Beneplan's Client Platform

FAQs, How-to, Support

Yafa Sakkejha avatar Jennifer avatar Dusan Baic avatar +1
33 articles in this collection
Written by Yafa Sakkejha, Jennifer, Dusan Baic and 1 other
Managing Employees

How To Add Student Certification

How to upload a student certification to an employee file
Dusan Baic avatar
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
Yafa Sakkejha avatar
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
Dusan Baic avatar
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
Jennifer avatar
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
Dusan Baic avatar
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
Yafa Sakkejha avatar
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
Jennifer avatar
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
Dusan Baic avatar
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
Jennifer avatar
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
Yafa Sakkejha avatar
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
Yafa Sakkejha avatar
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
Yafa Sakkejha avatar
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
Dusan Baic avatar
Written by Dusan Baic
Updated over a week ago