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

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Contact Us

Get in touch with us directly via email or phone

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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

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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

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 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 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

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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

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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

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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

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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

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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

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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 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

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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 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