Using my HRA Administrator Member Portal

18 articles in this collection
Written by Elyse, Lauren, and Elise

How do I add an employee to my HRA and/or Company Smart Plan?

What do I do when I hire a new employee?

Written by Elyse
Updated over a week ago

How do I remove an employee from my HRA?

What do I do when an employee leaves my company?

Written by Elyse
Updated over a week ago

How can I give my accountant, bookkeeper, or other user administrative access to my HRA?

How do I add administrators or users to my company's HRA?

Written by Elyse
Updated over a week ago

Administrator Member Portal How-To

What is my employee's onboarding Status (QSEHRA)?

How do I know whether my employee has completed onboarding or is compliant? How do I know whether they have approved claims?

Written by Elyse
Updated over a week ago

What is my employee's onboarding status (ICHRA)?

How do I know whether my employee has completed onboarding or is compliant? How do I know whether they have approved claims?

Written by Elise
Updated over a week ago

How can I see my employees' Unclaimed Allowance?

How do I know how much employees have left over to claim this year?

Written by Elyse
Updated over a week ago

How do I know my employees are using their allowance on healthcare?

Written by Elyse
Updated over a week ago

HRA Reimbursement Statements

How do I use the Reimbursements section of my Admin Portal?

When and how to use the Reimbursements section of the portal when you're ready reimburse your employees.

Written by Lauren
Updated over a week ago

How do I know how much to reimburse my employees?

How much do I owe my employees in reimbursement?

Written by Lauren
Updated over a week ago

How do I read my Reimbursement Statement?

We'll walk you through how to read your Reimbursement Statement so you can reimburse your employees.

Written by Lauren
Updated over a week ago

How do I download my Reimbursement Statement?

We'll walk you through how to download your monthly statement so you can reimburse your employees.

Written by Lauren
Updated over a week ago

Why is an employee on my roster not showing a reimbursement amount?

Why does my Reimbursement Statement or Employee Reimbursement Report show $0 in reimbursement for my employee?

Written by Lauren
Updated over a week ago

Why is my employee’s reimbursement amount larger than their monthly allowance?

How do I owe my employee more than I'm offering this month?

Written by Elyse
Updated over a week ago

HRA Reports

How do I use the Reports section of my Admin portal?

When and how to use the Reports section of your portal

Written by Lauren
Updated over a week ago

How do I get a historical view of reimbursements owed & paid year-to-date?

How do I view my taxable and tax-free reimbursements for a range of time?

Written by Elyse
Updated over a week ago

How do I read my Claims Summary report?

Learn more about what insight the Claims Summary report provides.

Written by Lauren
Updated over a week ago

How do I read the Reimbursements Summary Report?

Learn when to reference the Reimbursements Summary Report and what details it provides.

Written by Lauren
Updated over a week ago

Why does my employee's claim show it's partially or not reimbursed?

Why is my employee's claim only partially reimbursed?

Written by Lauren
Updated over a week ago