Your Admin Resource Center

Congrats! First, use one of the flyers above to help them learn about the HRA. Then, go ahead and add new employees to your Employee Roster in the Take Command member portal. We'll ask for their hire date and make sure they are eligible based on the waiting period you selected. We'll take it from there, but be sure to direct them to our Enrollment Team for support shopping for a health insurance plan!

They will receive a welcome e-mail from us with onboarding instructions. They can follow the link in their e-mail to log in to the platform and go through a series of onboarding steps. They’ll be asked to upload proof of their health coverage or offered the option to shop for a new plan. Once their info is approved, it’ll be reported to you.

If your employee has chosen to waive coverage through the HRA, encourage them to login to their member portal to waive coverage there. Otherwise, you or they can let us know and we'll update it on our end. If you, as the administrator, have written documentation that an employee does not wish to participate and is unwilling to log in to waive, you may waive them by filling out this form. 

Note: If your employee is eligible but choosing not to participate, please leave them on the employee roster so we can correctly track your offering for end-of-year reporting!

Employers handle the QSEHRA and ICHRA reimbursements directly with their employees. 

When you set up your HRA, you can choose to have Reimbursement Statements automatically generated monthly, semi-monthly, or bi-weekly. You can update the timing and frequency anytime. It’ll be ready for download in the ‘Reimbursements’ section.

The HRA allowance is an annual benefit that is "unlocked" on a monthly basis. What that means is that any given month throughout the year, if they do not claim their full allowance, any unclaimed reimbursement allowance rolls over to the next month and accumulates to build up a balance of unclaimed reimbursements.

This means that if your employee has not claimed their full reimbursement in one month or more this year, they could have an accumulated allowance available to them to claim.

No, we don't actually process the reimbursements. Instead, our platform will help you manage your HRA by getting your plan documents in place, keeping you compliant, track your employees' expenses, keeping notional accounting ledgers, and providing reimbursement Statements so you know exactly how much to reimburse your employees.

Remember that we at Take Command are not certified tax preparers and cannot prepare your tax documents for you. We can, however, provide the data that you'll need to provide to your own tax professional to complete all necessary year-end reporting.

Note: in order for us to provide accurate information, it's important that you keep your Employee Roster up to date!