Experience the freedom of BeneTrac’s paperless enrollment and online benefit management. It’s the internet-based benefit software that simplifies administration. BeneTrac provides real-time access 24/7 for both administrators and employees. Just imagine—benefits data can be changed, updated or reviewed at any time, from any location.
Over 150 reports
and dashboards, including a free, monthly billing audit.
and seamless connection with existing payroll provider — from any wireless device.
that simplifies everything from tracking and reporting to the filing of your Form 1095-C and 1094-C.
How it works.
Once per day (at 04:00 UTC) any changes made to employee records within BambooHR (or any new employee information added), will be automatically sent to BeneTrac. BeneTrac will review the data and determine if any of the “required” fields listed below have changed. If a required field has changed (or new data is available for a new employee), the information will appear in the BeneTrac system pending review queue for approval.
What data syncs?
|BambooHR Field||Sync Direction||Benetrac Field||Field Logic or Notes|
|BeneTrac Status||Status||The "BeneTrac Status" field (located in the Employment Status table within BambooHR) is the main determining factor as to whether an employee is active or inactive.|
|Social Security Number||Social Security Number||BeneTrac updates information based off of the Social Security Number field. As long as the SSN field in BambooHR matches the same information within BeneTrac, then a new BeneTrac record will not be entered into the pending queue for approval and possible duplication of information.|
|Date of Birth||Date of Birth|
|Hire Date||Hire Date|
|Employee #||Employee ID||The Employee # is determined by the employer in BambooHR. If left blank for an employee, BambooHR will send the value of "X" to Benetrac.|
|First Name||First Name|
|Middle Initial||Middle Initial|
|Last Name||Last Name|
|Address Line 1||Address Line 2|
|Zip Code||Zip Code|
|Work Phone||Work Phone|
|Termination Date (if any)||Termination Date (if any)|
|Termination Reason (if any)||Termination Reason (if any)|
|Pay Type||Pay Type||This will be converted to a calculated annualized rate and sent over|
|Job Title||Job Title|