CBIZsolutions Overview

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CBIZsolutions Overview
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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

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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 SPDs, Handbooks, provide links to
  additional websites
• Ability to customize documents for each benefit
  group

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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

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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

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Human Resource Site

• The Administrator(s) will be given unique rights
  to enter this site.

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Online Company Documents

• CBIZSolutions has a section that allows clients
  to post company documents which are accessible
  online.
• Employee Handbooks
• SPDs
• Loan Documents
• Company Procedures
• Links

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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.