This guide is designed to help you navigate the myHSA platform efficiently. Whether you are running a proposal, enrolling a corporate client, or managing employee information, this cheat sheet will provide step-by-step instructions to streamline your tasks.
Prefer a video tutorial? Check one out here:
1. Running a Proposal
To run a proposal, you can access the necessary tools from your Dashboard or the Marketing tab in your "Prospects Centre".
2. Adding a Client
Printable PDFs of the Corporate Enrolment Form are available under the Documents section. While myHSA does not require these forms, they are provided as a business tool to assist you in enrolling your client.
To add a new client, follow these steps:
Step 1: Under the Client tab, click “Add a Client” and fill out the required information, including client details, corporate bank information, and fees.
Advisor Fee: This fee will be charged to your client for each claim.
Step 2: Set up the plans. For more information on plan types, refer to the "Resources" section or run proposals.
Step 3: Assign a Plan Administrator for the company and send them a Welcome Email. The Plan Administrator will need to log in and sign Terms and Conditions before the account becomes active.
Step 4: Add any company-specific add-ons.
Adding Employees
Plan Administrators and Advisors can add employees through the Employees tab. Follow these steps:
Step 1: Enter the employee's name, a valid email address, gender, province, and birth date.
Step 2: Attach the employee to a plan, set a starting balance, and send them a Welcome Email.
Employees can fill out the rest of their profile upon logging in!
Using the Import Spreadsheet
For mid to large-sized groups (10 or more employees), myHSA offers an Import Spreadsheet available under your "Resources" tab. After filling out the required fields, email the spreadsheet to support@getmyhsa.com, and myHSA will upload the data for you. We've attached the spreadsheet to this article as well for easy access!
Sending Welcome Emails
Once you have added employees and reviewed the information, you can send out Welcome Emails. To do this:
Find your client under the Client tab.
Click "Edit" and select the option to "Send Welcome Email to All".
Choose the current date or a future date for the emails to be sent.
By following this guide, you can efficiently manage proposals, enrol corporate clients, and handle employee information on the myHSA platform. For any additional help, the myHSA support team is always available to assist you at support@getmyhsa.com.