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CBIZsolutions Overview

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CBIZsolutions Overview

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    1. CBIZsolutions Overview

    2. CBIZsolutions: A Quick Overview My Benefits View benefit summaries for all benefits Ability to customize different benefit groups Payroll View payroll snapshot Easy access to a direct deposit form Payroll forms such as W4, and I9

    3. CBIZsolutions: A Quick Overview Retirement Retirement forms such as enrollment, rollover etc. Health Insurance Access doctor directories 800# to carriers Link to carrier website Forms Access to all forms for all benefits Company Documents Post Company SPD’s, Handbooks, provide links to additional websites Ability to customize documents for each benefit group

    4. CBIZsolutions is really 2 sites in 1! View summary plan descriptions Link to plan specific web sites View Paycheck Stub-Current and Past (up to12 months) Link to Section 125 provider Link to Retirement Plan provider View benefit elections Link to Doctors Access to all forms Review / Print Company Documents

    5. CBIZsolutions is really 2 sites in 1! - The ‘Human Resource Site’ Add Employees: Manually or import census View employee information Entering employee enrollment information as an administrator Reset passwords Set-up and manage Benefit Group Data Set-up and manage Company Documents

    6. Human Resource Site The Administrator(s) will be given unique rights to enter this site.

    7. Online Company Documents CBIZSolutions has a section that allows clients to post company documents which are accessible online. Employee Handbooks SPD’s Loan Documents Company Procedures Links

    8. Benefit Group Management Many companies sort employees into ‘Groups’ – i.e. Full-time, Part-time, Hourly, Executives, etc. CBIZsolutions.com is designed to allow the capability to ‘Group’ these employees and link their particular benefits to their applicable ‘Group’. Benefit Grouping allows an employee to view only the plans they are eligible for and benefit group specific documents.

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