Video: Benefits Advisor: Open Enrollment - OE Playbook Walkthrough | Duration: 377s | Summary: <p>This video is your go-to guide for mastering Open Enrollment as an HR leader. </p> | Chapters: Introduction and Planning (0s), Data Collection Process (71s), System Setup (122s), Enrollment Launch (218s), Post-Enrollment Review (270s), Reports and Resources (312s), Closing & Contact (369s)
Video: Company Settings | Duration: 89s | Summary: Company Settings. Topics covered: Updating Paycor Contacts, Managing Contacts | Chapters: Updating Paycor Contacts (1s), Managing Contacts (62s)
Video: Project Timeline | Duration: 217s | Summary: Project Timeline. Topics covered: Welcome and Timeline, Testing and Feedback, Launch Authorization, Timeline Summary | Chapters: Welcome and Timeline (2s), Testing and Feedback (72s), Launch Authorization (120s), Timeline Summary (180s)
Video: Broker Request Form | Duration: 135s | Summary: Broker Request Form. Topics covered: Broker Setup Requirements, Broker Authorization Process, Access and Support | Chapters: Broker Setup Requirements (2s), Broker Authorization Process (36s), Access and Support (82s)
Video: Open Enrollment Changes And Expectations | Summary: Open Enrollment Changes And Expectations. Topics covered: Welcome and Overview, Contact Information Setup, Contact Management, Enrollment Checklist Review, Renewal Status Confirmation, Eligibility and Changes, Enrollment Configuration Setup, Plan Configuration Options, EDI Configuration, Submission and Next Steps | Chapters: Welcome and Overview (2s), Contact Information Setup (86s), Contact Management (157s), Enrollment Checklist Review (222s), Renewal Status Confirmation (269s), Eligibility and Changes (351s), Enrollment Configuration Setup (434s), Plan Configuration Options (527s), EDI Configuration (632s)
Video: OE Paycor Build Options | Summary: OE Paycor Build Options. Topics covered: Open Enrollment Overview, Launch Support Models, Technology Enabled Enrollment, Guided Enrollment Experience, Managed Experience Process, System Build & Validation, System Launch, Payroll Confidence | Chapters: Open Enrollment Overview (0s), Launch Support Models (99s), Technology Enabled Enrollment (163s), Guided Enrollment Experience (320s), Managed Experience Process (482s), System Build & Validation (628s), System Launch (681s)
Video: Search Wizard Eligibility | Summary: Search Wizard Eligibility. Topics covered: Open Enrollment Wizard, Enrollment Wizard Eligibility, Wizard Disqualifications, Testing and Deployment, Summary and Next Steps | Chapters: Open Enrollment Wizard (1s), Enrollment Wizard Eligibility (95s), Wizard Disqualifications (166s), Testing and Deployment (267s)
Video: OE Required Documents | Summary: OE Required Documents. Topics covered: Documentation Requirements Overview, Builder's Requirement Document, Rate Requirements Document, EOI Matrix Documentation, Conclusion and Support | Chapters: Documentation Requirements Overview (1s), Builders Requirement Document (41s), Rate Requirements Document (109s), EOI Matrix Documentation (158s)
Video: OE Outreach Timeline | Summary: OE Outreach Timeline. Topics covered: Welcome & Introduction, Communication Outreach Timeline, Kickoff Email Overview, Follow-Up Communications, 60-Day Final Reminder, Final Outreach | Chapters: Welcome & Introduction (0s), Communication Outreach Timeline (7s), Kickoff Email Overview (45s), Follow-Up Communications (207s), 60-Day Final Reminder (250s)
Video: OE Benefit Deductions Settings | Summary: OE Benefit Deductions Settings. Topics covered: Benefits Deduction Settings, Configuration Rules, Testing Benefit Dates | Chapters: Benefits Deduction Settings (0s), Configuration Rules (62s)