Admin who is an Employee
This provides instructions for Admin users who are also employees participating in the benefits program. It covers how to access and view insurance information in the Admin Dashboard.
The admin in this case gets to see 3 widgets, The enrollment status, the Autopay upcoming funding event and lastly their benefit
Login: Ensure you are logged in as an Admin user who is also an employee with benefits.
Navigate to Admin Dashboard: Once logged in, "Admin Dashboard" from the main navigation menu.
On the Admin Dashboard, find the section labeled “My Benefits.” This section will display your insurance information. You will see comprehensive information about your insurance coverage.
This includes: My Insurance Policy & Status
Policy Details: Summary of the employee's insurance policy , Plan type , carrier and plan name
Monthly premium: Payment due monthly for coverage
Family members: Other who are covered on the insurance
Start and end date: Time frame for beginning and the end of the coverage
Employee Dashboard
Overview
The Employee Dashboard is the landing page for users with employee permissions, providing easy access to insurance policy details, payment history, and current year balance.
Key Features
My Insurance Policy & Status
Policy Details: Summary of the employee's insurance policy , Plan type , carrier and plan name
Monthly premium: Payment due monthly for coverage
Family members: Other who are covered on the insurance
Start and end date: Time frame for beginning and the end of the coverage
Frequently Asked Questions (FAQs)
Q: How do I view my insurance information as an Admin who is also an employee?
A: Follow these steps:
Login: Ensure you are logged in as an Admin user who is also an employee with benefits.
Navigate to Admin Dashboard: Locate and click on the "Admin Dashboard" from the main navigation menu.
Find "My Benefits": On the Admin Dashboard, find the section labeled “My Benefits.” This section will display your insurance information, including policy details, monthly premium, family members covered, and start and end dates.
Q: What are the colors associated with the enrollment status?
A:
Not Started: Blue
In Progress: Orange
Complete: Green
Q: What are the key features of the Employee Dashboard?
A: The Employee Dashboard provides easy access to:
My Insurance Policy & Status: Summary of the employee's insurance policy, plan type, carrier and plan name, monthly premium, family members covered, and start and end dates.
Q: What should I do if I cannot see the “My Benefits” section in the Admin Dashboard?
A: Ensure you are logged in as an Admin user who is also an employee with benefits. If the issue persists, contact the support team.