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1 © 2013 WageWorks, Inc. All rights reserved. This document contains proprietary and/or confidential work product that belongs to WageWorks, Inc. and may.

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Presentation on theme: "1 © 2013 WageWorks, Inc. All rights reserved. This document contains proprietary and/or confidential work product that belongs to WageWorks, Inc. and may."— Presentation transcript:

1 1 © 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.com Account Registration

2 2 © 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 RegistrationWageWorks.com

3 3 © 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 #

4 4 © 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

5 5 © 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 Password Note: Username must be unique in WageWorks’ entire system

6 6 © 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

7 7 © 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

8 8 © 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!

9 9 © 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.com Site Features

10 10 © 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 10 Click the plan box from the Dashboard, or click the ‘Claims & Activity’ menu link

11 11 © 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 11 Click on a specific transaction/claim for details

12 12 © 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 12 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

13 13 © 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

14 14 © 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 14

15 15 © 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.

16 16 © 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 16 Click “Profile” link in top-right corner to access preferences for contact info, notifications, reimbursements, and more.


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