Voluntary Carrier Integrations - Selerix

The HRIS will integrate with the following Carriers using the Selerix Enrollment System:

  • Allstate
  • Trustmark
  • Humana

The enrollee will begin an enrollment event and elect their Voluntary Benefits by clicking a link in their event that takes them to the Carrier's Selerix System. This enables direct enrollment in the carrier's system.

Upon completion of enrollment, the employee that is enrolling will log out of the Selerix System and seamlessly continue their enrollment event in the HRIS.

Step 1: Gather Information

The first step to integrating with Carrier using the Selerix System is to gather the following information:

  • Case GUID / Portfolio ID
  • Case Summary / Portfolio Summary

The Case GUID / Portfolio ID will be used to uniquely identify the account/package for enrollment.

When configuring your Selerix Account; The UserID must be InfinityHR.QX for Infinity to communicate with Selerix.

The Case Summary contains important information about the Benefits' Coding and the Employee Fields required (Location, Department, Job Code).

Step 2: Configure Package

Once you have received the Case Summary, you may configure the Package within the HRIS.

  • Navigate to Settings > Benefit Management
  • Select a package (existing package) or Create Package (New Package)
  • Click the Setup Voluntary Benefits tab
  • Click the Selerix Voluntary Benefits tab

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  1. Select the Carrier from the drop down list.
  2. Select the Enrollment Type (Self Service)
  3. Enter the Group Name from your Case Summary / Portfolio Summary into the Group Name field.
  4. Enter the Case GUID / Portfolio ID into the Portfolio ID field.
  5. You may Require Enrollment/Waive of the Selerix Enabled benefits by checking the box next to "Require Enrollment/Waive". This will force enrollees to enter the Selerix Benefit Platform and Elect or Waive their voluntary benefits before continuing their event.

Once you have Saved Configuration of the Selerix Voluntary Benefits, you may continue on to Step 3.

Step 3: Configure Benefit

After configuring the Selerix Credentials at the Package Level, you will need to set up new benefits in the HRIS matching your Carrier's voluntary benefits as provided in the Case Summary / Portfolio Summary.

Once you have set up your benefit, you will need to added two pieces of information:

The Benefit Code must be set to the corresponding Product Code found in the Case Summary / Portfolio Summary.

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You must check the box stating "This Benefit will be enrolled via an Integrated Voluntary Benefit System..."

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Once you have set up each benefit provided in your Case Summary / Portfolio Summary, continue on to Step 4.

Step 4: Configure Employee Fields


The Selerix Benefit Platform typically requires 3 pieces of information associated with an Employee, and each can be found in the Case Summary / Portfolio Summary provided by the Carrier.

Departments

When the enrollment case is initially configured by Selerix, a list of departments will be provided. These departments must be setup in the HR application. Departments must be entered into the HR system and must match exactly how they are provided by Selerix. Departments are entered on the department entry screen.

  • Navigate to Setup > Setup Properties
  • Hover over Field Value Setup and click Departments

Once the departments have been added, each employee in the HR system must be assigned to a department either by selecting the department on the employee demographic screen, or by importing the department values using the custom import utility.

Location

When the enrollment case is initially configured by Selerix, a list of locations will be provided. These locations must be setup in the HR application. Locations must be entered into the HR system and must match exactly how they are provided by Selerix. Because locations are not a generic data type in the HR system, they are entered as a user defined lookup field.

Once the locations have been added, each employee in the HR system must be assigned to a location either by selecting the location on the employee demographic screen, or by importing the location values using the custom import utility.

The HR system requires that you use User Defined L14 as the custom look up field to store the location value.

  • Navigate to Setup > Setup Properties
  • Hover over Field Value Setup and click User Defined L14

Job Class

When the enrollment case is initially configured by Selerix, a list of job classes will be provided. These locations must be setup in the HR application. Locations must be entered into the HR system and must match exactly how they are provided by Selerix. Because locations are not a generic data type in the HR system, they are entered as a user defined lookup field.

Once the job classes have been added, each employee in the HR system must be assigned to a job class either by selecting the job class on the employee demographic screen, or by importing the job class values using the custom import utility.

The HR system requires that you use User Defined L15 as the custom look up field to store the job class value.

  • Navigate to Setup > Setup Properties
  • Hover over Field Value Setup and click User Defined L15

Step 5: Configure Event

The events which will allow for Voluntary Benefit Elections must be configured to enable enrollment through the Selerix Benefit Platform. To view the Voluntary Benefit Elections:

  • Navigate to Setup > Setup Properties
  • Hover over Employee Portal Setup and click Employee Portal
  • Click the Events tab.
  • Click the Steps tab.
  • Scroll down near to the bottom of the screen towards Selerix.
  • Check the box marked "Selerix Connect" and save this screen to enable the Selerix Enrollment Step.

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Once enabled, an employee enrolling in benefits through the configured event will be able to enroll in their voluntary elections directly through the Selerix Benefit Platform.

Step 6: Test the Employee Experience

Now that the HRIS has been configured to integrate with your carrier's Selerix Benefit System, navigate to an employee home page to test the experience.

First, select the applicable event and click "Begin Event".

Complete each step in the event until you reach the Benefits tab.

Once you reach the Benefits Step, you will note that the Selerix Platform benefits will not be elected through the HRIS. This is because we checked the box to enroll this benefit through a third party website in Selerix: Step 3 - Configure Benefit.

Continue your elections until you reach the tab named for the Carrier. Then click Enroll in voluntary benefits.

You will be redirected to your carrier's site. Each carrier's site may appear different, though they use the Selerix system. The employee enrolling will be presented with a screen similar to the one below.

The enrollee will navigate through each screen until they are presented only with the option to Log Out. When they log out, they will return to the HRIS Review step.

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