Admin Help

Articles specific to Plan Admins

Plan Administrators - Permissions
Every Simply Benefits plan has at least one Administrator to manage the plan and its members. When a plan is first activated, your Insurance Advisor will ha...
Fri, 31 Jul, 2020 at 4:11 PM
How to Review and E-Sign Your Master Application
To review, and e-sign your Master Application follow these steps: 1. You will receive an e-mail from Simply Benefits with the subject "Simply Benef...
Fri, 31 Jul, 2020 at 4:16 PM
How to Enroll Your Employees
It takes only seconds to enroll your employees in their health benefits plan. Here's how to do it: To enroll ALL employees at once, follow these st...
Fri, 31 Jul, 2020 at 4:17 PM
How to Create/Add Another Plan Administrator
Quickly add another plan administrator to your organization's Simply Benefits account by following these steps: 1. From your home dashboard, click ...
Fri, 31 Jul, 2020 at 4:17 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 Benefi...
Fri, 31 Jul, 2020 at 4:18 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...
Mon, 29 Mar, 2021 at 9:32 AM
How to Create/Enroll a New Employee
If you have a new employee joining your organization, you can quickly add them to your benefits plan on the Simply Benefits platform by following these step...
Fri, 31 Jul, 2020 at 4:20 PM
How to Create a New Division
If you're looking to create a new division for your organization, follow these steps: 1. First, log into your account on the admin platform.  2...
Fri, 31 Jul, 2020 at 4:25 PM
How to Update Employee(s) Information
If you're looking to update your employee's information (class, division, name, coverage type, salary, occupation, etc) then follow these steps: ...
Mon, 10 Aug, 2020 at 11:56 AM
How to Change where Invoices emails go to
By default, once your group benefits plan goes live the Parent Administrator has their email set as the Company Email. This is where invoice emails will be ...
Fri, 3 Sep, 2021 at 9:50 AM