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

• Day 1 – Sessions 2, 3 & 4 — This is the handout/PowerPoint from the first day of the 4-day implementation training.
• Day 2 – Sessions 1 — This is the handout/PowerPoint from the second day of the 4-day implementation training.

Training Course Materials

• BenefitAgent Sample Workbook — This user guide is a workbook specifically designed to aid in building out your case in BenefitAgent.

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.

• Getting Started with BenefitAgent — Create a new case in BenefitAgent, enter eligibility and set custom rules, scan census, set general rules and set job classes, locations, dependent types, etc. and confirm required EE fields.
• Setting up a Medical Product — Confirm and set plan rules, set rate parameters and enter plan rates.
• Setting up a Basic Life Product — Confirm and set plan rules, set benefit amount calculation and enter plan rates.
• Setting up an HSA Product — Confirm and set plan rules and set up plan dependency rules.
• Setting up an STD Product — Confirm and set plan rules, set benefit amount calculation and enter plan rates.
• How to Review & Publish Your Case — Run error check and summary reports, set theme and navigation options, upload logos and publish the case.
• Viewing the Case Home Page — Review your published case’s dashboard and the widgets available to you.

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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

• Day 2 – Sessions 3 & 4 — This is the handout/PowerPoint from the second day of the 4-day implementation training.
• Day 3 – Sessions 1 & 2 — This is the handout/PowerPoint from the third day of the 4-day implementation training.

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

• Turning on Employee Self Service — Turning on Employee Self Service
• Turning off PCP Collection — Describes how to ensure the system doesn’t collect PCP information.
• Customizing Your Case with Presentations — How to add presentations to customize the enrollment experience.
• Pay Groups in Multi-Year Cases — Dealing with payroll calendars in multi-year cases.
• What is Special Enrollment and how/why to set it up — This article provides information on Special Enrollments and how to set them up.
• Editing Locations — This article provides information regarding the effects of editing a location.
• Using Custom Ranges for Riders — This article explains the custom range option for riders for applicable engines.
• Delivery Plugins using SSH Connections — This article covers adding a delivery plugin to your case and specifically setting up an SSH connection for the plugin instead of having to use a username.
• Dormancy of User Accounts — This article provides information on the dormancy of Selerix system user accounts.
• How to Create a Link in a Text Bank — This article covers how to set up a link in a text bank.
• Customizing the Enrollment site login page — This article describes how to set up a virtual path and customize the login page for a case.
• Using HTML and JScript to Customize a Text Bank — This article describes how to edit a text bank using HTML and JScript.
• Adding scripting to custom import plugin —This article outlines the steps needed to add additional JScripting on a custom import plugin created through Census Expert.
• Rounding Rules —This article provides a brief description of the rounding rules available on the Enrollment Rules tab.
• How to count Dependents within a Payroll file —This article describes how to count dependents with a specific coverage on a payroll file.
• How to pad a field with 0’s when there are not enough numbers —This article illustrates how to format fields using Jscript.
• JScript Basics: if statements —This article describes how “if” statements work in Jscript.
• Dependent Events Capturing —This article describes how to capture the dependent event information found in the Demographics tab of an employee record.
• JScript Basics: Switch Statements —This article describes how to use Switch statements in Jscript.
• JScript Basics: For Loops —This article describes how the For Loop in JScript works.
• Creating Self-Service Enrollment Accounts —This article contains instructions on how to send invitations to employees for creating a self-service account.

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

• Day 1 – Sessions 2 — This is the handout/PowerPoint from the first day of the 4-day implementation training.
• Day 3 – Sessions 1 — This is the handout/PowerPoint from the third day of the 4-day implementation training.

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

• When to Import the Census on a Multi-year Case — This article answers some questions on implementing the multi plan year option in new case builds.
• Setting up BenSelect to Receive EDI Files — This article discusses how BenSelect can be configured to receive EDI files.
• Editing Dependent Information — This article describes how to edit dependent information, either through employee record or using census upload.
• How to delete ACA Pay History — This article provides information on how to delete bad pay history data from a case.
• Setting up Census Import for Employee Terminations — This article describes how to add a termination date and termination reason to a custom import.
• Census Uploaded with Bad Data — This article describes what to do if census is uploaded with bad data.
• Scheduling Recurring Census Uploads — This article describes the process of setting up recurring census uploads in a case.
• Building a Custom Import Plugin — This article describes the basics of setting up a custom import in a case via plug-ins.
• What are Face fields in the Census Template Used For? — This article provides information regarding the face-related fields that can be found in the Census Template.
• Creating Self-Service Enrollment Accounts — This article contains instructions on how to send invitations to employees for creating a self-service account.

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

• Day 2 – Sessions 3 & 4 — This is the handout/PowerPoint from the second day of the 4-day implementation training.
• Day 3 – Sessions 3 & 4 — This is the handout/PowerPoint from the third day of the 4-day implementation training.

Training Course Materials

• Best Practices Creating Deliverables — Job aid used to define what a deliverable is, why you should set them up and our best practice guidelines around creating deliverables.
• I Want a Report That… — Document that helps admin users identify the best reports for various tasks of benefits administration.
• Virtual Enrollment Assistance Processing Guide — This job aid provides step by step guidance to setup your case for Virtual Enrollment Assistance.

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.

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Knowledge Base Articles

• Multi-Case Reporting — This article covers using and setting up multi-case reporting.
• Running a Global Report in BenSelect — How to run a global report in BenSelect.
• Scheduling Ongoing Reports — How to schedule files on a recurring basis.
• Effective Date Computations on the Payer Report — This article describes how the effective date on the generic Payer report is derived.
• Why Scheduled Reports Suddenly Quit Running — This article discusses why scheduled reports often tend to quit running.
• Adding Custom Fields to a Local Report — This article provides information regard how to add custom field information to local reports.
• Batch Printing Forms — This article covers the options for batch printing forms.
• View Employee Address Changes Report — This article describes how to run the global report Employee Address Changes.
• View Active Employees — This article describes how to view active employees in a case.
• View Employees and Dependents (Who are Enrolled in a Specific Plan Like Medical) — This article describes how to view employees and dependents who have coverage in specific plans, such as Medical, Dental, Vision, etc., by running a Generic Payer Report.
• Run Daily Enrollment Status Report — This article describes how to run an enrollment status report on a daily basis.
• Using the Invitation to Enroll Report — This article describes how to use the Invitation to Enroll report to send automated emails to employees in a Not Begun status, reminding them to enroll in benefits.
• View Employees who Canceled Coverage during OE — This article describes how to view employees with canceled coverage.
• Run Daily Enrollment Status Report — This article describes how to run an enrollment status report on a daily basis.

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

• Day 4 – Sessions 3 & 4 — This is the handout/PowerPoint from the fourth day of the 4-day implementation training.

Training Course Materials

• Example of Life Events Setup — Provides a typical setup for Life Events.
• Processing Guide – Changing Employee to Cobra — Provides step-by-step guidence the standard process of moving an employee to COBRA.
• Reason Types — Provides an excel file of the employee event types, codes and description used in BenSelect and in files.

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.

• Conducting a QA Review — Learn the importance of conducting a QA review as well as the steps to prepare for and conduct a QA review.
• Creating a Home Page Deliverable — Identify benefits of deliverables, locate the deliverable widget, set up a deliverable and attach a deliverable to a scheduled report.

Knowledge Base Articles

• Setting up Enrollment Confirmation Emails — This article describes how to use the Global report – Enrollment Confirmation Email Report.
• Creating Deliverables and Attaching to a Report — This article illustrates how to create a deliverable and attach it to a report.
• How to Handle Dependents Aging off a Plan — This article describes how a case can be configured to handle dependents aging off of plans.
• Do a Dependent Audit — This article describes how to run a report for dependent auditing.
• Using the Invitation to Enroll Report — This article describes how to use the Invitation to Enroll report to send automated emails to employees in a Not Begun status, reminding them to enroll in benefits.

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

• Day 1 – Sessions 1 & 2 — This is the handout/PowerPoint from the first day of the 4-day implementation training.

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.

• BenSelect Basics — Identify implementation partners, the sites and tools used to build and customize your case and familiarize yourself with key terms used on BenSelect.
• Implementation Basics — Identify the phases of implementation, Selerix’s case build tools, tasks and roles needs for each phase.
• TASK – Gather Employer Group & Plan Information — Confirm and set plan rules, set benefit amount calculation and enter plan rates.
• TASK – Create a Sample Implementation Timeline — Use the Sample Implementation template to create a timeline for your case and use the Benefit Workbook to complete the OE dates and plan year dates.

Knowledge Base Articles

• Effective Date Calculations — This article describes how BenSelect calculates effective dates for an employee.
• Effective Date Definitions — This article describes basic terms regarding effective dates within the BenSelect system.
• What is the Difference Between A/C/D and Full Reports? — Describes the output produced from A/C/D and Full scope reports.
• What are COBRA qualifying events? — This article lists qualifying events for COBRA processing.