Employee Maintenance

• Enter new Employees and maintain existing ones
• Enter Beneficiary Designations
• Enter new Elections, Open Enrollment Elections and Family Status Changes
• Enter Dependents and Beneficiaries and maintain existing ones

Imports and Exports

The Employer creates custom Import and Export layouts to meet their specific needs. Using these layouts, they can:

• Initially load their Employee information
  • Employee/HR
  • Elections
  • Beneficiaries and Dependents
• Import information for ongoing Employee/HR maintenance
• Exports

  With CaptainBenefits Point-in-time design, they can export the following at any point in time:

  • Employee/HR Information
  • Elections/Dependent Coverages
  • Carrier Eligibility information
  • Payroll Deduction files

Reporting

The Point-in-time design allows them to view their information at any point in time:

• Employee and HR Information
• Elections and Dependent Coverage Information
• Carrier Eligibility Information
• Carrier Billing Information
• and more

Processes

• Dependent Verification
• Family Status Change Verification
• Name Change Verification
• Payroll Interface
• and more

Plan Rules

Allows the Employer to review their Plan Design, including Eligibility Rules and Plan Rates.