Customer success story: Zscaler

Unum HR Connect® lets Zscaler scale up benefits through automation

Zscaler's path to automation

In the past few years, Zscaler nearly quadrupled its roster, making it no longer feasible to manually managing its benefits. They were looking for an automated solution that could keep pace with their growing company. With Unum HR Connect, coverage information is automatically synced between Unum and Zscaler’s ADP Workforce Now® all-in-one HR suite. Bills are generated based on up-to-date employee records within ADP Workforce Now ensuring they’re correct month after month.

The challenge

2016 to 2020 were big years for Zscaler. As the company cemented its reputation in the cloud security field, its employee roster almost quadrupled. As Zscaler staffed up, the HR team realized it needed to scale up its systems, too, including the way it managed benefits. When it heard how HR Connect could automate benefit processes like billing and EOI, Zscaler decided it would change its life and disability insurance provider to Unum.

“With our previous vendor, billing was a bit of a nightmare.”- Allison Doughty, Zscaler's Global Benefits Manager 

Billing “was a huge time sink” with prior carrier

According to Allison Doughty, Zscaler’s Global Benefits Manager, billing was “a bit of a nightmare” with the company’s former carrier. Manually reconciling bills every month took three hours or more across multiple teams, which was “not the best use of our time and did not add value to our employees. It was a huge time sink.”

With HR Connect, coverage information is automatically synced between Unum and Zscaler’s ADP Workforce Now® HR information system. Bills are generated based on up-to-date employee records within the system of record, ensuring they’re correct month after month. With Unum, Zscaler’s team spends only around 15 minutes per month reviewing and paying its benefits invoice.

“I would not go back to a vendor that does not have this turnkey billing,” said Doughty. “I can’t imagine going backwards to that.”

EOI integration eliminates need to “chase down employees”

Doughty said enrollment and EOI are also a big improvement thanks to Unum HR Connect. Employees can now complete both processes right in the ADP Workforce Now system, saving them time and trouble while minimizing requests to Zscaler’s HR team.

“It was a lot easier for employees to have the EOI form online,” she said. “Before, we had to do an audit to make sure we had sent paper forms to all employees who needed them. Coverage requests would sometimes be pending for months — even up to the next open enrollment.”

Doughty said her team spent a lot of time chasing down employees to confirm whether they really wanted a benefit. Another time-consuming EOI process involved getting email notifications from the provider about coverage approvals, and then updating that information inside ADP Workforce Now.

“It was much more manual,” Doughty said. “Now employees get real-time answers and we see the approvals pretty easily right in ADP.”

Automation “helps us focus on more important priorities”

Previously, setting up a new file feed to transfer information from ADP Workforce Now to an insurance provider could take about a month for Doughty and her team. Unum HR Connect eliminated these file feeds by syncing information directly in real time.

“Automation is really huge for us,” she said, “even if it seems simple. Just knowing that I’m saving even a few hours a month to focus on more important priorities is so important, especially since we are a very small benefits team.”

“We also want our systems to reflect that we are a tech company,” she added. “HR Connect certainly helps with that. Other providers could take a note from Unum’s book.”

Zscaler logo

Founded in 2007, Zscaler™ is a cloud security company dedicated to ensuring secure and seamless exchange of information. Its cloud-native Zero Trust Exchange™ platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices and applications.

More than 1,600 of Zscaler’s employees are covered by Unum benefits.

Unum benefits offered:
  • ad &d icon
    Group Life and AD&D
  • long term disability icon
    Group Long Term Disability
  • short term disability icon
    Group Short Term Disability
  • life icon
    Voluntary Life & AD&D
Unum HR Connect integrations:
  • plan setup icon
    Plan setup
  • enrollment icon
    Enrollment
  • billing icon
    Billing
  • EOI icon
    Evidence of Insurability

How Unum HR Connect integrations change the game for HR

Plan setup

Automate plan building, rate calculation and loading details into your HRIS.

Enrollment

Automatically share enrollment information and keep employee eligibility up to date.

Evidence of Insurability

Boost application completion with an integrated process that delivers real-time decisions

Billing

Ensure accuracy and avoid cumbersome invoice reconciliations.

Ready to learn more about Unum HR Connect?

For more information about how Unum HR Connect works, or for questions about how Unum benefits are built for today’s modern digital workplace, please contact us.

Get started today

Ready to learn more about Unum HR Connect?

For more information about how Unum HR Connect works, or for questions about how Unum benefits are built for today’s modern digital workplace, please contact us.

How Unum HR Connect integrations change the game for HR

  • Plan setup
    Automate plan building, rate calculation and loading details into your HRIS.
  • Enrollment
    Automatically share enrollment information and keep employee eligibility up to date.
  • Evidence of Insurability
    Boost application completion with an integrated process that delivers real-time decisions.
  • Billing
    Ensure accuracy and avoid cumbersome invoice reconciliations.

You may be interested in these stories

Customer success story: Daxco

Integration solves expansion problems for growing company

Daxko’s tech-savvy payroll and benefits manager was looking for an API-based platform to eliminate the potential for ambiguity or user error that often makes benefits administration complex and time-consuming. HR Connect automates open and ongoing enrollment, which saves time and trouble, especially with new hires. Billing reconciliation takes just a few minutes. Everything that’s done in ADP Workforce Now® is reflected directly in the Unum bill in real time, so there is no need to remove charges for people whose coverage was recently dropped.

Customer success story: Woodlands Church

Integration that saves time, work and worry

Prior to using Unum HR Connect, making sure employees provided evidence of insurability was a labor-intensive process for Woodlands Church. Billing reconciliation was a manual struggle for a single administrator. Now, EOI is integrated right into the church’s enrollment. Instead of chasing paper forms, HR just monitors the results in ADP Workforce Now®. With Unum HR Connect, information is automatically synced, making hours spent on reconciliation a thing of the past.

Customer success story: Liberty Lift

Superior technology and service bring former customer back

Liberty Lift’s previous carrier came with a long list of issues — everything from billing to plan setup was problematic. With Unum’s HR Connect seamless integration with ADP Workforce Now®, review for most plans can be done in about 15 minutes. Billing is fast too with real-time data sharing and easy online bill payment.