Administrators

Browse by topic

• Reporting

  • Reconciliation and Posted Spending
  • Report Guide: Account summary
  • Report Guide: Balances
  • Report Guide: Contributions & Expirations
  • Report Guide: Deductions
  • Report Guide: Engagement

  See all 18 articles

• Managing Benefits

  • Benefits Page Overview - Admin Dashboard
  • Adding one-time contributions via the Admin Dashboard
  • Administrators: What are the options for contribution and expiration schedule?
  • Administrators: What happens to expired funds on employees' accounts?
  • Foreign Exchange Rate for Benepass Cards
  • Admin Dashboard: Recorded Walkthrough

• Platform Funding

  • Are Benepass service fees included in platform funding?
  • Reconciling platform funding and spending
  • Understanding Benepass platform funding
  • Understanding Benepass account configurations
  • Platform Funding with Multiple Benefits
  • Administrators: Where do I see a history of account funding?

  See all 7 articles

• Roster Management

  • 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

  See all 11 articles

• New Customer Implementation

  • Accessing the Implementation Help Center
  • Onboarding Client - Support
  • Building your Benepass Program
  • Reimbursement Management for Admins
  • Going Live: What Happens Next?
  • New Employee Experience

  See all 7 articles

• Year End Guide

  • Non-Discrimination Testing (NDT)
  • End of Year - Pre Tax Benefit Carryovers
  • Looking Ahead: New Benefits and Program Updates
  • End of Year - Pending Spending
  • End of Year - Employee Balances
  • End of Year - Employee Spending Behaviors

• Admin Support

  • Getting Started: A Guide for Administrators
  • Contacting the Admin Support Team
  • Escalating Employee Issues