You can enroll your employees in Lively HSA by logging into your employer dashboard and navigating to the "Employees" tab on the left-hand side. Then, enter each employee's first name, last name, health plan start date, and email address. Make sure to set them to the appropriate “Contribution Category” and “Pay Frequency.”
Once you have entered all of your employees’ information, click "Enroll" in the bottom right-hand corner of your screen. The following page will instruct you to send out the newly enrolled employees email invites, which you can do with the click of a button. This will send each employee their secure sign up link.
Note: If you have more than 10 employees to enroll and do not currently have access to an enrollment file, please contact your Customer Success Manager for assistance.
Updated: