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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 over a week ago
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