Admin (Employer)
Everything you need to set up and manage your team's benefits program — from onboarding and enrollment to billing and company settings. Built for the people running the show.
28 articles
- How do I set up benefits for my team?New to OS BENEFiTS or adding benefits for the first time? Here's an overview of the setup wizard and what to expect at each step before your team can enroll.
- How do I enter my company information during benefits setup?Step 1 of the benefits setup wizard asks for your company's legal and contact details. Here's what you'll need and how to fill it in correctly.
- How do I configure employee classifications during benefits setup?Contribution classifications determine how employer benefit contributions are calculated per employee group. Here's how to choose and configure the right method for your team.
- How do I assign employees to salary bands or custom groups?If you're using salary bands or custom groups for contributions, you'll need to assign each employee to their group before you can proceed.
- How do I set my plan effective date and open enrollment dates?Here's how to choose when your benefits become active, set your new hire waiting period, and understand when your employees will receive their ID cards.
- How do I select medical plans for my team?Here's how to choose which medical plans to offer your employees and set your employer contribution amounts for each plan and employee tier.
- How does the OSB Wellness Marketplace work?The OSB Wellness Marketplace is included with every OS BENEFiTS membership, no setup required. Here's what's included and how your team can access it.
- How do I add my employees during benefits setup?After selecting your plans, you'll add your team so they can receive enrollment invitations. Here's how to upload employees in bulk or add them one at a time.
- How do I add a single employee?Adding a new team member to OS BENEFiTS takes just a few steps. Here's how to add an employee to the dashboard.
- How do I add multiple employees at once?Adding your whole team at once? Use the bulk upload feature to import employees via CSV - here's how to prepare your file and upload it correctly.
- How do I view an employee's details?Need to check an employee's benefit enrollments, dependents, or personal information? Here's how to pull up their full profile in just a couple of clicks.
- How do I edit an employee's information?Need to update an employee's name, contact details, job title, or benefit classification? Here's how to make changes to a single employee's profile.
- How do I remove an employee?When a team member leaves, here's how to remove them from your OS BENEFiTS account - and what happens to their data afterward.
- How do I view employee roles? (Employers only)As a company owner, you can see which admin roles have been assigned to your employees - here's how to view them.
- How do I assign an Admin role to an employee? (Employers only)Need to give a manager or team lead access to administer benefits? Here's how to assign an admin role to an employee in your OS BENEFiTS dashboard.
- How do I remove an Admin role from an employee? (Employers only)Need to remove admin access from a team member? Here's how to remove a role from an employee's profile as a company owner.
- How do I view my employee classification settings? (Employer only)Not sure how your benefit tiers and contribution levels are set up? Here's how to find your company's classification settings in the OS BENEFiTS dashboard.
- How do I view all my employees?Need a quick look at your full team? Here's how to pull up your complete employee list, including their benefit enrollment status, right from your dashboard.
- How do I manage my general company settings?Need to update your payroll system, pay period, or employee count range? Here's how to manage your general company settings in OS BENEFiTS.
- How do I view all my company locations?Running multiple locations? Here's how to see all your active locations and their assigned admins in your OS BENEFiTS dashboard.
- How do I add a new location?Opening a new office or site? Here's how to add a new location to your OS BENEFiTS account and get it ready for employee assignments.
- How do I edit a location?Need to update a location's name, address, or assigned admin? Here's how to make changes to an existing location in OS BENEFiTS.
- How do I delete a location?Closing a site or consolidating locations? Here's how to remove a location from your OS BENEFiTS account and what happens to the employees assigned to it.
- How do I manage user roles and admin access?Need to give someone admin access or remove it? Here's how to assign and remove admin roles for your team as a Company Owner.
- How do I change or cancel my company's plan offerings?Want to add, remove, or change the plans your company offers — or adjust employer contributions? Here's how offering changes work and when they take effect.
- How do I complete my roster audit?Received a roster audit reminder? Here's how to review your employee list, remove departed team members, and add new hires — in just a few minutes.
- How do I terminate an employee's benefits, and how does COBRA work?An employee is leaving your team? Here's how to end their benefits coverage and what to know about COBRA continuation coverage.
- How does billing work for my company?When are you billed, what's on your invoice, and how do you update your payment method? Here's how billing works for employers.