Additional Tools
When you implement Lifeworks, you also can choose to add several additional modules, including:
Manager Self-Service
Many clients opt to add a Manager Self-Service module, which can be used by managers or local benefit representatives. Manager Self-Service users can be granted a range of access levels to features such as reporting functions, and the ability to enroll employees in benefits and enter an employee's life event.
The self-service interface uses our proprietary rules engine, so you can be assured that only valid elections or changes are allowed, and more importantly, that consistent results are provided. All types of self-service transactions are available, including:
- Open enrollment (including confirmation statements)
- Change in status enrollment
- Special enrollment
- Changes to dependent and personal data
- Life event processing
- Pension estimates
- Retirement via the Web
- Management of billed invoices and receivables
- Compensation history review and verification (including all cash and non-cash compensation, such as base salary, bonuses and variable compensation)
Our self-service features are easy to use, with on screen guidance for frequently asked questions and help topics. Users can find complete benefits information and access all transactions (past and present) from one module.
Best of all, Lifeworks' self-service features are completely real-time integrated. Instead of a nightly batch update, when a change is made through Lifeworks' self-service modules, the change becomes effective immediately.
Employee Self-Service
Lifeworks' Defined Benefit and Health & Welfare solutions feature a range of built-in employee self-service features. These components allow your employees to take some of the workload off your HR/Benefits department and your people managers.
Through self-service features in our Defined Benefit solution, employees can plan for retirement with ease. They can update demographic information (such as address changes), make beneficiary changes, model their personal pension estimates and better plan for their retirement. Employees can view a side-by-side comparison of their estimates, as well as previously modeled scenarios. And when employees have questions, benefit administrators can access this information in real time and view it remotely with the employee. It's retirement planning made simple.
Within the Health & Welfare solution, self-service features allow employees to manage their personal data. They can view demographic and enrollment details, including benefits eligibility, premium pricing, restrictions and levels of coverage. The system makes it possible for employees to enter and track addresses and maintain beneficiary designations. It's one-stop shopping for health and group benefits, made easy and convenient enough for any employee to help manage his own benefits.
Ad-Hoc Reporting
Need something more than standard reporting features? You can create and store unlimited custom reports. It's on demand and at your fingertips. Format your report any way you want, download it in multiple formats and share it across your organization. It's that easy.
Total Rewards
One of an employer's biggest challenges is building employee understanding and appreciation of their benefits. Our Total Rewards Module enables you to convey the value of compensation and benefits at the touch of a button. We harness data from a variety of sources to create a statement (online or printable) or a display through the Employee Self-Service Module. With the Total Rewards Module, you don't have to buy and build a separate statement of benefits.
Organizational Contact Management (OCM)
If you have multiple employers or multiple locations, our OCM can simplify communications among your staff. The OCM allows you to track contact information for all staff at all locations. You can see each staffer’s role, contact information, and which benefits his/her location offers. Have multiple addresses for your employer location? The OCM can manage physical addresses, mailing address, status of the location, as well as other employer indicative information.
Since this information is available to you within Lifeworks, it makes benefits administration communications easier. For instance, if you need to send a bill to the Treasurer at a particular location, you can grab the contact information from the OCM without leaving our Billing Management solution. With OCM, you upgrade your efficiency automatically.