Selerix Virtual Training – Case Build for Data/EDI Specialists (Path 4-June)

The virtual Case Build for Data/EDI Specialists course covers the topics necessary for those primarily focused on Data Management.  Features of the course include:

• Blended Learning: Virtual classroom sessions, self-paced modules and tasks.
• 4 Virtual sessions, across two weeks (Wednesday/Monday/Tuesday/Thursday)
• Homework assignments between each session
• Updated tasks, tools, & templates
• Focused on an overview of the implementation and case-build processes

NOTE: Virtual sessions use Zoom video/teleconferencing, which will be available for download. A 2nd monitor is strongly RECOMMENDED. Participants will receive step-by-step instructions throughout the course and participate in group work. A second monitor ensures the participant can follow along and complete steps in real time during the course.

The Case Build for Data/EDI Specialists course is intended for only NEW users of BenSelect, and is primarily focused on data management, which includes uploading data, managing data uploads, and EDI/data feeds. Each registration includes 3 months of free access to the Selerix Training Studio, which contains content covered in the class, pre-work content, and supplemental training modules.

The Case Build for Data/EDI Specialists Training course is organized into the following subject areas:

• Implementation Overview
• Building from a Template Case
• Overview of Voluntary vs Core Plan Builds (new!)
• Census Upload Advanced (new!)
• Case Customization
• Full HR Administration (includes “Going Live & Enrollment”)
• Reporting Fundamentals
• EDI Advanced (new!)

Attendees will receive course materials, via the Selerix Training Studio or an SFTP site,  such as the following:

• Participant Guide
• PowerPoint Presentations, for use as reference material
• Starter Implementation Kit, version 12 (Includes access to templates and job aids)
• Additional reference materials to support case building and management

Prework

Required and option prework will be provided upon registration. We strongly encourage you to complete optional prework assignments as they will enhance learning and help you “connect the dots” for the topics and processes that are laid out in the course.

Schedule

Current planned session times:*

• Day 1: Wednesday, June 4, 8:30 – 5:00 p.m. Central
• Day 2: Monday, June 9, 8:30 – 5:00 p.m. Central
• Day 3: Tuesday, June 10, 10:00 – 5:00 p.m. Central
• Day 4: Thursday, June 12, 8:30 – 5:00 p.m. Central
  Breaks are factored into the sessions

*The training is cumulative, so participants must participate in all planned training sessions.  Please plan accordingly to attend/view the entire training, from beginning to end.