As new employees join your company, you are required to add them to the program. Employees can be added individually or in bulk.
Note: Please take your time and confirm that all employee information you enter is accurate. You will not be able to edit the information once their status is “Active.”
Add Single Employee
To add a single employee, navigate to the “Employees” page and select Add Employee.
In the “Add Employee” window, fill out the required fields: full name, SSN, and date of birth. If your payroll provider uses an external payroll ID instead of SSN, please complete the optional field.
Once you have entered all the required information for your new employee, select the Save & Continue button.
Next, enter the employee's email, phone number, and address.
Lastly, click the Save New Employee button to complete adding the employee. You will then be presented with a popup, confirming that the employee has been successfully added.
Add Multiple Employees
To add multiple employees to your program, you have two options
- File upload
- Manual entry
A few helpful tips when submitting your employees:
- All fields highlighted with an asterisk in the column header are required data elements for each employee.
- Those required fields include SSN, First Name, Last Name, Birthdate, Physical Mailing address, and Email or Phone Number.
- The valid formats for Date of Birth are Month/Day/Year or Month-Day-Year. (i.e 01/25/1970 or 01-25-1970)
- If you are missing data for a required field, that cell will be highlighted in red.
File Upload
To add employees by file upload, start by clicking on the Add Employee button from the "Employees" page.
Then, from the “Add Employee” window, select the Bulk Add Employees option.
This will bring you to the screen where you can add employees in bulk. Select the Upload File tab to upload an Excel or CSV file from your computer that contains the employee information.
Once your file uploads and employee information populates the grid, select Save & Continue.
Manual Entry
To add employees manually, start by clicking on the Add Employee button from the "Employees" page.
Then, from the “Add Employee” window, select the Bulk Add Employees option.
This will bring you to the screen where you can add employees in bulk. Here, you can manually enter your employee's information into the grid.
If you are missing data for a required field, that cell will be highlighted in red.
Once you have finished entering employee information in the grid, select Save & Continue.
You will then be presented with a popup, confirming that the employee has been successfully added.
After you’ve added a new employee, they will receive information about saving for retirement via the program, including the option to opt out of the program or change their savings rates. They will have 30 days to take action before their account becomes active and contributions are withheld from their paycheck.