Administrators

Browse by topic

• Admin Dashboard & Reporting

  • Report Guide: Utilization
  • Report Guide: Engagement
  • Adding one-time contributions via the Admin Dashboard
  • Report Guide: Account summary
  • Report Guide: Statements
  • Report Guide: Pending Spending

  See all 22 articles

• Employee Experience

  • Contributions and Expirations

  • New Employee Experience
  • Top 10 Employee Questions

• Roster Management

  • Adding or Updating an Employee Benefit Enrollment
  • Administrators: Onboarding a New Employee
  • Administrators: Terminated Employee Access & Policies
  • Roster Management: Video Walkthrough
  • Terminating an Employee on Admin Dashboard
  • Troubleshooting: Missing Employee or Benefit Enrollment

  See all 7 articles

• New Client Onboarding

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

• Platform Funding

  • Platform Funding with Multiple Benefits
  • Administrators: Where do I see a history of account funding?
  • Platform Funding on the Admin Dashboard

• End of Year 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

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