Employee Navigator User Survey

We are reaching out to Partners that are currently using Employee Navigator in order to address recent Wisdom Network Forum discussions regarding the security of client information, and to better leverage our collective buying power. The information gathered from this survey is to help UBA Partners to share best practices between users, leverage our clout with Employee Navigator, and use the information as a template for other comparison analytics for products, tools, and services to create efficiencies for new adopters.

Please take a moment to complete this short survey. Our efforts will be much more effective when we all collaborate as one voice.

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* 1. Select your Partner Firm name

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* 2. Who is your point person for Employee Navigator implementation and issues?

Internal resource

External resource

We don't have one

Point person's name and email

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* 3. Is this person on staff or a new hire? What background or experience did they have prior to using Employee Navigator?

On staff

New hire

Not applicable

Employee Navigator background

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* 4. When did you start using Employee Navigator?

2017

2016

2015

2014 or earlier

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* 5. What percentage of your clients are using Employee Navigator?

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* 6. Please rate your experience in using Employee Navigator.

Excellent

Good

Satisfactory

Below Expectations

Unsatisfactory

Comments, issues, reason for the ranking

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* 7. Do you have a service agreement with your clients that describes the termination of access to Employee Navigator if there is a broker of record change?

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* 8. In the event a client changes to another broker, are you charging fees to the client for ongoing use of the system or to transfer Employee Navigator client data to the new broker of record?

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* 1. Select your Partner Firm name

Question Title

* 2. Who is your point person for Employee Navigator implementation and issues?

Question Title

* 3. Is this person on staff or a new hire? What background or experience did they have prior to using Employee Navigator?

Question Title

* 4. When did you start using Employee Navigator?

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* 5. What percentage of your clients are using Employee Navigator?

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* 6. Please rate your experience in using Employee Navigator.

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* 7. Do you have a service agreement with your clients that describes the termination of access to Employee Navigator if there is a broker of record change?

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* 8. In the event a client changes to another broker, are you charging fees to the client for ongoing use of the system or to transfer Employee Navigator client data to the new broker of record?

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* 9. Please provide any additional comments about Employee Navigator.