SERVICE FEATURES
“I’m not re-inventing the wheel, just smoothing it out.”
-Alfredo “Coach LOA” Martin
Details & Pricing
Leave Program Assessment +Copilot
Included:
- 1-2 Initial Calls
- Customized Client Portal
- S.W.O.T Analysis Chart
- Cost & Comparison Chart
- Assessment of:
- Company Leave Policy
- Shared Drive
- Forms, letters, templates
- HCM system(s)
- Payroll Files
- LOA Benefit Premium Invoices
- Leave Processes
- Open Cases (a few)
- Company Portal/Intranet
*will discuss on initial call(s) to decide on what internal leave products will make sense as part of the assessment.
$1,250/
one-time
Leave Management Coaching +Copilot
Included:
- 1-2 Initial Calls
- Customized Client Portal
- Side by Side Real-Time with Leave Expert
- Coaching Summary/Tools
- Items of Discussion & Review:
- Complex Leave Cases
- Leave Policy
- SLA's
- Process Improvement
- Coaching Leave Team Members
- Providing Compliance Training to Leave Team/Workforce
- Attend Leave Software Demonstrations
- Implementation Assistance
$100/
hour
Leave Program Tailored Design
Included:
- 1-2 Initial Calls
- Customized Client Portal
- Project Plan Document
- Project Updates (weekly)
- Organized Shared Drive
- Items of Customization:
- LOA Process Flow Chart
- LOA Request Form
- Federal/State/Local Forms
- LOA Premium Invoices
- Communication Templates
- LOA Payroll Files
- Leave Reporting Analysis
- Cover Letters
- HCM Leave Code Configuration
- and more
- Project Completion Summary Call
Cost Depends On Scope of Project
Leave Program Assessment +Copilot
Are You Facing These Challenges?
● Process Inefficiencies: Are your leave processes slow, cumbersome, or prone to errors?
● Compliance Concerns: Are you unsure if your leave program meets all federal, state, and local regulations?
● Lack of Clarity: Do you need a clear understanding of your leave program's strengths and weaknesses?
● Strategic Planning: Do you require data and insights to build a solid leave management business plan?
1. Initial Discussions on Client Challanges, Needs. Provide Assessment Overview Process, Details, & Expectations of Service & Client.
2. Access & Visibility to Internal/External ystems/Docuements. Begin Assessment Analysis.
3. Follow Up with Client, Provide S.W.O.T Analysis & Cost Comparison of Reccommeded Solutions.
4. Discuss Decisions & Next Steps ot Finalize Assessment.
- Increased Efficiency: Streamlined processes save time and reduce costs.
- Reduced Risk: Compliance assurance protects your organization from potential legal issues.
- Improved Clarity: A clear understanding of your leave program's performance.
- Data-Driven Decisions: Informed strategic planning for future growth.
- Cost Savings: Identify areas where costs can be reduced.
Leave Management Coaching +Copilot
We provide expert guidance and support, working side-by-side with your team to navigate the complexities of leave management.
- Do you have a demo with a leave management vendor and unsure of what questions to ask? What to identify?
- Unsure if your current TPA is following through with Service Level Agreements?
- Not sure if you need to add a dedicated headcount to your leave management team?
- Not feeling confident about your current leave policy?
- Dealing with a complex leave case and need expert advice?
1. Side-by-Side Expert Collaboration: Attend Meeting Invite (via phone/video/person)
2. Side by Side Review & Analyze Information
3. Subject Matter Expertise: Strategic Recommendation(s)
4. Follow Up Call/Email Discuss Decisions & Next Step(s)
- Immediate Access to Expertise: Get answers when you need them, without delay.
- Reduced Risk: Ensure compliance and minimize potential legal issues.
- Improved Efficiency: Streamline processes and optimize your leave program.
- Enhanced Decision-Making: Make informed choices with expert guidance.
- Peace of Mind: Gain confidence knowing your leave program is in expert hands.
Leave Program Tailored Design
Build a Compliant & Efficient Leave Solution
- Create a Leave Program From the Ground Up?
- Optimize Existing Leave Processes for Efficiency?
- Enhance the Employee and Administrative Experience?
- Ensure Full Compliance with Federal, State, and Local Regulations?
- Achieve Significant Cost Savings? Remove the middle man?
1. Discuss Vision, Project Scope, Identify Key Stakeholders & Deadlines
2. Obtain Acess and/or Visibility to Internal/External Resources-Tools
3. Begin to Work Behind the Scenes, Provide Ongoing Updates on Project Statuses
4. Present & Showcase Build/Enhancements. Feedback: Client Update(s) Requests.
5. Train/Coach Associates on Processes, Go Live to Entire Organization.
- Protect your organization from costly legal issues.
- Streamlined processes free up your team's time and provide full control of the entire leave management program.
- Reduce budget by administering leave management in-house, eliminating third-party costs.
- A positive leave experience boosts morale and retention.
- Build trust with key stakeholders and employees.
