Admins

Managing the PeopleKeep subscription, billing, settings, and reimbursement benefit.

19 articles in this collection
Written by PeopleKeep team

Managing the Reimbursement Benefit

Your company’s PeopleKeep reimbursement benefit

An overview for benefit administrators

Written by PeopleKeep team
Updated over a week ago

What are my responsibilities as the company's benefits administrator?

Ongoing admin responsibilities for your company

Written by PeopleKeep team
Updated over a week ago

Setting up a payroll line item

How to set up a tax-free reimbursement line item for your benefit

Written by PeopleKeep team
Updated over a week ago

How to reimburse

Once employees have verified expenses you can provide a tax-free reimbursment.

Written by PeopleKeep team
Updated over a week ago

How to edit a reimbursement

How to correct a mistake or undo a recorded reimbursement payment

Written by PeopleKeep team
Updated over a week ago

How to add a new eligible employee

Create an account for employees and new hires

Written by PeopleKeep team
Updated over a week ago

When you'll see reimbursements due in your account

When your eligible employees will show reimbursements due in your account

Written by PeopleKeep team
Updated over a week ago

Where to find your legal documents

How to find your benefit documents including the Summary Plan Description and Legal Document

Written by PeopleKeep team
Updated over a week ago

Reporting Taxable Reimbursements on Form W-2

Written by PeopleKeep team
Updated this week

How to complete IRS Form 720

Instructions for completing the IRS Form 720 related to PCORI fee reporting.

Written by PeopleKeep team
Updated over a week ago

Set up your new benefit year FAQs

Frequently asked questions about new benefit year set up

Written by PeopleKeep team
Updated over a week ago

Managing People in PeopleKeep

How to add new people

How to create a PeopleKeep account for new employees or administrators

Written by PeopleKeep team
Updated over a week ago

How to add another admin

How to add your CPA, bookkeeper, owner, office manager, and other third party administrators to PeopleKeep

Written by PeopleKeep team
Updated over a week ago

How to add your CPA to your PeopleKeep account

How to add your CPA to your account to keep them in the loop

Written by PeopleKeep team
Updated over a week ago

How to invite or re-invite

Send or resend an invitation email to an invited user

Written by PeopleKeep team
Updated over a week ago

Changing Employment Status

How to change employment statuses that affect eligibility, including termination, moving to full-time or part-time, and leaves of absence.

Written by PeopleKeep team
Updated over a week ago

Managing the PeopleKeep Subscription

How to edit billing and payment information

Manage the credit card on file, billing email address and invoices associated with your subscription

Written by PeopleKeep team
Updated over a week ago

Additional Features

How does the time off feature work?

Use PeopleKeep to manage PTO, vacation, holiday, and sick day time off requests

Written by PeopleKeep team
Updated over a week ago

Using the stipends feature

How to use PeopleKeep stipends to offer additional monthly amounts - like taxable bonuses

Written by PeopleKeep team
Updated over a week ago