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How do I add my employees during benefits setup?

After selecting your plans, you'll add your team so they can receive enrollment invitations. Here's how to upload employees in bulk or add them one at a time.

Once your plan selections are complete, it's time to add your team. There are two ways to do this:

Option A — Bulk CSV upload (recommended for larger teams)

  1. Select Upload Bulk CSV

  2. Download the provided CSV template

  3. Fill in your employees' information:

    • First name, last name, email address

    • Employment type, hire date, and other required fields

  4. Upload the completed file

  5. Review the upload results — any rows with errors will be flagged for correction

Option B — Add employees individually

  1. Select Add Individually

  2. Enter each employee's details using the form provided

  3. Click Add Employee to save each record

Tip: Employees added here will receive an enrollment invitation email once the enrollment window opens. Double-check that all email addresses are accurate before submitting.

Once your team is added, click Continue to proceed.

Questions about adding your team?

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