BRIWEB Employer Management Portal

Manage your plans through the secure BRIWEB Management Portal, which features robust reporting options, participant management capabilities, and convenient access to documentation.

Logging in

Explore the content below to get information on logging in for the first time, creating additional users, and learning what to do if you forget your login information. 

Features

The BRIWEB Employer Management Portal allows employers to have instant and up-to-date information and access through a convenient web interface. Watch our video to get an introduction.

 

Still have questions? Review the sections below for additional information on the tabs that may be available to you. You can also download our Web Administration Overview Flyer for a high-level overview of what you need to know. Or, you can request a demo.

The โ€œDashboardโ€ or homepage features an account summary, any announcements, bookmarked reports, and details on your assigned Account Manager.

 

Expand your account name in the left navigation menu to view the โ€œCompany Profileโ€ page. On this page, you can review Company, Employer, Banking, and Funding information, as well as individual payroll schedules and plan information.

Expand your account name in the left navigation menu to view the โ€œUser Profileโ€ page. This page allows you to update your login credentials or password recovery email.

Expand your account name in the left navigation menu to access the โ€œManage Usersโ€ page. From here, you can create additional employer users with permissions of your choice.

Expand your account name in the left navigation menu to get to the โ€œNotificationsโ€ page. On this page, you can sign up for certain email and text alerts.

The โ€œManage Participantsโ€ tool provides a centralized and streamlined process for managing participants โ€“ whether youโ€™re looking to add an employee, update demographic information, change eligibility, modify elections, or even terminate a participant. See the โ€œManage Participantsโ€ section on this page for additional information.

Quickly access all of your reporting needs from โ€œReports.โ€ Use the filters to quickly identify the reports youโ€™re looking for, and bookmark any you use on a regular basis. Each report can be sorted, filtered, and downloaded for your convenience. See the โ€œReportingโ€ section on this page for additional information.

Under โ€œFile Transfer,โ€ you can securely upload files, forms, or other information. Certain file types will take you to our BRI Import Wizard, which identifies errors and helps you get your data in the right format. See the โ€œImport Wizardโ€ section on this page for additional information.

 

Any files that BRI has made available to you will be available in the โ€œSecure File Downloadโ€ section for 60 days after posted.

The โ€œDocumentsโ€ section allows you to conveniently access all of the documents and resources to manage your plan โ€“ including any customized resources or plan documents. You can filter the results to find what youโ€™re looking for more easily. 

If BRI is your COBRA or Direct Billing Administrator, select โ€œCOBRA/Direct Billing,โ€ and youโ€™ll be automatically signed into the COBRA and Direct Bill management portal. See our BRI COBRA/Direct Bill Management Page for an overview of these management features.

Manage Participants

The โ€œManage Participantsโ€ section of BRIWEB allows you to add participants, manage eligibility and enrollments, and even term or close an account. Watch the video to get an introduction to this feature of the BRIWEB Management Portal.

 

Still have questions? Expand the sections below for additional information on the content covered in the video.

Reports

The โ€œReportingโ€ section of BRIWEB allows you to access, run, and download Plan, Financial, and Enrollment Reports. Watch the video to get an introduction to the reporting feature of the BRIWEB Management Portal.

 

Still have questions? Review the content below for additional information on the types of reports available through BRIWEB and how to use them. 

REPORT TYPES & DESCRIPTIONS

Below is a list of Plan, Financial, and Enrollment reports. This list may vary from the specific reports available under your account. To narrow down your search in BRIWEB, set the Report Group filter to the type of report and any Plan Type you want. Then, select โ€œApply.โ€

Under โ€œPlan Reportsโ€œ, you will find detailed account information including elections, deposits, and transaction reports per plan type.

  • Elections Summary: Displays a summary record for each participant account, including the account status, total deposits posted, total eligible transactions received, total transactions paid to date, and cash balance.
  • Deposits Detail: Lists each deposit posted to a participant account, along with the pay date/ funding date and the date posted by BRI.
  • Deposits Summary: Displays on record for each participant account reflecting the total of all deposits posted to date for that account along with any balance adjustments.
  • Elections Detail: Displays the election amount and the effective date for each participant account.
  • Transactions Detail: Lists each transaction (other than deposits) that impacts an account balance. Activity may include adjustments, card payments, card refunds, checks, direct deposits, fees, voided items, and/or vendor payments.
  • Transactions Summary: Displays one record for each participant account reflecting the total of all transactions (other than deposits) for that account.

Under โ€œFinancial Reportsโ€œ, you will find funding, billing, and imputed income reports.

  • Funding Summary: Provides a line-item summary of each financial transaction, including the date and amount. Click through the report to view detailed funding by participant and account.
  • Billing Detail: This provides a list of billable participants across all plan types.
  • Card Activation Detail: This report provides a list of billable card issuance activities.
  • Imputed Income Detail: This report lists former employees and amounts that should be imputed as W-2 taxable wages.

Under โ€œEnrollment Reportsโ€œ, you will find web enrollment, activity reports, and a participant status summary. This report type will only be available if you offer online enrollment through BRIWEB.

  • Employee Eligibility & Enrollment: This report provides a per-participant view of eligible employees for commuter benefits, including the monthly mass transit and/or parking elections that have occurred.
  • Participant Status Detail: This report provides each employeeโ€™s employment status who enrolled in at least one benefit account during the current or prior plan year. Please allow 2-3 business days for recent changes to reflect in this report.
  • Continuous Enrollment Detail: This report summarizes enrollments and election changes occurring outside of the annual open enrollment period.

How to use reports

Not finding the report you're looking for?

Reach out to your assigned Account Manager to discuss your reporting needs. If you donโ€™t know who your Account Manager is, youโ€™ll find their name and contact information on the Dashboard of BRIWEB. 

File Import Wizard

The BRI Import Wizard streamlines the file uploading processes, facilitates faster funding, and enhances data integrity. Youโ€™ll use the wizard for the following file types:

  • Demographic changes
  • Deduction/funding
  • Election changes
  • New/open enrollment

Still have questions? Watch the video to the right for a demo. Or, download the Overview & FAQs flyer below.

How it works

Review BRI File Standards

Files that follow the same format and headers in our file standards will be automatically recognized. Click the buttons below to download BRI file standard templates. 

If your file uses a different format, you will be prompted to map the file on the initial import. After the initial mapping, the Import Wizard will remember how your data is organized.

GET STARTED โ€“ LOGIN TODAY

Visit the BRIWEB Management Portal today and start managing your benefit plans with BRI.