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
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...
Wed, 20 Apr, 2022 at 10:23 AM
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: ...
Wed, 20 Apr, 2022 at 10:18 AM
Salary Updates and Mass Salary Updates
You can update the salaries of your employees individually by heading to the Employees Page, clicking the "More Options" button (three dots on the...
Mon, 7 Mar, 2022 at 9:46 AM