at those plans with coverage amounts, such as life insurance. Here, employees can see automatically enroll plans and can select supplemental coverage. Let's select the employee life insurance plan by clicking on Enroll. A drawer opens, and I can select my coverage amount from the listing. Let's select 125,000.

If you have beneficiaries set up, you will see the designation note and how to designate the values. Let's not designate and click Save. As I did not designate beneficiaries, I can see a caution note, letting me know I have action items. Let's leave this for now and continue making elections.

In my last step, I can buy or sell vacation. Let's buy a few extra days of vacation. Clicking on Enroll opens a drawer, and employees can select the pay period start, and the number of days they wish to buy.

Clicking on Continue takes me to the review and submit page. Here, employees can see all of their enrollment information, including plan names, options, coverage, deduction amounts, designated dependents, and beneficiaries. As I scroll down, I can see those plans opted out, automatically enrolled, or those with action items.

If I need to adjust elections for any plan, I simply click the Edit icon, or select the plan type grouping on the right-hand side. After making any changes, I click on Continue to go through the plans again, or click on the Review and Submit step.

Once employees are happy with their enrollments, they will click on the Submit button. Any post-election edit rules will fire upon submit. If you have planned dependency rules or exclusivity rules, those will fire within their plan type groupings.

Clicking on Submit returns me to the main self-service enrollment page. Here, employee see enrollment submitted confirmation banner and can enroll in other plans or programs if desired.

Clicking on Continue will take me to my first post-enrollment task. The medical plans I selected require a primary care physician. Clicking on Add primary care physician opens a drawer where I can add a PCP.

Clicking on Continue will take me to outstanding action items. Here, employees can add supporting documents, such as a birth certificate or marriage certificate.

Documents uploaded will show a pending status batch. Clicking continue takes me to the optional survey. Here, you can ask employee surveys questions about your enrollment process. If employees need additional help, they can see their benefits representative in the Need Help Contact Us section. This uses areas of responsibility that you will need to set up.

Employees who are returning to make additional changes do not need to navigate through the entire flow. They can simply click on a specific task. For example, I can click on Choose how you want to enroll, then select the express path. I will continue through the contacts, and then click on Edit for the ABC Benefits Program.

Because I selected the express path, I am taking directly to the review and submit page. Like before, I can review my enrollments and update any elections by selecting the Edit icon or the plan type grouping step. I will click Cancel as I'm not going to make any changes.

Before I finish, let me tell you about a couple more items. Each task has a visited on date, so employees will know the last time they opened the task. Each section will have a check box, so that employees know that they visited. And journeys can be added to the enrollment flow to help support your employees.

Clicking on the back arrow will return me to the benefit self-service landing page. The benefit self-service enrollment pages are enabled with the Redwood profile options. Once the profile options have been enabled, you can start using the new benefit self-service enrollment process.

Some of the new features are defaulted and you might wish to modify or disabled. Let's take a few minutes to look at the configuration changes. On the self-service configuration page under the Redwood self-service enrollment region, you can enable or disable the get to know your benefits task and the post-enrollment survey.

You can also determine which enrollment path you wish to default: the express, or discovery. On the Plan Configuration Page Additional configuration train stop, you can add your plan image. Images must be an exact square to display correctly on the card. The additional information tab is where you add your information for the View Details button on your card.

If you wish to enable plan calculators or currently using them, the setup has not changed, except to add the calculator on the plan configurations page additional configurations train stop. If you wish to enable plan compare or currently using plan compare, the setup has not changed except to add your plan type grouping name to the BEN_COMPARE_PLAN_ELECTION lookup table.

This concludes this demonstration. Thanks for watching. Look for our Customer Connect Benefit Webinars, where we will do a deeper dive on the 24D new features, such as the one we just reviewed-- the employee benefits landing page, the self-report, a life event with alerts and approvals, and benefit alerts.