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Beneplan's Client Platform
Beneplan's Client Platform
FAQs, How-to, Support
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27 articles in this collection
Written by
Yafa Sakkejha,
Dahlia Alfred,
Margaret Reid
and 3 others
The New Beneplan Platform Is Here
Say hello to your updated benefits tool!
Written by
Dusan Baic
Updated over a week ago
Getting Started
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
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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
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 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
Reports, Billing
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
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Written by
Erin
Updated over a week ago
Advisors
How To Preview Client Invoices
How to preview your clients' monthly invoices
Written by
Dusan Baic
Updated over a week ago
Platform Updates
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