Site map
Contact Us
Personalized Content Delivery for HR
SPD's,
Brochures
Plan Booklets
Style, Images
Layout, charts
Reports
Delivery
Feedback
Access
Census data
Plan codes table
Benefits tables
Medical,Dental
FSA, DCA
STD, LTD, Life
Social Security calcs
PTO rules
Retirement data
Print or Web
Form
Content
Left Join
Inner Join
Full Join
Rochester, NY, USA
HR Communications Divisions
Younicycle.com
HRuser.com
XML-HR.com
Slide Shows ... and how we made them
Total Rewards Statements Total Compensation Statements Employee Benefit Statements
EmployeeAttitudeSurveys
Employee Benefit Enrollment
Tutorial: Getting Started (#10)
Test, test, test. You are essentailly creating a very unique, niche piece of software. More than 80% of software development is 'killing bugs'. Below is an very abbreviated list of items that should cause pause:
.......................................................................................................................................
Employee Benefit Statements: Pause when:
1) Someone suggests "We can do this whole thing with a spreadsheet and Word!- If you try, we suggest you begin to dust off your curriculum vitae.2) Multiple formats for keyfields. If you use SSN's and you see '000-12-3456' on one table and '123456' on another table, you are about to have a problem.3) You notice that an employee is missing from a census. If one is missing ...4) You see different deduction amounts for the same benefit & ee classification.5) Someone shows as having a benefit that should not (or vice versa).6) A Table that should have only 1 row per employee has > 1.7) Wage data 'seems low' for certain people. Check for multiple pay sources.8) A PT employee has an FT deduction for health (other) or vice versa.
A complete list could be quite extensive; as minor as typos but as major as mismatched data.If you ever get the notion that data has not been JOINED (matched) properly, stop and evaluate before you proceed. Don't be ashamed to ask your IT/DBA to take a look. Their SQL experience is likely much deeper than your own.
Employee Benefit Statements: Miscellaneous:
1) Avoid 'fancy' covers in first year. Covers, binding and offset printing can add another difficult variable. You'll have enough challenges and won't need yet another.2) Use one-pass printing, ideally from your own location and physically located in HR.Aligning 'pre printed' images with variable, laser printed text is not dependable. (also, security)3) Do not, under any circumstance, put an SSN anywhere on an employee benefit statement. (security)4) Avoid adding other personalized materials for collation with the employee benefit statement. (human error - collating).5) Do not pass off folding, stuffing or other tasks to the mailroom or temps. Keep it in HR.6) Always remember to delete terminated employees prior to print.7) Always have a disclaimer that has at an absolute minimum, words to the effect of: "This is NOT a legal document. When in conflict with legal documents, the legal documents prevail."8) Do not be pushed to hit an arbitary deadline. Be calm and methodical.9) Preliminary Group meetings can be helpful by using a sample (John/Jane Doe). Don't be ashamed to tell employees it is the "first effort" and they should not panic if there is an error. Consider a prior 'Train the Trainer' session with Department heads.10) Do not distribute the actual statement at a Group Meeting. Very bad idea.11) Be prepared for phone calls. Have notes and files readily available. Be prepared for 'lost /I didn't get my statement'.12) Take copious notes during the entire process. The process does not end.13) If you get in over your head, stop the Project & get professional help. If that is not an option, then abort.
Do not depend on 'good luck'. Rely on a methodical approach and attention to detail.
Employee Benefit Statements Tutorial
RemoteWorkplace
RetirementCommunications
InsuranceCommunications
DIY for HR
General, Employee Communications Requirements
Requirements
Define Communication Goals
Choose Method(s) of Delivery
Styling and Images
Content Source documents
Data requirements
Reports - During & Post project
Employee... Feedback loop
One time use or Updateable
Cross Project Integration?
Access Control List
Watch - Collaborate - or DIY
Possible Project Types
.........................................
Including Other Vendors
Pricing
Brokers and Consultants
Contact Us
Site Map
DIY for HR
DIY for HR Overview
Create a Layout for Print
DIY Template Demo
Samples
Slide Show
Employee Benefit Statements #1
Employee Benefit Statements #2
Employee Benefit Statements #3
Employee Benefit Statements #4
Employee Benefit Statements #5
Employee Benefit Statements #6
Employee Benefit Statements #7
Employee Benefit Statements #8
Employee Benefit Statements #9
Employee Benefit Statements #10