Features
The feature checklist
Everything below is included for every employer group. No modules to add on later.
| Module | Feature | Status |
|---|---|---|
| Enrollment | ||
| Open enrollment and life events | Included | |
| Plan comparison and decision support | Included | |
| Dependent and beneficiary capture | Included | |
| Electronic signatures and confirmation statements | Included | |
| Reminder emails and texts | Included | |
| Mobile-friendly screens | Included | |
| Carrier feeds | ||
| 58 carrier connections | Included | |
| EDI 834 files on your schedule | Included | |
| Discrepancy reports before files go out | Included | |
| Termination and change tracking | Included | |
| ACA reporting | ||
| Measurement period tracking | Included | |
| Forms 1094-C and 1095-C generated from your data | Included | |
| Employee delivery by mail or portal | Included | |
| Correction workflow | Included | |
| Onboarding | ||
| Offer letters and new-hire packets | Included | |
| I-9 and W-4 collection | Included | |
| Benefits eligibility at hire | Included | |
| Task lists for managers | Included | |
| Employee records | ||
| Self-service employee profiles | Included | |
| Document storage | Included | |
| Payroll deduction reports | Included | |
| Census exports for renewals | Included | |
Implementation
- Week 1Kickoff call and census import
- Week 2Plans, rates, and rules loaded
- Week 3Carrier feed setup and test files
- Week 4HR training session
- Week 5Employee invitations go out
- Week 6Enrollment closes, files sent
See your next open enrollment, online.
A 30-minute walkthrough with someone who has run hundreds of them.