Employers using Lively have access to reports on various account types but may encounter limitations on the information they can view for HSAs due to privacy restrictions. This guide outlines how employers can access account balance information for each type of employee account on the Lively employer dashboard.

Question(s):

• How can I check the balance of my employee's HSA
• How can I check the balance of my employee's HRA
• How can I check the balance of my employee's LSA
• How can I check the balance of my employee's FSA
• How can I check the balance of my employee's MTA
• How can I check the balance of my employee's Commuter Account?

Answer:

Employers can check employee account balances for HRA, LSA, FSA, MTA, and Commuter Accounts directly in the Lively employer dashboard. However, due to privacy regulations, they cannot view specific HSA balances but can access aggregate data through a "Cash vs Investments" report.

Steps

HSA

1. Log in to the Lively employer dashboard.
2. Go to the "Reports" page.
3. Select the "Cash vs Investments" report from the dropdown menu.
4. Click "Download Report."

Note: This report provides aggregated employee HSA balance data in tiers, grouped by cash and investment amounts: $0-$500, $500-$1,000, $1,000-$2,000, $2,000-$5,000, $5,000-$10,000, and over $10,000.

HRA, LSA, FSA, MTA, and Commuter Accounts

Individual Employee Balance

1. Log in to the Lively employer dashboard.
2. Navigate to the "Employees" page.
3. Click on the name of the employee whose balance you want to view.
4. Scroll down to the "Plan Overview" card.
5. Select the specific HRA, LSA, FSA, MTA, or Commuter Account from the dropdown.
6. View the available balance and other details.

All Employee Balances (Non-HSA)

1. Log in to the Lively employer dashboard.
2. Go to the "Reports" page.
3. Select the "Plan Summary" report from the dropdown menu.
4. Click "Download Report."

Note: The report includes balance information for all non-HSA accounts (HRA, LSA, FSA, MTA, and Commuter Accounts), detailing each employee’s total election, year-to-date spending, and available balance.

Common Issues/Troubleshooting:

• If HSA balance details are needed, remember that specific balances are not disclosed. The "Cash vs Investments" report offers tiered group data instead.
• Ensure you are selecting the correct report type ("Cash vs Investments" for HSA aggregation; "Plan Summary" for non-HSA detailed accounts).

Updated: October 30, 2024 23:43