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CPGs Employee Roster Presenters: Ambika Bachan Associate Business - - PowerPoint PPT Presentation
CPGs Employee Roster Presenters: Ambika Bachan Associate Business - - PowerPoint PPT Presentation
CPGs Employee Roster Presenters: Ambika Bachan Associate Business Analyst IBAMS Lina Moneva Jr. Business Analyst IBAMS The Employee Roster (ER) Todays Agenda Overview of the Employee Roster Managing Employee Benefits
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- Maintain Employee’s Information
- Add Employees
- Remove Employees
- Add “Officers”
Today’s Agenda
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Managing Employee Benefits Overview of the Employee Roster Details Tips and Tools
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Overview of the Employee Roster
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Sign In
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Home
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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 Warning messages
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*
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Institution
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D D
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Institution
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People — Employees
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People — Officers
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People — Non-Employee Leaders
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Submitted Requests
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Managing Employee Benefits
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Managing Employee Benefits
Pension Enrollments
- Clergy Pension Plan
- RSVP
- Lay DC Plan
- Lay DB Plan
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Reporting Changes
- New employees
- Compensation
– Scheduled payments – One time payments
- Contact Information
- Employment
Termination
– Terminates pension enrollment – NOT Group medical, dental, group, life,
- r disability
Done electronically through ER!
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Forms
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New Assignment Notice Report of Change in a Cleric’s Compensation Participant Change Form Employee Application for Membership
- Lay DB Plan
- Lay DC Plan
- RSVP
Keep on file for your records!
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Forms (cont’d)
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Clergy Information Request Form Employer Adoption Agreements
- RSVP
- Lay DC Plan
- Lay DB Plan
Cleric or Lay Employee Forms
- Beneficiary Designation
- r Change
- Extension of Ministry
Group Medical, Dental, Life & Disability
- Although not sent to
CPG, still follow the same process
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Maintaining Employee Information
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Maintaining Employee’s Information
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Edit Employee
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Navigation buttons Clergy only
Cancel and delete changes Save and move to next section
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Employment
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Benefits
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Compensation — Scheduled Payments
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Compensation — Scheduled Payments
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Compensation — Scheduled Payments
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Compensation — One Time Payment
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Compensation — One Time Payment
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Compensation — One Time Payment
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Compensation — Unpaid Leave of Absence
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Enrollment
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Non-Stipendiary Positions
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Adding an Employee
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Adding a Compensated Employee
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Adding a Compensated Employee
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Adding a Compensated Employee — Existing Relationship
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Adding a Compensated Employee — No Existing Relationship
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Adding a Compensated Employee — No Existing Relationship
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Adding a Non-Stipendiary Cleric
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Adding a Non-Stipendiary Cleric
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Adding a Non-Stipendiary Cleric
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Adding a Non-Stipendiary Cleric
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Adding a Non-Stipendiary Cleric
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Removing an Employee
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Removing an Employee…
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Removing an Employee
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Removing an Employee
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Adding Officers
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Types of Users
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WITH a CPG Web Account WITHOUT a CPG Web Account Sponsored User
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Adding “Officers”
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Adding “Officers”
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Adding “Officers”
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Tips and Tools
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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
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Summary
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Summary
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CPG’s employee management tool
- Web-based direct access to CPG systems
- Many paper forms do not need to be sent to CPG
Employee Roster Reviewed the functionality of the Employee Roster
- Managing Employee Data
- Adding and removing an employee
Reviewed Functionality Assigning Officers Explained how to assign officers to use the Employee Roster
- Senior and administrative officers
Tips & Tools Described resources available to learn more:
- ER Guide
- ARC
- How to contact CPG
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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.
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