1 © 2013 wageworks, inc. all rights reserved. this document contains proprietary and/or...
TRANSCRIPT
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© 2013 WageWorks, Inc. All rights reserved. This document contains proprietary and/or confidential work product that belongs to WageWorks, Inc. and may not be used, reproduced, modified, displayed or distributed without the prior written consent of WageWorks, Inc.
© 2013 WageWorks, Inc. All rights reserved. This document contains proprietary and/or confidential work product that belongs to WageWorks, Inc. and may not be used, reproduced, modified, displayed or distributed without the prior written consent of WageWorks, Inc. OE-DCFSA-PPT
WageWorks.comAccount Registration
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© 2013 WageWorks, Inc. All rights reserved. This document contains proprietary and/or confidential work product that belongs to WageWorks, Inc. and may not be used, reproduced, modified, displayed or distributed without the prior written consent of WageWorks, Inc.
Registering Online
From the WageWorks.com homepage click Log In/Register -> Employee Registration
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© 2013 WageWorks, Inc. All rights reserved. This document contains proprietary and/or confidential work product that belongs to WageWorks, Inc. and may not be used, reproduced, modified, displayed or distributed without the prior written consent of WageWorks, Inc.
Authentication
Click Next on the Instructions screen, then enter the requested information about yourself
*Unique ID will be last 4 digits of your Social Security #
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© 2013 WageWorks, Inc. All rights reserved. This document contains proprietary and/or confidential work product that belongs to WageWorks, Inc. and may not be used, reproduced, modified, displayed or distributed without the prior written consent of WageWorks, Inc.
Terms & Conditions
Review the User Agreement and Terms and Conditions of online account use, accept, and click NEXT
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© 2013 WageWorks, Inc. All rights reserved. This document contains proprietary and/or confidential work product that belongs to WageWorks, Inc. and may not be used, reproduced, modified, displayed or distributed without the prior written consent of WageWorks, Inc.
Username & Password
Create Username and PasswordNote: Username must be unique in WageWorks’ entire system
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© 2013 WageWorks, Inc. All rights reserved. This document contains proprietary and/or confidential work product that belongs to WageWorks, Inc. and may not be used, reproduced, modified, displayed or distributed without the prior written consent of WageWorks, Inc.
Contact Info & Reimbursement
Confirm/update contact information and set your reimbursement method*Direct deposit can be set up later in the Profile section of your account
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© 2013 WageWorks, Inc. All rights reserved. This document contains proprietary and/or confidential work product that belongs to WageWorks, Inc. and may not be used, reproduced, modified, displayed or distributed without the prior written consent of WageWorks, Inc.
Confirmation
Confirm your information and click SUBMIT
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© 2013 WageWorks, Inc. All rights reserved. This document contains proprietary and/or confidential work product that belongs to WageWorks, Inc. and may not be used, reproduced, modified, displayed or distributed without the prior written consent of WageWorks, Inc.
Account Dashboard
Welcome to your WageWorks account!
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© 2013 WageWorks, Inc. All rights reserved. This document contains proprietary and/or confidential work product that belongs to WageWorks, Inc. and may not be used, reproduced, modified, displayed or distributed without the prior written consent of WageWorks, Inc.
© 2013 WageWorks, Inc. All rights reserved. This document contains proprietary and/or confidential work product that belongs to WageWorks, Inc. and may not be used, reproduced, modified, displayed or distributed without the prior written consent of WageWorks, Inc. OE-DCFSA-PPT
WageWorks.comSite Features
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© 2013 WageWorks, Inc. All rights reserved. This document contains proprietary and/or confidential work product that belongs to WageWorks, Inc. and may not be used, reproduced, modified, displayed or distributed without the prior written consent of WageWorks, Inc.
Account Activity
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Click the plan box from the Dashboard, or click the ‘Claims & Activity’ menu link
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© 2013 WageWorks, Inc. All rights reserved. This document contains proprietary and/or confidential work product that belongs to WageWorks, Inc. and may not be used, reproduced, modified, displayed or distributed without the prior written consent of WageWorks, Inc.
Transaction Details
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Click on a specific transaction/claim for details
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© 2013 WageWorks, Inc. All rights reserved. This document contains proprietary and/or confidential work product that belongs to WageWorks, Inc. and may not be used, reproduced, modified, displayed or distributed without the prior written consent of WageWorks, Inc.
Submit Receipt or Claim
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Click the SUBMIT RECEIPT or CLAIM button from any screen to access your payment methods or submit an FSA card receipt
Payment options will vary depending on what plan(s) you’re enrolled in (Dependent Care claims, HSA ‘Pay Me’ feature, etc.)
Each option will take you step by step through the submission process
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© 2013 WageWorks, Inc. All rights reserved. This document contains proprietary and/or confidential work product that belongs to WageWorks, Inc. and may not be used, reproduced, modified, displayed or distributed without the prior written consent of WageWorks, Inc.
Access the BNY Mellon Site – HSA Only
Click into HSA account activity, then the ‘Investment Options’ button
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© 2013 WageWorks, Inc. All rights reserved. This document contains proprietary and/or confidential work product that belongs to WageWorks, Inc. and may not be used, reproduced, modified, displayed or distributed without the prior written consent of WageWorks, Inc.
Calculators & Spending Charts
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© 2013 WageWorks, Inc. All rights reserved. This document contains proprietary and/or confidential work product that belongs to WageWorks, Inc. and may not be used, reproduced, modified, displayed or distributed without the prior written consent of WageWorks, Inc.
Card Center
Replacement cards and cards for spouse/dependent can be requested at no charge.
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© 2013 WageWorks, Inc. All rights reserved. This document contains proprietary and/or confidential work product that belongs to WageWorks, Inc. and may not be used, reproduced, modified, displayed or distributed without the prior written consent of WageWorks, Inc.
Account & Profile Options
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Click “Profile” link in top-right corner to access preferences for contact info, notifications, reimbursements, and more.