Plan Sponsor & Plan Admin Superpowers
Plan Sponsors and Plan Admins have the power to make changes to Plan Members online. No pesky forms necessary.
Activations and deactivations are quick, easy, and immediate thanks to our online Plan Centre for Plan Sponsors and Plan Admins.
(Pssst: If you think you should have online superpowers and they have not yet been bestowed upon you - just get in touch with us. We'll double check your status and the authorization we have on file)
Don't remember how to get to your Plan Centre? Here's a handy Help Centre article: Login online or reset your password. Don't want to exercise your superpowers today and prefer to email us your request? Just scroll down a wee bit to see what we need.
Before making any changes, remember that there may be billing implications when adding or removing Plan Members from your plan. Check out this article to learn more.
Manage Members online
If you're also a Member on the Plan, you'll have two Centre choices once you're logged in, your Member Centre or Admin or Sponsor access to your Plan Centre. If your role is Plan Administrator or Sponsor only, you'll have the option for the Plan Centre. Select the Plan Centre and your dashboard will open up. Navigate to the Plan menu. From the dropdown, select + Add Member.
ADD A MEMBER
You'll start by picking a classification from the dropdown.
You'll next be asked to fill in some self-explanatory details.
When asked for a Welcome date, use the date that the Member is being added to the Plan. This might be their hire date, or a different date if they've been employed for some time but are only joining the plan now.
The Welcome date is separate from any waiting period. Waiting periods are the length of time a Member has to wait after their Welcome date before becoming eligible for the benefit. They're defined by classification based on a decision from the Plan Sponsor and/or your contract with one of our insurance partners.
Let's explain with an example.
You're adding a new employee to your blended benefits on May 15 and that team member is starting on June 1st. And let's also say the blended benefit features on your Plan includes Group Travel that should start on the person's hire date and a Health Spending Account that should start after a 3 month probationary or pre-defined waiting period, use June 1st as the welcome date. Our system will trigger billing and coverage for Travel in June and the HSA will start after the defined waiting period for the class on the benefit feature.
When you make changes, if we're missing any info for your particular Plan type, don't worry - we'll send you a quick email to nab that from you! Otherwise, the gurus on our Plan Changes Team will make any necessary billing adjustments.
ACTIVATION
To ensure that your new Member will receive their activation invite, scroll down to the bottom of the Confirm details page and check to see that the 'send activation email' button is checked. You can then hit submit.
Members will be walked through a super simple setup to add contact details, dependants and beneficiaries if applicable and provide direct deposit details for claims. But you? You're all done!
DEACTIVATE A MEMBER
If you want to remove someone from the Plan, find the Member in your list of active Members. From your dashboard, select the 'View all current Members' button.
Click on the eye emoticon next to the Member's name. This will open up their Member detail page. From that page, you can select the deactivate button in the top right hand corner.
Once you click 'deactivate', you'll be taken to the next screen. You'll be asked for a confirmation and a date to use as the effective deactivation date.
On that date, contributions to HSAs will be discontinued and coverage on any insured benefit features will cease, as will billing on premiums. We'll make necessary adjustments in your billing.
If the HSA benefit feature is a Classic HSA within a Health and Welfare Trust, after pro-rated credits for the current billing period, those funds remaining in Member accounts will remain available to them until exhausted through reimbursement of medical expenses.
Any remaining funds for a Member on any other type of spending account will be addressed according to the instructions given to us by the Plan Sponsor at setup.