Benefits Administration Learning Path

Benefits Administration Learning Path

Benefits Administration with Zenefits
Benefits Administration with Zenefits
Develop a basic understanding of how benefits administration works with Zenefits.
FREE
2 min
Navigating the Benefits Administration App
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
BenAdmin Optional Permissions
This course will walk you through how to edit your BenAdmin's permissions.
FREE
2 min
Employee Coverages & Event Log
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
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
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
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 Create, Change, and Cancel Employee Enrollments
How to Create, Change, and Cancel Employee Enrollments
A step-by-step guide on how to create, change, and cancel ongoing employee enrollments.
FREE
5 min
How to Use the Benefits Preview Link
How to Use the Benefits Preview Link
Learn about the Benefits Preview Link and how to use it
FREE
2 min
Open Enrollment 101
Open Enrollment 101
Learn about setting up and running a renewal through Zenefits
FREE
3 min
Managing Open Enrollment Progress
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
Open Enrollment Reports
Learn about the different open enrollment reports available for download
FREE
2 min
Renewal Plans & Plan Mapping
Renewal Plans & Plan Mapping
Learn about where to find renewal plan information and plan mapping
FREE
3 min
How To Change Open Enrollment Deadline
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
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
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
Carrier Fulfillment 101
Understand what carrier fulfillment is and the types of benefits events supported in Zenefits
FREE
4 min
Understanding Carrier Connection
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
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
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
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
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
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
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
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
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
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
FSA Enrollment and Contribution
This course will walk you through the FSA enrollment flow and contribution change flow.
FREE
6 min
FSA Card 101
FSA Card 101
Learn how to properly use your FSA card and view card details.
FREE
1 min
FSA Balance and Transactions
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
FSA Filing a Claim
This course will walk you through the claim submission process.
FREE
2 min
FSA Termination and End of Plan Year
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
Enrollment and Contributions
Enrollment and Contributions
Learn how to enroll and contribute to a Commuter Benefits
FREE
5 min
Cards and Balances
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
How to Submit a Claim
Learn how to submit a commuter benefits claim from the mobile app or desktop
FREE
3 min
After Employment and Cancelation
After Employment and Cancelation
This course will explain what happens to your commuter benefits after termination
FREE
2 min
Quoting Tool 101
Quoting Tool 101
Learn the ins and outs of our benefits Quoting Tool and how to best leverage its features.
FREE
9 min