You Asked, We Listened

We are transitioning from Perform Benefits to an amazing new platform: Benefits Advisor. Here’s why.

Benefits Advisor is a modern, scalable rules-based benefits tool. It’s both far more powerful and flexible than Perform Benefits. Many of our clients asked us to reconsider our benefits technology offering, and we believe Benefits Advisor will meet and exceed your expectations with:

• Improved Workflow Automation
• Robust Reporting Engine
• Additional EDI Carrier Connections, Including COBRA, FSA, HSA
• Open Enrollment Wizard

Transitioning to Benefits Advisor

Benefits Advisor will offer your organization immediate and long-term wins. But first, you need to transition to the new system.

Please know, Paycor is committed to making the transition process as easy and convenient for you as possible, however, your participation is critical to the success.

This website includes all of the information you need for your transition, including training materials, new feature details and FAQs on your transition.

Have questions? Give us a call:
Toll Free: 855.551.2032
Local: 513.354.5110

And rest assured, our entire organization is dedicated to your success.

• You will have a dedicated team that will provide help where, when and how you need it.
• Your team will ensure all of your critical employee and plan data is easily transferred and mapped correctly, with comprehensive data auditing along the way.
• We will provide all the training you and your team need, including self-directed training with guides, customer journeys, videos, checklists and templates you can use to communicate with your employees.
• We have outlined all the steps necessary to guide you through your benefits transition and helped determine a transition date for your company.

How is the date determined?

Our Benefits Transition Consultants have put a lot of thought into your specific transition date to Benefits Advisor. Considerations include:

• Retirement of Perform Benefits
• Time of Year
• Open Enrollment Events
• Carrier Connection Projects
• Payroll Processing and More

While we know change, even a positive one, can come with inconveniences, rest assured Paycor is committed to providing you an easy and stress-free transition process. We’ve made setting up Benefits Advisor as easy as possible and we believe you will be pleasantly surprised.

For a full timeline and next steps, download your Client Transition Journey.

Resources

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Download Your Client Transition Journey

To ensure your readiness and prevent any interruptions of service, this guide outlines communications, tools and instructions that will guide you step by step through the process. In fact, Customers with the highest level of satisfaction with the transition relied on the Client Transition Journey to keep them on pace and informed. We hope you find this to be a valuable tool as well.

Benefits Advisor Demos

Be sure to view one of our demos where we take a deep dive into the new Benefits Advisor platform.

Benefits Advisor: Plan Selection

Benefits Advisor: Special Enrollment

Benefits Advisor: Uploading Documents to and Managing the Library

View our training videos.

Email Template

Use this Benefits Advisor: Email Template to announce the Benefits Advisor to your employees.

Below you’ll find answers to frequently asked questions.

If you don’t see what you’re looking for, please contact us: [email protected]

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1. Why am I being asked to transition?
As part of Paycor’s guiding principles, we strive to take care of the client first in all things, including making our products as valuable for you and your employees as possible. With that in mind, over the course of the past year, we have been working diligently with our customers and stakeholders to better understand the points of pain associated with our current benefits administration platform. Through surveys, 1×1 customer meetings, focus groups, and feedback from our implementation and support teams, we identified feature and functionality gaps that needed to be addressed in order to provide a modern, scalable rules-based benefits tool.

As a direct response, we are pleased to announce Benefits Advisor. With this new benefits administration platform, you will see immediate wins with automated workflows and simplifying business processes while reducing benefits spend through actionable insights driven by a robust reporting engine. We hope you leverage this microsite to walk through all of the enhancements you can expect to receive.

2. Will my pricing change?
No. Paycor will waive the standard implementation fee and the same monthly fees per employee will continue to be charged as were previously charged for Perform Benefits and related Carrier Connections.

3. When will I need to upgrade?
Over the next few months, you will be receiving communications from Paycor that will explain the transition process and timing. When thinking about timing, we will be reviewing current Open Enrollment dates and other factors that attempt to mitigate disruption to you and your organization. If you have not received any communications and are interested in transitioning, please contact us at [email protected].

4. How will this effect my employees?
The biggest impact to your employees will be the ease of use and convenience they will gain with Benefits Advisor. Features like mobile enrollment, employee self-service, automated reminders and alerts will enhance the benefits experience making things easier on you and your employees.

While all great improvements, we understand that you will need to communicate and train your employees on the changes. Don’t worry we have you covered! Once you have picked your transition date, we will provide communicate templates, documented user journeys and training materials that can be shared with your employees. Additionally, we will be available to answer any questions for you and your team along the way.

5. Will my prior plan history be loaded into the new system?
No. During the transition process, we will only be bringing over the current plan year information. But don’t worry! You will still have access to your benefit reports in the Perform system. This will allow you to query and pull history information should you need it.

6. What resources will be available to help train my team?
Paycor will provide all the training you and your team need, including self-directed training with guides, user journeys, videos, checklists and templates you can use to communicate with your employees.

7. What is Benefits Advisor?
Benefits Advisor is a partnership between Paycor and bswift, the recognized industry leader in benefits administration technology. When combined, customers will get simplified benefits administration, reduced costs and robust employee self-service. bswift is a CVS/Aetna, Fortune 50 company, with the scale, security and stability unrivaled in the industry. With millions of consumers on its platform our customers can expect the best in breed benefits administration tool that transforms benefits enrollment and administration by removing the manual burden, pressure and risk from administrators while providing employees a simplified way to navigate the complexity of benefits.

While we know change, even a positive one, can come with inconveniences, rest assured Paycor is committed to providing you an easy and stress-free transition process. We’ve made setting up Benefits Advisor as easy as possible and we believe you will be pleasantly surprised.