Using the "Wall" Inside Employee Navigator | Generous Benefits

Employee Navigator Wall??

Employee Navigator has a fantastic feature sitting right in the middle of your main navigation menu called the “Wall”.  You may not have any idea what it does, especially if yours is blank.  But once you see how many ways you can use it to keep up with to-do items that often fall between the cracks, you’ll be so happy you spent some time exploring the different features.

Our team has 10+ Walls set up for our team to help us manage benefits and HR-related tasks, so we have a pretty good idea about to use the Wall.  But, like most things, our clients have showed us their solutions or asked us to customize a solutions to help improve their processes.

Scenario 1: Payroll Updates on the Wall

We like to talk about our payroll integrations. Just know if you use ADP’s workforce now, BBP, everee, DM Payroll,  iSolved, Paycor, Paylocity, PrimePay, Proliant, PrimePay we should skip Scenario 1.  But we have many clients that run payroll in-house or use an unconnected vendor like QuickBooks or Gusto.

If you run payroll that isn’t connected, this is for you.

The steps:

• Go to the “Wall”
• Click on the Gear Icon that that says “Feed Setup”
• Use the green “+Add” icon
• Name your feed
• On the “Triggers” step, use “Event Groups”
  • Choose Add Coverage
  • Choose End Coverage
  • Choose Cost/Benefit Changed
• Hit “Save”
• On the “Companies” step, you’ll be locked to just your company unless you are managing multiple companies
• On the “People” step:
  • Choose any of your HR Admins that need access to see the wall by toggling on “Subscribe”
  • Choose “Email” if you want to get email notifications that actions have posted to the Wall
  • If you don’t see any users, you’ll need to add them as HR Users in your company’s master settings
• The Checklist step is super important.
• Use the green “+Add” button to create a checklist time
  • Name it “Updated in Payroll” or “Updated in Quickbooks”…whichever is most accurate for you
• Hit Save, Then click “Yes” for to activate
  
  

Scenario 2: Fancy HR-related checklists

This one came directly from a client.  They realized that when an employee left employment there were little software subscriptions that weren’t being turned off in a timely manner. In their case, the realized each employee who terminated had 4 or 5 items worth $15 to $50 per month that weren’t being turned off or 2 or 3 months after the fact.

In this scenario, we set up a separate Wall feed to create a checklist of to-do items for each software subscription that needs to be turned off or migrated to a different user.

The steps:

• Go to the “Wall”
• Click on the Gear Icon that that says “Feed Setup”
• Use the green “+Add” icon
• Name your feed
• On the “Triggers” step, use “Event Groups”
  • Choose “Employee Terminated”
  • Choose “Backdated Termination”
• Hit “Save”
• On the “Companies” step, you’ll be locked to just your company unless you are managing multiple companies
• On the “People” step:
  • Choose any of your HR Admins that need access to see the wall by toggling on “Subscribe”
  • Choose “Email” if you want to get email notifications that actions have posted to the Wall
  • If you don’t see any users, you’ll need to add them as HR Users in your company’s master settings
• The Checklist step is super important.
  • Use the green “+Add” button to create a checklist time
  • Name each item by the task that needs to be completed
  • You can keep adding as many tasks here as you need to hold yourself or your team accountable.
• Hit Save, Then click “Yes” to activate
  
  

Scenario 3: You have a single benefit, not included in a Payroll Sync

Even some of our best software integrations have gaps.  Paylocity, for example, can’t receive HSA deductions when an employee elects this specific benefit.  Sometimes this is also true of “worksite” benefits like Aflac or Colonial.

In this video, we’ll show you how to use the “Benefit Categories” trigger to single out HSA elections.

The steps:

• Go to the “Wall”
• Click on the Gear Icon that that says “Feed Setup”
• Use the green “+Add” icon
• Name your feed
  • On the “Triggers” step, use “Benefit Categories”
  • Choose “Health Savings Account”
• Hit “Save”
• On the “Companies” step, you’ll be locked to just your company unless you are managing multiple companies
• On the “People” step:
  • Choose any of your HR Admins that need access to see the wall by toggling on “Subscribe”
  • Choose “Email” if you want to get email notifications that actions have posted to the Wall
  • If you don’t see any users, you’ll need to add them as HR Users in your company’s master settings
• The Checklist step is super important.
• Use the green “+Add” button to create a checklist time
  • Name your checklist item “Updated Deductions in Payroll”
  • If you also need to enroll the individual in a vendor’s plan,  create a 2nd task for this action.
• Hit Save, Then click “Yes” to activate