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Transforming Employee Benefits at Wendy’s: Navigating Healthcare Reform and Solutions

Join Stephanie Shaw, Director of Enterprise Solutions at Wendy's, as she presents insights into the company's approach to healthcare reform, focusing on their benefits footprint and the innovative "OAB 'Lite'" solution. With over 43,000 employees across 6,500 restaurants in Canada, Wendy’s is a leading player in the hamburger industry. The session covers integration of HR and payroll systems, challenges of the Affordable Care Act (ACA), and strategies for effective communication with stakeholders. Learn how Wendy's is adapting to meet complex reporting requirements while providing top-tier employee benefits.

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Transforming Employee Benefits at Wendy’s: Navigating Healthcare Reform and Solutions

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Presentation Transcript

  1. Healthcare Reform Stephanie Shaw Director, Enterprise Solutions

  2. Agenda • About The Wendy’s Company • HCM/Benefits Footprint • Solution Approach • OAB ‘Lite’ • Canada

  3. 3rd LARGEST HAMBURGER COMPANY 6,500 FRANCHISE AND COMPANY RESTAURANTS 43,000 EMPLOYEES

  4. HCM Footprint • 12.1.3 • EBS Products: HR, Payroll, OTL, CWB, OIC, OPM, OSB (Canada), Self Service (tiny-bit) • TALEO Recruiting

  5. Benefits Footprint • US – Benefits Administration Outsourced. Basic Benefits used to manage elements. • Canada—OSB utilized to administer benefits internally

  6. Benefits Footprint – Populations

  7. Yes, we have a Bakery!

  8. Industry Leader in Benefits • 2006 President Bush Support • Consumer Driven Health Plans • HSAs

  9. In March 2010, President Obama signed comprehensive health reform, the Patient Protection and Affordable Care Act (ACA), into law. The law makes preventive care—including family planning and related services—more accessible and affordable for many Americans.  While some provisions of the law have already taken effect, many more provisions will be implemented in the coming years. www.healthcare.gov

  10. Stakeholders • Shareholders • Corporate Leadership • Franchisees • Industry Retail Peers

  11. Approach

  12. Education • Medical Benefits/Legal Impact • Systems Integration Implications • Franchisee Communications • Learning Curve

  13. Data Analysis

  14. Data Analysis • Bridging the Gap • Manual Reporting Process • Disparate Data • Time Consuming

  15. Solution Design • Vendor Solutions? • Labor Scheduling/Timekeeping Solution? • Oracle HCM Internally Designed Solution? • What is the right fit for Wendy’s?

  16. Solution Design • Not fully baked • Eligibility solutions only sold bundled with Benefits Administration • Gap in reporting needs • Vendor Solutions

  17. Solution Design • Multiple solutions to manage the data • Gap in reporting needs • Operational Reporting vs. Benefits Reporting • Labor Scheduling/Timekeeping Solution

  18. Solution Design • System of record-No one knows our data better than us • Bridge the gap while solutions/laws stabilize • Accommodate complex reporting requirements • Oracle HCM Internally Designed Solution

  19. OAB ‘Lite’ OAB • Minimal OAB functionality • 30-Hour eligibility determination using eligibility profiles • SITs used to store results • Results transmitted to TPA on Census file • Provide Reporting Benefits Administrator • Receive and process Census file • Send communications to eligible employees • Manage employee enrollment • Send Wendy’s inbound file with enrollment selections

  20. OAB ‘Lite’ – Life Events • New Hire • Military Leave • Jury Duty • FMLA • Promotion • Demotion • Rehire • Termination • Reverse Termination • Benefit Program Change

  21. OAB ‘Lite’ – SIT • Segment 1 - Eligible Yes No • Segment 2 -Date of Eligibility Anniversary • Segment 3 - Date of Eligibility Anniversary override • Segment 4 -Date of Eligibility Enrollment Period • Segment 5 -Date of Eligibility Enrollment Period Override • Segment 6 - Benefit Group • Segment 7 -Benefit Group override • Segment 8 - Total Hours Enrollment Period 1st Anniversary • Segment 9 - Total Hours Enrollment Year • Segment 10 - Total Hours Enrollment Hours

  22. OAB ‘Lite’ – Other Setups • 10 Eligibility Profiles • 6 Plans • 14 Fast Formulas • Reporting

  23. August 2013ACA On Hold!?

  24. Oh, Canada!!! • OSB/OAB cannot exist in the same installation • Several configuration opportunities • Leverage existing OSB setups with a Life Event to enable OAB

  25. Roll-Out Schedule • Canadian OAB – November 15, 2013 • OAB ‘Lite’ for US ACA Eligibility – January 1, 2014

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