Call us: (888) 943-6968

EdFlo Tuition Administration Outsourcing and Management
Over 25 Years of
Tuition Management Experience

Training

EdFlo provides online training to clients to support the launch of EdFlo.com within the enterprise.

A series of 5 virtually-delivered training sessions are offered as a component of the set up and implementation process. Training is divided into three categories; training to applicants, training to managers/approvers and training human resource professionals and corporate administrators.

The actual number of sessions can be flexed according to population and enrollment levels. Hard copies of the training materials can be provided to those unable to attend the sessions. We also post frequently asked questions (FAQ's) and just in time training materials on the EdFlo site.

To enable users to become familiar with the new application, the tool is opened up for touring (with the application submit functionality disabled) 4 - 5 days prior to the scheduled launch.

The following details functionality available to each of the roles within the tuition assistance process:

  1. Applicant Role: Applicants can submit the following types of transactions:
    • Application for a Program of study
    • Request for a Tuition Disbursement (if supported through your policy)
    • Change/Drop Courses from a Disbursement (if supported through your policy)
    • Request for a Tuition Reimbursement
    • Apply for a Graduation Fee Payment (if supported through your policy)
    • Provide Documentation of Grades and Receipts
    • Create Support Tickets to receive customer support
  2. Manager Role: The manager role is offered to Companies that require management approval on program of study requests and/or individual course reimbursement/disbursement requests. In addition to all Employee Role capabilities, managers can perform the following functions through EdFlo:
    • Approve or Reject a Program of Study Application - Managers
    • can approve or decline, via the web based tool, a program application for participation in the Education Assistance Program.
    • Submit system support tickets online - Managers can submit online tickets pertaining to system issues, questions, etc., which shall be routed appropriately to the system administrators for necessary action.
    • Track status of all transactions - Managers can track the status of all transactions that they have submitted or reviewed.
    • Generate Reports - Managers can generate reports on demand reflecting their employees' participation in the program and accumulation towards annual limits when appropriate.
  3. HR/Corporate Administrator Role: In addition to the employee and potentially the manager role, the Corporate Administrator role facilitates not only the submission and processing of all requests, transactional and otherwise, but also supports oversight of the Raytheon tuition assistance program. These activities consist of the following:
    • Review Employee Files - Administrators can look up a complete summary of the participant's EA information on behalf of employees.
    • Review Employee Transactions - Administrators can review requests via a workflow tool and process transactions of participants by approval / rejection / modification of transactions.
    • Generate Reports - Administrators can generate reports on demand reflecting their participation in the program and accumulation towards annual limits when appropriate.
    • Transaction Metrics - We will provide summary of transaction and ticket metrics on a monthly basis.
    • Online Support Ticket Metrics - Raytheon Professional Services will provide Raytheon a summary of online ticketing system metrics on a monthly basis.
    • System Availability Metrics - Our team will provide Raytheon with a comprehensive summary every month with details of system outages.
    • Submit System Support Tickets Online - Raytheon administrators can submit online tickets pertaining to system issues, questions, etc., which are routed appropriately to the system administrators for necessary action.
  4. The EdFlo Administrator Role: The Administrator Role facilitates the processing of all requests, transactional and otherwise. These transactions consist of the following:
    • Review Employee Files - Administrators have the ability to lookup a complete summary of the participant's information on behalf of employees.
    • Review and Processing of Employee Transactions - Administrators approve or reject requests via a workflow tool and process transactions of participants by approval / rejection / modification of transactions.
    • Generate Reports - Administrators can generate reports on demand reflecting employees' participation in the program and accumulation towards annual limits when appropriate.
    • Review and Respond to employee support requests - Administrators respond to online tickets pertaining to questions, etc., which have been routed to the support services team.