Benefits Administration Learning Path
Benefits Administration with Zenefits
Develop a basic understanding of how benefits administration works with Zenefits.
FREE
2 min
Navigating the Benefits Administration App
Let's walk through the different features and tools available in the Benefits Administration App.
FREE
5 min
BenAdmin Optional Permissions
This course will walk you through how to edit your BenAdmin's permissions.
FREE
2 min
Employee Coverages & Event Log
Learn how to determine past, current, and upcoming employee enrollments, and what to do when employee enrollments need to be corrected in Zenefits
FREE
7 min
Employee Eligibility
Learn how to determine employee eligibility and what to do when eligibility needs to be corrected in Zenefits
FREE
3 min
How to Add, Cancel, and Decline Employee Coverage
A step-by-step guide on how to add, cancel, and decline employee coverage.
FREE
6 min
How to Change Employee Plan, Event Effective Date, and Dependent Coverage
A step-by-step guide on how to change an employee’s enrolled plan, an event effective date, and dependent enrollments.
FREE
6 min
How to Use the Benefits Preview Link
Learn about the Benefits Preview Link and how to use it
FREE
2 min
Open Enrollment 101
Learn about setting up and running a renewal through Zenefits
FREE
3 min
Managing Open Enrollment Progress
Learn about the different tools you can use to help you stay on top of employee open enrollment progress during renewal
FREE
4 min
Open Enrollment Reports
Learn about the different open enrollment reports available for download
FREE
2 min
Renewal Plans & Plan Mapping
Learn about where to find renewal plan information and plan mapping
FREE
3 min
How To Change Open Enrollment Deadline
A step-by-step guide on how to change the open enrollment deadline
FREE
1 min
How to Invite Employees to Open Enrollment
A step-by-step guide on how to invite employees to open enrollment after it has already launched
FREE
1 min
How to Send Open Enrollment Reminders
A step-by-step guide on how to send reminders to employees to complete open enrollment
FREE
1 min
Carrier Fulfillment 101
Understand what carrier fulfillment is and the types of benefits events supported in Zenefits
FREE
4 min
Understanding Carrier Connection
Learn about Carrier Connection and the different services available: Portal Automation and EDI.
FREE
6 min
Understanding the Task Manager & Fulfillment Tasks
Learn about the Task Manager, when and how Fulfillment Tasks generate, when they don’t, and more!
FREE
8 min
How to Send Employee Enrollment Forms
Learn how to send employee enrollment forms from carrier fulfillment tasks
FREE
3 min
How to Select a COBRA Administrator
Learn how to set your COBRA Administrator in Zenefits.
FREE
1 min
How to Generate and Sign the Section 125
Learn how to generate and sign your Section 125 in Zenefits
FREE
1 min
How to Generate and Sign the Summary Plan Description
Learn how to generate and sign the summary plan description in Zenefits
FREE
3 min
Insurance Enrollment Flow
In this course, we'll walk you through how to complete enrollment in Zenefits.
FREE
4 min
Insurance Enrollment Flow - Mobile App
This training will go over how to complete your enrollment via the Zenefits Mobile app.
FREE
4 min
How to Cancel Coverage Mid Year
In this course, we'll walk you through how to cancel your insurance coverage mid year.
FREE
2 min
How to Enroll in Coverage Mid Year
This course will walk you through how to enroll in coverage via a Qualifying Life Event.
FREE
5 min
FSA Enrollment and Contribution
This course will walk you through the FSA enrollment flow and contribution change flow.
FREE
6 min
FSA Balance and Transactions
Learn where to view your FSA balance and transactions from your own Zenefits dashboard.
FREE
1 min
FSA Filing a Claim
This course will walk you through the claim submission process.
FREE
2 min
FSA Termination and End of Plan Year
This course will explain the rules of FSA after employment and at the end of the plan year.
FREE
2 min
Commuter Benefits Enrollment and Contributions
Learn how to enroll and contribute to a Commuter Benefits
FREE
5 min
Cards and Balances
This course will take you through the basics of using your commuter benefits card
FREE
3 min
How to Submit a Claim
Learn how to submit a commuter benefits claim from the mobile app or desktop
FREE
3 min
Commuter Cards After Employment and Cancelation
This course will explain what happens to your commuter benefits after termination
FREE
2 min
Quoting Tool 101
Learn the ins and outs of our benefits Quoting Tool and how to best leverage its features.
FREE
9 min