DIVE IN TO HOUSTON METHODIST

Transcription

1 DIVE IN TO HOUSTON METHODIST YOUR QUICK START GUIDE AS A NEW HOUSTON METHODIST EMPLOYEE For Employees Transitioning from CHRISTUS

2 Your onboarding CheCklist sustain our mission is reinforced by our I CARE Values. be at your best. Enroll from Work Enroll from HomE I WANT TO KNOW ABOUT Timeline and Summary of Activities Tools and Resources Enrolling for Benefits Benefits Eligibility How My CHRISTUS Service Enhances My Houston Methodist Benefits Dependent Eligibility Benefits Cost Sharing Medical Plan Highlights HealthyDirections Programs and Rewards Prescription Drug Program Highlights Life and Accidental Death and Dismemberment (AD&D) Insurance Highlights Retirement Plan Options Paid Time Off and Holidays Other Programs The Pay Cycle Compensation and Bonus Programs In-Services and Completing Form I Onboarding Events Calendar Key Contact Information We are excited to welcome you and your family to Houston Methodist! At Houston Methodist, the passion to serve our patients and IntegrIty. CompassIon. accountability. respect. excellence. Woven throughout and reflected in our culture, I CARE Values do not just apply to our patients. These values extend to our employees. Houston Methodist is committed to creating the best employee experience for you because we know how much dedication it takes to As you begin your Houston Methodist journey, we will ask you to complete onboarding activities to help you gain access to Houston Over the next several months, you will need to complete certain onboarding activities to ensure you have access to all that Houston Methodist offers. To help you stay on course, take a moment to review your Onboarding Checklist, included in this Welcome Packet. Methodist resources and information. Use this checklist to help keep track of what you need to complete and by when. This is your chance to dive right in! m review your m Place your 2014 m register for houston activity steps/important Information timeframe/ Deadline Your Houston Methodist Journey Quick Start Guide Before you enroll Welcome Packet 2014 Benefits Guide in your Houston Methodist Benefits Laws Protecting Your Journey 2014 Benefits Contacts Card Anytime benefits Contacts Card in your wallet To access MARS employee self-service, your from home, and After you receive your Methodist home access other Houston Methodist IT systems, you must register via MARS Houston Methodist Home Access link on the Houston Methodist Intranet. network ID and password Before January, 31, Methodist work station at your facility You must bring documents that verify your eligibility. Page 9 of provides a list of acceptable documents. Access MARS at mymethodistbenefits.com. After you receive your information on Mars: From a Houston Methodist facility (on the Houston Methodist Houston Methodist network), click on the Enroll From Work icon and log in. network ID and password (dependent allowances From Home (or any non-houston Methodist location), click on and status) the Enroll From Home icon, log in, and click on MARS Portal. To elect a status other You must register for MARS Home Access before accessing than single with zero deposit information MARS from home. allowances on your is correct W-4, you must do so by Use your Houston Methodist network ID and password to log in to MARS February 10, 2014 (Your director should have distributed your network ID, password, and contacts badge to you prior to February 1. If you have not received this information please work with your director.) m Complete Form i-9 Complete an Employment Eligibility Verification Form I-9 at a Houston m review your personal m update your Form W-4 m Confirm your direct m update emergency

3 DIVE RIGHT IN! Welcome to the Houston Methodist family! We are excited to embark on a new journey together, delivering exceptional care to our patients. Houston Methodist thinks of your time with us as a journey a journey that embodies health, confidence, rewards and development. Your work demands a lot from you, so Houston Methodist provides you and your family with a high quality, cost-effective and diverse benefits program so that you can: Have security Find balance Embrace the opportunity to lead the life you want to lead both at work and at home Care does not stop with our patients. Houston Methodist is committed to traveling this road with you, providing support along the way to ensure you receive the proper care and the direction you and your family need. As part of the Houston Methodist family, we want you to feel welcomed and supported from the beginning of your journey. Please know that we are committed to making your journey smooth and successful. This Quick Start Guide provides an at-a-glance introduction to Houston Methodist benefits, programs and procedures. You will also find an overview of tools, resources, and a timeline with important actions and deadlines. The Welcome Packet also provides you with these resources to help navigate your journey: Onboarding Checklist 2014 Benefits Guide HealthyDirections Rewards Highlights A Benefits Contact Card for your wallet Laws Protecting Your Journey Beach Towel so you can dive right in! DIVE IN 1

4 TAKE YOUR MARK Timeline and Summary of Activities As you begin your Houston Methodist journey, be sure to continually review the following timeline so you know what activities you need to complete and by when. This is your chance to dive right in! If you started prior to February 1, 2014, your timeline will be different. To find your Houston Methodist start date, visit the Personal Information link in MARS. Contact HR Benefits or your HR Department if you have any questions. Benefits Enrollment Feb 1 Mar 2 Nursing Focal Point Review Mar Jun JAN 31 FEB 1 FEB 6 FEB 10 FEB 13 MAR 2 (or 30 calendar days from your date of hire) APR 1 (or 60 calendar days from your date of hire) APR/MAY DEADLINE to complete Employment Eligibility Verification Form I-9 (see page 19 for details) First official day as a Houston Methodist employee!* Benefits Enrollment begins in MARS (enrollment in your 403(b) Plan cannot occur until Tuesday, February 4) Receive your final CHRISTUS paycheck and pay out for remaining CHRISTUS PTO hours Last day to modify your Form W-4 in MARS for changes to affect your first Houston Methodist paycheck Receive your first Houston Methodist paycheck via direct deposit (view your paycheck stub in MARS) DEADLINE for Benefits Enrollment in MARS DEADLINE to complete your CHRISTUS Integration in-services in MARS DEADLINE to complete your Health Assessment in WebMD and onsite Biometric Screening during the Onboarding Events to receive the Medical Plan deductible credit up to $250 and partial out-of-pocket rollover (see pages 10 and 11 for details) D First 30 days D DEADLINE for you and your covered spouse to complete the 2014 Medical Plan Reward Criteria to receive the lower Medical Plan deductible for 2014: Complete the Health Assessment in WebMD Attend an onsite Biometric Screening** Be tobacco/nicotine-free*** See pages 10 and 11 for details D First 60 days D ConSova completes dependent eligibility and Spousal Surcharge verification on Wednesday, April 30 First quarter patient satisfaction bonuses paid to eligible employees on Thursday, May 8 Staff Focal Point Review Aug Nov Management Focal Point Review Dec Mar JUN 30 JUL 17 NOV 20 FEB/MAR 2015 Complete Houston Methodist Experience Training Eligible Registered Nurses, Nurse Practitioners and Physician Assistants receive first paycheck including any merit increases given during the Nursing Focal Point Review Eligible staff employees receive first paycheck including any merit increases given during the Staff Focal Point Review Eligible management employees receive first paycheck including any merit increases given during the Management Focal Point Review Dive in! When you see this symbol throughout this guide, you and possibly your covered spouse may need to take action. * Some employees may have a date of hire before February 1, ** Spouses who reside more than 50 miles from a Houston Methodist facility or who will be out of the area more than 30 days during the 60-day time period can visit any physician and have them complete a HealthyDirections Offsite Biometric Form. To request a form, contact Wellness Services, at *** If it is unreasonably difficult for you or your spouse to be tobacco/nicotine-free, an alternative lower Medical Plan deductible qualification may be available. For more information, contact HR Benefits at or [email protected]. 2 DIVE IN

5 THE RIGHT GEAR Tools and Resources As you begin exploring Houston Methodist, here are a few tools and resources you can use to help make your transition a smooth one. Resource Description Location mymethodistbenefits.com Your gateway to everything benefits related at Houston Methodist from HR Benefits forms, to resources such as the Benefits Library and your 2014 Benefi ts Guide, to your HealthyDirections Hot Spot and the CHRISTUS Integration page. Use this site to connect to all benefit vendors, including WebMD, UnitedHealthcare, Fidelity, etc. You and your family can access this site from anywhere with Internet access. Your Houston Methodist The Houston Methodist Experience site HealthyDirections Hot Spot MARS (Methodist Administrative Resources System) Fidelity Houston Methodist s primary method of communicating to employees is through . Discover what it means to be a part of the Houston Methodist experience through this dynamic website! HealthyDirections offers a variety of programs to help you and your family get and stay healthy. The HealthyDirections Hot Spot is the one-stop-shop for all of your and your family s HealthyDirections needs. Use this resource to: Complete your HealtH assessment Access your WebMD Health Assessment Explore programs to help you get and stay healthy Learn more about how to earn rewards like Better Health Bucks View upcoming events, including Biometric Screenings Share your healthy stories and recipes In Houston Methodist s Payroll and HR platform MARS you can: Look up your personal contact information and make updates Enroll in and update benefits Review and manage paycheck, direct deposit and W-4 information Complete your in-services and mylearnings Add job licenses, other certifications, and an internal resume Complete Performance Management and Development activities Check out current listing of open positions across Houston Methodist Houston Methodist Retirement Plans are administered by Fidelity. Here you can enroll for the 403(b) Plan and elect your beneficiaries for both the 403(b) and Defined Contribution Plans. mymethodistbenefi ts.com Accessible at home via the Enroll From Home icon on mymethodistbenefi ts.com. Use your Houston Methodist network ID and password to log in, and then go to Webmail. You must first register via the Houston Methodist Intranet MARS Home Access link. TheHoustonMethodistExperience.com Accessible via the Hot Spot icon on mymethodistbenefi ts.com Accessible via mymethodistbenefi ts.com or via the Houston Methodist Intranet Use your Houston Methodist network ID and password to log in. netbenefi ts.com/methodist HR Benefits For questions regarding your benefits or hrbenefi [email protected] HR Payroll For questions regarding your personal pay, direct deposit, and W-4 Form or [email protected] Resources During Onboarding and Enrollment The resources listed below will provide more details on your benefits options and how they might work for you and your family. They will also give more insight into your transition to Houston Methodist benefits and procedures. Your Houston Methodist Quick Start Guide (this booklet you re reading!) Your Onboarding Checklist and 2014 Benefi ts Guide found in your Welcome Packet or on mymethodistbenefi ts.com New Employee Orientation CHRISTUS Integration page on mymethodistbenefi ts.com (contains frequently asked questions (FAQs), forms and other important information related to the transition) Onsite Onboarding Events (see page 20 for calendar) DIVE IN 3

6 Enrolling for Benefits Benefits enrollment is a crucial step in your Houston Methodist onboarding. Enroll through MARS via mymethodistbenefi ts.com within 30 days of your benefits eligibility date to ensure you and your family are covered for You can enroll from anywhere. U From a Houston Methodist Facility U From Home (or non-houston Methodist location) Enroll from HomE U During an Onboarding Event You will be able to enroll for benefits and have your questions answered at the Onboarding Events in February. See page 20 for dates and times. You must be connected to a Houston Methodist network to access. Important! You must register for MARS Home Access before you can enroll from home. For enrollment requirements and step-by-step instructions on how to complete your benefits enrollment and/or add dependents or beneficiaries, refer to your 2014 Benefi ts Guide, found in your Welcome Packet. If you are benefits eligible you must enroll for benefits by March 2, 2014, to have benefits coverage for 2014.* Your Houston Methodist Badge For security, please wear your badge above your waist while working at Houston Methodist locations. It also contains your Employee ID number (see placement below). For time and attendance, please use your badge to clock in and out of work. For purchasing power, the badge may operate like a debit card at some locations, including the cafeteria. Funds will be deducted from your paycheck when purchasing items. If your date of hire is February 1, 2014, your director should have provided you with your Houston Methodist network ID, account, and employee badge. If you have not received your Houston Methodist network ID, account, and employee badge, discuss with your director. *Or 30 calendar days from your date of hire. Employee ID 4 DIVE IN

7 WHAT LANE ARE YOU IN? Defining Employee Status and Benefits Eligibility Houston Methodist uses Standard Hours to define employee status and determine eligibility for certain benefits. Standard Hours are the hours you are typically scheduled to work in a week (e.g., 20, 24, 28, 32, 36, 40, etc.). Standard Hours are also used to calculate your Paid Time Off (PTO), Life Insurance and Long-Term Disability (LTD) benefits. For more information about how your Standard Hours and benefit options work together, please refer to page 7 of your 2014 Benefi ts Guide, found in your Welcome Packet. Employee Classification Range of Standard Hours Benefits Eligible Full Time 32 to 40 Yes Part Time 1 to 31 Yes (20 to 31 Standard Hours ) PRN 1 to 40 No Temporary* 1 to 40 No *Expected to work for less than six months Benefits Eligibility Employees with Standard Hours of 20 or more, who are not classified as temporary or PRN, are eligible for benefits. Unsure of your benefits status? Check with your director or HR Department to confirm. How Your CHRISTUS Service Enhances Your Houston Methodist Benefits As you review your new benefit plans, you may notice that a few of our programs use Years of Service to calculate the amount of coverage or benefit you will receive. Based on the benefit offering, your CHRISTUS service may enhance your benefits at Houston Methodist. See the chart below for a more detailed explanation of how your CHRISTUS service plays a role. Terms to know: Houston Methodist Date of Hire: Your first official day as a Houston Methodist employee (February 1 for many employees) Continuous Service Date (Years of Service): Your CHRISTUS date of hire and any prior Houston Methodist service This Benefit Program Paid Time Off (PTO) Accrual Calculation PTO Accrual Table PTO Payout Eligibility PTO Payout Calculation Short-Term Disability Benefit Short-Term Disability Waiting Period upon Hire Annual Contribution in the Defined Contribution Plan (DCP) DCP Vesting Eligibility 403(b) Plan Vesting Eligibility Will Be Calculated Based on Your Continuous Service Date (Years of Service) Houston Methodist Date of Hire Houston Methodist Date of Hire Continuous Service Date (Years of Service) Houston Methodist Date of Hire Continuous Service Date (Years of Service)* Continuous Service Date (Years of Service) Calendar years in which you worked 1,000 hours with CHRISTUS and Houston Methodist Calendar years in which you worked 1,000 hours with CHRISTUS and Houston Methodist *In this instance only your prior Houston Methodist tenure is not included. See your 2014 Benefi ts Guide for more details. DIVE IN

8 Defining Dependents As you prepare to enroll for benefits, review the criteria for covering dependents. For your reference, the following table breaks down the requirements for different dependent types. Requirement (U) Medical Vision Dental PDP and Dental DHMO Spouse and Dependent Child Life and Voluntary AD&D Covered up to age Natural, Adopted or Step Child Lives with you Is a dependent for tax purposes Depends on you for 50% of support Is not married U U U Covered up to age Parent is also covered U U Grandchild Lives with you U U U U Is a dependent for tax purposes U U U Depends on you for 50% of support U Is not married U U U U Covered up to age Court-appointed legal guardianship U U U U Legal Ward Lives with you U U U Is a dependent for tax purposes U U U Depends on you for 50% of support Is not married U U U U Legal Spouse/ Common Law Spouse Marriage license/declaration of informal marriage U U U U Opposite gender U U U U Disabled Children Dependent children who are determined to be totally disabled according to the provision of each plan may be covered beyond the age limit. Contact HR Benefits at Houston Methodist at or [email protected] for more information. Verifications through ConSova Houston Methodist partners with the ConSova Corporation to verify dependent eligibility and Spousal Surcharge for the Medical Plan. See page 9 for more details on the Spousal Surcharge. These verifications are part of a multi-pronged approach to help control rising Medical Plan costs by ensuring that only eligible dependents are covered. The ConSova Corporation will contact you if you cover dependents in the Medical Plan or if you enroll a spouse who is identified as not being eligible for his/her employer s medical plan. 6 DIVE IN

9 SCAN THE WATERS Benefits Cost Sharing Employees and Houston Methodist share the responsibility of benefit costs. While we both have a financial commitment, Houston Methodist pays for the majority of the costs. This chart shows you: Benefits fully paid for by Houston Methodist Benefit costs that are shared Benefits you pay the full cost for Benefits you can contribute to Houston Methodist Pays the Full Cost for: Houston Methodist Helps Pay the Cost for: You Pay the Full Cost for: You Can Contribute to: Basic Life and AD&D Insurance Short-Term Disability (STD) after 90 days of employment Long-Term Disability (LTD) after 90 days of employment Defined Contribution Plan (DCP) Paid Time Off (PTO) Employee Assistance Plan (EAP) Workers Compensation Insurance Medical Coverage Prescription Drug Coverage Dental Coverage Back-Up Care Advantage Program Tuition Reimbursement 403(b) Tax Sheltered Annuity Plan Adoption Assistance College Scholarships for Employee s Children Program Vision Coverage Optional Employee Life Insurance Optional Spouse and Dependent Child Life Insurance Voluntary AD&D Insurance Legal Plan MyMethodistAdvantages through YouDecide Health Care and Dependent Care Flexible Spending Accounts (FSAs) Health Care and Dependent Care Flexible Spending Accounts (FSAs) 403(b) Tax Sheltered Annuity Plan Business Travel Accident Insurance Concierge Care Services by Care.com Senior Care Assist by Care.com Bright Horizons College Coach See your 2014 Benefits Guide, found in your Welcome Packet, for more details about each of these plans and programs. DIVE IN 7

10 A HEALTHY JOURNEY Medical Plan Highlights Houston Methodist offers the choice of two Medical Plans, both through UnitedHealthcare (UHC). If your Houston Methodist start date is February 1, 2014, you have until March 2, 2014, to enroll in a Houston Methodist Medical Plan. If you do not enroll, you will not have medical and prescription drug coverage in What s New for You? Potentially higher premiums, but a lower cost when you receive care Access to the Houston Methodist Preferred Network A Medical Plan year that runs from January to December HealthyDirections programs and rewards Spousal Surcharge Vision coverage offered through a separate vision plan The list above includes highlights only. Here is a snapshot of the key features of the Houston Methodist Medical Plans. For more details, refer to your 2014 Benefi ts Guide, found in your Welcome Packet, or visit mymethodistbenefi ts.com. Key Highlights of the Medical Plans Access to UnitedHealthcare Choice UnitedHealthcare Choice Plus Houston Methodist Preferred Network U U UnitedHealthcare Network U U Out-of-Network Coverage for Emergencies U U Out-of-Network Coverage for Routine Care Choose the Houston Methodist Preferred Network By choosing the Houston Methodist Preferred Network comprised of Houston Methodist facilities (including Texas Children s Hospital*) and most physicians with privileges to practice medicine at Houston Methodist you will pay less than when you choose the UnitedHealthcare Network or an out-of-network provider. See page 11 and 12 of your 2014 Benefi ts Guide for more details. *For pediatric services only U 95% of Houston Methodist employees participate in the Choice Plan because the level of coverage and care accessible through the Houston Methodist Preferred Network and UnitedHealthcare Network exceeds their needs. DIVE IN

11 Can I continue using my same doctors? To pay the lowest out-of-pocket costs you will need to ensure physicians you see are part of the Houston Methodist Preferred Network. Go to welcometouhc.com/houstonmethodist for a current listing of Houston Methodist Preferred Network providers. St. Catherine and St. John physicians who currently contract with UHC have been transitioned to the Houston Methodist Preferred Network as of February 1, We will also reach out to those physicians who do not contract with UHC to encourage them to do so. Additionally, Care Navigator at Houston Methodist ( ) is a service that can help you find a Primary Care Physician or Specialist within the Houston Methodist Preferred Network. Only in certain circumstances will employees be eligible for transition of care services (i.e., end-stage renal disease, certain cancer therapies and maternity care, symptomatic AIDS and some transplants). Visit the CHRISTUS Integration page on mymethodistbenefits.com for more information regarding transition of care and if you may be eligible. How can I find in-network providers and facilities? Houston Methodist Preferred Network providers and facilities Go to welcometouhc.com/houstonmethodist and follow the clicks: Find A Doctor/Hospital F Preferred Facility and Physician Listing The listing page is organized by both specialty and alphabetically. UnitedHealthcare Network providers Go to myuhc.com and follow the clicks: Find Physician, Laboratory or Facility F UnitedHealthcare Choice OR UnitedHealthcare Choice Plus F Change Address (to locate providers in your area) F New Search box (search by name, facility, specialty, or condition) You can review your results or further refine the search. You can also map to a provider location, save the address to your contacts or have the address and contact information texted to you. Understanding the Spousal Surcharge Spouses typically cost Houston Methodist more per member than our own employees and have hospitalization costs of two times that of our employees. As a way to control Medical Plan costs and keep premiums as low as possible, we include a Spousal Surcharge of $100 per pay period. The Spousal Surcharge only applies to spouses enrolled in the Houston Methodist Medical Plan who are eligible for medical coverage through their own employer s group-sponsored health insurance plan. The surcharge does not apply to spouses who are self-employed or covered by Medicare. Need vision coverage? Make sure you elect it during enrollment! At Houston Methodist, we offer vision coverage separate from our Medical Plan, giving you and your family the choice to opt in for coverage or not. When are my benefits effective? ID Cards and Retroactive Premiums Your Houston Methodist Medical, Dental, Pharmacy and Vision Plan ID cards will arrive 10 to 15 business days after enrollment. Unless you experience an urgent situation, please wait for your card to arrive in the mail before seeking services. However, if you require care and have not yet received your cards, you will need to pay for services out-of-pocket and then seek reimbursement. For more information on how to print temporary ID cards, visit the CHRISTUS Integration page on mymethodistbenefits.com. It is important to remember that your benefits are effective February 1, 2014, on your date of hire. Premiums are retroactive to your benefits effective date and will be deducted from your paycheck after you enroll. DIVE IN 9

12 HealthyDirections Houston Methodist focuses on and values the health and well-being of our employees and their families. We are committed to supporting employee health through our HealthyDirections programs and rewards. We re excited to welcome you on our journey of health and encourage you and your family to take advantage of HealthyDirections. Over 30 programs and services are at your fingertips! Pick an area where you have interest. Kicking the Tobacco Habit Shedding the Pounds Managing Health Conditions Getting Fit Relieving Stress Staying Healthy Eating Right Growing Family The HealthyDirections Hot Spot on mymethodistbenefi ts.com will provide you with everything you need to know about the HealthyDirections programs, how to earn rewards, find out about featured events, and more. Earn Rewards through HealthyDirections Deductible Credits and Rolling Over Your Out-of-Pocket Costs In an effort to make this transition as smooth as possible, and to account for the seven months that have already passed in the CHRISTUS medical plan year, Houston Methodist is offering a credit to help you bridge the gap for costs you have already paid toward your deductible and/or out-of-pocket maximum since July 1, 2013* by: Providing you and your covered family members with up to $250 toward your 2014 Houston Methodist Medical Plan deductible Rolling over 60% of your current CHRISTUS out-of-pocket balance* to your Houston Methodist Medical Plan out-of-pocket balance *For out-of-pocket and deductible costs incurred July 1, 2013 through January 31, 2014, and paid through February 28, How do you qualify? Who needs to participate? By when? Take the Health Assessment Complete the Biometric Screening You only March 2, 2014 If you qualify for these credits, you will be able to view your updated balance on myuhc.com by April 30, Please see the FAQs on the CHRISTUS Integration page on mymethodistbenefi ts.com for more details. A Lower Medical Plan Deductible If enrolling in the Medical Plan, you can reduce your in-network deductible for the Choice and Choice Plus Plans to $250 per individual and $500 for your family, and your out-of-network deductible for the Choice Plus Plan to $500 per individual or $1,000 for your family. How do you qualify? Who needs to participate? By when? Take the Health Assessment Complete the Biometric Screening Meet tobacco/nicotine-free status during your Biometric Screening** You and your covered spouse April 1, 2014 (or 60 days from your date of hire) If you completed the Health Assessment and Biometric Screening as part of earning the deductible credit and out-of-pocket rollover above, only your covered spouse needs to complete the Health Assessment and Biometric Screening. ** If it is unreasonably diffi cult for you or your spouse to be tobacco/nicotine-free, an alternative Medical Plan Reward qualifi cation may be available. For more information, contact HR Benefi ts at Houston Methodist at or hrbenefi [email protected]. For more information about qualifying for the lower Medical Plan deductible, refer to your 2014 Benefi ts Guide, found in your Welcome Packet, or online at the HealthyDirections Hot Spot at mymethodistbenefi ts.com. Better Health Bucks When you participate in certain HealthyDirections programs, you have the opportunity to earn Better Health Bucks. For each eligible HealthyDirections program you complete, you ll get $20 in Better Health Bucks on your paycheck (deposits made net of taxes). You can earn up to up to $60 in Better Health Bucks for the year. Visit the HealthyDirections Hot Spot for more information. 10 DIVE IN

13 How to Complete Your Online, Confidential Health Assessment 1. Go to the HealthyDirections Hot Spot on mymethodistbenefi ts.com and click the WebMD icon 2. Select Register Now and follow the registration steps Employees: Your registration ID is your Employee ID from MARS and is also on the back of your badge. Spouses: Your spouse can register 24 hours after you enroll him or her in the Medical Plan through MARS. Your spouse s registration ID is composed of the following 13 characters: Last five characters of your spouse s Social Security Number, plus Your spouse s date of birth (MMDDYYYY) Example: Jan. 1,1980, entered as Find the Health Assessment in your Action Plan menu after you log in to WebMD Complete your HealtH assessment Biometric Screening Details The screening will measure these important health indicators: Blood Pressure Total Cholesterol Body Mass Index HbA1c Tobacco/Nicotine Status Height Weight Waist Circumference Only Biometric Screening data collected by Wellness Services staff at Houston Methodist will count toward the requirements. You and your spouse are encouraged to take advantage of the onsite Onboarding Events to complete your Biometric Screening. Please see the Onboarding Events Calendar on page 20 for dates and times. You and your spouse also have the option to refer to the Houston Methodist Wellness Biometric Screening schedule at your current facility. Access this schedule on the HealthyDirections Hot Spot on mymethodistbenefi ts.com. Spouses who reside more than 50 miles from a Houston Methodist facility or who will be out of the area more than 30 days during the 60-day time period can visit any physician and have him or her complete a HealthyDirections Offsite Biometric Form. To request a form, contact Wellness Services, at Don t forget your ID! Please bring your badge to the Biometric Screening and have your spouse bring a driver s license or state issued ID. Prescription Drug Program The Prescription Drug Program is administered by CVS Caremark, with a retail network of more than 64,000 locations, including most chain stores such as CVS, Walgreens and Wal-Mart. See page 17 of your 2014 Benefi ts Guide, found in your Welcome Packet, for more information. What s new for you? Filling Your Prescriptions Maintenance Drugs Short-term medications may be filled for a 30-day supply at a retail in-network pharmacy. Long-term medications, for maintenance and non-maintenance medications, may be filled for a 90-day supply at a retail CVS pharmacy or through Caremark s mail services program. Maintenance drugs must be filled for a 90-day supply once you have obtained two one-month (up to 30-day) supplies of medication. Make sure your prescriptions are still covered! Take a moment to review the Preferred Drug List (PDL) in the Benefits Library on mymethodistbenefi ts.com. You can find the PDL under Prescription Drug Program. Learn which generic, preferred and non-preferred brand drugs are covered. DIVE IN 11

14 A CONFIDENT JOURNEY Stay Afloat with Life and Accidental Death and Dismemberment (AD&D) Insurance Houston Methodist provides Basic Life and AD&D coverage to you free of charge. The benefit amount you receive is based on employee job classification as displayed below: Job Classification Basic Life Benefit Basic AD&D Benefit Staff Managers/Supervisors Directors 1 times annual base salary, rounded up to nearest $1,000, maximum of $150K 2 times annual base salary, rounded up to nearest $1,000, maximum of $500K 3 times annual base salary, rounded up to nearest $1,000, maximum of $500K An amount equal to basic life benefit An amount equal to basic life benefit An amount equal to basic life benefit The IRS requires employees to pay imputed income tax on the cost of company-paid life insurance benefits over $50,000. This way, in the event of your death, your beneficiaries do not have to pay tax on the benefit distributed to them. The IRS determines the amount of imputed income based on your benefit amount and age. Added to your earnings, your paycheck shows this amount (see page 16) as Imputed Life in the Imputed Income Section, and the associated taxes are deducted from your paycheck. What s New for You? Higher salary limit on employer-provided Life Insurance benefi ts! (Life Insurance requires imputed income tax on benefi ts greater than $50,000) Opportunity to elect more Optional Employee Life Insurance You can also purchase Optional Employee, Spouse and Dependent Child Life Insurance. For more information, refer to page 22 to 23 of your 2014 Benefi ts Guide, found in your Welcome Packet. Important! If you want Optional Employee and/or Spouse Life Insurance coverage, enroll within 30 days of your date of hire to avoid providing Evidence of Insurability (EOI), except if you elect up to four or five times your salary for Optional Employee Life Insurance. See page 22 and 23 in the 2014 Benefi ts Guide for more details. 12 DIVE IN

15 Retirement Plan Options Houston Methodist provides two retirement plans to help you prepare for retirement. Both plans are administered through Fidelity. Only the 403(b) Plan requires action. To enroll in the 403(b) Plan, visit netbenefits.com/methodist or call You can also use this site to access your information and set up your beneficiaries. If you have another retirement account and would like to roll over and consolidate your funds, Fidelity can provide help. They will be onsite at the Onboarding Events to assist. But, you must take the first step. Rollovers will not happen automatically. For more information regarding your retirement offerings, please refer to page 26 in the 2014 Benefits Guide, found in your Welcome Packet. What s New for You? A Defined Contribution Plan Houston Methodist matches your 403(b) Plan contributions every pay period Your contributions vest immediately Houston Methodist s contributions vest after three years of service* (your CHRISTUS hours count toward your vesting) All employees are eligible for both plans! (hours and vesting requirements apply) 403 (b) Tax Sheltered Annuity Defined Contribution Plan (DCP) Eligibility All Houston Methodist employees are eligible, even part-time, PRN and temporary employees! Enrollment Participation is voluntary. You may enroll through Fidelity starting February 4, Automatic beginning February 1, 2014, for eligible employees. Your Contributions Up to 60% of your allowed compensation, up to the IRS contribution limit of $17,500. If you turn age 50 by December 31, 2014, you can elect an additional $5,500 catch-up contribution. Allowed compensation includes base salary, overtime, shift differentials and call time. You do not contribute to the DCP. Houston Methodist s Contributions Vesting On the first 4% of your contribution, Houston Methodist will match half the amount (up to 2% of your allowed compensation). Your contribution is matched every pay period, so the sooner you sign up for the 403(b), the sooner you can start receiving the Houston Methodist match! Employee contributions are immediately 100% vested, so the money you contribute to your own plan is always 100% yours from the day you start. Houston Methodist matching contributions vest after three years of service.* After the close of the plan year, typically March of the following year, Houston Methodist will make an annual contribution based on your continuous service date (which reflects your years of service) and base salary. Years of Service* Staff Management 0-9 3% 7% % 8% 20+ 5% 9% To receive the annual contribution, you must be employed on the last working day of the year. You are 100% vested after three years of service.* *The Houston Methodist Retirement Plans define a vesting year as a year in which you work at least 1,000 hours (includes your CHRISTUS service). You can view more information about the Retirement Plans on pages 25 to 27 of your 2014 Benefits Guide. What is vesting? Vesting is the ownership of your retirement plan contributions. To be 100% vested means you own 100% of your account value. DIVE IN 13

16 A REWARDING JOURNEY Paid Time Off Houston Methodist recognizes that what you do on a daily basis requires hard work and commitment. While the work we do is critical, your personal time away from work is essential. Our Paid Time Off (PTO) program is designed to help you achieve balance and encourage you to take time for yourself so you are able to Lead your Life. You earn PTO on a bi-weekly basis. Your PTO accrual rate is based on your PTO Category, Years of Service and Standard Hours. There is no restriction on the amount of PTO you can accumulate in your PTO Balance. For your Annual PTO Accrual schedule, see page 29 of your 2014 Benefi ts Guide, found in your Welcome Packet. What s New for You? Accrue PTO based on Standard Hours No limit to the amount of PTO you can accumulate in your PTO Balance Earn PTO for Houston Methodist holidays separate from your biweekly accruals Two types of PTO sell programs Important! You will start with a balance of zero PTO hours. But don t worry, CHRISTUS will cash out your remaining PTO Balance and include it in your last CHRISTUS paycheck on February 6, We suggest holding on to these funds in the event you must take an unpaid day off before you have a sufficient PTO Balance with Houston Methodist. Holiday Benefits Eligible Houston Methodist employees receive up to eight PTO hours for each of the following holidays: New Year s Day Labor Day Good Friday Thanksgiving Memorial Day Day after Thanksgiving Fourth of July Christmas Day Regular, non-exempt employees who work Thanksgiving Day, the day after Thanksgiving, Christmas Day or New Year s Day will be paid time and a half (holiday premium). If you work a holiday, your holiday hours will be awarded and remain in your PTO Balance. Also, if Christmas Day or New Year s Day falls on a Tuesday, you will receive hours for both Monday and Tuesday! The same principle applies if Christmas Day or New Year s Day falls on a Thursday. The Friday after will also be awarded as a holiday. Holiday premium will not be paid for these extra holidays. Selling Your PTO Hours After your first year with Houston Methodist, you will be eligible to participate in one or more of our four opportunities to sell PTO throughout the year. A balance of 80 hours must remain in your PTO Balance after each sell. For your annual PTO accrual schedule and the calendar for selling your PTO, refer to page 29 of your 2014 Benefi ts Guide. Visit mymethodistbenefi ts.com to view HR Policy 25 for additional information on PTO. 14 DIVE IN

17 Programs to Enrich Your Journey At Houston Methodist, we believe the choices you make every day play a crucial role in your on-going journey toward health and well-being both tomorrow and in the years ahead. To help you on your journey, we ve designed a suite of benefits that support your physical, financial and social well-being year round. Here are just a few of the things we offer to support your efforts to embrace your journey and Lead Your Life. Education knows no bounds, continue molding your future! Houston Methodist offers a Tuition Reimbursement Program for undergraduate, graduate and doctoral level educational courses that are job-related and part of a degreed program at an accredited school The world needs more excellent health care professionals! Through the College Scholarships for Employees Children Program, qualified employees children who enroll in approved programs leading to a degree in certain health care professions, can receive up to a $1,000 scholarship based on your weekly Standard Hours. Extend the values of Houston Methodist beyond our walls! Through the I CARE in Action program, you are granted Paid Time Off to volunteer with approved organizations in the Greater Houston area. This is a great opportunity to connect with the community and demonstrate what the I CARE values truly mean. Get ahead of the game. Use Bright Horizons College Coach to receive coaching from former college admissions and financial aid officers to prepare your children for the college admissions process. The challenge of juggling work with life caring for a child, adults or elderly parents, can be overwhelming. The Back-up Care Advantage Program (BUCA) may be able to help. BUCA provides access to a national network of high-quality care solutions when your children, adult or elderly family routine care arrangements fall through. Are you adopting a child? Houston Methodist wants to help! Through the Adoption Assistance Program, you can receive a reimbursement up to $3,000 of eligible expenses per adoption, after your adoption is final. When it comes to those you love, it is imperative that they receive the best assistance available. Senior Care Assist helps you find and manage care for your loved ones as they age. M-List is our very own Houston Methodist-sponsored program that enables employees to post items for sale or donation. How cool is that? Do you have a pet? Or, a child who needs support in school? Maybe you have an elderly relative who needs care. Care.com helps people locate trustworthy, experienced babysitters, nannies, pet sitters, senior caregivers, housekeepers and even tutors, so you don t feel like you have to do it all yourself. At Houston Methodist, we take opportunities a step further visit the MyMethodistAdvantages Website by YouDecide, to discover the diverse selection of financial products, and personalized services. Payments for any items purchased through this program are deducted from your paycheck! We know life is stressful at times and we know how much a little support can help. For the times when you need a support network, The Employee Assistance Program (EAP) offers assistance with finances, finding resources in the community (dog walker, painter, etc.), legal advice as well as expert counseling. See your 2014 Benefi ts Guide, found in your Welcome Packet, for more details about each of these programs. DIVE IN 1

18 Navigating Your Paycheck The Pay Cycle Starting February 1, 2014, you will transition to the Houston Methodist payroll. You can expect to receive your paycheck on the same bi-weekly schedule you do now; however, Houston Methodist will deposit your pay on Thursdays instead of Fridays. Accessing Your Personal Financial Information Now may be a good time to check in on your financial information. MARS allows you to review and update your financial information. At any time: Review your Houston Methodist paychecks Access your Form W-4 (an IRS form that identifies the amount of federal income tax you would like Houston Methodist to withhold from your pay) Revisit your direct deposit set-up to make sure your pay is distributed correctly What s New for You? Receive your paycheck every other Thursday instead of Friday Possible changes to shift differential rates New bonus opportunities! A standard performance management cycle (Focal Point Review) where merits are delivered. Action may be required! Once you transition to the Houston Methodist payroll, your Form W-4 status will read as single with zero allowances. We recommend you adjust your Form W-4 in MARS, if this does not reflect your situation. To have your changes in effect by the first payroll cycle, make any changes by Monday, February 10, Your Paycheck This is what your paycheck will look like (example of non-exempt/hourly employee): Employee ID Summary of Gross Income Tax Deductions Net Pay Paid Time Off Details Hours and Earnings Breakdown Jane Sample 123 ANY STREET HOUSTON, TX MESSAGE: Pay Group: Pay Begin Date: Pay End Date: Employee ID: Department: Job Title: Pay Rate: 400-Houston Methodist Hospital 12/01/ /14/ HMH Department HMH EMPLOYEE $18.55 Hourly Rate Advice #: Official Payday: 12/19/2013 Business Unit: Business Address: 6565 Fannin, GB240 Houston, TX TAX DATA: Federal Marital Status: Single Allowances: 1 Addl. Amount: TOTALS: GROSS BEFORE TAX DEDUCTIONS AFTER TAX DEDUCTIONS TAXES NET PAY FED TAXABLE GROSS Current 1, , , YTD 22, , , , PAID TIME OFF YTD NET PAY DISTRIBUTION Jan/Starting Balance 0.00 Account Type Account Bank Name/Payment Type Number Deposit Amount + YTD Accrual through Prior PP JPMORGAN CHASE Checking XXXX Accrual this pay period YTD used through Prior PP Used this pay period PTO Sold /- Adjustment/Holiday Accrual YTD Current PTO Balance Maximum Potential PTO Payout 0.00 TOTAL: 1, HOURS AND EARNINGS AFTER-TAX DEDUCTIONS Current YTD Hours Rate Earnings Hours Earnings Description Description Current YTD Regular Pay , , , Blue Water Cafe OPC Overtime Pay - Week , Cafe TMH Overtime Pay - Week Gift Shop TMH Bonus Overtime Excused Absence - No Pay Patient Satisfaction Bonus Miscellaneous Bonus Special Bonus Challenge Bonus PTO Scheduled Bereavement W-4 Elections Your Taxable Gross Income Direct Deposit Distribution & Amount(s) Itemized After-Tax Deductions TOTAL , , , TOTAL: TAXES INCOME BEFORE-TAX DEDUCTIONS IMPUTED Current Current Description YTD Description Current YTD Description YTD Dental Fed Medicare Medical Fed Social Sec , Vision Fed Withholdng , Itemized Imputed Income Itemized Before-Tax Deductions 403(b) Contribution: 0% Tax Breakdown TOTAL: TOTAL: , *TOTAL Taxable Imputed DIVE IN

19 Pay and Performance Houston Methodist provides you with a diverse benefits program that offers you and your family a healthy mix of security and protection, as well as opportunities and advantages. Houston Methodist also believes your journey should be reinforced with a compensation package and bonus structure to reward your growth, hard work, and dedication and that encourages you to continue striving for excellence. Base Pay We pay market-competitive rates because we believe in rewarding you for your hard work and dedication. Your CHRISTUS base pay rate as of January 17, 2014, will transition to Houston Methodist at the same rate. Houston Methodist has a three-pronged Focal Point Review cycle that annually offers our employees recognition for reaching and surpassing our standards of care, service and performance targets. All employees will participate in this process on an annual basis to review performance. During which, you may be eligible for merit increases. Bonus Structure Houston Methodist takes pride in our ability to offer bonus pay to all eligible employees. Patient Satisfaction Bonus (PSB) Program designed to recognize superior efforts in delivering the best patient experiences in all areas of care and measures our performance on a quarterly basis. Employees are eligible for the PSB based on fulfilling the criteria below: Employment You must be actively employed by Houston Methodist in an eligible position on the start date and through the end date. Hours Partial Payout: You must have worked at least 100 hours* within this time frame. Full Payout: You must have worked at least 250 hours* within this time frame. Start Date End Date Start Date End Date Payment Date 1st Quarter 12/16/2013 (includes employment as a CHRISTUS employee) 3/21/ /15/2013 (includes hours worked as a CHRISTUS employee) 3/22/2014 5/13/2014 2nd Quarter 3/24/2014 6/13/2014 3/23/2014 6/14/2014 8/19/2014 3rd Quarter 6/16/2014 9/19/2014 6/15/2014 9/20/ /11/2014 4th Quarter 9/22/ /26/2014 9/21/ /27/2014 2/3/2015 *Your 2014 hours paid for base wages by CHRISTUS will be included. Further requirements: If you participate in another bonus program (e.g., Management Incentive Plan, departmental bonus, etc.) or if you are terminated prior to payout, you will not be eligible If you have a current performance or conduct issue, as documented in the HR employee file for the applicable quarter, you may be ineligible For 2014, as part of the Patient Satisfaction Bonus, eligible employees can earn up to $300 each quarter! DIVE IN 17

20 Bonus Structure, continued Hand Hygiene Program an annual bonus linked directly to one of Houston Methodist s critical quality and safety standards keeping your hands clean! Keep your hands clean by washing your hands and/or using hand disinfectant before and after contact with a patient or patient s environment. This behavior reduces hospital-acquired infections and helps maintain the health of our patients and employees. Houston Methodist has a team of secret shoppers that observes employees to measure participation. As part of the Hand Hygiene Program, eligible employees can earn up to $150 in 2014! Management Incentive Plans (MIPs) an annual bonus for Houston Methodist management employees based on a set of shared financial, quality and patient satisfaction results. To ensure we are all working toward the same goals, the patient satisfaction and quality metrics correspond with that of the Patient Satisfaction Bonus and the Hand Hygiene Program. The Compensation Department sends monthly performance updates to management employees. We will provide additional details about MIP during the New Manager Orientation course. Focal Point Review (FPR) Cycle a time to review employee performance and organizational results and to reward eligible employees for results achieved. The review cycle begins with performance evaluations and ends with the delivery of merit increases. The cycles are defined by employee type and typically take about three months to complete. The Focal Point Review Cycle for 2014 is as follows: Employee Type Nursing Staff Management Dates of FPR Cycle March June 2014 August November 2014 December 2014 February/March 2015 Date merit increases reflected in paycheck July 17, 2014 November 20, 2014 February 26, 2015 Prior to March 15 For more information about the Houston Methodist Compensation and Bonus Structure, please refer to the Houston Methodist intranet home page. Visit the HR Section and click on the Compensation link. A Note about Shift Differentials Non-exempt employees in eligible positions who work the evening and/or night shifts may be eligible for shift differential compensation. Shift Timing Transition from 2nd to 3rd Shift Second shift or evening shift differential Third shift or night shift differential Starts at 2:45 p.m. and ends at 11:15 p.m. Starts at 10:45 p.m. and ends at 7:15 a.m. Employees working second shift who stay past 11:15 p.m. will receive third shift differential beginning at 11:15 p.m. You will move to the Houston Methodist shift differential policy. Please connect with your director for your specific shift differential rates. Please note that rates may change as you transition to Houston Methodist. 1 DIVE IN

21 GETTING PREPARED In-Services Completing your in-services is an important part of your orientation to the Houston Methodist culture, procedures and environment. You can access your inservices by: Logging in to MARS Clicking on the mylearnings link Going to Houston Methodist CHRISTUS Integration In-Services This link will generate a list of required lessons and corresponding tests. You have 30 days from your date of hire to complete your in-services. Failure to comply will result in suspension, and potentially termination. Your final day to complete the in-services is March 2, If you experience technical errors, please contact the IT Help Desk at [email protected] or Completing Your In-Services at Work In-services can only be completed while at work and connected to the Houston Methodist network. Houston Methodist pays non-exempt employees for the time spent completing required in-services. If you have not received your Houston Methodist network ID, account, or employee badge, contact your director. Verify Your Employment Eligibility Important! All Houston Methodist St. John and St. Catherine employees must complete an Employment Eligibility Verification Form I-9 before January, 31, Please visit a Houston Methodist workstation at your facility to complete your Form I-9. You must bring documents that verify your eligibility. Page 9 of the document located at identifies the documents you must bring with you to verify your eligibility. DIVE IN 19

22 ONBOARDING EVENTS CALENDAR We encourage you to take advantage of the opportunity to attend at least one of the Onsite Onboarding Events. This is your chance to connect face-to-face with vendors and representatives from Houston Methodist and have your questions answered! 20 DIVE IN Time card assistance will be provided at both Houston Methodist St. John and St. Catherine Hospitals on Saturday, February 1, from 6:00 a.m. - 8:00 a.m. and Monday, February 3, from 6:00 a.m. - 9:00 a.m. Houston Methodist St. John Hospital West Conference Room Date Get help with Time Tuesday, February 4 Wednesday, February 5 Monday, February 10 Tuesday, February 11 Wednesday, February 12 Thursday, February 13 Benefits Enrollment W-4 Changes Payroll Assistance Fidelity Investments (enrollment and rollovers) Your Health Assessment Biometric Screening U U U U U U 10:30 a.m. - 6:30 p.m. U U U U U U 8:00 a.m. - 5:00 p.m. U U U U U U 10:30 a.m. - 6:30 p.m. U U U U U 7:00 a.m. - 3:00 p.m. U U U U U 10:30 a.m. - 6:30 p.m. U U U U U U 7:00 a.m. - 3:00 p.m. Paycheck Assistance Cafeteria 10:00 a.m. - 2:00 p.m. Monday, February 17 U U U U U 10:30 a.m. - 6:30 p.m. Tuesday, February 18 U U U U U 8:00 a.m. - 5:00 p.m. Saturday, February 22 U U U U U 9:00 a.m. - 1:00 p.m. Friday, February 28 U U U U U 7:00 a.m. - 3:00 p.m. Wednesday, March 26 U U U U 7:00 a.m. - 3:00 p.m. Houston Methodist St. Catherine Hospital Floor 2 Atrium, Classrooms A & B Thursday, February 6 U U U U U 12:00 p.m. - 8:00 p.m. Friday, February 7 U U U U U U 7:30 a.m. - 2:00 p.m. Thursday, February 13 U Paycheck Assistance Cafeteria 10:00 a.m. - 2:00 p.m. Saturday, February 22 U U U U U 9:00 a.m. - 3:00 p.m. Monday, February 24 U U U U 2:00 p.m. - 8:00 p.m. Thursday, March 27 U U U U 2:00 p.m. - 8:00 p.m. Benefits Vendor Fair All Houston Methodist benefit vendors will be onsite. Come on by bring your questions, leave with answers!

23 LET THE JOURNEY BEGIN! Swimmers take your mark This is an exciting time for you, your family, and for Houston Methodist. With your partnership, we will be able to reach more people, serve more of the community and provide our patients with unparalleled care. So, take a deep breath and Dive In this is bound to be an exciting journey.

24 DIVE IN! HR Benefits at Houston Methodist 6565 Fannin, GB 164 Houston, Texas Phone: Fax: Website: mymethodistbenefits.com HR Payroll at Houston Methodist 6565 Fannin, GB 270 Houston, Texas Phone: Houston Methodist San Jacinto Hospital Human Resources Location: Suite 203, Alexander Campus Phone: Fax: Houston Methodist Sugar Land Hospital Human Resources Location: Suite 190, First Floor, Sweetwater Pavilion Southwest Freeway Sugar Land, Texas Phone: Fax: Houston Methodist St. Catherine Hospital Human Resources Houston Methodist Hospital, Houston Methodist Specialty Physician Group, and Houston Methodist Research Institute Human Resources Location: Scurlock Tower Basement B1-20 Phone: Fax: Houston Methodist Willowbrook Hospital Human Resources Location: Suite Centerfield Drive Houston, Texas Phone: Fax: Houston Methodist West Hospital Human Resources Location: Suite Katy Freeway Houston, Texas Phone: Fax: Houston Methodist St. John Hospital Human Resources Location: St. John West, Suite St. John Drive Nassau Bay, Texas Phone: Fax: You received this package because as of JANUARY 17, 2014, you were employed by CHRISTUS. If you are no longer employed by CHRISTUS, or do not plan to transition to Houston Methodist this package does not apply. Take a Deeper Dive! Use your smartphone QR reader to go to mymethodistbenefits.com. This Quick Start Guide highlights our benefits program but is not intended to be a complete description. Employees in a few job classifications, such as the Houston Methodist Executives and Faculty employees, have some differences in benefits and will receive an addendum to this booklet. More complete details, including limitations and exclusions, are available in each plan s summary plan description (located on mymethodistbenefits.com) or plan document (available from the HR Benefits at Houston Methodist). Houston Methodist retains the right to add, delete or modify any of the benefit provisions at any time. Houston Methodist also retains the right to final interpretations of plan provisions.