bswift is dedicated to helping you get the most value from your human resources and benefits administration system! In an effort to more effectively and proactively support your bswift training needs, we now offer monthly complimentary system demonstrations/training webinars. These sessions are intended to help familiarize you with our product and tools as well as ensure timely initial and on-going training for your Human Resources staff. Below are the two training options we offer:
Basic Training - 1:00-3:00pm CT
This session will always be provided during the first two hours of the designated training window. Ideal for beginners, this time will be dedicated to providing a general system overview of both the employee and administrator views of the site, and focus on basic system administration. This session also provides a nice overview of system capabilities for Broker and TPA agents and producers.
Advanced Training - 3:15-4:15pm CT
In this hour-long session, participants will gain a more in-depth understanding of select topics. This session is geared toward the advanced user, and the format is more interactive than the initial two hours of basic training. Questions are encouraged, so come prepared to ask questions specific to the monthly topic being offered!
A descriptive list of upcoming advanced training topics is provided below.
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January 6 | Billing Suite 2.0
In this session we will focus on use of the Billing Suite 2.0 product.
As a reminder, Billing Suite 1.0 is being retired in early 2010. Join us to learn more about bswift’s new version of Billing Suite and developing a timely, effective conversion strategy.
February 3 | Excel Tips & Tricks
In this session we will focus on a few advanced tricks in Excel such as VLOOKUP, filtering for duplicates, etc.
March 3 | Enroll & Edit (Benefit Coverages)
In this session we will review how to effectively use the Enroll and Edit Coverage pages, including tips and tricks on the following topics:
- Correction of begin dates
- Correction of termination dates
- Updating benefit coverages
April 7 | Tips & Tricks of the Demographic Import Process
In this session we will cover the following:
- Tips on reviewing the data file prior to importing to ensure a successful demographic file load
- Common errors received when loading data and how to resolve
- Reviewing reports to verify the data that changed upon import
Please note that this session should only be attended by our Broker and TPA agents and producers who are responsible for importing client data into the bswift system.
May 5 | Using the COBRA Admin Page
In this session we will review why you may want to track COBRA participants in bswift, how to use the COBRA Qualifying Event Review page, and common interface files we may send to COBRA administrators.
June 2 | Tips & Tricks of the Benefit Import Process
In this session we will cover the following:
- Tips on reviewing the data file prior to importing to ensure a successful file load
- Common errors received when loading data and how to resolve
- Reviewing reports to verify the data that changed upon import
Please note that this session should only be attended by our Broker and TPA agents and producers who are responsible for importing client data into the bswift system.
July 7 | HR Modules on bswift
Expand your knowledge of available HR administrative tools on bswift including:
- Time Off Tracking
- Company Assets
- Resume Tracking (work experience, education, skills, etc.)
- Employee Onboarding (Workflows)
August 4 | Dependent Audits
In this session we will provide tips & tricks on how to use bswift tools to process Dependent Audits and enforce on-going dependent eligibility guidelines.
September 1 | Dual Enrollment Processing
In this session we will review the process for a system administrator to follow when an employee submits a new hire and/or life event for the current benefit plan year during the open enrollment period for the new plan year.
October 6 | Enrollment & Activity Reports
In this session we will review the process for a system administrator to follow when an employee submits a new hire and/or life event for the current benefit plan year during the open enrollment period for the new plan year.
November 3 | Auditing Data Using bswift Reports
In this session, bswift will review the available data Audit Reports as well as share other tips and tricks for auditing your data.
Note that some audit techniques covered may require intermediate to advanced knowledge of Excel.
December 1 | Evidence of Insurability/Vendor Interface Page
In this session we will review how to approve and/or reject enrollments that are pending for Evidence of Insurability(EOI) carrier review. In addition we will cover the Vendor Interface Page and how to read/track payroll and/or carrier files that bswift may create and send on your behalf.
Reservations
If you are interested in reserving a seat in the basic and/or advanced training sessions please send an email to . Please be sure to include your name, email address, telephone number, company name, the date of the training session in which you would like to participate. Please also indicate if you wish to attend the basic training session, the advanced training session or both.
*Please note that participation in the basic training session is not required to participate in the advanced training session. Simply use the web conference/teleconference details provided to access the advanced session promptly at 3:15.