Admin Help

Articles specific to Plan Admins

Plan Administrators - Permissions
There are two types of Administrators that can be on a Simply Benefits account: Parent Administrator and Plan Administrator.  There is only one Parent A...
Mon, 17 Jan, 2022 at 10:34 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 y...
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
Current Allocation vs History:  When you first navigate to the Invoices page, you will have the Current Allocation overview displayed to you. This is not a...
Tue, 31 Jan, 2023 at 3:54 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) ...
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"...
Tue, 31 Jan, 2023 at 3:51 PM