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.
Using Zenefits as an admin:
Using Zenefits as an employee:
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