View and Manage Invoices
On the View Invoices tab, you’ll be able to see a table of monthly invoices (including ICHRA premiums, per-employee-per-month fees, platform fees and any taxes.) Use the download icon to download individual invoices. Use the filters to sort by any information that you need, and click “Export Results” to export the whole table, which will […]
Viewing Payments to Carriers
On the View Payments to Carriers tab, you can see a data table of premium payments. See a breakdown of date sent, employee name, insurance carrier, amount, status, payment method, and confirmation number. This page is primarily for your information and transparency, giving you insight into payment activity and helping identify any issues with failed […]
Downloading Reports
From your dashboard, you can view and download a variety of reports that keep you informed and organized. Available reports include: Current Enrollment Status – See which employees have joined, enrolled, and their plans and premiums. New Onboards – Track newly hired employees and their onboarding progress as they become eligible throughout the year. Qualifying […]
View Your Benefits Summary and Contribution Strategy
View Benefits Information When you click this tab, you’ll see an overview of your ICHRA benefit details, including your plan year, start and end dates, open enrollment period, and new hire waiting period. You’ll also find an up-to-date list of all current participants in the plan, giving you a clear snapshot of who is enrolled […]
Managing Locations for Multi-Site Employers
If your organization has multiple business locations, BEN360 allows you to manage all of them in one place for easier tracking and reporting. You can also associate employees with a location, making it easy to keep things organized. To view or add locations: Go to the View Employer Details tab Scroll to the Locations section […]
Understanding Tasks and Tickets: Staying in the Loop
On your BEN360 dashboard, you’ll see a real-time list of Tasks & Tickets that the Benafica team is actively working on behind the scenes. This section keeps you fully informed so you always know what’s happening with your ICHRA administration. Tasks are system-generated items, such as new enrollments, failed payment alerts, missing documents, etc. Tickets […]
Assigning and Editing Key Contacts
Key contacts are the main points of communication for your organization. You can easily view, edit, or add them from the View Employer Details tab in BEN360. Please note: Adding people as key contact is for informational purposes only. If you want someone to have administrative access to your organization, add them as an admin. […]
Switching Between Multiple Employer Accounts
If you manage more than one organization in BEN360, you can easily switch between employer accounts without logging out. Click your profile icon in the top right corner of the screen. Select “Switch Employers.” If you’ve been added to multiple organizations, you’ll see them listed on this page. Click the employer name you want to […]
Adding and Managing Employer Admins
Admins have access to manage your organization’s settings, employee information, and plan details within BEN360. You can view and update admin permissions directly from your View Employer Details tab at the bottom. To manage admins: At the bottom of the View Employer Details page, you’ll see a list of current admins. To revoke access, click […]
Viewing Your Employer Profile and Company Details
Once your participation and plan documents are finalized, Benafica will create your employer profile in the BEN360 system. This profile stores your organization’s key information and serves as the central hub for managing your account. From the View Employer Details tab, you can: View your company information such as name, address, tax ID, email, phone, […]