Administrators

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• Admin Dashboard & Reporting

  • Admin Dash Reporting: Video Walkthrough
  • Reporting Overview & Intended Use Guide
  • Report Guide: Reconciliation Report
  • Report Guide: Imputed Income Reporting
  • Report Guide: International Reimbursements Report Overview
  • Report Guide: Spending Reports Overview

  See all 9 articles

• Roster Management

  • Roster Management: Video Walkthrough
  • Onboarding a New Employee
  • Terminating an Employee on Admin Dash
  • View Employee Details on the Admin Dash
  • Updating or Changing an Employee’s Enrollment
  • Terminated Employee Access & Policies

• Employee Experience

  • What happens to expired funds on cards?
  • What are the options for contribution and expiration schedule?

• Platform Funding

  • Banking Setup - Frequently Asked Questions
  • Where do I see a history of account funding?
  • Why do I need to provide personal information to onboard?