CPG’s Employee Roster Presenters: Ambika Bachan – Associate Business Analyst – IBAMS Lina Moneva – Jr. Business Analyst – IBAMS
The Employee Roster (ER)
Today’s Agenda Overview of the Employee Roster Managing Employee Benefits Details • Maintain Employee’s Information • Add Employees • Remove Employees • Add “Officers” Tips and Tools 3
Overview of the Employee Roster
Sign In 5
Home 6
General Tips Calendar fields: select the year first, then month and then day Required information is indicated by an asterisk ( ) * Blue circle icons ( ) ( ) indicate helpful information ? i Warning messages 7
Institution D D 8
Institution 9
People — Employees 10
People — Officers 11
People — Non-Employee Leaders 12
Submitted Requests 13
Managing Employee Benefits
Managing Employee Benefits Pension Enrollments Reporting Changes • Clergy Pension Plan • New employees • RSVP • Compensation Done electronically • Lay DC Plan – Scheduled payments through ER! • Lay DB Plan – One time payments • Contact Information • Employment Termination – Terminates pension enrollment – NOT Group medical, dental, group, life, or disability 15
Forms New Assignment Report of Change in a Participant Employee Application Cleric’s Compensation Notice Change Form for Membership • Lay DB Plan • Lay DC Plan • RSVP Keep on file for your records! 16
Forms (cont’d) Employer Adoption Group Medical, Dental, Cleric or Lay Clergy Information Request Form Agreements Employee Forms Life & Disability • RSVP • Beneficiary Designation • Although not sent to • Lay DC Plan or Change CPG, still follow the • Lay DB Plan • Extension of Ministry same process 17
Maintaining Employee Information
Maintaining Employee’s Information 19
Edit Employee Navigation buttons Cancel and Save and move delete changes to next section Clergy only 20
Employment 21
Benefits 22
Compensation — Scheduled Payments 23
Compensation — Scheduled Payments 24
Compensation — Scheduled Payments 25
Compensation — One Time Payment 26
Compensation — One Time Payment 27
Compensation — One Time Payment 28
Compensation — Unpaid Leave of Absence 29
Enrollment 30
Non-Stipendiary Positions 31
Adding an Employee
Adding a Compensated Employee 33
Adding a Compensated Employee 34
Adding a Compensated Employee — Existing Relationship 35
Adding a Compensated Employee — No Existing Relationship 36
Adding a Compensated Employee — No Existing Relationship 37
Adding a Non-Stipendiary Cleric 38
Adding a Non-Stipendiary Cleric 39
Adding a Non-Stipendiary Cleric 40
Adding a Non-Stipendiary Cleric 41
Adding a Non-Stipendiary Cleric 42
Removing an Employee
Removing an Employee… 44
Removing an Employee 45
Removing an Employee 46
Adding Officers
Types of Users WITH a CPG Web Account WITHOUT a CPG Web Account Sponsored User 48
Adding “Officers” 49
Adding “Officers” 50
Adding “Officers” 51
Tips and Tools
Employee Roster Resources Administrators’ Resource Center (ARC): www.cpg.org/arc Once Logged-in (behind the password) • ER Guide • Checklist • FAQ Client Services • CPG Client Services Team (855) 594-2201 • Administrator Line (855) 215-5990 • admin-assist@cpg.org www.cpg.org • Forms, publications, and additional information 53
Summary
Summary CPG’s employee management tool Employee • Web-based direct access to CPG systems Roster • Many paper forms do not need to be sent to CPG Reviewed the functionality of the Employee Roster Reviewed • Managing Employee Data Functionality • Adding and removing an employee Assigning Explained how to assign officers to use the Employee Roster • Senior and administrative officers Officers Described resources available to learn more: • ER Guide Tips & Tools • ARC • How to contact CPG 55
Important Disclosures This information is provided for general informational purposes only and is not intended as financial, investment, legal, tax, or other professional advice. Neither The Church Pension Fund nor any of its affiliates (collectively, the “Church Pension Group”) provides, and none of this information is intended to be or should be viewed as, financial, investment, legal, tax, or other professional advice. The information presented here does not take into account the investment objectives, financial situation, or retirement needs of particular individuals. It is important that you consider this information in the context of your personal risk tolerance, investment, and retirement goals. You should not depend solely on this information in making any decision that will affect your personal financial situation, retirement, or tax situation, or before investing in any product. You should contact your own professional advisor prior to making any such decision and for details on how such decisions will affect your personal, legal, and tax situation. In the event of a conflict between the information presented today and the official plan documents or policies, the official plan documents or policies will govern. The Church Pension Group retains the right to amend, terminate, or modify the terms of any benefit plans described in this presentation at any time, without notice, and for any reason. 56
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