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Flex Benefits Card Training (2008) |
Consists of training for the take care® Visa® flex benefits card. You'll learn how to get started with the take care card program, how to offer the card to your employers, and the administrative process.
Training is from 9:00 am - 10:30 am (CDT)
- October 7 - Card Setup #1
- October 9 - Card Setup #2
- October 14 - Card Administration #1
- October 16 - Card Administration #2
- October 21 - Card Administration #3
- October 23 - Troubleshooting & Resources
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Contact us for more information. |
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Year-End Processes (2008) |
1. When and how to create Future Plan Years for multiple employers.
2. How to maintain FSAs and HRAs separately.
3. Retaining current year elections.
4. Enrollment options.
5. When to order debit cards.
6. When and how to activate the new plan year.
7. Rolling
contributions and claims for HRAs.
8. Maintaining parking and transit plans.
- October 28 - 3:00 p.m. (CDT)
- October 30 - 9:00 a.m. (CDT)
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Contact us for more information. |
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WinFlexOne Training (2009) |
Consists of training for the administrative system which includes company and employee setup, administrative processing (contributions, claims and disbursements) as well as other administrative features within the system.
Training is from 9:00 am - 10:30 am (CST)
- March 10 - Company Setup
- March 12 - Employee Setup & Contributions
- March 17 - Claims & Disbursements
- March 19 - Adjustments
- March 24 - PSP Web site, eFlexOnline & MyFlexOnline
- March 26 - Customer Support Module & Reports
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Flex Benefits Card Training (2009) |
Consists of training for the take care® flex benefits Visa® card. You'll learn how to get started with the take care card program, how to offer the card to your employers, and the administrative process.
Training is from 9:00 am - 10:30 am (CDT)
- April 28 - Card Setup #1
- April 30 - Card Setup #2
- May 5 - Card Administration #1
- May 7 - Card Administration #2
- May 12 - Card Administration #3
- May 14 - Troubleshooting & Resources
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