Getting Started

Getting Started Guide

Welcome to Benepass! We're excited to get you using your employer benefit program. Once you get your onboarding email, that means your account is ready to go — all you need to do is log in and get started!

But... what is Benepass?

Benepass is a benefits card for modern companies. We help companies take care of their employees through pre-tax benefits and company-funded stipends all on a single card and mobile app. Our goal is to help your employer provide you with easy access to flexible benefits that really add value and help you actually spend those benefits on things you care about. You can find more about us here

How does Benepass work?

Easier if we show you. Take a look at the following video which will show you all you need to know about using Benepass:

I received my welcome email, what's next?

If you already received your welcome email, that means your account is ready to go. You can access it in 2 different ways - via our mobile app or via desktop:

Make sure you are logging in using your email associated with Benepass. In most cases, that will be your work email.

When you log in for the first time, you may be prompted with a few onboarding steps, such as setting up your billing address for ordering a physical card, if applicable. You're welcome to complete those steps or skip them! Once you're fully logged in, you'll be greeted with the home page.

Getting Started with Benepass

For starters, here are some valuable Help Center articles you should check out to get familiar with the app:

  1. Logging in & Logging in Troubleshooting 
  2. Understanding the Home Page
  3. Virtual Card details
  4. Order a Physical Card (US only)
  5. View Billing Information
  6. Understanding your transactions page
  7. Submitting an expense 
  8. Linking your bank account (US only)
  9. Understanding the settings page

What can I use my benefits for?

Your employer determines your Benepass benefits package. This could include:

  • Perks such as a wellness stipend, work-from-home allowances, lifestyle spending accounts, and more!
  • Pre-tax benefits (US only), such as FSAs, commuter, and HSAs
  • A combination of both 

If you are curious to know about what is eligible under each of your benefits, you can check your specific benefit policy from within our app and website. Simply navigate to the Accounts page from the app or website, and click or tap on the desired benefit. From there, you'll see a button for "What can I spend my benefit on?" which you can expand to show more details.

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FAQs for New Bene-users:

  1. How do I view my card details?
    As soon as you log into your account, navigate to the Cards tab. This is where you'll find all your available cards. Click on each card to view card details. You can find more information and screenshots here
  2. I see multiple cards in my account, which one do I use?
    For company benefits, generally speaking, you will always see at least 1 card in your account - a virtual card. This is also the first card showing up in your account. If you are in the US and ordered a physical card (or multiple) you will also see these in your account. Your white Benepass cards are associated with your account, not just with a specific benefit. You can choose to keep all of your cards and use them interchangeably, they will all pull from the same balance and reclassify the transaction in real time under the corresponding benefit. For more information, click here
  3. I want to remove one of my cards:
    If you don't want to have multiple cards in your account, you can reach out to our Support Team with the last 4 digits of the card you want to cancel and the team will take care of it for you!
  4. What is a virtual card and how do I use it?
    A virtual card has the same functionalities as a physical card, except you can carry it in your phone's wallet. This means you don't need to carry a physical wallet with you! You can use it for online shopping as well as at the point of sale where they accept tap transactions. In your Benepass account, your virtual card is normally the first card you'll see in your account. If you want to add your virtual Benepass card to your digital wallet, learn more here
  5. I'm not seeing a card in my account
    If you are not seeing a card in your account, it may either be the result of an error or your company's benefits program allows reimbursement only. To get more clarity - or to solve the issue, if any - please contact our Support Team. 
  6. Can I split transactions between benefits or combine my benefits into one?
    Currently, transactions can't be split between benefits. Benefits are also not intended to be combined at this point, so each balance has to be used separately. If you ever purchase something eligible under multiple benefits that costs more than your balance under either benefit, we recommend you make the purchase with a personal payment method and submit an expense for reimbursement that is split between the eligible benefits for the amount you have available in your balance.
  7. Updating my billing address
    If you are in the US, you can choose to update your address to one of your choice. To do so, you can go here. If you are outside the US, we need to keep a US address on file, so your account's address will be linked to your employer's address of choice (normally, their office address). 
  8. How do I view my available balance?
    To view your available balance, log into your account via the app or website and navigate to the Accounts tab. On the Accounts page, you will see all of your active benefits with a number under each benefit. The number represents your available balance under that benefit. For more information and screenshots, click here
  9. Why and how do I connect my bank account?
    If you are in the US, reimbursements are paid out via direct deposit, which requires you to connect your bank account. To do so, click here. If you are based outside the US, reimbursements are paid out via payroll instead. You can learn more here

Questions? We are happy to help! Please reach out to Benepass Support for any assistance.

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