Detailed breakdown of Benefits fit, features and insight.
Your Workzoom Coach will seek to understand how you do business while demonstrating Workzoom’s functionality and how it can be fit to suit your needs.
What are the greatest challenges you face with benefits administration?
How do track enrollment, eligibility, and benefit options?
Validate the benefit deductions, taxable benefits, and employer paid premiums in pay processing on pay stubs
The success of Workzoom depends on you and your team communicating with your Coach! To make the most of Workzoom we will work together to:
Understand your organization’s benefit eligibility and applicability rules
Articulate the types of plans offered
Understand employee/employer contribution rules
Determine the different type of enrollments (open, life events, and ad hoc enrollments)
After fitting Workzoom to you, you will be able to:
Validate and maintain benefit plan members and rates in benefits plan(s)
Upload, publish and maintain benefit plan resources
Report on view benefit participation details
Maintain new hires and update employee benefits in appropriate benefit plan(s)
Maintain benefit plans in one central location
Employee and employer deductions are calculated and flow to employee pays for processing
Initiate ad hoc enrollment events for employees who need to change their benefits outside of the annual enrollment window.
Automate waiting periods for plan eligibility and enrollment including waiving of benefits and EOI.
Integrate with carriers to simplify enrollment updates (carrier approval required).
Review benefit enrollments, administer rate changes and add new hire enrollments.
Update and maintain effective dated plan rates.
Define and manage short and long term disability insurance plans.
Require and collect evidence of insurability as part of the enrollment process.
Define and manage flex benefit plans.
Define and manage health insurance type benefit plans such as medical insurance, vision and dental.
Define and manage Life Insurance and/or Accidental Death and Dismemberment plans.
Initiate open enrollment periods for eligible employees.
Provide employees plan comparisons during the enrollment process.
Provide employees the ability to notify you of qualifying life events through self service (e.g. becoming a parent, marriage, divorce, moving etc.).
Define and manage RRSPs, 401Ks, and Pension plans.
Define and manage various Spending Accounts.
Define and manage TFSA plans.
Guide employees through a clear automated process to update their benefit elections.
How much is the benefit package costing my organization?
Who are eligible for benefits, but not enrolled?
What are employees paying for benefits each month?
What is the organization paying for benefits each month?
How does the enrollment compare to last year? Last quarter?
Where are employees at in their enrollment events? Who has not completed their enrollment?
What is the employee and employer benefits spend month over month, or year over year?
How much are fringe benefits costing?
Who is receiving fringe benefits in the company?
How successful is the offered benefit package?
Which employees have outstanding evidence of insurability?
Who is enrolled and for what plan/coverage, amounts, dependents, beneficiaries?
Who is enrolled for each plan? How popular is the plan?
What life events have our staff recorded that impacts benefit enrollment? Over time? Compared to last year?
How many staff chose to waive benefit elections?
Who in the organization had the waiting period waived?
Experience Workzoom live! Get your questions answered and learn how the Workzoom team will work with you to fit the solution to your needs while ensuring you see value right away.
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