HRB Toolkit
Resources for routing, review, evidence, communication, and operating clarity.
Scope and routing
SOW, roles, boundaries
Evidence retained externally
Files, packets, source trail
Review before reliance
Sensitive questions routed
The completed Toolkit is ready to use.
Open the Resource Library for all 73 usable resources, or start with a curated duty path kit when you need a practical sequence.
What Toolkit Includes
A local Resource Hub for bounded materials, review reminders, and evidence-oriented operating support.
Resource library
SOW, notice, evidence, FAQ, source, and glossary resources.
Communication support
Copyable language for bounded HRB responses.
Review cues
Prompts for qualified review before reliance.
Resource-only posture
No accounts, saved entries, or workflow state.
Resource Library Entry Points
Use these entry points for broad browsing, then use Duty Path Kits for a curated starting sequence.
Five Duty Path Kits
Curated operating-lane kits for routing resources without turning the Toolkit into task tracking.
Strategy & Plan Design
What design best serves this employer?
Shape the employer strategy before implementation details take over.
Open kitFinance & Funding
How will funding, reimbursement, payroll, and reconciliation stay controlled?
Keep funding, reimbursement, payroll, and reconciliation controlled.
Open kitOperations & Implementation
Who owns the workflow, handoff, system setup, and exception path?
Clarify workflow ownership, system handoffs, launch readiness, and exception paths.
Open kitCompliance & Governance
What needs qualified review, source control, documentation, or retained evidence?
Route qualified review, source control, documentation, and retained evidence.
Open kitEmployee Experience
How will employees understand, choose, enroll, pay, get reimbursed, and know where to go for help?
Help employees understand, choose, enroll, pay, get reimbursed, and find help.
Open kitFeatured Downloads
A curated shelf of frequently useful downloadable resources.
HRB Operating Lens
A guide for education, coordination, source use, and evidence retention.
Five Duty Paths Overview
A guide to the five lanes used to organize resources and review reminders.
ICHRA Ecosystem SOW Template
A downloadable SOW template. It is not fillable and this site does not save completed versions.
Role Code Reference
Reference cards for ecosystem role abbreviations and responsibility-code language.
Review-Sensitive Resources
A calm review reminder area for materials that should be routed before final reliance.
ICHRA Ecosystem SOW Template
A downloadable SOW template. It is not fillable and this site does not save completed versions.
Partner Coverage Diagnostic
A checklist-style diagnostic for identifying scope gaps across enrollment, payment, notices, privacy, support, and evidence.
Data Request Checklist
A checklist for requesting only needed data, confirming delivery channels, and retaining secure delivery evidence.
Vendor Scope Scorecard
A checklist scorecard for comparing partner scope, service gaps, and handoffs across core operating functions.
Evidence and Documentation
Evidence resources are shaped like file and binder cards, with clear retention prompts and downloads.
Notices and Communication
Notice materials remain copyable and downloadable only, with no send behavior.