This article provides instructions on how to set-up Unum App plans in Employee Navigator. There are additional steps that need to be completed on the plane.biz side both before and after the enrollment is complete, so be sure to coordinate with your Unum case manager appropriately and reference the Unum plane.biz implementation email.
More of a visual learner? Watch this quick step by step setup video:
Important Points to remember:
- All EN Third Party Apps must be an active enrollment (passive enrollment is not a supported option)
- Year 2 (re-enrollment) is supported on 5 of Unum's products (as of 8/30/16)
- Syncing previously held Unum enrollments into EN is not currently supported
Unum Third Party App Plug-in & Plan Setup
1. Verify your license level. You must have the Enhanced Plus license level or above to access third party apps. If you're interested in upgrading your license level, please reach out to EN's support team.
2. Creating the plane.biz file. This requires coordination between the Unum case manager and your agency.
- New Accounts:During the welcome call, you must instruct the Unum case manager that the account is for a plug-in with EN. If you fail to note this, a regular plane.biz file will be created and you will then need to follow up to get it corrected - which will add additional time to your setup process.
3. Plane.biz Implementation Email. Your Unum case manager will send you a case notification email with all the keys to connect the two systems. Upon receipt, you can set-up your Unum third party app plans in EN. If you have questions about the implementation email, please direct those questions back to your Unum case manager.
4. Setup Unum third party app plug-in pieces. This is completed by your agency - not EN. The following plug-in pieces must be setup under the company's Benefits tab > Third Party Apps (bottom left of page):
- External Account IDs
- Class Rules
- External Enroller IDs (enrollers must be setup as HR users under the company first)
Note: The attached EN UNUM Agency Implementation Guide includes detailed steps (including screenshots) on how to setup the third party app plug-in. Please reference this guide for additional plug-in setup info.
*We do not support one External Account ID for multiple companies. If multiple 'sister' companies are listed in UNUM under one account ID but setup in EN as separate companies, you will need to speak with your UNUM rep about assign each company a separate ID on their end.
5. Setup Unum third party app plans. This is completed by your agency - not EN. Third party app plans can be setup under the company's Benefits tab > Add A Plan > Add a new plan > Unum Marketplace (under Third Party Apps section at bottom). The following plan pieces must be setup:
- Carrier (Unum)
- Plan type (Unum Plan)
- Start date
- End date
- Policy #
- Eligibility Rules (same setup process as other plan models)
- Product group
- Available by enroller only (check or uncheck)
Note: The attached EN UNUM Agency Implementation Guide includes detailed steps (including screenshots) on how to setup the third party app plans. Please reference this guide for additional plan setup info.
7. Confirm required ee demographic data. In order to bridge from EN to the plane.biz platform, certain ee demographic fields are required to match. You can validate the data by pulling an ad-hoc report to ensure all required fields are completed for ees. The following fields are required:
- First Name
- Last Name
- Annual Base Salary - required for ISTD
- Pay frequency (indicated by either class or payroll group)
- Job Title
- Address (Address 1, City, State & Zip)
- Employee Number (if applicable)
- Bill Segmentation (if applicable)
- Bill Subdivision (if applicable)
- Location (if applicable)
- Dependents - must have at minimum First/Last Name, DOB & Gender)
8. Test ee enrollment. Before going live with the group, you'll want to test the enrollment process to ensure that everything was setup correctly and the third party app plug-in is working as expected. Unum provides some test ees in the plane.biz implementation email under Testing. You can use these Unum supplied test ees or create your own demo ee, but the first 6 digits of any test ee’s SSN must reflect 9s. These ees will bridge over to Unum’s demo environment, and will let Unum know to wipe out those ees later. Be sure to complete all required demographic fields for test ees. Remember - if the group is setup for enroller only, one of the enrollers will need to complete the testing process.
Note: You’ll get an error and be unsuccessful in bridging to plane.biz if you're trying to test enrollment before the Annual Enrollment date listed under the Enrollment Dates section in the plane.biz implementation email. To open it up, you'll need to contact your Unum case manager and request that this date be temporarily pushed back to the current date in the plane.biz platform to allow for testing. Once testing is complete, let your Unum case manager know so the dates can be changed back in plane.biz.
Please note: Once your OE is complete, there are additional steps on that Unum side that need to be taken to finalize the enrollments. Instructions are provided at the bottom of the Case Notification email.
Unum Plans & Open Enrollment
EN can only have 1 plan set up per product in the plane.biz system. This means you can't create both a current and renewal plan per product. Instead, you should create one plan and extend the end date out several years (we recommend 2050).
Do: Create 1 plan per product and extend the plan End Date.
Don't: Create separate current and open plans per product. This results in duplicate enrollments for ees.