How to view and download bills

1. Navigate to Benefits, then under Manage Benefits, click Billing.

2. On the Billing page, you'll see a list of bills organized by month. Click Download PDF to download a bill.

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• How to view and download reports

  1. Navigate to Benefits, then under Manage Benefits, click Reports. 2. Click each report to view and download. List of Members with Pending Benefits is a report of all the employees who have enrolled in Benefits and whose effective date is in the ...

• How to customize the view

  1. Navigate to Benefits, then under Manage Benefits, click People. 2. At the bottom right of the screen, you’ll notice the number of employees that are loaded into the system.  3. To display a different number of employees on the page at a time, ...

• How to view your client dashboard in the Advisor Engagement Platform

  1. To access the client dashboard, navigate to the Clients page and select the company you’d like to view.           2. The client dashboard has four tabs: Overview, Employees, Booklets, Reports and Billings. The overview tab has information about ...

• How to use the approval queue

  1. Navigate to Benefits, then under Manage Benefits, click on Approvals. 2. When an employee changes their benefits enrolment information, the change request will appear here. To learn more about a specific change request, click View Details. 3. ...

• Frequently Asked Questions: Rise Benefits Admin

  Inviting and enrolling employees Q: Can I add more than one employee at the same time to my benefits plan? A: Yes, you can add multiple employees to your benefits plan all at once. Q: If an employee submits a paper enrolment form, does Rise require a ...