Pre-Tax Employer Resources
Click on the links below to access resources.
Employer Portal
Login Instructions
Multi-Factor Authentication Instructions
Personalize your User Options
Searching for an Employee
Employee Page Navigation
Accounts Tab
Cards Tab
Communication Tab
Demographics Tab
Dependents Tab
History Tab (Transaction History)
Home Tab
Statuses Tab
Guide
Benefit Card - Documentation Requirements
Benefit Card - Employee FAQ
Benefit Card - How to Issue Cards
Claim Funding Details
Guide - Contribution Manager 2.0
Digital Resource Library
Enrollment Manager
How to add a Dependent
How to add Employees Individually
How to add Employee Divisions
How to terminate an Employee - Manually
HSA
CIP Process Information
Employer FAQ
How to eliminate statement fees
Tax time Flyer 2021
Terminated or newly Ineligible Employees with HSA Accounts
Reports
Employer Reporting Basics
Enrollee Reports
Enrolled Participants Report
Enrollee Account Balance Report
HSA Admin Reports
HSA Account Details Report
HSA Payroll Reconciliation Report
Settlement Reports
Employer Funding Report
Bank Transaction Reconciliation Report
Claims Based Funding Report
Employer Disbursement Report
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