Administrators

Browse by topic

• New Client Onboarding

  • Building your Benefits Program
  • Going Live
  • Support: Onboarding and Beyond

• Admin Support

  • When to contact the Admin Support Team
  • How to contact the Admin Support Team
  • Getting Started: A Guide for Administrators
  • Escalating Employee Issues

• Admin Dashboard & Reporting

  • Integrations Page: Employee Record Detail
  • Integrations Page: Overview
  • Benefits Page Overview - Admin Dashboard
  • Admin Dashboard Reporting: Video Walkthrough
  • Reports: Overview
  • Report Guide: Balances Guide

  See all 14 articles

• Roster Management

  • Troubleshooting: Missing Employee or Benefit Enrollment
  • Roster Management: Video Walkthrough
  • Administrators: Onboarding a New Employee
  • Terminating an Employee on Admin Dashboard
  • View Employee Details on the Admin Dashboard
  • Adding or Updating an Employee Benefit Enrollment

  See all 7 articles

• Employee Experience

  • Contributions and Expirations

  • New Employee Experience
  • Top 10 Employee Questions

• Platform Funding

  • Platform Funding on the Admin Dashboard
  • Administrators: Banking Setup - Frequently Asked Questions
  • Administrators: Where do I see a history of account funding?
  • Administrators: Why do I need to provide personal information to onboard?