You can manually enroll your employees in any Lively benefit (HSA, FSA, HRA, etc.) directly through the Employer Dashboard. This process allows you to input their details and trigger their welcome emails individually.
Step-by-Step Enrollment Guide:
Log in to your employer dashboard.
Navigate to the "Employees" tab located on the left-hand side menu.
Click the "Add Employee" button.
Input the employee's required details, such as First Name, Last Name, Health Plan Start Date, and Email Address.
Select the specific plans you wish to enroll them in and ensure you set the appropriate "Contribution Category" and "Pay Frequency" for each.
Once all information is entered and verified, click the "Enroll" button to finalize the setup.
On the confirmation page, follow the prompt to send the email invitation. This will immediately send a secure sign-up link to the employee so they can create their account.
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 or the Customer Success Team for assistance. They can help streamline the process for larger groups.
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