Admin Help

Articles specific to Plan Admins

How to Generate Reports and What Are They for?
As an Admin, you will be able to access a multitude of reports. For Parent Admins, you will be able to access any and all reports for each division and clas...
Fri, 13 Oct, 2023 at 2:38 PM
Terminating a Member Employee - For Admins
This feature is for when you would like to terminate a member’s benefit plan. To access this feature, please follow the steps below: Login to the Admi...
Fri, 6 Oct, 2023 at 11:37 AM
What Resources and Forms Can I Access From my Admin Portal?
To help you have a smooth transition to using Simply Benefits, we have created a variety of useful resources. Prior to your Getting Started Onboarding call,...
Wed, 4 Oct, 2023 at 3:30 PM
Add or Change Banking Information on the Admin Portal
If you are trying to update your Banking Info as a Member on the member portal, go here. It's important to make sure that your banking information is u...
Thu, 2 Nov, 2023 at 10:53 AM
Mod Flex Plans - Administrator
What is a Modular Flex Plan? A Modular Flexible Plan differs from a standard benefit plan because it gives the members the ability to choose aspects of ...
Tue, 23 Apr, 2024 at 9:17 AM
Account File Manager
Do you need to submit a file, photo or other document to Simply Benefits? Instead of emailing us, log in to your Administrator Portal and share it with u...
Thu, 25 Apr, 2024 at 10:03 AM