We are excited to release new features for both our HRIS and Benefits Administration modules. Additionally, we have made a few enhancements for our Broker partners in our Broker Portal module. Please read on to find out more and as always, we welcome your feedback and suggestions.
e-Signatures & Forms Upload (Company Admin)
With this functionality, you can upload any document and/or form to your Flock system and route it via the Tasks functionality. This can also accommodate either full e-signatures or simply the user's initials.
Once uploaded, simply map either system fields or create new fields and assign to your employee(s) via Task. Your employee(s) will then click on the task and complete the document. We can accommodate free text, checkmarks, system fields, and also e-signatures!
Note: this feature is available on request - just contact your friends on our support team and they will activate this feature.
'Effective date' based changes (Employee Profile)
Now, you can make changes and adjustments to an Employee Profile, then schedule those changes to go into effect on the date you determine (now or future).
This release also includes enhancements to our current and change history reporting. We have also added a “salary history report” in the “Pre-defined Reports" section. Here you can download a complete company record of all compensation changes for all employees, including:
Combined changes in one effective date
Schedule employment/compensation changes
Example screenshot of pending 'Effective Date'
Bulk upload documents (Employee Profile)
Flock always had the ability to upload any type of documents to an Employee's Profile. Now, you can upload multiple employee documents all at once, and easily modify permissions to permit or restrict access to particular documents.
Upload multiple employee documents at once
Sort documents by category
Set base level access permissions for employees and employee's managers
Reference documents (Company Level)
In a continuing effort to provide administrators control over their employee documentation, we’ve added the ability to view and sort reference documents by type or eligibility group.
Customize the view setting for all employee documents
Viewable by employment type, location or job category
Pre-set your preferred settings
Roles and permissions (Company Admin)
Each user in the system is defaulted to one of the 3 pre-defined roles: Employee, Manager or Company Admin. Now, you can very easily:
View the employees with the respective roles via the action icons on the right of each role.
Create additional roles and assign what employee data they can view/edit and actions they can take.
Time-off policy functionality improvements
Additional roles and permissions options for administrators
Set minimum hours for time-off requests
Time-off requests notifications now appear on administrators activity page
One click approval / rejections
BROKER PORTAL UPDATES
Plan bundling (Broker Portal)
Set required enrollment preferences
Dependent age-out notification
Enable automated dependent termination policy
Set dependent plan termination age and specify age for termination notifications
Multiple enrollment forms per plan (Broker Portal)
Today: Medical plan only one form can be signed
After Release: Multiple forms can be uploaded for signature
Flexibility / Separate form can be used for carrier and TPA
Upload EE/ER PPP amount overrides (Broker Portal)
Allows: override of the employee/employer payroll deductions. Useful when there are different pay cycles OR employer want to prepay early towards HSA/FSA accounts OR ER contributions need to be adjusted