Lively streamlines the contribution process by allowing you to establish recurring contributions directly from your Employer Dashboard. This automation ensures consistency and reduces the need for manual intervention each pay period.
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Employee Recurring Contributions
You can manage the recurring deduction for a specific employee directly from their profile. This is useful for updating individual election amounts.
Log in to your Employer Dashboard.
Navigate to the "Employees" page and select the specific employee.
Locate the "Employee Recurring Contribution" section and click "Edit".
Enter the desired contribution amount.
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Select the applicable payroll date:
Next payroll: The change will take effect immediately for the upcoming cycle.
Future payroll: The current contribution amount will continue until the date you select, at which point the new amount will take over.
Note: If you do not see the "Employee Recurring Contribution" option, please confirm that the employee is currently enrolled in an active HSA plan.
Employer Recurring Contributions
To automate contributions from the company to your employees (such as a monthly employer match or seed), you must first define your contribution categories. Please collaborate with your Customer Success Manager or the Customer Service team to ensure these categories are configured correctly before proceeding.
Once your categories are ready, follow these steps to automate the funding:
Navigate to the "Contributions and Elections" page in your dashboard.
Select the "HSA Contributions" tab and click "Manage Employer Contributions".
Choose "Add a Recurring Contribution".
In the pop-up window, select your payroll schedule and the appropriate contribution category.
Enter the specific contribution amounts for both individual and family coverage tiers.
Click "Confirm" to save.
Once active, these contributions will automatically apply to all employees based on their assigned contribution category, payroll schedule, and coverage tier.
Note: this recurring contribution feature is designed for employers who allow Lively to debit their bank account directly based on dashboard settings. If you fund contributions via direct deposit (pushing funds to Lively) or by uploading a contribution file, you cannot use this feature. In those scenarios, contribution amounts are determined strictly by the data in your file or the funds you transmit.
Troubleshooting
Changes not applying: if a contribution change does not take effect when expected, please verify the specific payroll date selected during the setup process.
Missing options: if you are unable to locate the contribution options mentioned above, confirm that the employee’s HSA plan is active and properly assigned in the system.
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