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Add New Employee and Dependents

Adding and removing an employee is the responsibility of the company Plan Administrator and is done through their secure login.

Add Employee

From the Main Menu, click on Enter / Edit Employee Information.

Add Employee

Employee Name and Email

The employee's name and other particulars are needed as you move through the "wizard". The Email address becomes the employee's login username so it is important that this be entered. It can be any email address that the employee has personal access to. Once all screens of wizard are entered, next is to add the dependents for the employee.

Dependents

Including dependents for the employee are necessary for making HSA claims and for establishing the correct insurance coverage (ie. Single vs. Family).