Online Tools Help

Need help navigating your Employer Portal or the Benefits Administration system?
Click one of the below options to learn more:
Employer Portal Help
 

Say 'Hello' to Your New Portal! 

Introducing a personalized experience for employers through ConcordiaPlans.org. You told us you wanted to streamline your benefits management responsibilities. Now, this new experience comes to life!

Benefits Administration System Help
 

Manage your Employee's Benefits with ease! 

Introducing a streamlined benefits management experience for employers through ConcordiaPlans.org. You told us, and we've listened. Now, this new experience comes to life!


Still have questions after looking through this page? Email info@concordiaplans.org

Scroll down for Frequently Asked Questions!

Annual Compensation Reports Help

Need help completing your Annual Compensation Report?

There are two ways to complete your ACR. Download one of the guides below for help in the process:

You said you wanted to cut down on paper forms and reports. You told us, and we've listened. Now, this new experience comes to life!

Still have questions after looking through this page? Email info@concordiaplans.org

Running Payroll Reports Help

Need help running your payroll deduction report?

Download the guide below for help in the process:

You said you wanted to cut down on paper forms and reports. You told us, and we've listened. Now, this new experience comes to life!

Still have questions after looking through this page? Email info@concordiaplans.org


 

Frequently Asked Questions

 

Benefits Administration System FAQs

How do I get to the Benefits Administration System from the employer portal dashboard?

The quickest way to get to the Benefits Administration System is to click the “Quick Links” button and click on “Benefits Administration System.” This link will always be available.


You can also click “Act Now” in the Open Enrollment information cards on the main employer dashboard and the Resources page. These cards are only up during Open Enrollment.

Can I use my phone or tablet?

While the process works on a phone, it is recommended you use a larger screen on a desktop, laptop or tablet for the best experience.

How do I run a report of my workers’ Open Enrollment activity?

Click Reports on the left-side menu.

A new menu will pop up – choose Eligibility Reports to continue.

To create a new open enrollment report, click Run New Report in the upper left section.

What kind of Open Enrollment reports can I run?

There are four reports you can run during worker Open Enrollment.

Use the Annual Enrollment Activity Report to show which of your workers have completed the open enrollment process, started but not submitted, or taken no action.


The Annual Enrollment All Elections Report will show you all of the specific elections that your workers have made for 2019 by plan.


The Annual Enrollment Change Report will show you all of the specific benefit plan changes that are happening during enrollment. You will be able to compare your workers’ new elections for 2019 with their current elections.


The Annual Enrollment Daily Statistics Report will give you a count of confirmed and not confirmed Open Enrollment events by your workers.

How should I name my report, and what date(s) should I enter?

You can name a report whatever you like and should use a system that will make sense to you. You might want to include the date on which you are running a report in case you run more than one of the same type during Open Enrollment. Enter the following dates:

  • Annual Enrollment Activity Report: enter 1/1/2019 as your Annual Enrollment Trigger Date
  • Annual Enrollment All Elections Report: enter 1/1/2019 as your Annual Enrollment Date
  • The Annual Enrollment Change Report: enter 1/1/2019 as your Annual Enrollment Effective Date
  • Annual Enrollment Daily Statistics Report: enter 10/15/2018 and 11/1/2018 as your Start and End Dates
How will I know when my report is ready, and how do I view it?

The status for the report you created will be “Scheduled” at first. When it is ready, the report status will change to “Completed.” You can refresh your browser to see if the status changes. You may also receive an email alerting you that the report is ready.


Once your report is completed, click on the magnifying glass icon to view it. You can choose to open it or save it.

How do I check the enrollment status of an individual worker?

Click into the search bar on your dashboard. This is the magnifying glass next to the word “Empyrean” at the top.


Type a worker’s first name, last name, full name or social security number. If more than one worker at your ministry has the name you entered, select the worker you are looking for by clicking his or her name on the next screen.


You can also click the “Employees” icon on the dashboard to see a list of your workers.

Once on your worker’s information page, click Events in the top navigation bar.


On the worker’s Events page you can see the status of this worker’s Open Enrollment. Since the status is listed as “Pending,” the worker has not completed the process to this point. Click the words “Open Enrollment” to view this worker’s specific status.

How can I help one of my workers by completing the Open Enrollment process for him/her?

Choose a worker the way you previously did, by either searching in the dashboard search bar or clicking the “Employees” icon on the dashboard.


Once on your worker’s information page, click Events in the top navigation bar.


To complete the Open Enrollment process for this worker, click the yellow “COMPASS” button in the upper right corner.

You will see a screen that indicates you are being connected to COMPASS. Upon being connected to COMPASS, you will be able to complete the Open Enrollment process for this worker.


You will see in the top left corner (in purple) that you are using compass on behalf of the worker you have chosen. To make elections for this worker, click “Complete Event” in the green notification bar. From this point, you can complete the process as outlined in the member Open Enrollment module.

How do I get back to the main dashboard of the Benefits Administration System?

If at any time you are on a worker’s page within the Benefits Administration Page and want to get back to the main dashboard, click either “Dashboard” or “Client” on the left side navigation bar. If you are using COMPASS to help a worker enroll, you will need to get back into the Benefits Administration System by clicking the correct tab in your browser.

Employer Portal FAQs

Why did you create the portal?

Because we heard you. Watch the video below!

 
How do I get to the portal?

Go to ConcordiaPlans.org and on the homepage you’ll see a circle with a dotted line leading you right to the login button. If you’ve already designated a Benefits Administrator for your ministry, click on the button and see Question 3 about how to register. If you haven’t designated your benefits administrators, go to Question 2 to find out how to make a designation.

 

How do I designate a benefits administrator for my ministry?

Follow these steps to designate your Benefits Administrators.

If you answer “No,” you will be required to enter the following identifying information:

Click “Designate Admin” once you’ve entered this information.

  1. Visit https://admins.ConcordiaPlans.org
  2. Enter your temporary password and CPS Employer ID (The temporary password is located on the “Save The Date” invitation that you received in April, as well as on emails that were sent to you in April and May. Your Employer ID can be found on your CPS invoice.)
  3. If entered correctly, you will be prompted to enter your direct office email address and submit. You will automatically receive an email in which you will be asked to confirm your email address and then be allowed to re-enter the system.
  4. You will be prompted to enter your temporary password and create a new password. Your new password and confirmed email address will now be your login credentials for this tool.
  5. As the person designating your ministry’s Benefits Administrators, you will automatically be designated as the Plan Administrator. You will be asked if you are a member of the Concordia Plans. If you answer “Yes,” you will be prompted to choose your name from the list of workers and click “Select.” You will then be required to enter a valid email address. Click “Designate Admin” once you’ve entered this information.  

    If you answer “No,” you will be required to enter the following identifying information:

    • First and last name
    • Date of birth
    • Social Security number
    • Position status (full-time worker, part-time worker or volunteer)
    • Volunteer term date (if applicable)
  6. You will now be able to designate any other administrators to whom you want to assign access.
  7. When finished, click “Complete” and then click “Log Off” to exit out of the system. If you need help, call the CPS Customer Care Team at 888-927-7526.
I’ve designated my ministry’s benefits administrator, what’s the next step?

Now you’re ready to register. Click on the login button on ConcordiaPlans.org. Go to “Register” on the right of the page. Follow these five steps.

  1. Enter your email address. This is where you enter the email address you want associated with your profile. While you may have received the invitation to register at your work email address, you have the option of setting up your account using the email address of your choice. If you are an employer administrator, you likely will want to continue using your work email address.
  2. Create your password. You will need to create a password using a minimum of eight characters that includes an upper case and lower case letter, as well as a numeric character. For convenience, you can check the box to show your password so you can see what you are typing. As an employer administrator, you will be prompted to update this password every six months for security purposes.
  3. Choose and answer a security question. There is a large list of questions from which you can choose. Once you have found one you like and for which you will remember your answer, type in your answer.
  4. Verify your account. This step is very important because it will allow you access to your employees’ benefits information, as well as your own. Enter your:
    • Last name
    • The last four digits of your Social Security number
    • Date of birth
  5. Sign in. Click on the “Sign in to my Dashboard” button and, from the sign-in section on the left, use the email address and password you set up when you registered your account. To make future sign-ins easier, you can click the box for “Remember me,” which will save your email address for next time and require you to type in only your password.

Providing this information ensures that you are uniquely matched up with a valid administrator record so that your account is secure and your information is accurate. This information enables the portal to be personalized for you and your ministry. Click the submit button and you should see a “Success!” message if your account is ready to go.

Once you have completed this final step, you will be directed to your ministry’s dashboard.

I understand this is a portal for employers and members. I’m both, so is there an easy way to access both accounts?

Yes. Move your cursor to the top right of the screen where you see your name. Click on the down arrow. From here you can toggle between your account as an employer and your account as a member. There is no signing out of one to get back into the other

What can I do on the employer dashboard?

The dashboard is your toolbar and your home base. The toolbar is the row of tabs that take you to some of the most requested content on the portal – Quick Links, Workers, Benefits, Billing, Actions, Resources and Admin Profile. If you need additional help, click the “Help” button, located to the right of the toolbar. From the dashboard, you can:

  • Pay your bill electronically through the Concordia Plan Services Online Payment System by simply clicking the “Pay Online” button, which you will find under both the “Admin Profile” and the “Resources” tabs
  • Access your ministry’s account manager by emailing or calling him or her
  • Monitor how many workers have enrolled in each plan your ministry offers, a simple way to get data to help administer your workers’ benefits
  • See which benefits your ministry is currently enrolled
  • Receive alerts as to what actions your ministry needs to take or important information you need to read, along with deadlines for completing those actions
  • Tap into resources that will help you administer benefits and stay up-to-date on the important information that applies to your ministry and your workers

Where can I see who has been named to specific administrative roles within my ministry’s portal?

On the right side of the “Admin Profile” screen, you can see specific administrative roles within your employer portal. These roles include Plan Administrator, Finance Administrator, HR Administrator or HR Read-Only Administrator.

What are the responsibilities of the different administrative roles?

Plan Administrator

 

Each ministry can only have one Plan Administrator. The Plan Administrator can perform all employer portal functions, and can designate others for roles. A ministry can choose to have only a Plan Administrator and not fill one or more of the other roles. Responsibilities include:

 

Elect benefit plan options; change or update benefits administration policies and practices; assign portal benefits administration roles; add, change and delete worker accounts; mange employer elections and settings; report worker salaries; enroll workers; make benefits changes for workers; review CPS invoices; make CPS payments.

 

Finance Administrator

 

Review CPS invoices; make CPS payments.

 

HR Administrator

 

Add, change and delete worker accounts; mange employer elections and settings; report worker salaries; enroll workers; make benefits changes for workers.

 

HR Read-Only Administrator

 

Review member records; review employer benefits setting.

What do I do if I want to reassign an administrative role?

If you need to update your employer information, all you need to do is contact CPS at 888-927-7526.

What worker information will I be able to access?
 
How will I know when I have actions to take?

When you sign in, look for an orange circle at the top right of the “Actions” tab. If you see that circle and a number inside the circle you have that number of alerts requiring action, along with completion deadlines. You can also conveniently add these actions to your personal calendar so that you are reminded.

How do I use my Employer Options Tool?

Watch this helpful tutorial below!

 
Why do you need Social Security numbers for the benefits administrator and others handling administration on the portal?

We require Social Security numbers of the individuals you have identified because an administrator on the portal, even one with read-only privileges, will be able to view sensitive data about the workers at your ministry. In order to protect your workers’ privacy, we must validate each user in this way.

 

One way of protecting your information is making sure that you have identified the person or people allowed to select plans, administer benefits and view/pay invoices from CPS. We need these details to help us be good stewards of the information you entrust to us.

What is CPS doing to protect personal information on the portal?

We take security very seriously at Concordia Plan Services. All efforts are made to protect the large amount of employer and member data we house. With that said, we have a multi-layer environment of how data is stored and protected at-rest with encryption, who has access, connections to servers, transfer of data (Transport Layer Security and Enterprise-Strength Firewalls) along with extensive security monitoring.

 

The employer administration part of the portal resides in a secure hosted facility behind industry leading firewalls. When you access the website it is secured through Secure Sockets Layer. This is the standard security technology for establishing an encrypted link between a web server and a browser. This link ensures that all data passed between the web server and browsers remain private.

 

Additionally, we utilize Microsoft Active Directory internally to assign roles and permissions to critical servers, folders and files. This is monitored and audited on a frequent basis.  We partner with a security vendor that monitors our systems for any inbound or outbound malicious or suspicious activity. There are also technologies implemented at the perimeter of our network to detect and alert our internal and external security teams in the event of issue.

 

Finally, we’ve implemented solutions to monitor and alert key IT personal when Protected Health Information, personally identifiable information, Social Security numbers or credit card numbers are being sent unsecure. The solution will block those messages and provide a report back to key technology personnel.



Contact Us:
The Lutheran Church—Missouri Synod
7 a.m. – 5 p.m., Central Time. Monday – Friday
info@concordiaplans.org
888-927-7526