Lively offers three primary methods for enrolling your employees, allowing you to choose the solution that fits your timeline and administrative needs.
Dashboard Enrollments. You can enroll employees directly through the Lively portal. This is done by following these steps:
Log into Lively.
Navigate to the "Employees" tab.
Select the appropriate plan year for which you'd like to enroll an employee.
Click "Enroll Employee".
Click "Add an Employee".
Search for an existing employee, or click to create a new one.
Enter the employee's demographic information and assign a payroll schedule.
Select the appropriate plan you would like to enroll the employee into.
Secure File Upload. This option allows you to enroll several employees at once using a bulk secure file upload. This is typically used for your first time enrolling employees or during Open Enrollment (OE).
How it works:
Download an enrollment template in your employer dashboard.
Add all employees that have opted into the plan to the file template.
Upload the file and select "Run Now" to send out the employee Lively invitations.
Secure File Transfer Protocol (SFTP). SFTP allows you to automate your employee HSA enrollments so there is no need to manually enroll new employees, terminate coverage, or make plan changes. Changes you make in your Benefits Administration system will feed over to Lively in the next scheduled file.
Please note:
It is possible your Benefits Administration or Payroll provider may charge per file.
Timing varies depending on your provider, potentially taking 3–6 months to set up.
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