The Plan Administrator is the person at the company who has the ability to add and remove employees, run reports, act as the company contact, and track claim activity.
Adding a Plan Administrator is quick and simple for Advisors and fellow Plan Administrators!
To see a video of how to add a Plan Administrator, click "play" below.
Here are the steps an Advisor can follow to add a Plan Administrator:
1. On the left-hand side, navigate to your "Clients" tab
2. Click the company name to edit their profile!
3. Click on "Plan Administrator"
4. Click "Add Plan Administrator"
5. Input the information in the Plan Administrator form
6. Select the "Edit Mode":
-"Standard" means that the Plan Administrator has all access to add, remove, and edit employees as well as run reports and track claim activity.
-"Read Only" means that the Plan Administrator will only be able to read the information on file and run reports, but will not be able to edit any information or add/remove employees.
-"Reports Only" means they will only be able to access the Reporting tab, and will not be able to see any other information.
7. If the Plan Administrator should have immediate access, click "Send Welcome Email Now". If their access begins at a later date, you can schedule their welcome email for a later date as well.
8. Finally, select if the plan Admin should be a Company Contact. If you select "Yes", this means that any time myHSA needs to reach out to the company for any reason, this would be the Plan Administrator we contact.
That's it! If you run into any issues, feel free to open a live chat and ask to speak with a person. We are always available to help!