Till now - following plans and rates are made -

Medical

1. One plan - Private Medical Insurance Plan
2. Benefit Provider – AXA PPP Healthcare
3. 100% company Paid
4. Dependents covered up to age 25
5. As no rates are mentioned in the document, we will create and map a sample health rate to this plan

Dental

1. One plan – Dental Insurance Plan
2. Benefit Provider – SIMPLYHEALTH
3. 100 % company paid
4. Auto enrolled plan
5. As no rates are mentioned in the document, we will create and map a sample health rate to this plan

Vision

1. One plan – Vision Insurance Plan
2. Benefit Provider – SIMPLYHEALTH
3. 100 % company paid
4. Auto enrolled plan
5. As no rates are mentioned in the document, we will create and map a sample health rate to this plan

Life

1. One plan – Life Insurance Plan
2. Benefit Provider – UNUM
3. 100 % company paid
4. Cost & Coverage – 1X to 4X basic salary
5. Beneficiary required Yes
6. As no rates are mentioned in the document, we will create and map a sample health rate to this plan

LTD

1. One plan – Long Term Disability Insurance Plan
2. Benefit Provider - FRIENDS PROVIDENT
3. 100 % company paid
4. Auto enrolled
5. As no rates are mentioned in the document, we will create and map a sample health rate to this plan

EAP

1. One Plan - Employee Assistance Programme plan
2. Benefit Provider – SIMPLYHEALTH
3. We will create a sample plan for this (no rate)

Please refer attach screenshot. These plans need to be discussed with Amruta Lohiya to take further actions.

CC - Deepali Tidke Rakesh Roy Samir Vijay Siddha

Hello Rakesh Roy,

We have set up the demo site as per the given information in UK Benefit Summary & as per the discussion with Amruta.

Please find the below details -

New Hire Date Rule – first of month following date of hire

Medical

1. One plan - Private Medical Insurance Plan
2. Benefit Provider – AXA PPP Healthcare
3. 100% company Paid
4. Dependents covered up to age 25
5. As no rates are mentioned in the document, we will create and map a sample health rate to this plan

Dental

1. One plan – Dental Insurance Plan
2. Benefit Provider – SIMPLYHEALTH
3. 100 % company paid
4. Auto enrolled plan
5. As no rates are mentioned in the document, we will create and map a sample health rate to this plan

Vision

1. One plan – Vision Insurance Plan
2. Benefit Provider – SIMPLYHEALTH
3. 100 % company paid
4. Auto enrolled plan
5. As no rates are mentioned in the document, we will create and map a sample health rate to this plan

Life

1. One plan – Life Insurance Plan
2. Benefit Provider – UNUM
3. 100 % company paid
4. Cost & Coverage – 1X to 4X basic salary
5. Beneficiary required Yes
6. As no rates are mentioned in the document, we will create and map a sample health rate to this plan

LTD

1. One plan – Long Term Disability Insurance Plan
2. Benefit Provider - FRIENDS PROVIDENT
3. 100 % company paid
4. Auto enrolled
5. As no rates are mentioned in the document, we will create and map a sample health rate to this plan
6. Point mentioned in benefit guide 'After a 26 week elimination period, benefits are paid at 75% of monthly earnings' – this can not be achieved right now in the system

EAP

1. One Plan - Employee Assistance Programme plan
2. Benefit Provider – SIMPLYHEALTH
3. We will create a sample plan for this (no rate)

Group Personal Pensions

1. 2 Plans - UK EMSI Group Personal Pension Plan & UK LLC Group Personal Pension Plan
2. Benefit Provider – Legal and General
3. UK EMSI Group Personal Pension Plan will be only eligilbe to UK EMSI class employee whereas UK LLC Group Personal Pension Plan will be only eligilbe to UK LLC class employees.
4. For UK LLC employees, plan will be auto enrolled. For UK EMSI, meployees will have to manually enroll
5. Cost and Coverage – 1 % of annual salary
6. Above plans will only be eliglbe to employee is employee's annula salary >= 10k AND age is in between 10 to 65 years (we are considering 65 as pension years)
7. Employee can opt put the plan
8. As no rates are mentioned in the document, we will create and map a sample health rate to this plan

Wellness Benefit

1. One plan – Wellness Benefit
2. Benefit Provider – SIMPLYHEALTH
3. We have added a field called 'Wellness Test for Employee (Yes / No ) ' . Depending upon what value employee selects for this field – he will get rates accordingly (less cost deduction for Passed and more cost deduction for Failed employees)
4. If no value is selected for 'Wellness Test for Employee' – employee will not get Wellness Benefit plan
5. As no rates are mentioned in the document, we will create and map a sample health rate to this plan

Holidays + Bank Holidays
Childcare Vouchers

Can not configure currently in the system. We have just made above 2 benefit types of health template.

Employee Referral Scheme Up to £1000!
E-Learning & Tuition Reimbursement

Can not configure currently in the system

Other Configurations -

1. a sample video is attached for 'UK LLC Group Personal Pension Plan' (this is a demo video of allstate benefits which we use for demo sites)
2. a sample UNUM guide is attached as a brochure for Life Insurance plan
3. UK Benefit Summary is availabe as a from in forms library
4. all rates are configured in dollar currency

Employees can be used to view the enrollment flow -

sam smith
Username - 999977777
Password - Password@1
Demo Uk

Alex smith
Username - 999988888
Password - Password@1
Demo Uk

CC - Deepali Tidke Samir Vijay Siddha Amruta Lohiya Hrishikesh Deshpande

Hi Alankar,

• Change SSN field to National Insurance Number – Done, label change will be applicable for Company Admin and Employee
• Change statuses to eliminate FMLA and Military Leave – Done, Removed from backend. Please test it thoroughly
• Hide some static reports – Please remove these menu
  Example
  a. COBRA
  b. Court Ordered Children
  c. I will review the list and see which are US specific if you want me to list all of the ones we need to not show.

Regards,
Samir

WT-6859
WT-6560