As an HRA administrator, you can control how often reimbursement statements are generated and on what date they're delivered. This helps you align your HRA reporting with your company's payroll schedule.
Reimbursement Statement Frequencies 🔄
You can choose from three reimbursement statement frequencies:
• Monthly 📆
• Semi-Monthly 🗓️
• Bi-Weekly ⏱️
How to Update ⚙️
• Log in to your admin portal.
• Navigate to the Reimbursements tab.
• Click the Update button on the right-hand side.
• Select your preferred frequency and report dates using the dropdowns ⬇️
• Click "Set up automatic reimbursements" to save ✅
This is a self-service change — no need to contact support 🙌
Things to Keep In Mind 💡
• Aligning with payroll: Choose a frequency and date that matches your payroll cycle so reimbursement data is ready when you need it.
• Report availability: Your first payroll report will be available on your HRA start date. The reimbursement or deduction amounts displayed are monthly amounts, so keep that in mind if you run payroll more frequently.
• Changes take effect going forward: Updating your frequency or date will apply to future statements. It will not retroactively change previously generated reports.
Need Help? 🤝
If you have any questions about which frequency or date works best for your payroll setup, reach out to our support team — we're happy to help! 😊