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  1. WORKTERRA
  2. WT-3028

Set Demo company PLH Group with BenAdmin and Recruit Modules

    Details

    • Type: Support Activity
    • Status: Closed
    • Priority: High
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: None
    • Labels:
      None
    • Support Task Type:
      Demo Company setup
    • Reported by:
      Harbinger

      Description

      • Do Branding .
      • Set Recruit Module. Compare PLH and harbinger recruit steps.
      • Set BenAdmin Module. Set Plans.

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            Hide
            rajendraj Rajendra Joshi (Inactive) added a comment - - edited

            Below points verified, changes done and observations noted during testing of 'PLH Group' company.

            Verification :-

            1. Verified Theme, background, logo and company name in candidate and admin login.
            2. Verified Titles, Widgets, counter configuration through candidate & admin log-in and managing employee from admin login.
            3. Company information, Recruit mails format, Job descriptions and Recruit flow using career integration URL.

            Changes Done :-

            1. Titles, Widgets, counter configuration done for admin and candidate login and managing employee from admin log-in.
            2. Copyright text is changed from 'Copyright © 2013-2014. All Rights Reserved.' to '© 2016 PLH Group. All Rights Reserved.'
            3. Company Logo, Background image and theme settings done.
            4. Company information updated with PLH Group information.
            5. Company specific changes done Recruit module. Company Name changed in Offer letter, Job Description etc. About Us text changed.

            Observation : In PLH Group and Harbinger recruit steps, below differences observed.

            1. In Workterra, steps 'Request Background Check & Drug Screen' & 'Perform Background Check & Schedule Drug Screen' are before 'Applicants Request Paper Application/Send Offer Letter'. In PLH Document, these are after 'Return Application/Signed Offer Letter'

            2. In Workterra, for step 'Return Application/Signed Offer Letter', candidate has facility to accept/reject the offer and add comments. There is no facility to make signature.

            3. Step names are different in PLH group Recruit Flow and Workterra.

            Admin login :
            Testplh
            Password@1

            Show
            rajendraj Rajendra Joshi (Inactive) added a comment - - edited Below points verified, changes done and observations noted during testing of 'PLH Group' company. Verification :- 1. Verified Theme, background, logo and company name in candidate and admin login. 2. Verified Titles, Widgets, counter configuration through candidate & admin log-in and managing employee from admin login. 3. Company information, Recruit mails format, Job descriptions and Recruit flow using career integration URL. Changes Done :- 1. Titles, Widgets, counter configuration done for admin and candidate login and managing employee from admin log-in. 2. Copyright text is changed from 'Copyright © 2013-2014. All Rights Reserved.' to '© 2016 PLH Group. All Rights Reserved.' 3. Company Logo, Background image and theme settings done. 4. Company information updated with PLH Group information. 5. Company specific changes done Recruit module. Company Name changed in Offer letter, Job Description etc. About Us text changed. Observation : In PLH Group and Harbinger recruit steps, below differences observed. 1. In Workterra, steps 'Request Background Check & Drug Screen' & 'Perform Background Check & Schedule Drug Screen' are before 'Applicants Request Paper Application/Send Offer Letter'. In PLH Document, these are after 'Return Application/Signed Offer Letter' 2. In Workterra, for step 'Return Application/Signed Offer Letter', candidate has facility to accept/reject the offer and add comments. There is no facility to make signature. 3. Step names are different in PLH group Recruit Flow and Workterra. Admin login : Testplh Password@1
            Hide
            alankar.chavan Alankar Chavan (Inactive) added a comment -

            BenAdmin customization and set up has been done on PLH Groups - Stage. I have also carried out first round of testing with the same.

            I will write the detail mail of things and customizations done for the company by tomorrow, as I have to start with the mobile testing on priority now. Till then if you all want to to have a look or review the customization - it is ready.

            Show
            alankar.chavan Alankar Chavan (Inactive) added a comment - BenAdmin customization and set up has been done on PLH Groups - Stage. I have also carried out first round of testing with the same. I will write the detail mail of things and customizations done for the company by tomorrow, as I have to start with the mobile testing on priority now. Till then if you all want to to have a look or review the customization - it is ready.
            Hide
            alankar.chavan Alankar Chavan (Inactive) added a comment - - edited

            Hello All,

            Please find the details of PLH Group Company Set Up for BenAdmin-

            Platform- Stage
            Company Name - PLH Group

            1. Company's OE period has been set up from 01st June to 31st July 2016. New Hire employee will go through the New Hire Tunnel while a Non New Hire employee will go through an OE period Tunnel

            2. Company's Themes - Branding - Logos are set and made PLH Group specific

            3. Landing page content is replaced with the PLH Group Name and PLH Group Logos

            4. Provided PLH Group Benefit Document have been uploaded in Forms Library, as Brochures in few plans and under Learn about your Heath Benefits. Hence the document will be accessible from landing page as well as from enrollment screens

            5. A sample video is uploaded for few plans

            6. Benefit Providers key contacts provided in the PLH Group Benefit Document are mentioned in few plan's Benefit Descriptions

            7. Employee Screens included in Flow are - Change Password, Demographics, Spouse and Child

            8. Partner, Admin and Employee's Dashboards are configured

            9. Plan Comparison Tool has been configured for Medical Plans

            10. All the Plans and rates made are according to the provided document - PLH Group benefits, below are the ones -

            Medical Type - BlueCross BlueShield
            Plan - Medical Plan A, Medical Plan B, Medical Plan C & Medical Plan D - HDHP
            Respective Rates mapped are Med Plan A, Med Plan B, Med Plan C & Med Plan D
            Health Saving Accounts Type - BlueCross BlueShield
            Plan - Health Saving Account
            This is contingent on Medical HDHP Plan ie, Plan D
            Dental Type - BlueCross BlueShield
            Plan - Dental
            Respective Rate mapped is Dental Rate
            Vision Type - VSP
            Plan - Vision
            Respective Rate mapped is Vision Rate
            Healthcare Flexible Spending Account - INFINISOURSE
            Plan - Health Care FSA
            Dependentcare Spending Account - INFINISOURSE
            Plan - Dependent Care Spending Account
            Basic Life - Mutual Omaha
            Plan - Basic Life and AD&D
            Respective Rate mapped is Basic Life
            This is an auto enrolled plan
            Employee Volintary Life - Mutual Omaha
            Plan - Employee Volintary Life
            Respective Rate mapped is Employee Vol Rate
            GI setting is done. Sample EOI form is attached
            Spouse Volintary Life - Mutual Omaha
            Plan - Spouse Volintary Life
            Respective Rate mapped is Spouse Vol Rate
            GI setting is done. Sample EOI form is attached
            Child Volintary Life - Mutual Omaha
            Plan - Child Volintary Life
            Respective Rate mapped is Child Vol Rate
            Short Term Disability Type - Mutual Omaha
            Plan - Short Term Disability
            Respective Rate mapped is STD Rate
            Long Term Disability Type - Mutual Omaha
            Plan - Long Term Disability
            Respective Rate mapped is LTD Rate
            BTA Type
            Plan - Business Travel Accident
            NO rate is mapped for this - we have referred this from another client ASML (there also no rate was mapped to this plan)
            This is an auto enrolled plan
            EAP Type - Humana
            Plan - Employee Assistance Program
            Respective Rate mapped is EAP Rate
            This is an auto enrolled plan
            Voluntary Benefits Type
            Plan - 401k Plan
            This is an auto enrolled plan
            11. Company customization - Employee side flow and reports have been tested

            Thanks & Regards,
            Alankar Chavan

            Show
            alankar.chavan Alankar Chavan (Inactive) added a comment - - edited Hello All, Please find the details of PLH Group Company Set Up for BenAdmin- Platform- Stage Company Name - PLH Group 1. Company's OE period has been set up from 01st June to 31st July 2016. New Hire employee will go through the New Hire Tunnel while a Non New Hire employee will go through an OE period Tunnel 2. Company's Themes - Branding - Logos are set and made PLH Group specific 3. Landing page content is replaced with the PLH Group Name and PLH Group Logos 4. Provided PLH Group Benefit Document have been uploaded in Forms Library, as Brochures in few plans and under Learn about your Heath Benefits. Hence the document will be accessible from landing page as well as from enrollment screens 5. A sample video is uploaded for few plans 6. Benefit Providers key contacts provided in the PLH Group Benefit Document are mentioned in few plan's Benefit Descriptions 7. Employee Screens included in Flow are - Change Password, Demographics, Spouse and Child 8. Partner, Admin and Employee's Dashboards are configured 9. Plan Comparison Tool has been configured for Medical Plans 10. All the Plans and rates made are according to the provided document - PLH Group benefits, below are the ones - Medical Type - BlueCross BlueShield Plan - Medical Plan A, Medical Plan B, Medical Plan C & Medical Plan D - HDHP Respective Rates mapped are Med Plan A, Med Plan B, Med Plan C & Med Plan D Health Saving Accounts Type - BlueCross BlueShield Plan - Health Saving Account This is contingent on Medical HDHP Plan ie, Plan D Dental Type - BlueCross BlueShield Plan - Dental Respective Rate mapped is Dental Rate Vision Type - VSP Plan - Vision Respective Rate mapped is Vision Rate Healthcare Flexible Spending Account - INFINISOURSE Plan - Health Care FSA Dependentcare Spending Account - INFINISOURSE Plan - Dependent Care Spending Account Basic Life - Mutual Omaha Plan - Basic Life and AD&D Respective Rate mapped is Basic Life This is an auto enrolled plan Employee Volintary Life - Mutual Omaha Plan - Employee Volintary Life Respective Rate mapped is Employee Vol Rate GI setting is done. Sample EOI form is attached Spouse Volintary Life - Mutual Omaha Plan - Spouse Volintary Life Respective Rate mapped is Spouse Vol Rate GI setting is done. Sample EOI form is attached Child Volintary Life - Mutual Omaha Plan - Child Volintary Life Respective Rate mapped is Child Vol Rate Short Term Disability Type - Mutual Omaha Plan - Short Term Disability Respective Rate mapped is STD Rate Long Term Disability Type - Mutual Omaha Plan - Long Term Disability Respective Rate mapped is LTD Rate BTA Type Plan - Business Travel Accident NO rate is mapped for this - we have referred this from another client ASML (there also no rate was mapped to this plan) This is an auto enrolled plan EAP Type - Humana Plan - Employee Assistance Program Respective Rate mapped is EAP Rate This is an auto enrolled plan Voluntary Benefits Type Plan - 401k Plan This is an auto enrolled plan 11. Company customization - Employee side flow and reports have been tested Thanks & Regards, Alankar Chavan
            Hide
            alankar.chavan Alankar Chavan (Inactive) added a comment -

            FYI Deepali Tidke Rajendra Joshi

            BenAdmin set up is done and tested on Stage - Completed

            Rajendra Joshi - please update this ticket with Recruit changes - Status and Testing - and close this item

            Show
            alankar.chavan Alankar Chavan (Inactive) added a comment - FYI Deepali Tidke Rajendra Joshi BenAdmin set up is done and tested on Stage - Completed Rajendra Joshi - please update this ticket with Recruit changes - Status and Testing - and close this item
            Hide
            rajendraj Rajendra Joshi (Inactive) added a comment -

            Recruit Workflow steps are changed as Below :

            Candidate Apply to Job
            Screening
            Schedule Interview
            Candidate selection by interviewer
            Initiate Offer approval
            Offer Approval
            Send Offer Letter
            Candidate Accepts Offer
            Schedule Reference Check
            Schedule background Check
            Select/Reject

            Show
            rajendraj Rajendra Joshi (Inactive) added a comment - Recruit Workflow steps are changed as Below : Candidate Apply to Job Screening Schedule Interview Candidate selection by interviewer Initiate Offer approval Offer Approval Send Offer Letter Candidate Accepts Offer Schedule Reference Check Schedule background Check Select/Reject

              People

              Assignee:
              rajendraj Rajendra Joshi (Inactive)
              Reporter:
              rajendraj Rajendra Joshi (Inactive)
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                Updated:
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