Plan Setup
- Plan Setup Overview
- 1 - Complete setup tasks
- 2 - Schedule employee education
- 3 - Announce the plan
- 4 - Add employees to your plan
- HUMI: Adding employees to your plan
- Other Payroll: Adding employees to your plan
- 5 - Set up contributions in your payroll
- HUMI: Setting up contributions
- Other Payroll: Setting up contributions
- 6 - Run your payroll & submit the register
- HUMI: Uploading your payroll register
- Other Payroll: Uploading your payroll register
- Employee communication templates
- Errors and warnings during payroll register uploads
- How do I get an enrollment email resent to an employee?