The Benefits Admin role in Eddy gives a person permissions to add, update, and administer benefits information in Eddy. This role can be assigned to any person in the organization. The role can also be assigned to an external user, such as your broker.
Benefits Admin Permissions
Below are the things a Benefits Admin can do:
In the PAYROLL Reports area
- Can view the Payroll Journal Report
- Can view the Payroll Journal by Department Report
- Can view the Payroll Journal by Location Report
- Can view the Payroll Summary Report
- Can view the Retirement Contribution Report
- Can view the Payroll Deductions Report
- Can view the Payroll Deductions Summary by Date Range Report
- Can view the Full time equivalent Report
- Can view the Employee Work locations and Residence locations Report
In the PEOPLE Reports area
- Can view the People Info report
- Can view the Terminated workers report
In Admin settings
- In Payroll can create, read, update, delete any benefit policies
- In Payroll can create, read, update, delete any Post-Tax Deduction policies
- In Integrations the Benefits Admin role can complete the Employee Navigator Setup (Note, if the person is an External User, they are not able to enable the employee Navigator setup, because it is a paid integration. But once enable by a person in your organization the external user can complete all integration steps.)
On employee profile
- On the Personal Tab can read, update all info
- On the Job Tab can read, update all info
- IF Clasp is enabled: On the Benefits tab can read all info
- On the Pay Tab can read all info for pay check card
- On the Pay Tab can read and update all info for Benefits & Deductions card
- Uses with Benefits Admin role can always view and edit SSN for each worker.
How to assign a team member
To assign a person in your organization to have this role, you'll start by going to Admin settings. On the Permissions page, view the Owners and admins tab. You'll need to have Owner level permissions in order to do this.
Click the Add an admin link on the card.
Next type the name of person you want to add until you see their name in the drop-down list. Select the name and click Next.
Select the role you want to assign.
After you click the Select button we'll show that person along with their assigned role.
How to assign an external user
To assign an external user, such as your broker, to the benefits admin role, start by going to Admin settings. On the Permissions page, view the External users tab. You'll need to have Owner level permissions in order to do this.
Click the Add person button. Enter the name and email address of the external user and select the role you'd like them to have.
An external user is not added as an employee and will not show up in your employee directory. There is no added cost for adding external users.
After you send the invitation you'll see the person you've added on the list of external users.
