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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


  1. CPG’s Employee Roster Presenters: Ambika Bachan – Associate Business Analyst – IBAMS Lina Moneva – Jr. Business Analyst – IBAMS

  2. The Employee Roster (ER)

  3. 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

  4. Overview of the Employee Roster

  5. Sign In 5

  6. Home 6

  7. 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

  8. Institution D D 8

  9. Institution 9

  10. People — Employees 10

  11. People — Officers 11

  12. People — Non-Employee Leaders 12

  13. Submitted Requests 13

  14. Managing Employee Benefits

  15. 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

  16. 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

  17. 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

  18. Maintaining Employee Information

  19. Maintaining Employee’s Information 19

  20. Edit Employee Navigation buttons Cancel and Save and move delete changes to next section Clergy only 20

  21. Employment 21

  22. Benefits 22

  23. Compensation — Scheduled Payments 23

  24. Compensation — Scheduled Payments 24

  25. Compensation — Scheduled Payments 25

  26. Compensation — One Time Payment 26

  27. Compensation — One Time Payment 27

  28. Compensation — One Time Payment 28

  29. Compensation — Unpaid Leave of Absence 29

  30. Enrollment 30

  31. Non-Stipendiary Positions 31

  32. Adding an Employee

  33. Adding a Compensated Employee 33

  34. Adding a Compensated Employee 34

  35. Adding a Compensated Employee — Existing Relationship 35

  36. Adding a Compensated Employee — No Existing Relationship 36

  37. Adding a Compensated Employee — No Existing Relationship 37

  38. Adding a Non-Stipendiary Cleric 38

  39. Adding a Non-Stipendiary Cleric 39

  40. Adding a Non-Stipendiary Cleric 40

  41. Adding a Non-Stipendiary Cleric 41

  42. Adding a Non-Stipendiary Cleric 42

  43. Removing an Employee

  44. Removing an Employee… 44

  45. Removing an Employee 45

  46. Removing an Employee 46

  47. Adding Officers

  48. Types of Users WITH a CPG Web Account WITHOUT a CPG Web Account Sponsored User 48

  49. Adding “Officers” 49

  50. Adding “Officers” 50

  51. Adding “Officers” 51

  52. Tips and Tools

  53. 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

  54. Summary

  55. 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

  56. 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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