As a plan administrator, you are responsible for adding employees to your plan as they become eligible. This guide will walk you through the steps of adding new employees, ensuring they can start contributing to their retirement plans as soon as possible.
Steps to add an employee:
- Log in to the Employer Dashboard and navigate to the ‘Employees’ tab.
- Click on ‘Update Employee List’ at the top right of the dashboard.
- Download the employee.xlsx template, which will help you organize the required information for adding new employees. You can also download your last submitted file to help you keep track of your member changes.
- Populate the template with the mandatory fields (all other fields are optional):
- Email address
- First and last name
- Group (if applicable)
- Upload the file in the employer dashboard using "select and upload file" button.
- Our system will check the file content and summarize the new employee records. Review these details before submitting.
- Click the ‘Submit’ button to finalize the addition of new employees and ensure you see the ‘Success’ message before logging out.
After you add an employee
Once the upload is successful, newly added employees will appear in the Employee List under 'New' or 'Not Enrolled' immediately.
If the upload is completed before 4 PM ET, employees will receive an automated email invitation to enroll in the plan on the same day. For uploads made after 4 PM ET, the invitation will be sent the following day.