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Basics + BenConnect Package

What's included with Basics + BenConnect?

This package is used to manage your group benefits data.  As an employee, you will log in to your Zenefits account in order to make your benefits selections during Open Enrollment and submit any new enrollments you may have throughout the year due to a Qualifying Life Event. 

As a company administrator, you will work with your insurance broker to select health plans and run Open Enrollment through the Zenefits system.  You also have access to basic employee management - since your employees will also use the system, you will hire and terminate your employees in Zenefits in order to keep your data up to date.

You will also have some basic reporting capabilities, such as a breakdown of benefits deductions per month, and a point-in-time enrollment report.

Who do I contact if I have questions about BenConnect?

If admins or employees have questions about the group benefits and how they work, please contact your insurance broker, whose contact information can be found on the right-hand side of your employee Zenefits dashboard under “Benefits Contacts.”

If you have questions about how to use the Zenefits platform, click on the “Support & Education” app in your dashboard to get access to thousands of Help Center articles and training videos.

Why can't I access all the apps on my Zenefits dashboard?

If you would like to learn more about the additional features Zenefits has to offer, let your broker know and they will put you in touch with one of our representatives.

Basics Training Guide

As soon as your broker invites you (the group administrator) to register your Zenefits account, log in and take these initial steps:  

  • Complete the task(s) to update the signature for your insurance carriers. As your employees select their insurance coverages, we map their enrollments onto the carrier's forms.  Your signature is populated on the form when needed, typically for terminations. A task is generated for each carrier that your company uses.
  • Configure the COBRA Administration.  Follow the steps on this page to set your COBRA administrator and confirm your company's classification.  
  • Browse through the system and make sure your company benefits and employee information looks accurate.  Do this by clicking on the Benefits Administration app, viewing the Plans & Carriers tab and the Employees tab.

To keep your benefits data up to date, you will need to hire and terminate all your employees in the Zenefits system.  If you would like to utilize Zenefits for additional Hiring Capabilities, you are able to do that as well - features like Offer Letters, Background Checks, and Employee Handbooks are included in your Zenefits package. See below for more information on how to complete some of these basic actions in Zenefits:

Using Zenefits as an admin:

How COBRA Administration Works in Zenefits

Setting up Hiring

How to Add an Administrator

How to Terminate an Employee

Navigating the Benefits Administration App

Deductions Reports

Deductions App

Editing Employment and Compensation Details

Additional Training Material

Basics Training Videos

Using Zenefits as an employee:

Open Enrollment for Employees

How employees get started onboarding in Zenefits

Enrolling in Coverage

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