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Beneplan's Client Platform
Beneplan's Client Platform
FAQs, How-to, Support
+1
34 articles in this collection
Written by
Yafa Sakkejha,
Jennifer,
Dusan Baic
and 1 other
Two factor authentication code not working
What to do when your 2FA code is not letting you log in
Written by
Yafa Sakkejha
Updated over a week ago
The New Beneplan Platform Is Here
Say hello to your updated benefits tool!
Written by
Dusan Baic
Updated over a week ago
Getting Started
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
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
My Account
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
Managing Employees
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
Reports, Billing
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
Documents
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
E
Written by
Erin Brooks
Updated over a week ago
Advisors
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
Platform Updates
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