Administrators
Info for People & Finance teams
66 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