Employer Administrator Support
Resources for employers to manage contributions, support employees, and navigate the employer dashboard.
Enrollment & Onboarding
- Employer Guide: Setting Up Enrollment Files
- My employee's enrollment link isn’t working anymore after they accessed the Lively website, what should I do?
- How do I enroll an employee using a file feed?
- What enrollment management solutions does Lively offer?
- How do I enroll employees in the Dashboard?
- My employee is having trouble completing their enrollment. What should I do?
Contributions & Funding
- When will funds be available in my employees' accounts?
- Can I still make contributions to an HSA if employees do not complete their enrollment?
- How do I reverse an HSA contribution that was processed in error?
- Can I customize how frequently I make contributions to my employees' accounts?
- Can I contribute to my employee's HSA if they are termed?
- What is the deadline to make contributions to my employees' HSAs?
Employee Management
- Why might an employee's Lively account be restricted or missing features?
- How do I set a retro-active termination date for an HSA or Reimbursement Account through the web app?
- What type of notifications will my employees receive around their HSA/RA experience?
- How do I retro-actively term an employee using the employer dashboard?
- What Should I Do If My Employee Is No Longer On a HDHP?
- How do I terminate an employee using a file feed?
Cards & Spending
- What is the process for submitting a manual claim?
- How long does it take for debit cards to arrive?
- Why did my employees' card transaction get declined?
- Can I reorder cards for my employees?
Plan Administration & Compliance
- How do I check the balance of my employees accounts?
- Where can I find a detailed breakdown of employee and employer HSA contributions?
- What reporting is available to employers?
- How do I handle renewal at the end of a plan year?
- How should I prepare to transition to Lively in the middle of a plan year?
- What is non-discrimination testing and why does the IRS require it?