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Category: Employer Groups | Printed:

Managing Employer Groups NEW

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Learn to configure employer groups, track engagement, manage settings, assign champions, and generate reports. This comprehensive guide covers all administrative functions needed for effective employer group management.

Tier 1+ Access Required

This guide covers employer group management functions available to Tier 1 Operational Support and higher levels. Tier 0 support staff should focus on member-level assistance.

What You'll Master

Employer Group Management Overview

Employer groups are the foundation of the TALON platform, representing organizations that provide healthcare transparency benefits to their employees. As a Tier 1+ support representative, you have comprehensive tools to manage these groups effectively.

Your employer group management responsibilities include:

Configuration Management: Enable/disable groups, set up branding, configure features
Engagement Monitoring: Track member adoption and platform usage
Champion Assignment: Designate and manage employer champions
Communication: Send announcements and manage group-specific content
Reporting: Generate analytics and usage reports for stakeholders

Core Management Functions

Enable/Disable Groups

Control group access to the platform and manage active status for employer organizations.

Toggle group active status
Manage member access permissions
Control feature availability
Set enrollment periods
Handle group transitions

Engagement Tracking

Monitor member participation, track adoption rates, and analyze usage patterns across employer groups.

View engagement statistics
Track member login rates
Monitor search activity
Analyze feature utilization
Generate usage reports

Reports & Analytics

Generate comprehensive reports and analytics for stakeholders and employer group administrators.

Create engagement reports
Export usage analytics
Generate member statistics
Track cost savings data
Prepare client presentations

Champion Management

Assign and manage employer champions who serve as primary contacts and administrators for their organizations.

Assign employer champions
Manage champion permissions
Train champion users
Monitor champion activity
Provide champion support

Step-by-Step Management Process

Employer Group Management Process

Access Employer Groups Dashboard

Navigate to the Employers section from the main dashboard. This displays the employer groups table with all organizations under your management.

Select Target Employer Group

Click on the specific employer group you need to manage. This opens the detailed group view with all available management options.

Review Current Group Status

Check the group's active status, member count, engagement metrics, and any pending issues that need attention.

Perform Required Actions

Execute the necessary management tasks such as configuration changes, champion assignments, or engagement tracking.

Document Changes

Record all changes made and notify relevant stakeholders about updates to the employer group configuration.

Management Best Practices

Pro Tips for Employer Group Management

Regular Health Checks: Perform weekly reviews of group engagement and status
Proactive Communication: Send regular updates to employer champions about platform improvements
Data-Driven Decisions: Use engagement analytics to recommend optimizations
Documentation: Maintain detailed records of all configuration changes and reasons
Training Support: Provide ongoing education to employer champions and key users

Common Issues & Solutions

Low Engagement Rates

Symptoms: Members not logging in or using platform features

Solutions: Review communication strategy, enhance employer champion training, analyze user experience barriers, consider additional promotional campaigns

Configuration Problems

Symptoms: Features not working as expected for specific groups

Solutions: Verify group settings, check tag assignments, review permission configurations, test with sample member accounts

Champion Access Issues

Symptoms: Employer champions cannot access administrative functions

Solutions: Verify champion role assignments, check user permissions, confirm group associations, test login processes

Important Considerations

Always coordinate with employer champions before making significant configuration changes. Document all modifications and maintain backup configurations when possible. Consider the impact on member experience before implementing changes.

Learn Engagement Tracking Group Configuration Guide Mass Enrollment Emails