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How do I enter my company information during benefits setup?

Step 1 of the benefits setup wizard asks for your company's legal and contact details. Here's what you'll need and how to fill it in correctly.

During benefits setup, you'll be asked to confirm your company's information — this is used for your health insurance election and carrier records. Here's what to fill in:

Company details

Field

Notes

Company name

Your operating name

Is this the legal name?

Select Yes or No

Company legal name

Required only if different from your operating name

EIN (Employer Identification Number)

Auto-formats as XX-XXXXXXX

Phone number

Company contact number

Company website

Enter without the https:// prefix

Company address

  • Address Line 1 and Line 2

  • City, State (dropdown), and ZIP code

Additional company information

Field

Notes

Team size

Select a range: 1–10, 11–25, 26–50, 51–75, 76–100, or 101+. If 101+, enter the exact count.

SIC code

Industry classification — use the searchable dropdown

Pay period

Weekly, bi-weekly, semi-monthly, or monthly

Payroll company

Select from the list, or choose "Other" and specify if not listed

Click Continue when all required fields are complete.

Questions about your company information?

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