Lively offers a variety of contribution management solutions designed to fit the size and administration style of your organization. Whether you prefer hands-off automation or detailed control, we have a solution to support you.
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Dashboard Funding
Dashboard funding is designed for employers who want a simple, direct way to manage contributions without generating complex files. You can log in to the Lively dashboard to submit employee and employer contributions manually or via a "payroll" flow.
Available for: Health Savings Accounts (HSA), Commuter Benefits.
File Upload
This solution provides a balance of control and data management, allowing you to bulk-upload contribution data whenever it suits your schedule. You can upload CSV files containing specific employee elections and contribution amounts directly to the dashboard.
Available for: Health Savings Accounts (HSA), Commuter Benefits, and Reimbursement Accounts (FSA, HRA, LSA).
Secure File Transfer
For a fully automated experience, Lively supports SFTP to sync your data securely and reliably. Your payroll system or HRIS automatically transmits enrollment and contribution files to Lively via a secure connection.
Available for: Health Savings Accounts (HSA), Commuter Benefits, and Reimbursement Accounts (FSA, HRA, LSA).
Assumed Deductions
We offer a streamlined method specifically designed to simplify the administration of dependent care benefits. Instead of requiring you to upload a contribution file every pay period, Lively schedules the contributions based on the "assumed" payroll deductions defined during setup.
Available for: Dependent Care FSA (DCFSA).
Direct Deposit
For Health Savings Accounts, Lively supports a funding option that allows you to bypass standard contribution files. You can retrieve individual employee account and routing numbers from the "Employee Enrollment Report" to send funds directly to their accounts.
Available for: Health Savings Accounts (HSA).
Need to make a change? Please contact your Customer Success Manager or the Customer Success Team to review these options or to make a change to your current solution.
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