Managing Your Team
Your team is the heart of your business. Here's everything you need to keep their profiles, classifications, and access up to date in your OS BENEFiTS dashboard.
10 articles
How do I add a single employee?Adding a new team member to OS BENEFiTS takes just a few steps. Here's how to add an employee to the dashboard.
How do I add multiple employees at once?Adding your whole team at once? Use the bulk upload feature to import employees via CSV - here's how to prepare your file and upload it correctly.
How do I view an employee's details?Need to check an employee's benefit enrollments, dependents, or personal information? Here's how to pull up their full profile in just a couple of clicks.
How do I edit an employee's information?Need to update an employee's name, contact details, job title, or benefit classification? Here's how to make changes to a single employee's profile.
How do I remove an employee?When a team member leaves, here's how to remove them from your OS BENEFiTS account - and what happens to their data afterward.
How do I view employee roles? (Employers only)As a company owner, you can see which admin roles have been assigned to your employees - here's how to view them.
How do I assign an Admin role to an employee? (Employers only)Need to give a manager or team lead access to administer benefits? Here's how to assign an admin role to an employee in your OS BENEFiTS dashboard.
How do I remove an Admin role from an employee? (Employers only)Need to remove admin access from a team member? Here's how to remove a role from an employee's profile as a company owner.
How do I view my employee classification settings? (Employer only)Not sure how your benefit tiers and contribution levels are set up? Here's how to find your company's classification settings in the OS BENEFiTS dashboard.
How do I view all my employees?Need a quick look at your full team? Here's how to pull up your complete employee list, including their benefit enrollment status, right from your dashboard.