Administrators FAQs and Guides

FAQ - General

• What are some best practices for the eligibility file?
• Administrators: Start Here with Important How-to Articles
• Configuring SFTP for Inbound and Outbound File Transfers
• Testing your Espresa setup before launch
• SSO Setup Instructions
• How does Espresa ensure data segregation and isolation for each customer in a multi-tenant cloud environment?

See all 33 articles

FAQ - Lifestyle Spending Accounts and Reimbursements

• Paying Employees, Payroll, and Taxation
• When will the reimbursement plan expiration date be shown?
• Should we apply a waiting period for new hires in our LSA program?
• Does our payroll system need to support negative balances from Espresa?
• What is the recommended Adjudication flow?
• What are the different states of a Request?

See all 10 articles

FAQ - Wellbeing and Challenges

• Create a Challenge Task that requires employees to upload an attachment, when no schedule is required
• Create a Challenge Task that requires employees to upload an attachment, when a scheduled date and time are required
• Reports for Challenges
• Getting Started with Espresa Challenges - for new Companies
• What Are the Different Ways Employees Can Choose a Team for a Team Challenge?
• How do I create a challenge?

FAQ - Communities and ERGs

• Shareable Links for Employee Resource Groups
• Removing multiple ERG Members
• What is an ERG, Community, or Club?
• How can I Promote Events To ERG/Community/ Club Pages?
• How can I Setup ERG/Community/Club Pages?
• How can I get a membership report for my Community/ERG?

2025 Product Release Updates

• Release Notes September 2025
• Release Notes May 2025
• Release Notes February 2025

2024 Product Release Updates

• Release Notes November 2024