Scheduling contributions can be done by uploading a spreadsheet.
How to enroll new members into a benefit
Note for Partner Administrators
Select the desired organization from the Organizations tab before following the steps below.
Select Benefits.
Select the benefit you want to enroll members into.
Select Enroll New Members
Download the template and fill out the requested fields
Upload the completed template
Select Upload Contributions
Download the Contributions Template first
To ensure formatting accuracy, we recommend downloading the template before uploading contributions.
Contribution template fields
The contribution template will ask for Offering_ID, Employee ID, Employee_Deduction_Amount, and Employer_Contribution_Amount.