Adding employees to your company with myHSA so that they receive their benefits is an easy task! In this guide, we'll walk you through the steps to add employees effectively.
Step 1: Access Your Company Profile
To begin, Log in as Plan Administrator. Please note, you will need to have access to a "Standard" Plan Administrator account in order to add or edit employees.
Step 2: Navigate to the Employees Section
Once you have logged in, navigate to your "Employees" tab within your account dashboard. Here, you'll find a list of employees already enrolled under your company.
Step 3: Add Employee
Within the "Employees" section, you should see an option to "Add Employee." Click on this button to initiate the process of adding a new employee to the company profile.
Step 4: Complete the Employee Profile
After clicking on "Add Employee," you'll be prompted to fill out the employee's profile. This includes basic information such as their name, address, province, gender, and date of birth. Ensure that all required fields (marked with an asterisk) are completed accurately to create the employee profile.
Step 5: Assign a Plan
Once you've filled out the employee's profile, navigate to the "Plan" tab within their profile. Here, you can attach the appropriate benefits plan that the employee should be assigned to.
Set the balance! You can select a prorated balance based on the employees eligibility date, give them the full distribution, or you can input a manual balance (like if you are loading information from a previous carrier for example).
Step 6: Save and Confirm
After attaching the employee to the appropriate benefits plan, review the information you've entered to ensure accuracy. Once you're satisfied, save the changes to finalize the employee's profile.
Step 7: Invite the Employee to Log in using the Welcome Email
Upon successfully adding the employee to the company profile, you can invite them to log in by going to their profile and clicking "Send Welcome Email". This will provide the employee with an email including a URL to the website, their email username, and an opportunity to set their password.
Assistance and Support
If you encounter any difficulties or have questions during the employee addition process, don't hesitate to reach out for assistance. Our support team is here to help you navigate the process and address any concerns you may have. You can open a live chat or email us at support@getmyhsa.com for help!