Beneplan's Client Platform

The New Beneplan Platform Is Here

Say hello to your updated benefits tool!

Written by Dusan Baic
Updated over a week ago

Supported Browsers & Devices

For the best experience, please use one of these supported browsers and devices

Written by Dusan Baic
Updated over a week ago

Contact Us

Get in touch with us directly via email or phone

Written by Dusan Baic
Updated over a week ago

Live Training

Get free training on our new client platform

Written by Dusan Baic
Updated over a week ago

How to log into the client platform

Login and access your account

Written by Yafa Sakkejha
Updated over a week ago

How do I get access to the client platform?

Access and getting login credentials

Written by Dusan Baic
Updated over a week ago

Forgot my password

How to reset a lost password to the client platform

E

Written by Erin
Updated over a week ago

How to change your password

Change your own password in your profile

Written by Yafa Sakkejha
Updated over a week ago

The software is slow or it's taking a long time to load

The system keeps loading but nothing is happening

Written by Yafa Sakkejha
Updated over a week ago

How To Add Student Certification

How to upload a student certification to an employee file

Written by Dusan Baic
Updated this week

Employee section overview

An overview of what plan administrators can do and view in the employee section

Written by Yafa Sakkejha
Updated over a week ago

How to change an employee's address or contact information

Here's how to update an employee's email address, physical address, and phone number in the Beneplan plan administrator dashboard

E

Written by Erin
Updated over a week ago

How to change an employee's salary

How to change a single employee's salary in the Beneplan admin dashboard

M

Written by Margaret Reid
Updated over a week ago

How to add a dependent to an employee's benefits

How to add a new spouse or child as a dependent to a plan member's profile

Written by Yafa Sakkejha
Updated over a week ago

How to add a beneficiary

How to add a beneficiary on behalf of an employee in the client platform

E

Written by Erin
Updated over a week ago

How to request a lost or stolen drug card on behalf of an employee

Request replacement for lost or stolen drug card

S

Written by Stephanie Caramete
Updated over a week ago

How to terminate an employee for benefits

How to remove an employees' benefits due to termination

Written by Dusan Baic
Updated over a week ago

Finding an employee's benefit costs for payroll deductions

When you enrol a new employee, here's how to find out what each benefit costs

M

Written by Margaret Reid
Updated over a week ago

Adding a late applicant

When an employee is added to the plan more than 1 month beyond their regular waiting period, it triggers it as a late applicant

Written by Yafa Sakkejha
Updated over a week ago

How to report a leave of absence

Reporting employee leave of absence

D

Written by Dahlia Alfred
Updated over a week ago

How to notify Beneplan that an employee has returned to work

Reinstating benefits after an employee has returned from a leave of absence

Written by Yafa Sakkejha
Updated over a week ago

How to download your monthly premium invoice

Retrieving your monthly benefits invoice

Written by Yafa Sakkejha
Updated over a week ago

How to add a new document

Learn how to upload a document in Beneplan's client platform

E

Written by Erin
Updated over a week ago

How To Preview Client Invoices

How to preview your clients' monthly invoices

Written by Dusan Baic
Updated this week

Platform Release Notes - November 2020

Here are a list of items we fixed this past month

Written by Dusan Baic
Updated this week