MyLU Insider

Human Resources

Category: Human Resources

Free Webinars and Monthly Live Talks Provided by ERC

Did you know our Employee Assistance Program, ERC, provides free webinars and live talks on various topics? Here is what’s coming up this month:

Click here to register for any of the upcoming monthly talks. To log in to their website and view more resources, use the following credentials:

  • Username: ERC
  • Password: ERC

Adjustment to Flexible Spending Benefit

The recent passage of the Taxpayer Certainty and Disaster Tax Relief Act of 2020 has allowed changes to our flexible spending benefit. These changes include:

  1. Allow unlimited roll over from the 2020 Health Care FSA into the 2021 plan year.
  2. Provide a grace period for the 2020 Dependent Care FSA until December 31, 2021 which will allow participants to incur eligible expenses and pay for them for this longer time from the Dependent Care FSA.
  3. Allow for up to one mid-year change to Dependent Care and Health Care FSA without an IRS qualifying change or status event for the plan year ending December 31, 2021. Changes allowed include decreasing an existing election to an amount not below the greater of payroll contributions to date or reimbursements to date, increasing an existing election up to the maximum permitted by the plan, making a new election when the employee initially declined to make an election. Changes must be submitted on or before September 30, 2021.

The Summary of Material Modification document provides additional details regarding the changes. Please contact your HR representative if you have any questions or would like to make a change.

Schedule your Appointment Now – Virtual Meetings with a Transamerica Representative

Due to COVID-19, a Transamerica Retirement Planning Consultant is unable to come to campus. In lieu of in person meetings, they are offering individual virtual appointments during a variety of shifts from February 18th – March 19th.  

The consultant is available to answer any questions regarding the WAICU Retirement Readiness Plan or assist with the rollover of retirement plan from a prior employer. Click here to schedule your virtual appointment.

Upcoming Retirement Plan Webinar

The WAICU Retirement Readiness Plan in partnership with Transamerica is pleased to offer a series of live webinars designed to help you take full advantage of everything the Retirement Readiness Plan has to offer. To register, please click on the title of the webinar and follow the on-screen prompts to register for the live webinar of your choice.

Upcoming webinars are as followed:

Money Management Essentials
Date: February 17, 2021
Time: 12:00 PM CST

CST Covers the importance of saving, budgeting, and debt management. A healthy financial picture should include all of these components.

Retirement Plan Essentials
Date: May 19, 2021
Time: 12:00 PM CST

Encourages employees to enroll in their workplace retirement plan or longtime participants to re-engage and learn about its latest features. Includes information about available investment services and a detailed description of Your Retirement Outlook®.

Life and Legacy
Date: August 18, 2021
Time: 12:00 PM CST

Explains estate planning best practices and how to put a plan in place.

Get Ready to Retire
Date: November 17, 2021
Time: 12:00 PM CST

A review of five key areas to consider as retirement approaches: Lifestyle, Investments, Income, Healthcare, and Legacy.

CERTIFY – Congratulations!! & Two announcements

Congratulations LU Campus credit card holders! We had nearly 100% of January 1-15, 2021 credit card reports submitted and reviewed last week. Thank you to everyone for taking the time to learn our new system and reaching out for assistance so we could reach this achievement! Let’s keep up the great work!

A 2nd edition of the Lawrence CERTIFY guide with more FAQ is now available on the Financial Services webpage.

Don’t forget to add your direct deposit banking information if you are requesting a cash reimbursement. Your reimbursement request will be delayed until that information is entered under My Account on your CERTIFY Home page.

New Hires and Promotions

The following colleagues have been hired or rehired within the last weeks. If you see them on campus, please welcome them to Lawrence!

Paul Dietrich – Lecturer of Music (Conservatory of Music)

Cameo Humes – Lecturer of Music (Conservatory of Music)

Jessica Jensen – Lecturer of Music (Conservatory of Music)

Linnea Ng – Lecturer of Psychology (Psychology)

Jess Nurse – Custodian (Custodial)

Ashley Reinke – Visiting Assistant Professor of Chemistry (Chemistry)

The following colleagues have recently moved to a new position within Lawrence. Please take the time to congratulate them on their new position!

Kelly Rutten – Residential Education and Housing Office Coordinator (Office of Residential Ed & Housing)

2021 Credit Card Reports now PAPERLESS and prepared in CERTIFY

Thank you to everyone who has submitted their first 2021 credit card report for the period January 1 – 15, 2021 using our new paperless system CERTIFY. If you still have to submit your report or review other’s reports, please do so by Friday, January 29. If you need more time, please let Financial Services know. We understand that the learning curve is high with a new system and we are more than happy to assist you.

PLEASE NOTE: If you did NOT use your credit card during the period of January 1-15, 2021 you do NOT need to submit a credit card report.

CERTIFY is also our new tool to submit a cash expense reimbursement request. Please remember to set up your ACH banking information in CERTIFY before you send your first reimbursement request. The link below provides a step by step guide to setting up your ACH banking information.

https://help.certify.com/hc/en-us/articles/202557014-Entering-Direct-Deposit-Account-Information-for-Domestic-ACH

TOOLS for YOU!

We encourage everyone to watch the following CERTIFY videos before you attempt to prepare or review your first expense report. The videos are SHORT (3-5 minutes) and very informative.

  • CERTIFY Mobile
  • CERTIFY Wallet
  • CREATING reports
  • APPROVING reports

https://help.certify.com/hc/en-us

We also encourage everyone to read through the Lawrence University CERTIFY Guide for helpful tips and FAQs. The guide can be found on the Financial Services webpage or by using the link below.

https://www.lawrence.edu/info/offices/financial_services

For your convenience you can access CERTIFY through VOYAGER under the EMPLOYEE SERVICES tab. This method will log you in to CERTIFY with your LU credentials.

W-2 Update

As a reminder, W-2 documents will be mailed next week to the address we have on file if you are not enrolled in electronic delivery. It is not too late to elect for electronic delivery of your W-2 in Voyager. Electing for an electronic W-2 document will allow you to receive your W-2 faster than receiving it by mail. Follow the steps below to receive your documents electronically in Voyager early next week:

  • Log into Voyager > Employee Services > Tax Forms > Electronic W-2 and 1095-C Consent
  • Select My Choice next to Consent to receive W-2/1095-Cs electronically and click submit. If you previously elected this option, you will already be enrolled.

If you don’t file your taxes electronically and plan on mailing them in, you will need a printed version of your W-2.

Free Webinars and Monthly Live Talks Provided by ERC

Did you know our Employee Assistance Program, ERC, provides free webinars and live talks on various topics? Here is what’s coming up this month:

  • Caregivers Network: Financial Wellness, Care Costs – January 20th from 12:00 – 1:00pm
    • Participants will learn about the cost considerations of long-term care and various caregiving activities, resources to save money and how to prepare financially to help parents as they age.
  • Succeed at Work: Staying Strong & Resilient – January 21st from 12:00 – 1:00pm
    • Learn how to forge forward in spite of adversity, strategies for staying strong and resilient, maintaining a positive outlook and reducing stress.
  • Living a Healthy Life – January 26th from 12:00 – 1:00pm
    • Learn tips on how to maintain a healthy lifestyle by reducing stress, better managing responsibilities and getting proper nutrition and exercise. Discussed are: the benefits of a healthy lifestyle, healthy eating and exercise tips, recognizing and reducing stress, the importance of a good night’s sleep, and the power of positive thinking. 
  • Strong Parents, Strong Families: Raising Well Balanced Children – January 27th from 12:00 – 1:00pm
    • Provide practical tips to help parents and guardians foster a healthy, positive foundation in their children. Participants will explore self-esteem, emotional, physical and social issues, personal discipline, and body image as well as gender differences and challenges.
  • Your Healthy Lifestyle: Eat Your Way to a Healthy Year – January 28th from 12:00 – 1:00pm
    • It’s easy to achieve your New Year’s resolutions, if you fill your plate with foods that really feed your body.
  • Healthy Cooking – On demand webinar
    • Learn how to cook healthfully at home. Explore types of foods to have on hand and learn how to cook some easy, healthy recipes. 

Click here to register for any of the upcoming monthly talks. To log in to their website and view more resources, use the following credentials:

  • Username: ERC
  • Password: ERC

CERTIFY replaces COMDATA credit card reports and cash reimbursements starting January 1, 2021!

Financial Services is excited to welcome 2021 with a new paperless credit card expense report process for employees who are Lawrence purchasing card holders AND a new paperless cash expense report process for employees who request a mileage or other cash reimbursement.  Both of these new processes will now be handled through a program called CERTIFY!

If you have been using your Lawrence credit card in 2021 you probably have already seen emails from CERTIFY landing in your inbox letting you know you have transactions in your CERTIFY WALLET! This means your CERTIFY account is linked to your Lawrence credit card and already functioning for you!

All employees should have received a Pre-Welcome Email on December 10 from Mary Alma Noonan, VP for Finance and Administration, and an Official Welcome Email from CERTIFY (accounts@certify.com) on December 16, 2020.  Please check your junk/spam folder if you did not receive either of these emails and if you do not find either of them in your junk/spam folder, please reach out to Amy Price (amy.price@lawrence.edu) for the email(s) to be resent. 

Please click on the link in the Welcome Email from December 16 which will use your Lawrence credentials to log you into the website.  Once you are logged in, please bookmark the link for future use.  Also, if you have not done so already, please follow the steps to set up your account.

Be sure to check out the CERTIFY website and the recommended videos at your earliest convenience. 

  • CERTIFY Mobile
  • CERTIFY Wallet
  • CREATING reports
  • APPROVING reports

https://help.certify.com/hc/en-us

PLEASE NOTE: For those staff and faculty who are used to having administrative help with their credit card and expense reports, don’t panick. CERTIFY allows for others to act as DELEGATES for you so a level of assistance can still be provided to those who need the extra help. On Friday, January 15, those administrative staff will be attending a CERTIFY Power User orientation session with the Financial Services group to assist them with this DELEGATE feature.

The Lawrence CERTIFY guide with tips you will need to get started on your own will be sent early next week to assist with the first reporting period of January 1-15, 2021. 

NOTE:  We encourage all credit card holders to get all of your outstanding 2020 expenses submitted by January 15, 2021 prior to using CERTIFY for the first time.