This friendly five-step checklist will help you complete the necessary steps for your company's Health Reimbursement Arrangement (HRA) setup. Follow these steps to ensure a smooth and efficient process:
Note: steps are not considered complete until the item is fully complete and “continue” is clicked.
Employers begin by reviewing and acknowledging the documents provided by Take Command. This ensures that all necessary information is understood and agreed upon.
Employers can upload their employee roster or add employees individually. This step is crucial for tailoring the HRA plan to the company's workforce.
Employers apply for their AutoPay account and connect their bank account. AutoPay is a optional step and can be completed before the HRA subscription can be purchased. Ensuring this is done guarantees that all financial transactions are handled efficiently and securely.
If Package = Growth, Partner, or Professional: AutoPay is enabled by default (Default = Yes).
If Package = Starter: AutoPay is disabled by default (Default = No).
If Onboarding is incomplete: AutoPay is disabled by default (Default = No). Understanding AutoPay Setup
Employers can set a date for sending out email invitations to newly added employees. This step helps in communicating the HRA plan to all relevant personnel.
Employers manage their payment methods and invoices through the subscription billing setup.
Important Notes:
Review Checklist: If needed, you can go back and review the checklist at any time to ensure all steps are completed.
Dashboard Navigation: The left navigation items on the dashboard will be enabled at all times for easy access.
Subscription Billing: The "Set-Up Subscription Billing" step will prompt you to continue to the Add-on Products section and then to the Stripe Page.
Mandatory Steps: All four initial steps (set up employees, invite emails, and acknowledge services agreement document) must be completed before purchasing an HRA subscription.
Progress Tracking: A progress bar will display the number of completed steps (e.g., 4 out of 5), helping you keep track of your progress.