HRB

HRB Toolkit

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Duty Path Kits

Curated starting paths for the five HRB operating lanes. Filters show all matching resources; kits show the practical sequence.

Strategy & Plan Design

What design best serves this employer?

Shape the employer strategy before implementation details take over.

Discovery
Classes
Contributions
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Finance & Funding

How will funding, reimbursement, payroll, and reconciliation stay controlled?

Keep funding, reimbursement, payroll, and reconciliation controlled.

Funding
Payroll
Reconciliation
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Operations & Implementation

Who owns the workflow, handoff, system setup, and exception path?

Clarify workflow ownership, system handoffs, launch readiness, and exception paths.

Handoffs
Systems
Exceptions
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Compliance & Governance

What needs qualified review, source control, documentation, or retained evidence?

Route qualified review, source control, documentation, and retained evidence.

Documents
Notices
Review routing
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Employee 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.

Education
Enrollment
Support
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