Paylocity Benefit Account
Paylocity
About this app
- Age 10
- Updated Feb 7, 2024
- OS IOS / Android
Editor reviews
A mobile benefits wallet for Paylocity users to manage health and commuter spending with ease. Track real-time balances and transactions across HSA, FSA, HRA, Dependent Care, Limited Purpose, and Commuter accounts. Submit claims in seconds with receipt capture, pay providers or reimburse yourself, and monitor claim status from anywhere. Manage your benefits debit card, set smart reminders for receipts and deadlines, and search eligible expenses to maximize pre-tax savings. Secure, fast, and built for busy employees who want simple, on-the-go benefits management.
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How to use:
1. Download the app and sign in with your Paylocity credentials or activate your benefits account.
2. Verify your identity and your HSA, FSA, HRA, and Commuter accounts will sync automatically.
3. Tap Accounts to view balances, recent transactions, plan details, and eligible expense information.
4. To file a claim, tap Submit Claim, enter the amount and category, upload a receipt photo, and choose reimburse to me or pay provider.
5. Manage your benefits card and alerts under Card: view card details, freeze or replace the card, set notifications, and enable Face ID or Touch ID for quick sign-in.