eFlexOnline Account Management for Flexible Benefit and Qualified Transit Programs

What does eFlexOnline do?

eFlexOnline allows employers to enroll employees on-line during a defined open enrollment period. It also allows for status changes (adds, changes, terms) to be made for current employees at any time during a plan year. Additionally, reports are available for on-line review, print and in a downloadable format.

How can I sign up?

Employers that would like to use this on-line tool will need to sign a remote access agreement. Once we've received your signed agreement, and EBS has assigned you a company access code, you can begin the login process. Just click on “new user” and follow the set up instructions as directed.

You will need to provide us with your user information when logging on for the first time.
Here’s what you’ll need to have:
Tax ID #
Company Code (provided by EBS)
Company Zip Code (the same as in EBS database)
User Name and Password

What kind of information will I have access to?

An Employer can access plan information such as:

• Benefit limits
• Effective dates
• Grace period Settings

Employers can also change their Login information and settings.

What types of account management activities will I be able to do?

Updates and Additions During Open Enrollment

An Employer can enroll new employees and update current employee information for a new plan year. Completed enrollments are tracked until enrollment is submitted to EBS

Updates and Additions During the Plan Year

An employer can view current participants’ records. Employee information can be easily updated, including:

• Add newly eligible employees
• Update current employee data
• Change employee deduction amounts
• Terminate employees

Terminate An Employee In One Business Day

With eFlexOnline.com, you will be able to terminate any employee within 24 hours:

• Select the employee from the list of active employees
• Enter the date the employee will receive their final paycheck
• Enter the deduction taken on the last paycheck and review that the final YTD deposit is represented correctly
• Submit the change and within one business day, it will be updated in the system

View, Print and/or Download On-Line Reports

The following reports are available:

• Year-to-Date Reports: account balance summary by date
• Eligibility: account balance activity for the current plan year
• Current Contribution: Listing of pay period contributions for employees
• Check Register: Run by date range to review disbursements
• Payroll Deduction List : Current list of payroll deductions

How can I start using eFlexOnline.com?

Contact EBS for a company login code and you will quickly be able to access your accounts. Be sure to provide your company Tax ID if not already in the EBS system. We will send you a Remote Login Agreement for signature (by authorized employer contact) which outlines employer responsibility for authorizing access.

EBS will update your Web access data and provide you with your login code. Access to eFlexOnline.com will be available within approximately 2 business days of receipt of Remote Login Agreement.