Overview
The client portal is designed for employers to view and/or edit member accounts. Once granted access to the portal, the verified contact can view and edit employee details based on their level of site access. Employers can log in to the portal at Employer.WageWorks.com.
Viewing a member account
To view a member account, follow these steps:
Select the 'Participant' tab.
Choose 'Search'.
Enter search criteria:
In the search criteria box, enter the employee's name (first, last name, or initials).
To refine the search, enter a portion of the first and last name or the last four digits of the unique ID sent to HealthEquity or the Member/Employee ID from your system of record.
Select the employee:
Click on the employee’s last name to access their profile.
The member’s initial profile screen will display their Personal Identifying Information (PII).
Accessing account history
To view the current and previous years' enrollments:
Navigate to the Healthcare and Dependent Care Section:
Select the appropriate tab from the top header (dark ribbon).
This will direct you to the Account History page.
Editing a member’s account
To edit a member’s account, follow these steps:
Select Change or Cancel to modify the coverage period.
Common events for modifications:
Change:
Suspending coverage due to leave of absence.
Extending coverage due to rehire or return from leave.
Cancel:
Terminating coverage.
Deleting or un-enrolling coverage (set coverage end date to the coverage effective date).
After you have made the change or cancellation, be sure to click ‘Save.’
Additional actions
While in the member record, you can:
View Enrollments:
Select the ‘Health Care & Dependent Care’ tab to see enrollments.
Modify Coverage Period:
For events such as leave of absence, rehire, termination, and FSA COBRA, select ‘Change’ within the enrollment section.
This process ensures accurate and up-to-date management of employee accounts.