Overview
The Zorro administrative portal provides all the tools you need to manage employee benefits, payroll, and compliance in one place.
This guide will walk you through each section of the admin dashboard, including:
Overview Page
Employees Tab
Zorro Pay
Payroll
Compliance
Documents
Overview Page
When you log in to the Zorro platform for the first time, you’ll land on the Overview Page.
This page summarizes key information about your employees’ benefit statuses and provides quick links for common actions.
Key Features
Active Coverage: Employees currently enrolled and covered
Waived Coverage: Employees who have opted out
Coverage Ended: Employees whose coverage has expired
You’ll also see real-time Enrollment Activity Statuses, which include:
Status | Description |
Pending Election Window | Employees who haven’t yet started enrollment |
Active – Not Submitted | Employees shopping but not finalized |
Election Submitted | Employees who’ve made their selections |
Carrier Application Sent / Enrollment Confirmed | Coverage is processing or confirmed |
Deadline Passed | Enrollment window expired without an election (after two weeks, these move to Waived) |
Quick Actions
From the Overview Page, you can:
Add an employee
View invoices
Run payroll
Tip
Clicking any status (e.g., Election Submitted) will take you directly to the Employees Tab, pre-filtered for that specific group.
Employees Tab
The Employees Tab functions like a dynamic spreadsheet, giving you complete visibility into employee details and enrollment data.
What You’ll See
Each row represents an employee and displays information such as:
Name, email, invitation status
Age, state, class
Election start/end dates
Coverage start/end dates
Plan details (carrier, name, ID, market type)
Contributions (employer, employee, total allowance)
Payment method and status
Columns can be filtered, sorted, and downloaded for easy offline reporting.
Tip: By default, 50 employees appear per page. Use the dropdown at the bottom to view up to 150 per page.
Bulk Actions
You can send communications to employees in bulk:
New account invitations
Enrollment deadline reminders
Summary or confirmation notices
Important Note: Bulk actions apply only to employees on the current page. If your roster spans multiple pages, repeat the action per page.
Adding or Editing Employees
Option 1 – Upload a Roster
Click the purple “+” icon.
Download the sample template.
Complete all required fields.
Upload the file.
Invitations will automatically send to all new employees.
Option 2 – Add Manually
Click the purple “+” icon.
Select Add Employee.
Fill in required details.
Click Add Employee → Send Invite.
Employee Detail View
Click an employee’s name to open their profile. Here you’ll find:
Enrollment audit trail – all election actions and timestamps
Uploaded documents or screenshots
Allocation model details
Zorro Pay card activity
Communication history
Administrative actions available:
Edit employee info
Terminate employment
Set leave of absence
Change class
Log in as the employee
Zorro Pay
The Zorro Pay section centralizes your monthly financial activity.
Here you’ll find:
Monthly pull reports
Transaction documentation
Prior month reconciliations
These reports are also sent via email but are stored here for easy access and accounting reconciliation.
Payroll
The Payroll tab allows you to generate reports by pay period to preset deductions accurately.
Each report shows:
Employee deduction amounts
Payment status and adjustments
Totals aligned to your company’s pay schedule
💡 If your payroll is bi-weekly, the system will automatically calculate bi-weekly deduction amounts.
A detailed payroll video walkthrough is available in the Zorro Training Library.
Compliance
All compliance-related data lives here, ready when you need it:
ACA Reports (1094/1095): Posted each January for the prior plan year
PCORI Reporting Data: Available each July
Documents
The Documents section organizes all administrative and employee-visible materials into three categories:
Tab | Contents |
Administrative | Contracts, allowance model, SPD |
Plan | ICHRA notices, SPD, and allowance models visible to employees |
Invoices | All billing documents related to Zorro transactions |
Need Help?
If you have questions about navigating the admin portal, reach out to your Customer Success Manager.
They can provide additional training, troubleshoot data discrepancies, or walk you through advanced workflows.