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Dashboard Calendar
Each user has a dashboard calendar that provides an at-a-glance view of his or her compliance responsibilities. Some compliance activities must completed at a certain time during the year and those are scheduled on the appropriate date. Others, although not date sensitive, provide summaries of compliance requirements that you should be aware of and practicing on the job. These are spread throughout the dashboard calendar so that all activities will be reviewed once each year. Each activity is labelled with an Icon so you know immediately what is required.

Information Aggregator
Compliancedashboard gives you all the information you need about compliance in one easy-to-navigate web site. The federal laws that govern your health and welfare plans are broken down into compliance activities, each with its own web page designed to give you a concise and relevant explanation of how to comply with the law being presented. The compliance activity web page has links to additional tools and resources that you can use for more in-depth research on a compliance topic.

On-Time Messaging
When it is time to perform a compliance activity, Compliancedashboard will send you an email with a link to a compliance activity web page that provides a summary of the law and step-by-step instructions on what you must do to comply with it. This web page will also include a link where you can access an electronic version of any information that must be distributed (if required). There are also many compliance responsibilities that you must know, but are not necessarily date sensitive. Compliancedashboard will send you emails on a periodic basis throughout the year asking you to review these topics.

Automated Tracking and Reminders
Compliancedashboard helps you stay on top of your compliance responsibilities through an automated tracking and reminder system. Most compliance activities require you to respond that you have completed the task required, such as distributing a notice to employees or verifying that you have read and understood the information presented. If you happen to forget, the system will continue to send you reminder emails until you respond. These responses are tracked on the dashboard calendar and compiled into an on-demand report for use by human resources management.

What’s New in 2.0 for Benefit Administrators

Dashboard 2.0 also includes a new Blended User that combines the functionality of the Benefit Administrator and the HR Manager into a single log-in.  To learn more, click on one the link above and then click on the Blended User Role link on that page.

What’s New in 2.0 for HR Managers

Dashboard 2.0 also includes a new Blended User that combines the functionality of the Benefit Administrator and the HR Manager into a single log-in.  To learn more, click on one the link above and then click on the Blended User Role link on that page.

What’s new in 2.0 for HR Managers

Dashboard 2.0 also includes a new Blended User that combines the functionality of the Benefit Administrator and the HR Manager into a single log-in.  To learn more, click on one the User roles above and then click on the Blended User Role link on that page.

If you wish, you can congregate these emails into a single email that will be sent to you on a monthly, quarterly or annual basis. You also have the option of turning off this feature and not receive any emails.

To change the email frequency:

1. Click on “My Account” in the blue bar at the top of the page
2. Scroll down to “Notification Interval“
3. Click on the arrow and select the appropriate frequency from the drop box

This activity provides information that you should know and understand. You should ensure the provisions of this law have been incoporated into your health & welfare plan(s) and/or your administrative procedures. You will be asked to click the submit button to confirm that you have reviewed the information presented on the compliance activity web page.

This activity describes certain information that must be disclosed to plan participants. You should ensure the provisions of this law have been incoporated into your health & welfare plan(s) and/or your administrative procedures. You will be asked to click the submit button when you have verified that your plan provides the proper disclosures in the appropriate plan documents and materials.

This activity requires that you distribute a notice or other material to participants or employees. Be sure to follow the distribution requirements specified on the compliance activity web page. You will be asked to click the submit button when the required information has been distributed.

This activity requires that you report specific information about your health and welfare plan(s) to the appropriate governmental agency.  Although these reports may be prepared and submitted by a third party on your behalf, you should verify that it has been done correctly and on-time. You will be asked to click the submit button after the report has been submitted.

This activity is a reference resource only. There is no requirement and you will not receive an activity email.  Typically, these activities will not appear on your dashboard or menu bar.  They are accessed via links provided in the text or Link Resources section of a compliance activity web page.

Each type of email is described below.  For instructions on how to change the frequency of these emails, see the “How do I pend or change the frequency of emails?” FAQ.

Activity Email
The email instructing you that it is time to complete an activity will be sent out on the “Dist. Date” (Distribution Date) that is found to the right of the activity name on the Benefit Administrator dashboard.  To view a copy of this email, click on the magnifying glass to the right of the date.

Reminder Email
If you do not complete the requirement stated in the Action box on the compliance activity web page, Compliancedashboard will send you a reminder email to let you know this activity still needs to be completed. Reminder emails are sent out about every 10 days, but may be more or less frequent depending on the activity.

Email Alert
Occasionally, there will be a compliance related item that requires a special alert. This will most often occur when a new law is passed or additional regulatory guidance is issued. Although compliance news is regularly posted on the Compliancedashboard blog, an email alert will be sent when it is important that all users be made aware of a new development.