Zenefits

Zenefits is an award-winning People Operations Platform that makes it easy to manage your employee documents, HR, benefits, payroll, time and attendance.

Edited at 2020-10-10 06:58:25

Fiona_

Zenefits

Fiona_

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Zenefits

Input

pdf URL

identifier

Stations

Station 1(In-house worker)

If employee level data (employee name & plan) is present, shift+click on particular page. Repeat for other pages too.

Transcribe meta-data and click submit

Carrier Name - Name of insurance company that sent the invoice. Include the name of US State if it is provided in the Carrier name. Eg: BCBS TX, Life Insurance Company Limited, etc.

Group Name - Name of the company taking service from the Insurance companies. Eg: CloudFactory Limited, ABC Inc., etc.

Group Number - Number for which the coverage is for. When a company subscribes for any service from an insurance company, they provide a unique number to identify that particular company. This is also referred to as Customer ID# or Policy #. Example: G123456, 745896, DG452103, etc.

Invoice Number - Number of that particular invoice. Invoice number is also referred to as Bill ID or Billing Unit. When invoice number is not present on the invoice, enter month in which the invoice was sent.

Station 2(In-house worker)

Identify & tag employee, plan data, SSN and click submit

Left click to mark employee name

Right click to mark plan name. You can mark multiple plans

Ctrl+click before and after SSN to mark SSN

Station 3

Transcribe Member ID (SSN) and click submit.

No other data or context is shown. Only a snippet containing the Member ID (SSN) is shown.

Station 4

Transcribe employee details and plan data.

Member ID (SSN) should be blurred or hidden

First Name

Last Name

Employee ID

Select Plan

Plan Name

If the carrier providing the plan is different than the one on the invoice, use the combination of Carrier + Plan (ie DeltaCare USA Gold, VSP Silver). Plan can sometimes just be numbers (ie 023/106)

Plan Type

This is type of plan. Plan types could be in different formats. Example: EE, EE+SP, EE+CH, FAM, EE+1D, EE+2D, 1, 2, 3, etc.

Number of Enrollees

When ‘plan type’ and ‘number of covered’ both are present in the invoice we use this field to capture the ‘number of covered’.

Employee Cost

Also known as Subscriber/EE Cost. If the cost is broken into Subscriber/EE cost and dependent cost then enter the subscriber cost in this field. If only one cost is listed put it in the total cost field.

Dept. Cost

Dependent Cost - If the cost is broken down into Subscriber/EE cost and dependent cost then enter the dependent cost in this field. If only one cost is listed put it in the total cost field.

Supplemental Cost

This is an added coverage to the life insurance cost and if present in invoice this should be entered in this field.

Dept. Supplemental Cost

This is an added coverage to the dependent’s life insurance cost and if present in invoice this should be entered in this field.

Total Cost

If EE and dependent cost is broken and a total is also provided on the invoice, that total should be transcribed here. If only one cost is given put it in the total cost field.

Plan Coverage

The coverage amount for For Life, AD&D, LTD and STD should be captured in this field. This is the total amount the insured is covered for.

Effective Date

This refers to individual’s (employee and dependents) original effective date. This is different from the coverage period.

Additional plan present

Yes

Show "Next Plan" button and on click user can enter another plan. Validation is same as above.

Show "Submit" button

Station 5 (Review Station)

Station 6 (Merge Station)

Compatibility Testing

OS Support

Windows 7/8/8.1/10

Mac

Screen Resolution

Windows Laptop Screen

Mac Screen

Browser Support

Google Chrome

Mozilla Firefox

Output

O/P result is received via csv download

Following columns should be present in the downloaded CSV fileOutput Fields:● carrier● group● group_number● invoice_number● firstname● lastname● medicalPlanName● medicalMemberID● medicalPlanType● medicalNumberOfEnrollees● EEmedicalCost● depMedicalCost● totalMedicalCost● medicalEffectiveDate● dentalPlanName● dentalMemberID● dentalPlanType● dentalNumberOfEnrollees● EEdentalCost● depDentalCost● totalDentalCost● dentalEffectiveDate● visionPlanName● visionMemberID● visionPlanType● visionNumberOfEnrollees● EEvisionCost● depVisionCost● totalVisionCost● visionEffectiveDate● lifePlanName● lifeMemberID● lifePlanType● lifeNumberOfEnrollees● EElifeCost● depLifeCost● EEVoluntaryLifeCost● depVoluntaryLifeCost● EEsupplimentalLifeCost● depSupplimentalLifeCost● totalLifeCost● lifePlanCoverage● lifeEffectiveDate● ADDPlanName● ADDMemberID● ADDPlanType● ADDNumberOfEnrollees● EEADDcost● depADDcost● totalADDCost● ADDPlanCoverage● ADDeffectiveDate● STDPlanName● STDMemberID● STDPlanType● STDNumberOfEnrollees● EESTDcost● depSTDcost● totalSTDCost● STDPlanCoverage● STDEffectiveDate● LTDPlanName● LTDMemberID● LTDPlanType● LTDNumberOfEnrollees● EELTDcost● depLTDcost● totalLTDCost● LTDPlanCoverage● LTDEffectiveDate● otherPlanName● otherMemberID● otherPlanType● otherNumberOfEnrollees● EEotherCost● depOtherCost● totalOtherCost● otherPlanCoverage● otherEffectiveDate