What's Trending

2019 Claims Processing Schedule  

2019 Contribution Limits for FSA, QSEHRA & TMA

Transportation and Parking Expense Update

House Passes Enhanced Health Savings Bill

New Requirement for FSA-Eligible Activity Trackers




Open Enrollment - Employer Tools

Benefit Renewal Video

Open Enrollment Toolkit

Customizable Benefit Flyers

2019 Plan Comparison

Letter from the CEO Communication Template



Direct Deposit Authorization

Change in Status

FSA Claim Form

FSA Participation Form

HIPAA Authorization

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COBRA Broker Resources

COBRA Broker Portal Quickstart Guide

Navigating the COBRA Broker Portal

COBRA Broker Portal: Entities Tab

COBRA Broker Portal: Members Tab


COBRA Employer Resources

COBRA Setup Questionnaire

COBRA Participation File

COBRA Life Cycle

Why Paylocity COBRA?

Implementation Checklist - COBRA

COBRA Employer Portal Quickstart Guide

Navigating the COBRA Portal


Employer Resources (Flex Services)

Employer Portal Login

Employer Quickstart Guide (Printable)

Employer Quickstart Guide with HSA Plan Details (Printable)

Benefit Card Funding


Contact Information for Employers

Implementation Checklist - Flex Services

Implementation Checklist - POP Plan

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Employer Resources by Benefit Type

Health Savings Account

Flexible Spending Account

Transportation Management

Health Reimbursement Arrangement



Benefit Education Videos

Health Savings Account

Medical Flexible Spending Account

Dependent Care Flexible Spending Account

Limited Purpose Flexible Spending Account

Transportation Management

Health Reimbursement Arrangement

Premium Only Plan (POP)



Eligible Expenses By Benefit Type

HSA Eligible Expenses

Medical FSA Eligible Expenses

Dependent Care FSA Eligible Expenses

Limited Purpose FSA Eligible Expenses

TMA Eligible Expenses


Employee Resources

Employee Portal Login

Employee Quickstart Guide (Printable)

Transferring Data Securely

Accessing the Employee Portal Via the Mobile App

Contact Information for Employees

IIAS Merchant List

COBRA Employee Portal Quickstart Guide

COBRA Portal Overview



Employee Benefit Information

Managing Health Care Expenses

Flexible Spending Account Enrollment Brochure

How to Spend Flexible Spending Account Funds

Flexible Spending Account Budget Tool

Health Savings Account Goal Calculator

Adding a Limited Flexible Spending Account to a Health Savings Account

Health Savings Account (HSA) FAQs