How to Register you account on myrsc 1. Go to select Access your Myrsc Account, and click Register.

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2 How to Register you account on myrsc 1. Go to select Access your Myrsc Account, and click Register. 2. Click on OCA Benefit Services Temporary Login ID and Employer Code.

3 3. Fill in your Login Id (your Social Security# without dashes - ) 4. Fill in your employer Code (XXXXXXXX)

4 5. Fill in all Fields below. 6 Fill In Password.

5 How to access myrsc as the HR Administrator 1. Go to select Access your Myrsc Account, and type in your User ID and password. 2. Make sure to select the Human Resource Administrator role from the menu.

6 How to view online Payment Registers 1. If you receive this type of , a Payment Register has been uploaded to the myrsc company account online. 2. Make sure to log into myrsc with HR Administrator access, and select Documents from the menu on the left side of the screen.

7 3. Select Review Reports and Letters. 4. All Payment Registers will be listed at the bottom of the page. Click on the Payment Register you would like to view.

8 5. You can open a PDF version of the Payment Register to view and print, or save the Payment Register for your records. 6. Sample Payment Register

9 How to view the Payment History Reports 1. Select Payment History from the menu on the left side of the screen. 2. The Payment History Report will require some information regarding how you would like the report displayed and what information you would like included. Payment Date Rage You can set this range to any date span you like. Payment Type This allows you to have the report display only checks, or checks and direct deposit and numerous other combinations. for plan year ending This should always be set to All Plan Years. Once all information has been set you can select Search to display the report directly on the website. Or you can selection Print to have a hard copy printed. An additional option is to Export the report into a format that can be imported into various common accounting software such as Peachtree, QuickBooks, etc.

10 3. Sample Payment History Report. Payee Name of employee the reimbursement was for. Payment No. This is the check number of the reimbursement that was made. (Please note that Direct Deposit and Debit Card transactions will always list 0) Claims Numbers References the claims number generated within O.C.A. Benefit Services system when the claim was processed. Payment Date The date the payment was processed. Payment Type This will list the reimbursement method. Check, Direct Deposit or Memo (Debit Card Transaction)* Payment Amount The total reimbursement amount for that employee that day. *Anytime a Payment Type is listed as MEMO it signifies a mysource Debit Card transaction. (Only applicable if the mysource Cards are offered by Employer)

11 How to view the Aggregate Status Reports 1. Select Aggregate Status Report from the menu on the left side of the screen. 2. The Aggregate Status Report will give a summary of the plans utilization. Benefit Lists each benefit available by the employer Count This is the total number of employees enrolled in that specific plan Annual Benefit Amount The total Benefit for the entire plan year YTD Claims The total dollar amount of claims submitted to O.C.A. for processing YTD Paid The total dollar amount that has been reimbursed to the employees Account Balance The amount still available in the HRA benefit

12 3. Select All Section 105 HRA Benefits to view the employee detail report. 4. This report will list employee individually with the same information listed in the Aggregate Status Report. 5. Click any of the employees names to view their Benefit History Detail.

13 6. Sample Benefit History Detail screen. a) This section will display a summary of the employees benefit b) List of all submitted claims, dates of service and amounts c) Reimbursement history which will correspond to the claims listed above *Anytime a Payment Type is listed as MEMO it signifies a mysource Debit Card transaction. (Only applicable if the mysource Cards are offered by Empler)

14 How to Reconcile your Company s Monthly Bank Account You will need to generate a Payment History report for the specific date range / month you want to reconcile. Now you can match up the reimbursements listed on the Payment History report with the transactions on your bank statement. Transaction Descriptions that will appear on your Bank Statements: Direct deposit transactions as DFS, Inc Flex Plan. Checks will be listed by the issued Check Number. Check Payee is not usually listed on monthly bank statements. *Please note that the dates will not always match exactly. The date listed on the Payment History report is the date the reimbursement payment was issued. The date of each transaction on your bank statement will be the dates the payment cleared your account. The number of days difference can depend on whether the reimbursement was by direct deposit or check and each bank has different processing times.

15 O.C.A. Benefit Services 3705 Quakerbridge Road Suite 216 Mercerville, NJ (Office) (Fax) (Alt Fax)