After your initial onboarding is complete, you’ll need to manually add any new hires to the system as they join your organization.
Click “Add Employee” in the left menu bar.
The screen will populate with the information you need to enter.
Add Employee Details:
- First and Last Name
- Gender
- Date of Birth
- Social Security Number
- Home Address
- Personal Email
- Phone Number
Add Employment Details:
\
- Select Work Location
- Work Email
- Work Phone
- Employee Hire Date
- Eligibility date will be calculated based on your ICHRA plan settings
- Select “Full Time” or “Part Time” for Employment status
- Select “Salaried” or “Hourly”
- Enter # of Hours Per Week
- Enter Salary or Hourly Information
Click “Save”
The system will send them an invite email so they can set up their account and get enrolled.
If you ever need to re-send the welcome email, click the pencil icon next to their name and click “Send Invite” in the top right corner:
As soon as the employee is added, you can track their enrollment on the “Manage New Onboards” tab.
