We wanted to provide an easier way to track HSA contributions (employer and employee) and HSA enrollment. In the Lively Admin Dashboard, employers can now pull custom HSA reports within dedicated date ranges to better track HSA contributions and enrollment.
Contribution Details Report
This report provides the details of all contributions over a specified period of time. You can set a date range and select which details you'd like included in the report.
Employee Enrollment Report
This report provides the details of all eligible employees and their enrollment status. You can select which details you'd like included in the report.