Admin Help

Articles specific to Plan Admins

Plan Administrators - Permissions
There are three types of Administrators that can be on a Simply Benefits account:  Plan Sponsor: The highest-permission admin for a company. There can onl...
Fri, 3 Nov, 2023 at 9:52 AM
How to Review and E-Sign Your Master Application
Video Tutorial: To review, and e-sign your Master Application follow these steps: 1. You will receive an e-mail from Simply Benefits with the ...
Tue, 31 Jan, 2023 at 3:59 PM
How to Enroll Your Employees
Video Tutorial: It takes only seconds to enroll your employees in their health benefits plan. Here's how to do it: To enroll ALL employees at ...
Tue, 31 Jan, 2023 at 3:53 PM
How to Create/Add Another Plan Administrator
Video Tutorial: Quickly add another plan administrator to your organization's Simply Benefits account by following these steps: 1. From yo...
Tue, 31 Jan, 2023 at 3:57 PM
How to Send an Email and/or Push Notification to Employee(s)
If you have an update or information you would like to share with your employees, you can send them an email and/or push notification from the Simply Bene...
Tue, 31 Jan, 2023 at 3:59 PM
Understanding your Invoices (Employers)
This article applies to Employer-paid Benefits Invoices. If you are a Simply Benefits Member who pays premiums directly, this article will have info for you...
Tue, 21 Feb, 2023 at 1:26 PM
How to Create/Enroll a New Employee
Video Tutorial: If you have a new employee joining your organization, you can quickly add them to your benefits plan on the Simply Benefits platform b...
Tue, 31 Jan, 2023 at 3:54 PM
How to Update Employee(s) Information
Video Tutorial: If you're looking to update your employee's information (class, division, name, coverage type, salary, occupation, etc) th...
Tue, 31 Jan, 2023 at 3:52 PM
Salary Updates and Mass Salary Updates
Video Tutorial: You can update the salaries of your employees individually by heading to the Employees Page, clicking the "More Options"...
Fri, 13 Oct, 2023 at 3:46 PM
Spending Account Floats
As of January 1, 2024, all new or renewing customers with Employee Spending Accounts in their plan will be invoiced an amount for their Spending Account Flo...
Fri, 24 Nov, 2023 at 11:49 AM