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

Introduction Video

A quick overview of key functionality of the Beneplan platform

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

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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
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Forgot my password

How to reset a lost password to the client platform

Written by Jennifer
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 over a week ago

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 enrol a new employee to your benefits plan

Adding a new employee to your company benefits plan

Written by Dusan Baic
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

Written by Jennifer
Updated over a week ago

How to update an employee's salary - mass or individual

How to change an employee's salary in Beneplan's client platform, or, send an import file to process mass changes

Written by Dusan Baic
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

Written by Jennifer
Updated over a week ago

How to terminate an employee from your benefits plan

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

Written by Jennifer
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

E

Written by Erin Brooks
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

What if a plan administrator should not be able to see employees of a specific division(s)? About Teams

When a plan administrator is only allowed to see employees of a specific division(s), we use the 'Teams' feature

Written by Yafa Sakkejha
Updated over a week ago

How to request a new drug card

What to do if your employee has a lost or stolen drug card

Written by Dusan Baic
Updated over a week ago

How To Access Your Dividend Statement

For Beneplan member clients

Written by Dusan Baic
Updated over a week ago

How to run a census

Run and download a demographic report on a group

Written by Dusan Baic
Updated over a week ago

How to download your monthly premium invoice in PDF or CSV/Excel

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

Written by Jennifer
Updated over a week ago

Where to find your booklet or contract

Here are some places you can check to find your group's coverage or contract

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Written by Erin Brooks
Updated over a week ago

How To View Your Client Dividend Statement

For Beneplan advisors only

Written by Dusan Baic
Updated over a week ago

How To Preview Invoices

How to preview monthly invoices

Written by Dusan Baic
Updated over a week ago

Can Beneplan connect into an HR or payroll system?

Is there an ability to import a file from a human resource information system (HRIS) or payroll software into Beneplan's dashboard?

Written by Yafa Sakkejha
Updated over a week ago

Platform Release Notes - January 2021

Here are a list of items we fixed this past month

Written by Dusan Baic
Updated over a week ago