Employer Portal Guide. BenefitWallet Employer Portal Guide

Transcription

1 Employer Portal Guide 1

2 Table of Contents BenefitWallet Web Access and Authentication... 3 Employer Dashboard... 5 Employer Profile...6 Manage Notifications... 7 Employer Toolbox...8 BenefitWallet Service Center...9 2

3 BenefitWallet Web Access and Authentication Our website facilitates self-service activities for employers including payroll processing, reporting, resources and notifications. Weekly training on POW! and reporting is also available via web-based conference calls on Thursdays at 1:00 p.m. ET (1.5 hours). All web users will receive s to obtain a security code, password reminders or locked passwords. s with applicable information will be sent to the address associated with the specified login via the website. To register for a training session, send an for each attendee with the participant s name, address, employer name and type of training to hsawebtraining@conduent.com. The employer portal can be accessed by the Primary Business Contact and additional contacts (sub-users) who have been identified and setup by the Primary Business Contact. Logging In to the Employer Portal Go to Enter your User ID and select Login. (Do NOT choose the First Time User button as this is intended for members.) User ID and password: Primary Business Contact: Use the 14-digit sub-account number as your User ID, along with the password that was ed to you during the initial setup of your employer group. Sub-Users should receive their User ID and password from the Primary Business Contact. Employer Contacts are supported by the Employer Support Team at from 8:00 a.m. to 8:00 p.m. ET Monday through Friday, and 9:00 a.m. to 6:00 p.m. ET Saturday and Sunday. The Primary Business Contact and all other identified users are required to authenticate for security purposes. The Primary Business Contact needs to authenticate when contacting the Employer Support Team with the security challenge responses submitted. Sub-Users need to authenticate when contacting the Employer Support Team with their 1) Sub-User ID established by the Primary Business Contact and their 2) address as listed for Sub-User access. A caller who does not know their Sub-User ID should contact the Primary Business Contact for this information. 3

4 BenefitWallet Web Access and Authentication Password Management An initial password is provided to you as part of setup. During your first login, you are required to change the password. Following your first login, you may change the password at any time by selecting Forgot Your Password? at the site key verification screen. Forgotten Passwords If you have an address on file, use the Forgot Your Password? link. You can also contact the BenefitWallet HSA Employer Support Team at for assistance with password reset. You will need to provide your User ID. Only authorized employer contacts may obtain this information. Security Code Security codes are needed when logging in from a new or changed computer or network and are ed to the on file. The Employer Support Team may assist authorized users with security codes. Select Trust this PC to reduce the need for a security code in the future. As part of web security, a site key will display. You should always view this site key when logging in. The security code and site key are part of overall security for the site. Each time you delete your web browser cookies, your computer will become untrusted and you will need a new security code with your next login. 4

5 Employer Dashboard After logging in, you will see the Employer Dashboard. Here you will view important information about the account(s) you offer through BenefitWallet. You may customize this dashboard by hiding or showing selected tiles. Click Tiles on the top right corner of the screen to view a list of tiles available to you. To view more information from a particular tile, select a link with an arrow pointing to the right to expand that item. The left menu provides you with access to: Payroll processing Reporting Eligibility and enrollment Employer profile Member information Manage notifications Employer toolbox Select Collapse menu to collapse the left menu. Select the arrow icon to expand the left menu. 5

6 Employer Profile Through the Employer Profile section, the Primary Business Contact can View/Update Employer Profile, Manage Additional Access and Create a Self-Designated User ID. View/Update Employer Profile You can view your current Employer ID and contact information and edit your information at any time. Manage Additional Access The Primary Business Contact can add or remove sub-users and designate access levels. Create Self-Designated User ID You may change your User ID from the account number to an alpha-numeric User ID. Your User ID must be between 8 and 16 characters in length. Once you change your User ID, you will not be able to log in with your account number anymore. For security purposes, your site key will change when you enter your password. 6

7 Manage Notifications Use Manage Notifications to keep track of alerts, access important messages from BenefitWallet and reach your employees. Alerts Opt-in to be notified when changes to your members occur. Send Member s To remind your members to open their accounts or respond to requests for additional information in compliance with the USA PATRIOT Act, use Send Member s, select the population and s you would like to reach, review the and send. Inbox Review notifications or responses to inquiries, or send new inquiries from your inbox. Sent Messages Review an archive of your sent messages. 7

8 Employer Toolbox Through the Employer Toolbox, access: FAQs Useful links Forms and documents Employer education These resources are available to assist you in educating your employers, administering accounts and using the website. The downloadable forms section has a wealth of information and resources. User guides, employer forms and frequently requested member forms are available. Member forms are also available through the member portal. 8

9 BenefitWallet Service Center The following are bank and/or market holidays for 2018For a bank holiday, no payroll will post on these days. For a market holiday, no investment transaction (investment or redemption) will post on these days. For a day that is both a bank and market holiday, neither payroll nor investment transactions will post. Employer Support Team Phone Hours of Operation (Eastern Time) Monday Friday: 8:00 am 8:00 pm Saturday & Sunday: 9:00 am 6:00 pm BenefitWallet Member Services Phone TDD Hours of Operation (Eastern Time) Monday Friday: 8:00 am 11:00 pm Saturday & Sunday: 9:00 am 6:00 pm Date Holiday BenefitWallet Holiday Bank Holiday Market Holiday Monday, January 1, 2018 New Year's Day x x x Monday, January 15, 2018 Martin Luther King Day x x Monday, February 19, 2018 President's Day x x Friday, April 30, 2018 Good Friday x Monday, May 28, 2018 Memorial Day x x x Wednesday, July 4, 2018 Independence Day x x x Monday, September 3, 2018 Labor Day x x x Monday, October 8, 2018 Columbus Day x Monday, November 12, 2018 Veteran's Day x Thursday, November 22, 2018 Thanksgiving Day x x x Friday, November 23, 2018 Day After Thanksgiving Market Closes 1pm EST Tuesday, December 25, 2018 Christmas Day x x x Monday, January 1, 2019 New Year's Day x x Market Closes 1pm EST 2018 Conduent Business Services, LLC. All rights reserved. Conduent, Conduent Agile Star and BenefitWallet are trademarks of Conduent Business Services, LLC in the United States.