Process How to's

The following process flows are available to help you understand how to complete specific HR tasks. Below you will find a table that outlines each area covered in this section of the Toolkit, including the main responsibilities associated with each process.

Event	Who does the employee notify?	Who manages the process?	What is bank HR responsible for?
Life Status Changes (marriage, birth, moving, etc)	Ceridian (online or by phone)	Ceridian		Refer employees to Ceridian for Life Status Changes
Life Status Changes (marriage, birth, moving, etc)	Ceridian (online or by phone)	Ceridian		Run and update payroll changes as necessary
Benefit Change Appeal if Life Status Event expires	Bank HR	Ceridian		Submit Appeal Form to CBA via email to bankerbenefits@benefitenroll.com.
				CBA will then take the information submitted into consideration as to whether or not to allow the change.
				Run and update payroll changes as necessary following approval.
Leave of Absence	Bank HR	Bank HR		Review policies with employee and discuss impact on benefits
				Update/manage employee status in bank payroll system
				Update status in Ceridian system by logging on to www.benefitenroll.com as an Administrator and registering "LOA Update" event
				Run regular payroll deduction report from Ceridian
				Coordinate employee benefit payments (either via payroll deductions or personal check to Bank)
Change of Address	Bank HR	Bank HR/ Ceridian		Update employee record in Bank payroll and Ceridian system
				Notify employee of completed address update and instruct employee to go online to register a "Relocation/Move life event"
				Run and update payroll changes
Termination of employment	Bank HR	Bank HR		Follow bank's termination process
Termination of employment	Bank HR	Bank HR		Terminate employee in bank's payroll system and Ceridian benefits systems (Benefit elections terminate on Ceridian system and employee will receive COBRA packet)
Newly eligible for benefits or change in eligibility	Bank HR	Bank HR/ Ceridian		Determine change in employee status
				Update employee record in bank's HR system and Ceridian system
				In Ceridian system, open "Newly eligible/change in eligibility" event
				Run and print personalized benefits worksheet
				Meet with employee to review benefits information
				Run regular payroll deduction report from Ceridian
				Update employee payroll benefit deductions as applicable
New Hire	Bank HR	Bank HR/ Ceridian		Make employment offer and hire new employee
				Enter new employee record in bank's HR system and Ceridian system
				Run and print personalized benefits worksheet from Ceridian system
				Provide orientation and personalized worksheet to employee
				Run regular payroll deduction report from Ceridian
				Update employee payroll benefit deductions as applicable

Click on the name of the HR process below for more detailed information on that process. Each HR process is shown with a graphic that highlights each step and is broken out into rows to designate who is responsible for each task. Under each process image you will find a link to download the process graphic to your computer in pdf form for future reference.

Newly Eligible or Change in Eligibility	Leave of Absence Update
New Hire	Termination
Life Status Event	Premium Billing Cycle
Benefits Change Appeal Process	Premium Remittance to Carriers
Change of Address	How to run Employee Census Report
How to run Benefit Report	How to run Premium Billing Report

Newly Eligible or Change in Eligibility

Newly Eligible or Change in Eligibility (.pdf)

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New Hire

New Hire (.pdf)

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Life Status Event

Life Status Event (.pdf)

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Benefit Change Appeal Process

Benefit Change Appeal Process Form

Appeal Process
The appeal process is required for any employee who is attempting to change his/her benefits after the deadline has expired for a qualifying life status event. According to IRS regulations, a qualified life status event must be reported and proper documentation received within 31 days of the event. If this does not occur, the only way for coverage to be changed is through an appeal. CBA has the right to accept or deny any claim based on the provided facts and the reasons the change was not executed within the original 31-day period. CBA will make a decision within two business days, and will contact the bank HR representative via email as to the results of the appeal at that time.

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