Here you can keep records of your company's Wellness Programs as well as list all persons involved with cost allocations.
A wellness program is used to improve or maintain overall health. Such programs include: health screens, exercise programs, nutritional guidance and tobacco-cessation program.
Navigation: Benefits>> Medical>> Wellness
Follow the navigation above to enter, edit, delete or view a list of Wellness activities available for employees in your organization.
Within this window there are four steps to take:
- Step 1 - Enter a Wellness Program – enter the currently available wellness program in your company (e.g. Fitness program, on-site health screen for women)
- Step 2 - Enter a Wellness Vendor – enter the name of the external providers or facilitators of the wellness program (e.g. Gym, NGO)
- Step 3 - Enter the Wellness Location – enter the location at which the wellness program will take place (e.g. location of the gym)
Wellness Transactions – enroll an employee into a wellness program
Step 1 - Enter a Wellness Program
Navigation: Benefits>> Medical>> Wellness>> Wellness Program
Before we can enroll employees into a wellness program we must first enter the type of wellness programs available.
- Click New Record to begin.
- Enter a user defined Program Code and Program Name
- Save this record and repeat to enter Wellness Programs
Step 2 - Enter a Wellness Vendor
Navigation: Benefits>> Medical>> Wellness>> Wellness Vendors
After you have entered the wellness program, let us enter the name of the wellness vendor(s) and assign a user defined code.
- Click New Record to begin.
- Enter a user defined Vendor Code and Vendor
- Save this record and repeat as needed.
Step 3 - Enter the Wellness Location
Navigation: Benefits>> Medical>> Wellness>> Wellness Locations
Now enter the Wellness Locations, that is, the site where the employee wellness program is facilitated. You may have multiple locations for a single Wellness program.
- Click New Record to begin.
- Enter a user defined Location Code and Location
- Save this record and repeat as needed.
Step 4 - Enter the Wellness Transaction
Navigation: Benefits>> Medical>> Wellness >> Wellness Transaction
This window allows you to enroll an employee into a Wellness Program. Additionally, the costs for each employee will be updated each time a transaction for the employee is saved.
- Click New Record to begin.
- Select the Company Code & Name, Badge Number, Last Name and First Name of the employee to be enrolled in a Wellness Program
- Date Started – Date employee begins Wellness Program
- Select the Program, Vendor & Location
- Comments – enter details of what will be done while the employee is with the Vendor
- Renewal Date – date wellness program is to be renewed
- Date Terminated – enter the date the wellness program ends
- Costs – enter the cost to enroll and maintain employee in wellness program
