Administrators
Info for People & Finance teams
58 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
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