Middle market companiesPeople or workforce leader

Your responsibility

Explain The Plan and give employees a defined support contact.

Will employees understand what The Plan is, how it works alongside major medical, and how to use its services?

When you join the reviewYou enter while the model is being reviewed, before communication or enrollment is designed.
What you are responsible forEmployee-experience owner
What must be true to advanceAdvance only when employees can distinguish, understand, access, and get support for The Plan.

Your decision brief

What you care about, what you need, and what can stop the decision.

Items you review

  • Employee communication
  • Service access
  • Enrollment and support

Information you need

  • Plain-language materials
  • Communication calendar
  • Provider support contact

Risks to resolve

  • Confusion with major medical
  • Low participation
  • Questions reaching an unprepared internal team

Review meeting

Agenda, documents, and approval criteria.

Agenda

  • Employee groups, locations, languages, and communication channels
  • How The Plan sits alongside major medical
  • Enrollment, service support, and escalation

Documents and outputs

  • Plain-language communication plan
  • Enrollment and support calendar
  • Employee-question and escalation guide

Approval criteria

  • Employee descriptions match plan terms
  • Every population receives enrollment information
  • Internal teams know where to route questions

Review stages

See which stages require your approval.

Highlighted stages show where you provide information, validate the work, or approve the next action.

  1. 01
    Executive sponsor

    Align the sponsor

    Business objective, workforce scope, and decision team

  2. 02
    Finance + payroll

    Model the opportunity

    Population and participation scenarios

  3. 03
    Your stage • Counsel + advisors + workforce leaders

    Run cross-functional review

    Resolved tax, plan, privacy, and employee-experience questions

  4. 04
    Your stage • Employer + provider

    Design the rollout

    Systems, communication, enrollment, and support plan

  5. 05
    Executive sponsor

    Approve and launch

    Decision record, named owners, measures, and launch gate

What to provide

List employee groups, locations, languages, communication channels, and support contacts.

Schedule the employer review

Other reviewers

See the requirements assigned to other roles.

Chief executive, finance, or operating sponsor

Do the employee services and estimated savings justify the implementation work and internal review?View role requirements →

Finance or payroll leader

Do the economics hold employee by employee, and can our payroll environment execute the approved design?View role requirements →

Health-plan advisor, tax, or legal counsel

Do the final documents, tax mechanics, eligibility, privacy roles, and operations work together for this employer?View role requirements →