As an HR admin, you’ll need a way to manage and track employee benefits, especially when there are changes due to qualifying life events.
Workstream BenAdmin lets you handle benefit enrollments, updates, and compliance reporting in one place. With this tool, you can:
Review and approve changes: Employees can submit requests for benefit updates, and you can review and approve them
Manage benefit plans: View and track active and upcoming enrollments
Update payroll automatically: Approved changes automatically adjust payroll deductions
Generate compliance reports: The system provides ACA reports and forms as needed
These articles will provide you with the necessary steps to manage benefits for your team:
Set up benefits
Manage your team's benefit plans
📌 To access and manage benefits, you’ll need the Benefits administration permission ("Manage benefit plans and enrollments"), as well as access to the relevant tax entities for your company.
The Benefits page in Admin view.
Key areas
Benefits page
If no tax entities have been set up yet, you'll first see an intro page with a single Setup button. After that, here’s a quick overview of the key areas on the Benefits page:
Search: Use the search bar to find tax entities by name, EIN, or location
Setup Benefit Entity: Use this button to add a new tax entity for Benefits. It opens the Setup tax entities to Benefits window, where you select Setup next to a tax entity
Tax entities table (titled "N entities with benefits"):
Tax entity – Business or organization associated with benefits
EIN – Employer Identification Number
Address – The entity’s registered address
Status – Displays the current status
Processing (Blue badge) – Benefits setup is ongoing
Terminated (Red badge) – Benefits are no longer active
View - Benefits are set up for the tax entity and ready to be viewed
Access and manage benefits
Follow these steps to access the relevant pages for benefits management:
Access benefits
Go to Admin View, then Benefits.
Select View next to the tax entity you want to manage.
Manage benefit plans
(Summary) View an overview of all available benefits and track both active and upcoming enrollments.
(Manage Enrollments) See which employees have submitted benefit enrollment requests, typically triggered by qualifying life events (QLE) or status changes
📌 The page you see after selecting View is provided by our benefits partner, so some labels may differ slightly from the ones described here.
This is where you'll manage your team’s benefits, approve enrollments, and keep track of all relevant information. To view the benefit plans for a tax entity, go to Admin View › Benefits › View.
Helping your team get started with BenAdmin
As an HR admin, you’ll need to help employees access their benefits and make changes when needed, like enrolling in a plan or updating their coverage after qualifying life events (QLE). Here’s how they can get started.
Before employees can view or update their benefits, they need to:
Download and install the Workstream US app.
Open the app, then tap More.
Tap Benefits, then Benefits details.
This will open a separate page where they can view and manage their benefits. Once they’re on the benefits page, they can check their current enrollments, track pending requests, or submit a QLE.