Employers and administrators can add a new employee from the Employee Roster in the Admin Portal by entering the employee’s name, email address, and hire date.
How to add a new employee
Log in to your Take Command Admin Portal.
Select Employee Roster
Click Add Employee.
Enter the employee’s first and last name, email address, and hire date.
Click Submit.
After you submit the employee, Take Command creates their account and sends an invitation email so they can begin onboarding.
What information is required
You must provide the following:
Employee name.
Employee email address.
Employee hire date.
The hire date is used to calculate the employee’s eligibility date based on your plan’s waiting period settings.
When the employee becomes eligible
The employee’s eligibility date depends on your QSEHRA plan design.
If your plan does not have a waiting period, the employee’s eligibility date is typically their hire date.
If your plan includes a waiting period, the eligibility date is calculated based on that waiting period.
Employees cannot receive reimbursements before their eligibility date.
What happens after you add the employee
Once the employee is added:
The employee receives a welcome email.
The employee completes onboarding.
The employee submits proof of qualifying health coverage.
Take Command reviews the employee’s coverage documentation.
The employee becomes eligible to submit reimbursement requests once onboarding and compliance requirements are complete.
Adding an employee does not automatically make them eligible for reimbursements.
Can I add multiple employees at the same time?
Yes. The Employee Roster allows you to add multiple employees before submitting the information.
Once submitted, each employee receives their own onboarding invitation email.
Can I send the welcome email again?
Yes. If an employee did not receive or cannot find their invitation email:
Go to Employee Roster.
Find the employee.
Click the three-dot menu next to their name.
Select Send Welcome Email.
Who can be added to a QSEHRA?
Generally, employers must offer the QSEHRA to all eligible employees. However, a QSEHRA may exclude certain groups depending on the plan design.
Examples may include:
Employees still in a waiting period.
Employees under age 25.
Part-time employees.
Seasonal employees, if excluded by the plan design.
Employees who are not eligible under your QSEHRA plan should not be added as participating employees until they become eligible.
What if I entered the wrong employee information?
If you need to update employee information after adding the employee, locate the employee in the Employee Roster and use the available edit options.
If you cannot make the change in the portal, contact Take Command Support for assistance.
Common issues when adding employees
I added an employee but they are not appearing in the roster
After adding an employee, check the status filter at the top of the Employee Roster. New employees typically appear under Invited or Pending Invite — make sure the filter is set to show these statuses rather than Active only.
If the employee does not appear under any filter after clearing all filters and searching by name or email, contact Customer Experience — the submission may not have saved correctly on the backend.
I entered the wrong hire date — how do I correct it?
Find the employee in the Employee Roster, click the three-dot menu next to their name, and select Edit. Update the hire date and save. The eligibility date will recalculate automatically based on the corrected hire date and your plan's waiting period.
If the employee's eligibility date needs to be corrected retroactively (for example, they should have been eligible 60 days ago but the wrong hire date delayed it), contact Customer Experience with the correct hire date and any approved claims that need to be reprocessed. Retroactive eligibility corrections cannot be made through the portal.
The employee did not receive their welcome email
Ask the employee to check their spam or junk folder first. The email is sent from noreply@takecommandhealth.com or a similar domain. To resend: Employee Roster → find the employee → three-dot menu → Send Welcome Email.
If the employee uses a corporate email address and is still not receiving the invitation, their company's email security system may be blocking it. Ask IT to whitelist emails from takecommandhealth.com. Alternatively, the employee can access the portal directly at app.takecommandhealth.com/member-portal and use 'Forgot Password?' to set their password if their account has been created.
The employee's eligibility date does not match what I expected
Eligibility dates are calculated automatically by applying your plan's waiting period to the hire date you entered. If the eligibility date does not match what you expect:
Verify that the hire date entered in the roster is correct.
Confirm your plan's waiting period setting with Customer Experience — the waiting period may be different from what you intended (e.g., 30 vs. 0 days).
If the waiting period needs to be changed for all new hires going forward, contact Customer Experience to request a plan configuration update.
Can I bulk-add multiple employees at once?
The employee roster allows you to add multiple employees before submitting — add all employees to the form and then click Submit once for all of them.
For larger batches (10 or more employees), contact Customer Experience — they may be able to provide a CSV import option for bulk roster uploads, depending on your account configuration.