Plan Administration

These articles will help you administer your Zane Benefits account

Heather Warren avatar Katie Allred avatar Danielle O'Neil avatar
40 articles in this collection
Written by Heather Warren, Katie Allred, and Danielle O'Neil

Set up your new benefit year FAQs

Frequently asked questions about new benefit year set up
Katie Allred avatar
Written by Katie Allred
Updated over a week ago

How to change HRA balance rollover settings

Katie Allred avatar
Written by Katie Allred
Updated over a week ago

How to allow recurring claims for your company's Zane plan

Katie Allred avatar
Written by Katie Allred
Updated over a week ago

How to confirm your plan renewal

Katie Allred avatar
Written by Katie Allred
Updated over a week ago

How to enter new (or view current) billing information

Katie Allred avatar
Written by Katie Allred
Updated over a week ago

How to review or modify an existing ZaneHealth class

Katie Allred avatar
Written by Katie Allred
Updated over a week ago

How to void or correct a recorded reimbursement

Katie Allred avatar
Written by Katie Allred
Updated over a week ago

How to send a Welcome Letter

Katie Allred avatar
Written by Katie Allred
Updated over a week ago

How to view a participant's ledger (account activity)

Katie Allred avatar
Written by Katie Allred
Updated over a week ago

How to record an individual reimbursement

Katie Allred avatar
Written by Katie Allred
Updated over a week ago

How to view Participants' pending and approved claims

Danielle O'Neil avatar
Written by Danielle O'Neil
Updated over a week ago

Is form 720 required for Zane plans?

Katie Allred avatar
Written by Katie Allred
Updated over a week ago

How to modify the allowance amount of an employee class

Danielle O'Neil avatar
Written by Danielle O'Neil
Updated over a week ago

How to edit HRA eligible expenses

Note: This article is only applicable for companies with ZaneHRA or GroupHRA. This is not applicable to companies using ZaneHealth.
Danielle O'Neil avatar
Written by Danielle O'Neil
Updated over a week ago

How to edit a Participant’s information or dependents

Danielle O'Neil avatar
Written by Danielle O'Neil
Updated over a week ago

How to allow employer-sponsored premium reimbursements for your company's Zane plan

Katie Allred avatar
Written by Katie Allred
Updated over a week ago

How to view or download plan documents

Danielle O'Neil avatar
Written by Danielle O'Neil
Updated over a week ago

How to log in to your online Administrator account

Katie Allred avatar
Written by Katie Allred
Updated over a week ago

Can an owner participate in a Zane Plan?

Katie Allred avatar
Written by Katie Allred
Updated over a week ago

How to view invoices and payments

Danielle O'Neil avatar
Written by Danielle O'Neil
Updated over a week ago

Who is eligible to participate in the Zane plan?

Katie Allred avatar
Written by Katie Allred
Updated over a week ago

How to set primary and secondary employer contacts

Danielle O'Neil avatar
Written by Danielle O'Neil
Updated over a week ago

How to move an employee into a different class

Danielle O'Neil avatar
Written by Danielle O'Neil
Updated over a week ago

How to modify the frequency of email reimbursement notifications

Danielle O'Neil avatar
Written by Danielle O'Neil
Updated over a week ago

Zane Benefits plan renewal frequently asked questions (FAQs)

Katie Allred avatar
Written by Katie Allred
Updated over a week ago

IRS Form 720 Instructions

Katie Allred avatar
Written by Katie Allred
Updated over a week ago

How to change who emailed invoices are sent to

Danielle O'Neil avatar
Written by Danielle O'Neil
Updated over a week ago

Is Form 5500 required for Zane plans?

Katie Allred avatar
Written by Katie Allred
Updated over a week ago

How to create or edit an assistant account

Danielle O'Neil avatar
Written by Danielle O'Neil
Updated over a week ago

How to edit Participant login information

As the Plan Administrator, you can edit a Participant's login details (username and password) through your online administrative account.
Danielle O'Neil avatar
Written by Danielle O'Neil
Updated over a week ago

How to set up reimbursements on payroll

Katie Allred avatar
Written by Katie Allred
Updated over a week ago

What happens when I terminate a participant?

This article provides an overview for what happens when an employee is terminated from the company's Zane plan.
Katie Allred avatar
Written by Katie Allred
Updated over a week ago

How to edit Administrative login information

Danielle O'Neil avatar
Written by Danielle O'Neil
Updated over a week ago

Once a reimbursement is approved, how long do I have to reimburse an employee?

Reimbursement time limits
Danielle O'Neil avatar
Written by Danielle O'Neil
Updated over a week ago

How to access and run reports

As a Plan Administrator, several reports are available through your online administrator account to help you manage your Zane Plan.
Danielle O'Neil avatar
Written by Danielle O'Neil
Updated over a week ago

How to record reimbursements for payroll

Katie Allred avatar
Written by Katie Allred
Updated over a week ago

How to terminate a participant

Instructions on how to terminate a participant from a Zane Benefits account.
Heather Warren avatar
Written by Heather Warren
Updated over a week ago

Resending the Welcome Letter

Instructions on how to reset an employee's password or just resend the Welcome Letter
Heather Warren avatar
Written by Heather Warren
Updated over a week ago

How to submit a balance correction

Sometimes you need to make a balance correction for your employees
Heather Warren avatar
Written by Heather Warren
Updated over a week ago

Adding a new participant

How to add a new employee
Heather Warren avatar
Written by Heather Warren
Updated over a week ago