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Healthcare Reform. Stephanie Shaw. Director, Enterprise Solutions. Agenda. About The Wendy’s Company HCM/Benefits Footprint Solution Approach OAB ‘Lite’ Canada. 3rd LARGEST HAMBURGER COMPANY. 6,500 FRANCHISE AND COMPANY RESTAURANTS. 43,000 EMPLOYEES. HCM Footprint. 12.1.3
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Healthcare Reform Stephanie Shaw Director, Enterprise Solutions
Agenda • About The Wendy’s Company • HCM/Benefits Footprint • Solution Approach • OAB ‘Lite’ • Canada
3rd LARGEST HAMBURGER COMPANY 6,500 FRANCHISE AND COMPANY RESTAURANTS 43,000 EMPLOYEES
HCM Footprint • 12.1.3 • EBS Products: HR, Payroll, OTL, CWB, OIC, OPM, OSB (Canada), Self Service (tiny-bit) • TALEO Recruiting
Benefits Footprint • US – Benefits Administration Outsourced. Basic Benefits used to manage elements. • Canada—OSB utilized to administer benefits internally
Industry Leader in Benefits • 2006 President Bush Support • Consumer Driven Health Plans • HSAs
In March 2010, President Obama signed comprehensive health reform, the Patient Protection and Affordable Care Act (ACA), into law. The law makes preventive care—including family planning and related services—more accessible and affordable for many Americans. While some provisions of the law have already taken effect, many more provisions will be implemented in the coming years. www.healthcare.gov
Stakeholders • Shareholders • Corporate Leadership • Franchisees • Industry Retail Peers
Education • Medical Benefits/Legal Impact • Systems Integration Implications • Franchisee Communications • Learning Curve
Data Analysis • Bridging the Gap • Manual Reporting Process • Disparate Data • Time Consuming
Solution Design • Vendor Solutions? • Labor Scheduling/Timekeeping Solution? • Oracle HCM Internally Designed Solution? • What is the right fit for Wendy’s?
Solution Design • Not fully baked • Eligibility solutions only sold bundled with Benefits Administration • Gap in reporting needs • Vendor Solutions
Solution Design • Multiple solutions to manage the data • Gap in reporting needs • Operational Reporting vs. Benefits Reporting • Labor Scheduling/Timekeeping Solution
Solution Design • System of record-No one knows our data better than us • Bridge the gap while solutions/laws stabilize • Accommodate complex reporting requirements • Oracle HCM Internally Designed Solution
OAB ‘Lite’ OAB • Minimal OAB functionality • 30-Hour eligibility determination using eligibility profiles • SITs used to store results • Results transmitted to TPA on Census file • Provide Reporting Benefits Administrator • Receive and process Census file • Send communications to eligible employees • Manage employee enrollment • Send Wendy’s inbound file with enrollment selections
OAB ‘Lite’ – Life Events • New Hire • Military Leave • Jury Duty • FMLA • Promotion • Demotion • Rehire • Termination • Reverse Termination • Benefit Program Change
OAB ‘Lite’ – SIT • Segment 1 - Eligible Yes No • Segment 2 -Date of Eligibility Anniversary • Segment 3 - Date of Eligibility Anniversary override • Segment 4 -Date of Eligibility Enrollment Period • Segment 5 -Date of Eligibility Enrollment Period Override • Segment 6 - Benefit Group • Segment 7 -Benefit Group override • Segment 8 - Total Hours Enrollment Period 1st Anniversary • Segment 9 - Total Hours Enrollment Year • Segment 10 - Total Hours Enrollment Hours
OAB ‘Lite’ – Other Setups • 10 Eligibility Profiles • 6 Plans • 14 Fast Formulas • Reporting
Oh, Canada!!! • OSB/OAB cannot exist in the same installation • Several configuration opportunities • Leverage existing OSB setups with a Life Event to enable OAB
Roll-Out Schedule • Canadian OAB – November 15, 2013 • OAB ‘Lite’ for US ACA Eligibility – January 1, 2014