benefit management portal administrator user guide

BENEFIT MANAGEMENT PORTAL ADMINISTRATOR USER GUIDE

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The following Benefit Management Portal employer/administrator user guide is provided to assist you in

using the portal to manage your employees and their benefits. The is used to indicate helpful tips

and information.

Once you login to the Benefit Management Portal you will see some basic information about your

employer account and a search function to find specific employees by name, SSN or Member ID.

Employer name and address

Total Employees

Actions Pending Search

Notice in the search box we entered “wayne” and then click “SEARCH”


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The search returns all the current information about employee “Wayne” along with current benefit

coverage information shown here on pages 3 through 7.


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BENEFIT ELECTIONS CONTINUED…..


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ADDING A NEW EMPLOYEE

Enrolling a new employee is as simple as filliing out the fields on the sample screen below. Those items

marked with a red asterick * are required.

For a new employee place an “X” in the Member ID field since this number will be assigned by PBUCC.

While not required entering an email address will aid PBUCC in its “Go Green” efforts.

Employee annual salary. If clergy and a housing allowance is offered enter it here.


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ADDING A NEW EMPLOYEE CONTINUED….

When you are done filling in the required fields click the “UPDATE” button

The “Security Level” is set as a default and cannot be changed by anyone except an administrator.

The “Password” and “Confirm” password allow you to set an employee’s Password to an initial value if

you want them to be able to VIEW their benefits. On the first use by an employee they will be required

to set a new password.


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The new employee will show as “Pending” until approved and entered into the PBUCC record keeping

system.

To enter a spouse, click “Add Spouse”

Proceed to enter the required information in the “New Spouse Information” screen observing the

required fields.


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To enter a dependent, click “Add Dependent”


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Proceed to enter the required information in the “New Dependent Information” screen observing the

required fields.


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ELECTION OF HEALTH PLAN BENEFITS….

Next you will select the benefit plans and coverage levels requested by the employee. You, the

employer, determine which offerings are provided and what percentage of the premiums will be paid by

you and which will be paid by the employee. If desired in many cases the employee has the option to

purchase a plan that you, the employer, do not provide.

Next select the benefit packages one by one and fill in the required information. For illustration we

begin with the Medical plan. These steps must be completed for each benefit such as dental, vision, FSA

etc.


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ELECTION OF HEALTH PLAN BENEFITS….

There are several options within the medical plan, choose the one you provide, or offer the employee

the option to self-pay.

The total premium and employee cost for each are shown for each plan option.


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ELECTION OF ANNUITY OPTIONS….

After completing the medical, dental and other related benefits you will select the “Employee Annuity

Contribution” and related items


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ELECTION OF ANNUITY OPTIONS CONTINUED….

Start with the Annuity Contribution and move through the options.

Here you need to enter an employee monthly contribution rate in percent or a dollar amount for tax

deferred savings if desired. Percent is represented as .01 through 1.0 times the employee salary which

is equal to 1% to 100% of the employee’s salary.


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ELECTION OF ANNUITY OPTIONS CONTINUED….

On this screen you select the employer annuity contribution rate in percent of salary. The value shown

will equal 14% (0.14) of the employee’s salary but may be represented by “14%” OR “0.14 x SALARY”.

NOTE: Typical contribution rate for clergy is 14% and 3% for lay members however this is the decision of

the individual employer.


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COMPLETING INITIAL DATA ENTRY AND BENEFIT SELECTIONS

When you are done entering all the desired member information, benefit coverage and annuity

contribution rate click “REVIEW AND FINALIZE”

Notice the total monthly cost for this employee


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REVIEWING DATA

While the selected benefits are not yet finalized, they may be viewed on a screen like the one shown

here. Each plan election is shown, the employees covered the effective dates and the cost for each.

NOTE: The selections are pending review and approval by PBUCC therefore they are “NOT FINALIZED”.


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REPORTS

“REPORT FACTORY” presents you with the option of building a custom report, a previously saved report

or a number of standard supplied reports.

Return to the Administrators Home page and select “TOOLS” from the Benefits menu bar.


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REPORTS CONTINUED….

Clicking “TOOLS” gives you access to the Report Factory

You can elect to build a custom report, run a saved report or run a standard report.


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REPORTS CONTINUED….

The list of standard reports is shown here and is rather comprehensive.


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OTHER RESOURCES

In addition to reports and the online guide and training the portal has a rich “RESOURCES” library where

you can find additional information such as forms documents.


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benefit management portal administrator user guide

Documents