Add an Employee
To add an employee to the system:
1. Click ADD EMPLOYEE.
2. Enter the employee’s social security number and click NEXT.
3. Enter the employee’s information and click NEXT.
4. Enter the employee’s employment information and click NEXT. If your company has salary-based benefits, such as Group Life or Group Disability, please be sure to include the employee's salary and/or hourly information.
5. If your company has any onboarding tasks set up, assign or remove any available onboarding tasks and click FINISH UP. Note: Upon logging in to the employee homepage, the system will prompt the employee to complete tasks before they can enroll into any benefits. If your company does not have onboarding tasks set up, you'll click FINISH UP.
6. A registration email to the employee can be sent at this point. Click Send or No, Not Now. NOTE: The email address entered here is not saved under the employee’s record.
7. Options available at this point:
a. Go to the employee’s profile page.
b. Go to the employee’s enrollment page.
c. Enter another employee.
d. Click FINISHED.
8. The new employee has been successfully entered.