Navigating the Benefits Enrollment Process

Open enrollment starts in two weeks. QuickBooks Payroll now handles both sides of the benefits enrollment process in one place: employee self-service in the QuickBooks Workforce app and a benefits administration dashboard for the firm. If you've ever wondered how QuickBooks Payroll handles benefits enrollment for employees and administrators, this clip walks through the new benefits administration experience in the QuickBooks Workforce app for employees and the benefits dashboard in QuickBooks Payroll for administrators, including plan selection, dependent management, contribution visibility, and class-based eligibility tracking. In this clip, you'll learn how to: Employee self-service enrollment: Let employees start enrollment from the benefits tab in the QuickBooks Workforce app, confirm their employee profile, add dependents (e.g., a spouse or child), and view eligible plans during open enrollment or after a new hire's start date. Plan selection and cost preview: Show employees specific health, dental, and other available plans, with a per-pay-cycle cost preview that breaks out the employee contribution and the employer contribution toward premiums before they confirm enrollment. Insurance card and certificate of coverage access: Give employees a downloadable copy of their insurance card and certificate of coverage from inside the QuickBooks Workforce app, so they can share plan details with healthcare providers without contacting HR. Administrator benefits dashboard: View company contributions, employee contributions, and total premium contributions across health, dental, and other plans inside QuickBooks Payroll, plus enrollment percentages by plan across the employee base. Class-based eligibility tracking: See which classes of employees (full-time, part-time, and others) are eligible for each plan, with waiting periods, effective dates, and contribution amounts visible by employee, spouse, child, or full family. Employee-level coverage view: Drill into a detailed view of each employee and dependent, including active coverage status, effective dates, enrolled benefits, and total per-employee cost broken out by company and employee contributions. Want to learn more? Explore everything QuickBooks builds for accounting firms at https://quickbooks.intuit.com/accountants/intuit-accountant-suite/.