Getting Started

Getting Started Guide

Welcome to Benepass! We're excited to get you using your employer benefit program. Once you get your onboarding email, that means your account is ready to go — all you need to do is log in and get started!

But... what is Benepass?

Benepass is a benefits card for modern companies. We help companies take care of their employees  through pre-tax benefits and company-funded stipends all on a single card and mobile app. Our goal is to help your employer provide you with easy access to flexible benefits that really add value, and help you actually spend those benefits on things you care about. You can find more about us here

I received my welcome email, what's next?

If you already received your welcome email, that means your account is ready to go. You can access in 2 different ways - via our mobile app or via desktop:

Make sure you are logging in using your email associated with Benepass. In most cases, that will be your work email.

When you log in for the first, you may be prompted with a few onboarding steps, such as setting your billing address or ordering a physical card, if applicable. You're welcome to complete those steps or skip them! Once you're fully logged in, you'll be greeted with the home page.

Getting Started with Benepass

Watch our Getting Started Guide video below for an extensive overview of the main features of Benepass. This video will cover everything from logging in, to using your card, and how to submit expenses if your benefits program allows.

 

This video covers, Logging in, understanding the Home Page, seeing Virtual Card details, how to Order a Physical Card (US only), how to view Billing Information, Understanding your transactions page, the process of Submitting an expense and Linking your bank account (US only), and Understanding the settings page. More detailed videos can also be found in our How To Video Library.

What can I use my benefits for?

Your employer determines your Benepass benefits package. This could include:

  • Perks such as a wellness stipend, work from home allowances, lifestyle spending accounts, and more!
  • Pre-tax benefits (US only), such as FSAs, commuter and HSAs
  • A combination of both 

If you are curious to know more about your benefits in particular, check out your benefits materials or you can reach out to our team to provide more clarity. 

FAQ's for New Bene-users:

  1. How do I view my card details?
    As soon as you log into your account, you will see your Benepass card(s). If you are on the app, you can tap on your card to see the details (for virtual cards only). If you are logged in via desktop, you will see an eye icon next to the Benepass logo. Clicking on it will display the details of your virtual card. You can find more information and screenshots here
  2. I see multiple cards in my account, which one do I use?
    For company benefits, generally speaking, you will always see at least 1 card in your account - a virtual card. This is also the first card showing up in your account. If you are in the US and ordered a physical card (or multiple) you will also see these in your account. All cards are associated with your account, and not with a specific benefit. You can choose to keep all of your cards and use them interchangeably, they will all pull from the same balance and reclassify the transaction in real time under the corresponding benefit. For more information, click here
  3. I want to remove one of my cards:
    If you don't want to have multiple cards in your account, you can reach out to our Support Team with the last 4 digits of the card you want to cancel and the team will take care of it for you!
  4. What is a virtual card and how do I use it?
    A virtual card has the same functionalities as a physical card, except you can carry it in your phone's wallet. This means you don't need to carry a physical wallet with you! You can use it for online shopping as well as at the point of sale where they accept tap transactions. In your Benepass account, your virtual card is normally the first card you'll see in your account. If you want to add your virtual Benepass card to your digital wallet, learn more here
  5. I'm not seeing a card in my account
    If you are not seeing a card in your account, it may either be the result of an error or that your company's benefits program allows reimbursement only. To get more clarity - or to solve the issue, if any - please contact our Support Team. 
  6. Can I split transactions between benefits or combine my benefits into one?
    Currently, transactions can't be split between benefits. Benefits are also not intended to be combined at this point, so each balance has to be used separately. If you ever purchase something eligible under multiple benefits that costs more than your balance under either benefit, we recommend you make the purchase with a personal payment method and submit an expense for reimbursement that is split between the eligible benefits for the amount you have available in your balance.
  7. Updating my billing address
    If you are in the US, you can choose to update your address to one of your choice. To do so, you can go here. If you are outside the US, we need to keep a US address on file, so your account's address will be linked to your employer's address of choice (normally, their office address). 
  8. How do I view my available balance?
    To view your available balance, log into your account via the app or desktop. As soon as you log in, you will see a list of your benefits, and each will include a number next to it. That number represents your available balance under that benefit. For more information and screenshots, click here
  9. Why and how do I connect my bank account?
    If you are in the US, reimbursements are paid out via direct deposit, which requires you to connect your bank account. To do so, click here. If you are based outside the US, reimbursements are paid out via payroll instead. You can learn more here

Questions? We are happy to help! Please reach out to Benepass Support for any assistance.

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