Open enrollment
A guided, four-step enrollment with start dates worked out from your rules and the paycheck cost shown before the employee submits.
Advanced features · the complete list
Everything the Platform Does, on One Page
Filter by who you are. Search for the thing you need. Download the list for your RFP.
This is the working index of Benefits Reimagined — every capability in one plain-language line, grouped the way HR, finance, IT and compliance teams ask about them, with a link to the page that shows how it works. Live and roadmap items are marked; nothing here is a promise we can't demonstrate or date.
73capabilities · 72 live · 1 roadmap · 9 areas
One record behind every capabilityConfigured, not codedInside SuccessFactors · any HR systemBuilt for U.S. employers
Enrollment & Plans
Every plan type, every event in an employee's year — set up on your rules, not programmed for them.
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Life events
Birth, marriage, move, job change and more — the employee reports it, uploads the proof, and sees the new cost; HR approves with the document in view.
New-hire onboarding
A new hire sees exactly what they must decide, by when, from the first sign-in — based on hire date, job group and location from the HR system.
Medical, dental, vision, life & disability
Traditional plans with coverage levels, waiting periods, age-based rates, taxable-benefit amounts and proof-of-health rules, all as settings with start dates.
Voluntary, EAP & commuter benefits
Extra plans run on the same record and the same paycheck deductions as the core plans — no side spreadsheet.
Retirement plans — 401(k), 403(b), 457(b), 401(a) and more
Contribution choices, employer match rules, catch-up limits and the files your plan provider needs — for every U.S. defined-contribution plan type, from safe-harbor and SIMPLE 401(k)s to profit sharing, SEP and SIMPLE IRAs.
Flexible Spending Framework (FSF) — HSA, HRA, ICHRA, FSA, LSA and more
Elections, limits, employer contributions, claims and reimbursements for HSAs, HRAs and ICHRA / QSEHRA, dependent-care and limited-purpose FSAs, transit and parking, lifestyle, student-loan, family-building and caregiving accounts — with the files each account administrator needs handled for you.
Miscellaneous benefits — education, family, caregiving, mobility, wellness, voluntary
Programs outside the core plans run on the same record: tuition and career, family building, caregiving, work and mobility, wellness and lifestyle, and voluntary vendor programs.
Plan comparison
Side-by-side plans with premiums, deductibles, out-of-pocket maximums and the employee's own likely cost.
BR IntelliSuggest — plan recommendations
A ranked match for each employee with the reason behind it, based on household, past use and cost. The employee decides.
One dated record per employee
Every election, dependent, document and correction kept with the date it starts — so history is never overwritten.
Employee 360 & Employee Management
One administrator view of a person: elections, dependents, documents, cases, deductions, billing and history.
Multi-entity, multi-payroll
Many companies and payrolls in one place, each with its own administrators and its own rules, on one record.
ICHRA administration
Employee groups, monthly allowances and proof of coverage for individual-coverage HRAs, on the same record.
Employee Experience
What the employee actually sees — on the web, in the app, in their language.
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Employee Home
One screen with what matters today: plan matches with reasons, open tasks with deadlines and paycheck cost, documents, questions and Athena.
My Inbox — secure benefits messaging
Two-way, secure messages tied to the employee's record and case, with read receipts and kept for the right period.
Mobile app
The same Employee Home, enrollment, life events, document upload and Athena on iPhone and Android.
Athena — benefits assistant
Answers in English and Spanish from the employee's own plans and record, day or night, with the source shown. Hands over to a person when it should.
Multilingual & multi-currency
Screens, messages and help guides in the employee's language; amounts in the currency they are paid in.
Step-by-step help guides
Step-by-step help written for the screen the employee is on and the plans they have.
Personalised content portal
Pages, plan documents and announcements aimed at the right group, location and event; switched on and off with one setting.
Dependent & beneficiary management
Employees add, prove and update dependents and beneficiaries once; every plan reads the same list.
Accessible to everyone (WCAG 2.1 AA · Section 508)
Works with keyboards and screen readers, with readable contrast, checked in every release for employee and administrator screens.
Documents & Verification
Proof, generated paperwork and the retention rules behind them.
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Document Management System
A document centre on the employee record: upload, sort, request, approve, keep for the right period, hold when needed — with history.
AI document verification (IntelliVerify)
Birth certificates, marriage certificates, proof of coverage and more read and checked automatically; a person confirms.
Dependent eligibility audit
A full or rolling check of every covered dependent — documents read and verified automatically, employees contacted, results you can act on.
Document Factory — generated documents
Confirmation statements, notices and letters produced from the record, with the right version for the right date.
How long documents are kept
How long each kind of document is kept, by document type and state; a hold stops deletion while a matter is open.
Billing, Payroll & Reconciliation
Every dollar checked — enrollment against payroll against the carrier against the invoice.
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Payroll deduction sync
Elections become paycheck deductions in SuccessFactors Employee Central Payroll and other payroll systems, starting on the right date.
Carrier billing & invoice reconciliation
Carrier invoices loaded and compared to enrollment line by line; differences become tasks with the reason attached.
4-way reconciliation
Enrollment, payroll, carrier coverage and invoice compared every cycle to find money leaking out before it is paid.
BR ReVerge, 360-degree Payroll — retroactive corrections
Back-dated events recalculated for every paycheck they touch, with the amount owed or refunded ready for payroll.
Direct billing — leave, retirees & COBRA participants
Bills people who are not on a paycheck, tracks payments and grace periods, and keeps the same login they had as an employee.
Posting to your accounts
Reconciled premiums posted to your finance system by company and cost centre.
Where the premium money went
Where the money went: premiums paid for people who left, wrong coverage levels, missing deductions — by carrier, company and month.
Compliance
Rules with effective dates, checks on a schedule, and evidence kept for every one.
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ACA compliance & 1095-C reporting
Who counts as full-time, whether coverage is affordable, who was offered what — and the 1095-C forms and corrections produced for you.
Medical support orders — QMCSO & NMSN
Orders received, the employee and child enrolled, response deadlines and notices tracked from start to finish.
Compliance checks, controls & evidence
Named controls, checks on a schedule and evidence kept, for ACA, COBRA, HIPAA, ERISA and Section 125 — and for the platform itself.
Rules that change on a date
Affordability percentages, limits and deadlines entered as settings with start dates — never buried in programming.
Dependent eligibility audit
Continuous or one-time verification of every covered dependent, with the documents kept as evidence.
COBRA administration
Qualifying events, notices, elections and premium billing inside the platform rather than at a separate vendor.
A history of every action
Who saw or changed what, when, and why — for every record, every rule and every AI suggestion.
HR Service Delivery & Workflow
Cases, approvals and delegations that run on the same record as the benefits.
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BR Resolve — case management & ticketing
Cases opened from the employee's record or by the employee, sent to the right team by type, with response-time targets, notes and the employee's benefits in view.
Automatic routing & response times
Cases go to the right team by topic, company and language; response-time clocks and escalations are settings, not programming.
Communication Hub — email, SMS & in-app
Campaigns and messages triggered by events, over email, text message and in-app, with delivery tracked.
Workflow Control Tower
Every approval and process under way in one view: where it is, who has it, how long it has waited.
Approval templates & step-by-step detail
Reusable approval steps by event type; each one under way shows its steps, decisions and times.
Delegations manager
Approvers hand off for leave or absence with start and end dates; the history records who actually decided.
Business rules & BR IntelliRule Builder
Eligibility, contribution and event rules written as plain if-then conditions, tested against real employees before they go live.
Connections & Data
Inside SuccessFactors, connected to everything else.
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Built into SAP SuccessFactors
Lives inside SuccessFactors screens, reads 140+ employee fields from it and reacts the moment a hire, pay change or leave is entered.
Connects to Workday, UKG, ADP, Dayforce, Paycom & more (HRIS Sync)
One place to connect any HR system: what syncs, when, what failed and a button to run it again.
BR IntelliMap — AI vendor & carrier mapping
Reads a sample file from a new carrier or vendor and proposes how its data lines up with yours; your team confirms; weeks instead of months.
Carrier & vendor connections
Enrollment sent to carriers and account administrators in the format each one accepts, with their confirmations tracked.
Payroll connections
Employee Central Payroll and other payroll systems fed with deductions, back-dated corrections and taxable-benefit amounts.
Open to your other systems
Everything the platform does can be reached by your other systems — portals, reporting tools and partner products — not only through its screens.
One login
Employees and administrators use the login they already have; no separate password for benefits.
Intelligence & Analytics
AI that shows its reasoning, and dashboards that answer questions.
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BR Intelligence
The AI helpers across the platform — IntelliSuggest, IntelliVerify, IntelliMap, IntelliEdit, Spotlight and Insights — all working from the same checked data.
Athena for administrators
The same assistant for HR, payroll and finance: ask about a person, a plan, a bill or a rule and get the answer with the record behind it; drafts for a person to approve.
AI-powered configuration
Describe a plan, rule or event in plain words and the set-up is proposed for you, shown step by step, and switched on only when a person approves it.
BR IntelliEdit — content help
Drafts and tightens benefits messages and help guides in your voice; a person publishes.
Essential Insights dashboards
Enrollment, cost, participation and compliance dashboards by company, plan and period.
AI-powered analytics — ask any dashboard
Ask a question in plain words and get the chart, the number and the definition behind it.
BR Spotlight — what needs attention today
A daily list of what is worth a person's time: deductions that don't match, documents about to expire, stuck cases, deadlines.
BR Insights — explains the numbers
Why enrollment moved, why the bill went up, why a cost centre is out of line — in sentences, with the numbers behind them.
Athena analytics — what employees ask
What employees ask Athena, where it answered, where it handed over — to fix messages and plan design.
One set of numbers everywhere
One set of definitions across enrollment, billing, compliance and service — the same numbers on every dashboard.
AI governance
Every AI helper listed, tested and reviewed against a recognised standard for managing AI risk; suggestions carry their reasoning; a person approves changes.
Platform, Security & Access
Where it runs, who can see what, and what is planned.
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One product, one version for every customer
Every customer runs the same release; a rule change or a fix reaches everyone the same day.
Your data kept apart
Each employer's data is kept separate from every other employer's; many companies inside one employer, each with its own administrators.
Security & access control — who sees what
Each person sees only what their role allows, down to the individual record and field; every look and change kept in history.
Privacy by design
Keep only what is needed, for as long as the rules say, with consent recorded and a hold that stops deletion when a matter is open — to U.S. privacy requirements.
Compliance controls, checks & evidence on the platform itself
The same compliance checks we give customers also run on Benefits Reimagined itself: named controls, checks on a schedule, evidence kept.
A dedicated set-up for PEOs
Many employer clients under one roof, each with its own plans, rules and access, sharing one engine.
Nothing matches that combination.Try fewer filters or a different word — or ask us; the answer will be "live", "roadmap" or "no".
How to read this list
One Record Behind Every Line — That's the Point
A long list can look like a lot of separate features. Here they are all reading and writing the same dated employee record, which is why switching one on later doesn't mean a migration — and why the numbers agree from screen to screen.
Live in the current release · can be demonstrated on your plansRoadmap committed and in build · dated in your proposal, not on this page
Grouped the way buyers ask
Enrollment, employee experience, documents, billing, compliance, service delivery, integration, intelligence and platform — the same headings your RFP probably uses, so the mapping is one-to-one.
Filtered by who has to sign off
Pick your seat at the table and the list narrows to what you'll be asked about — finance sees reconciliation and GL, IT sees integration and access, compliance sees controls and evidence.
Linked to the proof
Every line links to the page that shows the screens and the rules. If a line doesn't have a page yet, it isn't on this list.
See Any Three Lines Running on Your Own Plans
Pick the capabilities that matter most to you and bring a plan summary to the 45-minute walkthrough. We will show them as your employee, then as your administrator — on your plan structure and your HR system — and answer every other line in writing afterwards.
Live and roadmap marked on every rowDownload or copy for your RFPEvery line links to its pageAI proposes · people decide
Questions About This List
What "live" means, whether you can reuse the list, and whether you have to take all of it.
Live means the capability is in the current release of the platform and can be shown in a demo on your own plans. Roadmap means it is committed and being built but not yet released; we label it the same way in demos, RFP answers and contracts.
It is every capability we are prepared to stand behind in an RFP, grouped the way buyers usually ask about them. Detailed behaviour — screens, rules, data flows — lives on each linked page. If you need something you don't see here, ask; the answer will be 'live', 'roadmap' or 'no'.
Yes. "Download the list" gives you a spreadsheet-ready file with the area, capability, description, audience, status and link for every row; "Copy for RFP" puts the same rows on your clipboard as a table you can paste into a document. Filters apply to both.
No. The capabilities are modules on one platform and one record. Most rollouts start with enrollment, the employee experience and billing reconciliation, then switch on compliance, service delivery and analytics as they go — without a migration, because the data is already there.
See Any Line on This Page Running on Your Own Plans
Pick the three capabilities that matter most to you and we’ll show them as your employee, then as your administrator — on your plan structure and your HR system.