Maxwell Product Update: December 19, 2018

From new payroll and COBRA functionality and integrations to an enhanced enrollment progress dashboard and automatic processing of open enrollment—we’ve made a lot of improvements in 2018 thanks to thoughtful feedback from our clients! We’re rounding out the year with a few small but mighty updates that are sure to ease your day-to-day benefits administration. Check it out!

Redesigned employer preferences

The “Employer Preferences” page has a new look and feel! Now, when you go to set or update your preferences, you'll be met with a clean design and description for each preference.

As part of this update, we took the opportunity to declutter the page and remove a few preferences that we’ve received feedback are not helpful or are no longer needed:

  • Employer ID. This field is for internal Maxwell use only.
  • Default Eligibility Group. This preference allowed Administrators to choose a default eligibility group to automatically place new hires in. It’s no longer applicable as new hires must be selected when they’re added to the system.
  • CC Master Admin on Emails. This preference allowed Master Administrators to cc’ themselves on each email that was sent out of the Maxwell system.
  • Default Approve Change Request Email Template & Default Approve Change Request and Open Products Email Template. These preferences allowed Master Administrators to select the default email template that should be used to inform the employee that their change request has been approved.

Check out this Resource Center article for more information on Employer Preferences >

Now easier to keep salary-based benefits in sync as employee salary changes

We know it can be difficult to keep employees’ enrollments in salary-based benefits in sync with their salaries, especially as they’re updated throughout the year. We’re on a mission to automate that process and the first set of functionality is now live!

You can now have the Maxwell system automatically update an employee’s enrollments in salary-based benefits to reflect the new coverage and costs after an update is made to the employee’s salary (whether via the employee profile or Bulk Upload). You can set the enrollments to update:

  • Immediately as of the date the new salary is entered
    • Example: If the new salary is entered on 11/1, enrollments will update effective 11/1. If the new salary is entered on 11/2, enrollments will update effective 11/2.
  • First of the month following the date the new salary is entered
    • Example: If the new salary is entered on 11/1, enrollments will update effective 12/1. If the new salary is entered on 11/2, enrollments will update effective 12/1.
  • First of the month coinciding with or following the date the new salary is entered
    • Example: If the new salary is entered on 11/1, enrollments will update effective 11/1. If the new salary is entered on 11/2, enrollments will update effective 12/1.

This setting is now available on the redesigned "Employer Preferences" page and is unselected by default. This means that, unless you or your colleagues/Advisor change the setting, no functionality will change, and you'll continue to manually update salary-based enrollments when a salary changes if that is your practice today. You’ll see that the setting also has an option to update coverage manually. By choosing that option, you’re confirming the default behavior.

Future improvements

This is the first in a series of improvements to our employee compensation management functionality. In early 2019, we also plan to release the ability to set an effective date for the salary change. This allows you to load in salary updates whenever is convenient for you, as well as run an open enrollment showing eligible coverage amounts and costs based on future salaries when the plans are effective. We’re also working on a better way to display an employee’s salary history. Stay tuned!

Check out this Resource Center article for more information on salary changes >

In case you missed it

Some recent smaller improvements of note:

  • You can now declutter your "Forms" page by archiving any forms that you’re no longer using! By archiving the form, you’ll move it to the bottom of the "Forms" page and prevent it from sending to employees. You'll still be able to view and download all the individual versions of the form that were signed by employees, and restore the form at any time if needed.



  • You can now set “Open Enrollment” as an auto-send option for HR forms. This is useful for annual notices that need to be signed off at open enrollment time but aren’t related to enrollment in a particular product. The forms will be sent when the open enrollment starts and will be revoked if the open enrollment is deactivated.



  • The credentials email that Administrators receive welcoming them to the Maxwell platform, as well as the email they receive when they request to reset their password, has been updated with a cleaner design and more welcoming copy.

    Screen_Shot_2018-12-10_at_1.55.01_PM.png .  Screen_Shot_2018-12-10_at_1.55.42_PM.png

  • We love real-time feedback! You may have noticed that as you complete certain tasks within the portal, we're now asking for feedback on what you just completed and if you found it easy. This feedback goes straight to our Product Management team, so we'd appreciate you taking a couple seconds to fill it out if you see it!


Before you go

New Live Q&A Workshop with the Maxwell team!

Have you ever wondered the best way to handle a certain situation or find information in Maxwell? If so, then you’ll love our new live Q&A workshop with our Product Specialist, Onyi Nwachukwu. Our next session is Wednesday, January 30, 2019 at 12 noon ET. Sign up today!


Thanks for reading! As always, we welcome your suggestions, questions, feedback. Even random thoughts :) We want to hear from you. Drop us a note at feedback@maxwellhealth.com.

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