System Training & Resources
Whether you need a basic system overview, or are interested in more advanced knowledge, we offer training and resources to help you and your employees get the most out of our platform.
First Look Updates!
The newest release functions include:
Spending Account users can now instantly see balances for their Spending Accounts and Health Savings Accounts, right from their account Home page. Click the link below for the full announcement.
Platform Overview
New to the platform or want a quick refresher? Contact your Client Service Manager for a training!
Advanced Training
For experienced users, we offer advanced training sessions on a variety of topics. Contact your Client Service Manager for a refresher.
Hot Topic Webinars
Join our hot topic webinars to dive in deeper to our Affordable Care Act (ACA) reporting capabilities, health and well-being platform, system release updates, and more.
Training Resource Library
View our library of training videos and resources across all topics.
View Resources
MOST FREQUENTLY VIEWED
- MarketLink Admin Training Part 1 – Employees & Reports
- MarketLink Admin Training Part 2 – Data and Things that Need your Attention
- MarketLink Admin Training Part 3 – Billing and Tickets
- MarketLink Employee Experience
- Frequently Used Terms and Definitions
- Administration User Guide (English)
- Administration User Guide (Spanish)
- Client Information Workbook (CIW) Tutorial Video, Part 1 of 2
- Client Information Workbook (CIW) Tutorial Video, Part 2 of 2
- Calendar of Suggested Activities
ACA MODULE RESOURCES
Ongoing Maintenance
Basic Functions
- ACA Reporting Deliverables Acknowledgement Document 2021
- Navigating to the ACA Resources Page
- Finding ACA Screens after New User Interface
- ACA Glossary
- Navigating to ACA Screens, ACA Timeline eLearning
- Navigating to ACA Screens, ACA Employee Data eLearning
- ACA Monitoring Report - Gaining and Losing ACA Status eLearning
- ACA Maintenance Notifications
- How to Read ACA Timeline
- How to Update Employment Data
- ACA Lowest Cost Offer Grid
Payroll Specific
- Navigating to ACA Screens, ACA Payroll Data eLearning
- What You Need to Know About Loading ACA Payroll Hours
- How to Load ACA Payroll Hours
- ACA Payroll Import eLearning
- How to Load Retro ACA Payroll Hours
- How to Load Payroll Hours in the MarketLink System eLearning
- Common Errors When Loading Payroll Hours
- How to setup SFTP for ACA Payroll Hours
- How to Update Employee Classification Data for ACA
Reporting
- Reporting Checklist
- How to Load ACA Medical Offers
- How to Load Self-Insured Enrollee Data
- Finding Form Management Screens after UI Update
- 1095-C Code Breakdown
- IRS ACA Reporting Instructions
- ACA Medical Offer Confirmation Process
- How to Approve Unaccepted Medical Offers eLearning
- Employee Guide: Obtaining 1095-C Forms Online
- How to Approve ACA Forms eLearning
- How to Approve ACA Forms
- How to Unapprove ACA Forms
- How to Generate 1095Cs
- How to Reprint 1095-C Form
- How to Generate ACA Forms For Review
- How to Run ACA Penalty Report eLearning
- How to Run a Penalty Report
- How to View 1094-C Transmittal Counts for the ESRP
- How to Load ACA Safe Harbor
Recording
- 2021 End of Year ACA Reporting_10.19.2021 Passcode: V7$h1jfz
ADMIN PORTAL TRAINING VIDEOS
- MarketLink Admin Training Part 1 – Employees & Reports
- MarketLink Admin Training Part 2 – Data and Things that Need Your Attention
- MarketLink Admin Training Part 3 – Billing and Tickets
- Renewal Wizard
- The Renewal Dashboard – I
- The Renewal Dashboard – II, Part A
- The Renewal Dashboard – II, Part B
- The Renewal Dashboard – III
- Find and Manage an Employee in MarketLink
- MarketLink Email Communications
- How to Review and Process Qualified Life Change Events
- How to Review and Process Pending Evidence of Insurability
- Dual Year Overview
- How to Import Data, Part 1
- Electronic Data Interchange (EDI) Dashboard
- Report Center
GENERAL REFERENCE MATERIALS
- Admin Override Quick Guide
- Admin Override Quick Guide for PlanSource 3.0
- Administration User Guide (English)
- Administration User Guide (Spanish)
- Client Testing
- How to Update Beneficiaries
- How to Update Beneficiaries in PlanSource 3.0
- Calendar of Suggested Activities
- Email Communications Video
- Renewal Wizard Video
- How to Review and Process Qualified Life Change Events Video
- How to Review and Process Pending Evidence of Insurability Video
- Electronic Data Interchange (EDI) Dashboard Video
- Section 125 Video
- Section 125 Key Terms Video
- MarketLink Employee Password Reset Instructions
- Resetting Password and MFA in PlanSource 3.0
- Qualified Life Event (Admin) Quick Guide
- TIMS Training
- MFA Instructions_3 19 19
Employee Tools
Explore our tools to help your employees engage with the platform.
View Resources
- Detailed Enrollment Guide
- How to Enter a Qualified Life Event (Employee) Quick Guide
- How to Enter a Qualified Life Event (Employee) in PlanSource 3.0 Quick Guide
- How to Print Confirmation Statements
- How to Print Confirmation Statements in PlanSource 3.0
- Life Events in 2.5
- MarketLink Employee Experience eLearning
- MarketLink Transition Announcement
- Open Enrollment Slides
- Short Enrollment Guide
- Short Enrollment Guide for PlanSource 3.0
- Employee Experience Demo Videos
