[ WEX Ben... Reviews ](https://www.g2.com/products/wex-benefits/reviews) [ WEX Ben... Reviews ](https://www.g2.com/products/wex-benefits/reviews) # WEX Benefits Features ##### ## Platform (68) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, and groups. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Training Management Track employee/learner's progression through training programs Goal Management Allows employees to set and manage work or career related goals Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Action Management Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Benefits Dashboard Use a dashboard to view benefits that are selected by employees or offered by employers Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Training Management Track employee/learner's progression through training programs Calendar Management Track and manage schedules and meetings via an integrated calendar Employee Management Track employee schedules, availability, and performance across projects and tasks Orientation Workflow Management Create orientation programs for new employees or students Task Management Create, manage and track all task activities and progression HR Management Automates core HR functions such as talent management, employee evaluation and learning management Help Desk Management Managing service requests, incidents, IT issues & support with a ticketing system Mobile Access Access software remotely via mobile devices Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Document Management Store, manage, and track all electronic documents in a centralized location Job Description Management Create, share, and manage the distribution of job descriptions/duties Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Third-Party Integrations Set up connections to third-party platforms to improve business processes Assessment Management Creation, administration, and evaluation of assessments or tests Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices Third-Party Integration Addition of necessary external data, applications, tools, or features Initiative Management Create and manage internal campaigns to improve company culture or business strategy. Workflow Management Create, design and manage workflows for repetitive tasks Community Management Enable students, customers or employees to engage with each other in a particular space online or offline Employee Referral Management Manage and track employee referrals for open job positions Candidate Management Build, track, and maintain relationships with candidates Workflow Management Create, design and manage workflows for repetitive tasks Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Advertising Management Manage advertising space and its sales within your network or publication Application Management Track, manage and store the applications of potential future members, customers or candidates Email Management Manage, store and organize emails within the system or via third-party apps Job Management Manage and track all job information and associated tasks Discount Management Track products that are for sale at a reduced price or part of coupon promotions Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. File Management Create, save, and store files Job Management Manage and track all job information and associated tasks Data Storage Management Manage and store data in a database Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Employee Management Track employee schedules, availability, and performance across projects and tasks Job Application Management HR Management Automates core HR functions such as talent management, employee evaluation and learning management Competency Management Catalog, manage, and develop employee skill sets Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Job Description Management Create, share, and manage the distribution of job descriptions/duties Evaluation Management Create, share, and manage the distribution of job descriptions/duties User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Benefits Administration Platform Features (35) Benefits Record Management Track and manage employee benefits information and eligibility information within a centralized database. Enrollment Planning Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time. Third-Party Carrier Integration Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees. Document Management Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements. Total Compensation Statements Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options. Self-Service Portal Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required. Regulatory Compliance Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA). Mobile Benefits Access Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more. Timesheet Management Track the amount of time spent on a job or task Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Deduction Management Determine what amounts employees should contribute towards their benefits from each paycheck Training Management Track employee/learner's progression through training programs Employee Management Track employee schedules, availability, and performance across projects and tasks Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies HR Management Automates core HR functions such as talent management, employee evaluation and learning management Workflow Management Create, design and manage workflows for repetitive tasks Attendance Management Manage attendance for classes, shifts, meetings, or events Retirement Plan Management Set up and manage retirement benefits for your employees Provider Management System that helps businesses manage their relationships with various third-party vendors, suppliers, and service providers Online Benefits Enrollment Select benefits and provide information needed to participate in a benefit via an online portal Employee Portal Online portal where employees can access and track their own information Benefits Record Management Track and manage employee benefits information and eligibility information within a centralized database. Enrollment Planning Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time. Third-Party Carrier Integration Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees. Document Management Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements. Total Compensation Statements Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options. Self-Service Portal Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required. Regulatory Compliance Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA). Benefits Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of benefits data to enable instantaneous and informed decisions to be made at a glance. Mobile Benefits Access Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more. Integrations / APIs The platform can integrate with HR and payroll software to manage employee data such as new hires, general profiles, salary changes, benefit deductions, and terminations into a single system of record. Mobility Is accessible from a mobile device and by users on the go. Show More ##### ## Platform Basics (3) Reporting Provides analytics tools that reveal important business metrics and track progress. Interoperability Connects to external systems and applications as needed to complete team workflows. Performance Is consistently available (uptime) and allows users to complete tasks reliably. Show More ##### ## Platform Content (4) Enrollment Planning Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time. Dashboard Has a centralized dashboard for users to interact with Education Provides educational materials to help employees make informed decisions about their benefits. Benefits Record Management Track and manage employee benefits information and eligibility information within a centralized database. Show More ##### ## Platform Additional Functionality (3) Mobility Is accessible from a mobile device and by users on the go. Regulatory Compliance Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA). Third-Party Carrier Integration Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees. Show More ##### ## Platform Performance (2) Reporting Provides pre-built or customizable performance reports Monitoring Contains application performance monitoring capabilities Show More ##### ## Generative AI (4) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Image-to-Text Converts images into a textual description, identifying key elements. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Analytics - Lifestyle Spending Account (LSA) (2) Assessment The platform is able to gauge employee engagement through surveys or otherwise to determine benefit efficacy Analysis All behavioral and self-report data can be analyzed to find trends and patterns Show More ##### ## Platform - Lifestyle Spending Account (LSA) (4) Funding The amount of monthly stipend provided to employees is easily managed Market Diversity Services and activities that can be purchased by LSA funds have a variety of options to enable healthy behaviors Customizability The services and activities available for employees to purchase can be customized based on employee need or usage Reward & Incentive Healthy behaviors can be encouraged and promoted through the use of rewards and incentives Show More ##### ## Platform - Health Savings Account (HSA) (4) Evidence The platform is able to submit evidences to support reimbursement claims Funding Contribution into the HSA fund can be provided by both employer and employees Reimbursement The platform is able to process claims reimbursement and reimburse medical expenses based on acceptance Education There are materials within the platform that helps the user to realize what purchases are eligible for purchase using HSA Show More ##### ## Data - Health Savings Account (HSA) (2) History Can track the history of expenses and contributions by employer and employees Analysis Can analyze HSA usage of employees based on purchasing habits and claims usage Show More ##### ## Additional Functionality (27) ACA Reporting Collect data and compile reports to stay in compliance with Affordable Care Act requirements Real-Time Reporting Active reporting of data and metrics Vacation/Leave Tracking Request, track, and manage time off requests and vacation time HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Reminders Timed notification for any upcoming task, deadline, appointment, or activity Leave Tracking Manage and track employee attendance COBRA Administration Manage mandated benefit continuation for employees who no longer work for the company for a limited time period AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Data Import/Export Import and export data to and from software applications Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Time Off Requests Tools that allow employees to request/schedule time off Employee Benefits Administration Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks Configurable Workflow Configure existing workflows to meet your organization's needs Sick Leave Tracking Track and manage sick leave time Life Insurance Administration Set up and manage life insurance benefits for your employees Health Insurance Administration Set up and manage health insurance benefits for employees Benefits Administration Outsourcing Delegate benefits administration to third party vendors Disability Insurance Administration Set up and manage short and/or long term disability insurance benefits Attendance Tracking Track the attendance of specific individuals or groups Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Customizable Reports Alter the layout and content of reports FMLA Administration Track employee time off under the family and medical leave act (FMLA) Document Storage Store and organize documents in a centralized system Employee Onboarding Process of familiarizing new employees with the company, their position, and responsibilities HSA/FSA Administration Set up and manage health savings and flexible spending accounts for your employees Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Show More ## Top-Rated Alternatives [ ![Forma](https://images.g2crowd.com/uploads/product/hd_favicon/fcbcd8f03792c0dcf85ce1f62f404775/formabenefits.svg "Forma") Forma 4.8/5(822) ](https://www.g2.com/products/formabenefits/reviews) [ ![Lively HSA](https://images.g2crowd.com/uploads/product/hd_favicon/4dbfaae534ef4f780b0ea0648c5b9cc4/lively-hsa.svg "Lively HSA") Lively HSA 4.7/5(131) ](https://www.g2.com/products/lively-hsa/reviews) [ ![isolved](https://images.g2crowd.com/uploads/product/hd_favicon/13a7cc0061d21b68444997f6c3d85ca0/isolved.svg "isolved") isolved 4.3/5(1,320) ](https://www.g2.com/products/isolved/reviews) [ View All Alternatives ](https://www.g2.com/products/wex-benefits/competitors/alternatives) WEX Benefits Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_b4779f43271bf445ced609cf425fee15/lively-hsa.png "Product Avatar Image") Lively HSA 4.7/5(131) [ Compare Now ](https://www.g2.com/compare/lively-hsa-vs-wex-benefits) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2d931d2634ff006bdb65f4e026e8eca8/formabenefits.png "Product Avatar Image") Forma 4.8/5(822) [ Compare Now ](https://www.g2.com/compare/formabenefits-vs-wex-benefits) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3074cc0381a144b2134d45277b521bc8/isolved.png "Product Avatar Image") isolved 4.3/5(1,320) [ Compare Now ](https://www.g2.com/compare/wex-benefits-vs-isolved) ##### Categories on G2 [ Benefits Administration ](https://www.g2.com/categories/benefits-administration)[ Lifestyle Spending Account (LSA) ](https://www.g2.com/categories/lifestyle-spending-account-lsa)[ Benefits Support ](https://www.g2.com/categories/benefits-support) [ Health Savings Account (HSA) ](https://www.g2.com/categories/health-savings-account-hsa) Show More ##### Explore More [ Best demand side platforms ](https://www.g2.com/discussions/best-demand-side-platforms-dsp-what-s-your-top-pick-for-2025)[ Which CAD viewers are most trusted by mechanical designers and sales engineers for instant file sharing with outside partners, based on user reviews? ](https://www.g2.com/discussions/which-cad-viewers-are-most-trusted-by-mechanical-designers-and-sales-engineers-for-instant-file-sharing-with-outside-partners)[ Best AI agents for reducing manual workload in operations ](https://www.g2.com/discussions/what-are-the-best-ai-agents-for-reducing-manual-workload-in-operations) [ What are the best platforms for database anomaly detection? ](https://www.g2.com/discussions/what-are-the-best-platforms-for-database-anomaly-detection)[ Contact center software with best reviews ](https://www.g2.com/discussions/what-is-the-contact-center-software-with-the-best-reviews)[ Pros and Cons Details ](https://www.g2.com/products/wex-benefits/reviews?qs=pros-and-cons) Show More [ Best demand side platforms ](https://www.g2.com/discussions/best-demand-side-platforms-dsp-what-s-your-top-pick-for-2025)[ Which CAD viewers are most trusted by mechanical designers and sales engineers for instant file sharing with outside partners, based on user reviews? ](https://www.g2.com/discussions/which-cad-viewers-are-most-trusted-by-mechanical-designers-and-sales-engineers-for-instant-file-sharing-with-outside-partners)[ Best AI agents for reducing manual workload in operations ](https://www.g2.com/discussions/what-are-the-best-ai-agents-for-reducing-manual-workload-in-operations) [ What are the best platforms for database anomaly detection? ](https://www.g2.com/discussions/what-are-the-best-platforms-for-database-anomaly-detection)[ Contact center software with best reviews ](https://www.g2.com/discussions/what-is-the-contact-center-software-with-the-best-reviews)[ Pros and Cons Details ](https://www.g2.com/products/wex-benefits/reviews?qs=pros-and-cons)