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- 1. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Coloniallife.com Homepage To request access to the ColonialConnect for Plan Administrators website, click on the Sign Up link
- 2. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Sign Up Screen Click Request access to Plan Administrator Website
- 3. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Generate ID and Password Once approved, an Activation e-mail will be sent from: colonialconnectsrvsctr@coloniallife.com E1234567 ABC Packing Inc.
- 4. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Registration E-mail Click the hyperlink to activate your membership
- 5. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Create Login ID and Password Create your own Login ID and password and click Submitcolonialdemo ************ ************
- 6. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Enter Your New ID/ Password Please refer back to coloniallife.com for all future logins
- 7. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow ColonialConnect Homepage 1 43 2 1. Important Links (i.e. Forms, Contact Us) 2. Shortcuts 3. Important information and updates 4. Box of most important E-Services functions
- 8. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Reference Center Reference Center has information and links to: Billing, Administrative, and E-Services
- 9. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Download Forms Click on the Forms link to download forms
- 10. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Basic Information For Your Company Click on My Company Information > View Company Information to verify enrollment and billing information
- 11. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow View Company Information
- 12. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Bill Screen PAâs will receive an e-mail notification of new bill Click E-Bill > View Open Bills * View Settled Bills - previously paid invoices
- 13. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow View Bill - 2 Formats ⢠View bill in traditional .pdf format *Requires latest version of Adobe Reader ⢠Bill is available in .xls format for use with Ez Billing via Secure File Transfer
- 14. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Bill Example(PDF)
- 15. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Bill Example(Excel) *for use with Ez Billing/Secure File Transfer You must download the bill in Excel using the Download Spreadsheet link
- 16. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow E-Pay Click Pay My Bill to pay the bill electronically *We have partnered with SameDayPay for all electronic payments
- 17. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow SameDayPay Navigation Shortcut Click Continue to SameDayPay
- 18. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow SameDayPay Sign Up ⢠SameDayPay is an ACH debit-based system: *Colonial Life pays all associated fees for this service ⢠Click Sign Up to complete a quick one page registration
- 19. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow One-page Registration Upon clicking Next, you will be able to immediately set up your first payment
- 20. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Ez Admin Click Ez Administration > View Employee Information to communicate employee level changes to Colonial Life
- 21. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Employee Search Select your search Preference > Search
- 22. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Employee Information Click Edit to continue with changes *Always note the status of the policy
- 23. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Edit Employee Information â˘Edit employee information here â˘Once changes have been notated, click Continue
- 24. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Review Employee Information Verify changes and be sure to Submit!
- 25. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Confirmation Screen
- 26. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Secure File Transfer (SFT) Secure File Transfer (SFT) is Colonial Lifeâs method of sending/receiving sensitive data (i.e.: Payroll deduction files/Bill in Excel for Ez Billing)
- 27. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow SFT (Cont.) Use the Send File link to send files
- 28. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Send to Home Office Select Home Office > OK
- 29. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Transfer Type Please select the appropriate transfer > click Next
- 30. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow SFT - Next Steps Verify/Select your accounts name > confirm Selected Transfer field > click Next
- 31. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Select File Select file > click Open
- 32. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow SFT (Cont.) Click Send File
- 33. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow SFT Completed **If sending your payroll deduction file/Bill in Excel (Ez Billing), please make sure to remit premium that matches the file
- 34. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow My Correspondence Important notifications from Colonial Life regarding billing and premiums can be found under My Correspondence
- 35. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Correspondence Example
- 36. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Example Letter
- 37. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow Example Letter
- 38. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow CCH HRAnswersNow Colonial Life provides you with free access to CCH HRAnswersNow - An online Human Resources library *an estimated $1,700 value
- 39. Index - Home â˘My Company Information â˘E-Bill â˘E-Pay â˘Ez Administration â˘Ez Billing/Secure File Transfer â˘My Correspondence â˘CCH HRAnswersNow CCH HRAnswersNow Homepage CCH HRAnswersNow provides you with access to answers on common HR and Employee Benefit issues. The site also includes sample policies, forms, posters and links to Job Descriptions and Performance Review modules
Hinweis der Redaktion
- Will animate circles 1) coloniallife.com, then 2) Sign Up link âTo request access to the ColonialConnect for Plan Administrators website:â
- âClick link for Plan Administrator Websiteâ
- -âOnce approved, an activation email will be sentâ
- âClick the link to activate your membershipâ
- -âCreate your own Login ID and password and submit.â
- - âPlease refer back to coloniallife.com for all future logins.â
- 1. Important Links (i.e.: Forms, Contact Us)Shortcuts on top, leftImportant info in body of pageBox of most important E-Services functions
- - Info and links to the following information: Billing, Administrative, and E-Services
- Please click My Company Information > View Company Information to verify enrollment and billing info
- PAâs will receive an e-mail reminder notifying of new bill-Click E-Bill > View Open Bills *View Settled Bills - previously paid invoices
- - View bill in traditional .pdf format * Requires latest version of Adobe Reader- Bill is available in .xcl format for use in Ez Billing via Secure File Transfer
- Download Spreadsheet - âYou must download the spreadsheet using the Download Spreadsheet link.â
- âClick here to pay bill electronicallyâ- If you want to pay electronically, then we have partnered with SameDayPay to make this possible.
- Click Continue to SameDayPay
- SameDayPay is an ACH debit-based system: Colonial Life covers all associated fees for this service- Click to Sign Up! via a quick one-page registration
- âUpon clicking âNextâ, you will be able to immediately set up your first paymentâ
- âClick Ez Administration > View Employee Information to communicate employee level changes to Colonial Lifeâ
- âSelect your search preferenceâ
- Click Edit to continue with changes *Always note the Status of the policy
- Animate second screenOnce changes have been notated, click Continue
- - Verify changes and be sure to Submit!
- Secure File Transfer (SFT) is the preferred method of sending/receiving sensitive data (i.e.: Payroll deduction files/Bill in Excel for Ez Billing)
- Use the Send Filelink to send files
- Select Home Office >OK
- - Please select the appropriate transfer > click Next
- - Verity/Select your accounts name > confirm Selected Transfer field > click Next
- Select file > click Open
- - Click Send File
- âIf sending your payroll deduction file/Bill in Excel (Ez Billing), please make sure to remit premium that matches the fileâ
- Here, important notifications from Colonial Life regarding billing and premiums can be found
- Animate bottom first, then top last
- Animate bottom first, then top last
- We provide you with free access to CCH HRAnswersNow - an online HR library
- CCH HRAnswersNow costs $1,700 annually, provided free of charge by Colonial Life