Do you have a new HSA eligible employee? No problem! We've made adding employees to your HSA program as easy as possible.

Step 1: From your People page, click "Add Employee"

Step 2: Select the employees you want to add. You may search for employees by name. You may also ‘Select All’ to add all employees. Click ‘Add Employees’.

Step 3: If an employee has more than one email address on file, select the desired email address for that employee.

Step 4: Select the HSA Eligibility Date for your employees. You may select a single date for all employees to be added, or add different dates for each employee. Click ‘Finish Setup’.

All done!

Did this answer your question?