If you are looking to add employees in bulk via CSV, see our help article Add Employee(s) to Your Roster - Bulk
Streamline your employee onboarding process with our simple process. Upon submission, the new user will be automatically associated with the selected company and receive an email invitation to join the platform.
Detailed steps:
Starting the process
Select the “Add New” button from the People Management Table.
Add a single user
Select the “Continue” button under the “Add a person” section.
Enter employee information
Enter all the information regarding the individual you are adding.
Required Fields
First Name
Last Name
Email
Role
Choose employee's role
Choose the individual’s role from the dropdown list.
Administrator
Broker
Employee
System Administrator
Enter the employee’s address information
Required Fields
Address
City
Zip Code
County
State
Enter the employee’s benefit information
Required Fields
Employment Type*
Employment Date
Hire Date
Date of Birth
Class
Benefits Eligible Date
Employment type options
Full-Time
Part-Time
Seasonal
Selecting the Hire Date is a date picker. Choose the date the employee was, or will be, hired.
Selecting the Date of Birth is a date picker.
Selecting the Benefits Eligible Date you want for this employee from the dropdown. NOTE: The default date is the first of day of the month based on the users hire date and the waiting period for the selected class. You may select another date up to six months in the future.
Select the “Class” from the dropdown selection. This list will be the classes that were created whenever your company was created.
Confirm add
“Save” after all required fields have been filled and confirm the addition.
Troubleshooting
If at any time you are missing a required field, or the format of the input is incorrect, the page will let you know.
