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TRA Onboarding Timeline and Payroll Schedule for Employers

This guide can help you set up and begin administering your organization's new transportation reimbursement account (TRA).

When you're about to begin administering a new TRA, there are some things you'll need to complete before the benefits begin for employees, and also a few things to manage at the beginning of the monthly benefits. This guide can help you stay on track to ensure a smooth onboarding period.

Before your TRA is active for employees

60 days before effective date

  • You should receive your Plan Design Guide. Receiving the guide this early should allow you enough time for processing. The guide is a form you'll need to complete to set up your plan.

45 days before effective date

  • You should complete member enrollment. 45 days is our recommended tim to allow participants to log in and make their benefit elections prior to the election deadline.

24 hours after enrollment is completed

  • Employees can begin registering at [ or partner SSO link] to manage their benefit elections online. 

The month before the TRA is active

By the 4th of the month

  • Participants must make their monthly elections for the next month (by 11:59 EST or 10:59 CST). There is an option for recurring monthly elections so members won't have to manually choose elections every month.

By the 7th of the month

  • The TRA Deduction Report for the upcoming benefit month is available under the Reports tab of the group portal. This report notifies you what should be deducted from payroll based on the member monthly elections.

The week following the 7th of the month

  • You will be invoiced for the monthly TRA elections according to the regular claim billing cycle. This report is included with the Claim Reimbursement Invoices under the Reports tab of the group portal.

The 1st of the benefit month

  • Employees may begin to use their TRA benefits. Please note that some transit benefits require the participant to obtain and register a card from the specific transit vendor prior to use. Employees receive a notification if this is applicable when they make their elections.
  • You should start payroll deductions with the regular payroll schedule.


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