Benefit enrollment is the final step in the kickoff process for providing members with benefits on their Health Wallet. If you’ve added members and assigned benefits to an organization, you can enroll members of that organization into those assigned benefits. Here’s how:
How to enroll members in benefits
Note for Partner Administrators
For the steps listed below, select the appropriate organization from the Organizations tab first.
There are several ways to enroll members in their benefits with the Health Wallet Manager. Here are some common reasons why administrators use different enrollment paths.
You want to upload the Benefit Enrollment spreadsheet
Select Benefit Enrollment.
Select your preferred method of benefit enrollment:
Manual: Select members and benefits in-app and enter start dates and contribution amounts.
Spreadsheet: Upload a spreadsheet with members, benefits, start dates, and contribution amounts.
Admin Pro Tip
Selecting the Benefit Enrollment button is the only way to upload an enrollment spreadsheet. However, there are many other ways to manually upload members (see below).
You want to select from an organization’s listed members.
Select Members.
Select the appropriate member.
Select the kebab (aka three vertical dots) icon at the top right.
Select Enroll in Benefits.
Admin Pro Tip
This process allows you to view all of an organization's members and their associated benefits in one place. It can help identify which member(s) need to be enrolled in a benefit.
You want to select from an organization’s listed benefits.
Select the appropriate benefit.
Select Enroll New Members.
Admin Pro Tip
This process allows you to view all the benefits linked to an organization and can help you identify which benefit plan needs new enrollees.
You need to add a new individual before enrolling them.
Select Add Members and complete the process.
After adding a new member, select Enroll Member in Benefits.
Admin Pro Tip
This process allows you to add and enroll an individual with a straightforward flow.
Two enrollment methods
There are two methods of enrolling members in their benefit: manual and spreadsheet.
Manual enrollment
With manual enrollment, you use the app to select the appropriate member and benefit program(s) and set enrollment start dates and contribution amounts. Admins like this process because it allows them to skip inputting info on another spreadsheet, but it is limited to individual enrollment.
Enrollment spreadsheet
Uploading the enrollment spreadsheet allows you to enroll multiple members of an organization into their benefits at once. You'll need to provide Employee_IDs and Benefit_IDs, enrollment start dates, and the amount of initial and recurring contributions. Leverage the guidelines provided by the Enrollment Guide tab to ensure the Health Wallet Manager accepts your spreadsheet data. This method is only available via the Benefit Enrollment button.
Data Guidelines
We recommend downloading the template to ensure formatting accuracy.
Missing members or benefits
Here are some solutions to common admin enrollment problems.
Missing member. If you can't find a member you wish to enroll in benefits, you'll probably need to add the member to the organization first.
Missing benefit. If you cannot enroll a member into a desired benefit plan, you probably need to assign a benefit template to that member's organization.
Next steps
Benefit program members will receive a welcome email on their plan’s effective date.
Enrollment benefit info
When enrolling members into their benefits, here is the information you’ll be required to provide.
BENEFIT_ID*
A Benefit ID is a unique code that identifies a benefit plan assigned to an organization. It's a string data type with a maximum length of 65 (e.g., 71076a9c-fae9-430c-9ccb-3051582bf187). It can be found listed under an Organization’s Benefits.
*You won’t need to provide a Benefit ID if you use the in-app process, Manual Enrollment.
EMPLOYEE_ID*
Employee ID is a unique code that identifies a member of an organization (e.g., employer). An Employee ID may be listed more than once if a member enrolls in multiple benefits, and it does not change if a member becomes a dependent or re-enrolls. However, a member will receive a new Employee ID if they change organizations. It cannot be the member's SSN. It's a numeric data type with a maximum length of 9 (e.g., 100000002). You can find it listed under an Organization's Members.
*You won’t need to provide an Enrollment ID if you use the in-app process, Manual Enrollment.
ENROLLMENT_START_DATE
The Enrollment Start Date is when a member can first access their benefit. It must be set to after the Plan_Start Date, but before the Enrollment End Date (if there is one). Dates should be submitted in the YYYY-MM-DD format (e.g., 2025-01-31).
ENROLLMENT_END_DATE
The Enrollment End Date is when a member can last access their benefit. It is optional, but it must be set before the Plan_End_Date. Dates should be submitted in the YYYY-MM-DD format (e.g., 2025-12-31).
INITIAL_EMPLOYEE_DEDUCTION
The Initial Employee Deduction is the initial amount a member contributes to their benefit plan. It is optional and occurs immediately when the benefit plan becomes active. It should be an amount in dollars with no characters other than a decimal place (e.g., 20.5)
INITIAL_EMPLOYER_CONTRIBUTION
The Initial Employer Contribution is the initial amount an employer contributes to a member's benefit plan. It is optional and occurs immediately when the benefit plan becomes active. It is an amount in dollars with no characters other than a decimal place (e.g., 2500.5)
RECURRING_EMPLOYEE_DEDUCTION
The Recurring Employee Deduction is the amount a member repeatedly contributes to their benefit plan. It is optional and occurs according to the contribution schedule defined during benefit setup. It cannot be used for FSAs or LP-FSAs. It is an amount in dollars with no characters other than a decimal place (e.g., 20.5).
RECURRING_EMPLOYER_CONTRIBUTION
The Recurring Employer Contribution is the amount an employer repeatedly contributes to a member's benefit plan. It is optional and occurs according to the contribution schedule defined during benefit setup. It is an amount in dollars with no characters other than a decimal place (e.g., 2500.5).