Administrators
Info for People & Finance teams
65 articles
Report Guide: Transaction Types and Statuses
Report Guide: Reconciliation
Report Guide: Posted Spending
Report Guide: Payroll Reimbursements
Report Guide: Imputed Income
Report Guide: Deductions
Report Guide: Contributions & Expirations
Report Guide: Balances
Reports: Overview
Report Guide: Pending Spending
Report Guide: Statements
Report Guide: Account summary
Report Guide: Engagement
Report Guide: Utilization
Report Guide: Log-in status
Report Guide: HSA enrollment completion
Report Guide: Transfers & adjustments
Reconciliation and Posted Spending
Automated Reports
Benefits Page Overview
Adding one-time contributions via the Admin Dashboard
What are the options for contribution and expiration schedule?
What happens to expired funds on employees' accounts?
Foreign exchange rate for Benepass cards
Admin Dashboard: Recorded Walkthrough
Open Enrollment Guide: Checklist for Launching New Benefits
How do Commuter (Transit and Parking) benefits administration and elections work?
Reimbursement Management for Admins
HSA Accounts Closure Process
Balance transfer report template
Integrations Page: Overview
Integrations Page: Employee Record Detail
File Uploads: Step by Step
View Employee Details on the Admin Dashboard
Understanding Admin roles
Terminating an Employee on Admin Dashboard
Administrators: Onboarding a New Employee
Adding or Updating an Employee Benefit Enrollment
Administrators: Terminated Employee Access & Policies
Roster Management: Video Walkthrough
Troubleshooting: Missing Employee or Benefit Enrollment
Administrators: Employee experience impersonation
Administrators: Uploading a contribution correction file
Administrators: Uploading ad-hoc deduction files