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Set up a benefit for a new employer

Step-by-step guide on how to add a new benefit for a new employer.

Dave Stehler avatar
Written by Dave Stehler
Updated in the last 15 minutes

Step 1: Navigate to the Benefit Builder tab

Once logged into your Health Wallet Manager, select the Benefit Builder tab. Here you'll see benefit programs that align with the benefits you offer.

Step 2: Select and configure the benefit you'd like to set up for a new organization

Select Edit Program on the benefit you'd like to begin setting up for a new organization.


Once here, you can configure specific plan details that align with the organization's plan document.

Once you've finished inputting the details you need, you can select Save.

Step 3: Create benefit offering

After completing the benefit template, you'll be taken back to the Benefit Builder screen where you'll want to select Create Benefits.
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Input the benefit name, description, and plan start and end date. Then, select Next.

Step 4: Add organizations to benefit

Select the participating organizations you'd like to create the new benefit for. Once you've selected all participating organizations, select Add Selected (x).
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Step 5: Confirm new benefits

The final step asks you to confirm your selections. If everything looks correct on this screen, select Create Benefit Offering.

And you're all set! You've successfully set up a benefit for an organization.
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