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Selerix Resources

Training Resource Library

The Selerix ACA Resource Studio contains a variety of resources needed to manage the ACA forms and filing process. These materials are designed to help you and your team become more familiar with the features and functionality built within our ACA system.

Case Build in BenefitAgent

Instructor Led – Virtual 4-day Training Course

If you want to enroll in the Selerix 4-day training, click here to view available classes.

Training Course PowerPoints

Training Course Materials

Selerix Training Studio: Basic Implementation Training – New or Refresher

If you need access to the Selerix Training Studio, please send an email to support@selerix.com to request access.

Go to Selerix Training Studio

Case Build in BenSelect

Instructor Led – Virtual 4-day Training Course

If you want to enroll in the Selerix 4-day training, click here to view available classes.

Training Course PowerPoints

Training Course Materials

  • BenSelect User Guides — Opens a zip file of the user guides needed for case building, enrolling and administration.
  • JScript — An introduction to JScript and Data Objects.
  • BenSelect Job Aids —Opens a zip file of job aids on various aspects of case building in BenSelect.
  • Checklists — Opens a zip file of checklists for case building, census files and case wrap-up.
  • Starter Kit — Opens a zip file of resources which provides a very detailed step-by-step walk-through of the implementation process from A to Z.

Selerix Training Studio: Basic Implementation Training – New or Refresher

If you need access to the Selerix Training Studio, please send an email to support@selerix.com to request access.

  • Creating a New Case in BenSelect — Identify fields needed for a new case and create a new case from scratch.
  • Task: Create Basic Case — Use the job aids to create a new case, scan the census and use the Benefit Workbook to complete the case basics.
  • Introduction to Pay Groups — Overview of setting locations, payroll frequencies, job classes and payroll calendars.
  • Task: Add a Payroll Calendar — Use the Benefit Workbook to add in a Payroll Calendar, which is required for reporting plan enrollment information to the employer and carriers.
  • Setting up Case Basics — Overview of Case Info Tabs, become familiar with the options for case settings including navigation, look and feel, as well as custom fields.
  • Product Library Introduction — Overview of how to add a product to the Product Library.
  • Overview of Rate Engines in BenSelect — A summary of the different plan engine types and which types of insurance plans for which they are best suited.
  • Selecting a Rate Engine — How to select the right plan engine. Learn the similarities and differences between plan engines, learn to select the right engine type for your plan and identify the options available on the rates tab for each plan engine.
  • Adding Benefit Plans to your Case — Identify and understand the information and elements needed to add plans and products.
  • Setting Up Eligibility — Learn how to create job classes, view and set up eligibility for plans at the case level.
  • Task: Add Benefit Plans and Products to Your Case — Use the Benefit Workbook Job Aid to add benefit plans to your case. You can compare your results for the Task with the following case on the Training site: Training Studio – Example.
  • Task: Create New Employee and Enroll — Use the New Employee Profile to create a new employee and enroll in benefits.
  • Configuring Benefit Plans — Identify the various options available on each tab of a benefit plan as a well as learn the most commonly used options.
  • Task: Customize the Benefit Plans — Add scripting and dependencies to your plans and learn how to enable Decision Support.
  • Modifying Application Instructions — Identify applications instructions for a plan and the different methods to update application instructions.
  • Task: Modify the Application Instructions — Modify the application instructions for the benefit plan. Update the verbiage for plan and add a link to an outside web site or add a logo.
  • Setting Up Self-Service Enrollment — Identify when to use self-service access for employee and how to enable this in your case.
  • Customizing the Login Page and Virtual Path — Set a virtual path to create a customized login experience for your case.
  • Creating New Users — Identify the necessary information to add a new user, become familiar with the various role types available, set the employer and broker associations for the user and establish user credentials.
  • Task: Create a New User Account — Identify the necessary information to add a new user, become familiar with the various role types available, set the employer and broker associations for the user and establish user credentials.
  • Task: Go Live with Your Enrollment — Use the provided checklist to review Last Steps before Going Live. This provides an overview of the steps needed to prepare your case for Open Enrollment.
  • Overview of Case Wrap Up — Understand the needs for completing a case wrap-up process following open enrollment. So that employees who do not complete an enrollment are either enrolled in coverage or has coverage waived as required.
  • Wrapping Up A Case — Define the case wrap-up process and identify the steps for case wrap-up.
  • Task: Do a Pre-Wrap Audit & QA on Your Case — Run the QA Report and a Benefits Summary Report. Review the data for each report, and make corrections as necessary.
  • Task: Configure and Test Case Wrap Up Rules — Use the Benefit Workbook to configure the case wrap up rules on your case and test the rules on an employee who had prior coverage, as well as on a new employee.
  • Task: Run Case Wrap Up on Your Case — Use the Starter Kit to complete a Case Wrap-up process on your case.
  • Setting Up Life Events — Learn how to set the life event rules for each plan and the actions needed by the employer. Understand how to complete a life event from an HR and Employee perspective.
  • Task: Configure Life Events for Your Case — Use the Benefit Workbook as a guideline for setting up Life Event Rules (see Life Events tab). Test life event configurations on a sample employee.
  • Setting up Multiple Plan Years — Understand how multiple plans years work and define the process for adding a new plan year to a case. Learn the step needed for adding a new plan year.
  • Task: Set up a Second Year Enrollment (For a Multiple Plan Year Case) — Use the Implementation Starter Kit resource to set up a second year in your case.

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Knowledge Base Articles

Census Upload and Demographics

Instructor Led – Virtual 4-day Training Course

If you want to enroll in the Selerix 4-day training, click here to view available classes.

Training Course PowerPoints

Training Course Materials

  • Census Template — Opens a blank Census Template.
  • Job Aid – Census Building Quick Reference — Provides a snapshot of the minimum required fields needed to load employees, dependents and benefits.
  • Census Review Checklists — A sharable checklist to ensure all required fields have been provided or received for your census.
  • User Guide – Census Expert — User guide provides an overview of Census Expert as well as a step-by-step walk through of loading and formatting employer and carrier provided census files into a loadable census files that matches the Selerix census template.

Selerix Training Studio: Basic Implementation Training – New or Refresher

If you need access to the Selerix Training Studio, please send an email to support@selerix.com to request access.

  • Uploading Census Data — Become familiar with the various upload modes used to import data and the identify the best practices for uploading data into Selerix.
  • Task: Upload the Final Census — Use the Final Census Job Aid to upload the census.
  • Introduction to Census Expert — Overview of Census Expert Tool.
  • Getting Started with Census Expert — Get logged in and become familiar with Employees tab, Spouse and Dependents tab and the Current Benefits tab.
  • Importing Data Source – Payroll/Employee — Learn how to add a payroll source, the different viewing options and how to rename data fields and rename a source.
  • Importing Carrier Source Data — Learn how to add a carrier source, the different viewing options and how to rename data fields and rename a source.
  • Prepping Dependent Data — Learn how to copy a table and remove filtered data, map data to the required headers, add new columns and assign values.
  • Importing Clean Data — How to add data to the Employees tab, add spouse and dependent data to the Dependents tab and add benefits data to the Current Benefits tab.
  • Exporting a Clean Census — Learn how to navigate the sources in the census and export a clean census file ready to upload.

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Knowledge Base Articles

Reporting and Enrollment Monitoring

Instructor Led – Virtual 4-day Training Course

If you want to enroll in the Selerix 4-day training, click here to view available classes.

Training Course PowerPoints

Training Course Materials

Selerix Training Studio: Basic Implementation Training – New or Refresher

If you need access to the Selerix Training Studio, please send an email to support@selerix.com to request access.

  • Reporting Basics — Define Key Reporting Terms, understand the benefits of reporting and navigate the Reports Menu. Run standard and global reports and run quick reports.
  • Most Commonly Used Reports — Identify the most commonly used reports for case builders, case managers and HR Administrators.
  • Task: Run Reports — Run reports on your case: Case Profile Report, QA Report, Benefits Summary Report, Generic Payroll Report, and Census Extract Report); validate what data is returned. Use the Report User Guide for specific instructions on each report.
  • Creating Quick Reports — Create a basic report and identify quick report types. Understand the tabs included in a template configuration.
  • Task: Create a Simple Report — Use the Quick Report functionality to create a report with these fields: Last name/ First name/ Birth Date (MM/DD/YYYY)/ Gender/ Date of Hire (MM/DD/YYYY)/ SALARY/ Title/ Zip Code/ Location/ Job Class/ Employment Status.
  • Using Global Reports — Locate global reports, identify the steps to run global reports and determine if EDI setup is needed.
  • Creating a Home Page Deliverable — Identify benefits of deliverables, locate the deliverable widget, setup a deliverable and attach a deliverable to a scheduled report.
  • Task: Create a Deliverable for a Report — Run the global report and create and attach a new deliverable. See the section “Using Global Plug-ins” in the Reporting Guide, located via the User Guides icon on your case. This ensures that EDI Tracking for employees is enabled.
  • Setting up EDI in BenSelect — Define Electronic Data Interchange (EDI), identify the process to collect EDI information and demonstrate the process to use EDI parameters in a case.
  • Task: Configure EDI Parameters for a Report — Review the report instructions for a global ANSI 834 report. Set up the EDI parameters and Case Properties for the report. You can compare your results for the Tasks with the following case on the Training site: Training Studio – Example.
  • Setting up FTP Plug-ins — Define when an FTP is needed, and the information needed to create a FTP plug-in. How to create an FTP Plug-in.
  • Task: Create and Configure an SFTP Plug-in — See the section “Creating an FTP Plug-in” in the Reporting Guide, located via the User Guides icon on your case, for instructions on setting up a delivery plug-in.
  • Scheduling Ongoing File Feeds — Identify the benefits of scheduled files, list common reports types most often scheduled and practice scheduling a report.
  • Task: Schedule Ongoing Files — Review the following section in the Implementation Starter Kit (Instructions – Scheduling Ongoing File Extracts) to schedule file.
  • Virtual Enrollment Assistance — Overview of Virtual Enrollment Assistance (VEA) as well as setup instructions for using the VEA.

Go to Selerix Training Studio

Knowledge Base Articles

Ongoing Case Maintenance

Instructor Led – Virtual 4-day Training Course

If you want to enroll in the Selerix 4-day training, click here to view available classes.

Training Course PowerPoints

Training Course Materials

Selerix Training Studio: Basic Implementation Training – New or Refresher

If you need access to the Selerix Training Studio, please send an email to support@selerix.com to request access.

Knowledge Base Articles

Tools and Templates

Instructor Led – Virtual 4-day Training Course

If you want to enroll in the Selerix 4-day training, click here to view available classes.

Training Course PowerPoints

Training Course Materials

  • User Guides — Opens a zip file of all the User Guides available for the BenSelect, BenefitAgent, Census Expert and more.
  • Templates — Opens a zip file of blank templates for the Selerix Workbook, Census File and Timelines.

Selerix Training Studio: Basic Implementation Training – New or Refresher

If you need access to the Selerix Training Studio, please send an email to support@selerix.com to request access.

Knowledge Base Articles

Level Up

Ongoing Education

Whether it’s implementation, product support, or a desire for continuous learning, Selerix offers a variety of training opportunities in both in-person and online settings.
Training Resource Library

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Our training team is available to help our clients with their Selerix experience.