Knowledge Check: Benefits

Test your knowledge on the basics of Benefits at Namely with our Knowledge Check!

Notes:

Use this Knowledge Check to check your understanding of how Benefits are configured for your organization. Need a refresher? Review the New Benefits Administrator Guide!

ProcessKnowledge Check: Onboarding

What are the two areas where benefit configurations are managed in namely?

The Plan Setup Assistant in HRIS and Enrollment Setup in Namely Payroll.

Where do i add optional instructions for employees to follow during their enrollment?

Add or update the Editing Optional Instructions in the Enrollment Wizard in Manage Benefits > Edit next to the desired Coverage Line.

Which field is the primary eligibility factor for benefits enrollment in namely?

An Employee's Benefits Class determines the benefit eligibility group the employee will belong to.

Where do I complete an administrator change?

Process an Administrator Change in Namely Payroll, click Manage Payroll > Enrollment Setup > Configuration > Employee List.

What are some of the reasons you may use an administrator change?

Administrator changes can come in handy for most corrections to employee enrollment data.

  • If an employee made an error when enrolling in plans.

  • If a plan was configured with an incorrect rate, and an employee enrolled and has improper deductions.

  • If dependent enrollments need to be corrected

Where can employees edit their dependent information?

Employees can edit their dependent information in the Enrollment Wizard.  

  1. From the Namely Homepage, Click Enroll in Benefits.

  2. Select I had a major life event and need to update my benefits or I need to change a specific benefit.

  3. Select the appropriate Life Event and Effective Date.

  4. Click Continue.

  5. Click Edit next to the applicable Dependent from the Who's Covered page to make your changes.

What are the options available for an employee when electing a commuter, spending, or reimbursement plan?

When an employee elects one of those plans, they have the ability to:

  • Maximize their allowed contribution

  • Keep their contributions as is

  • Enter a specific dollar amount