To protect employee information, Social Security Numbers will be masked online and in most reports. To assist you in identifying employees, employee IDs and category/department IDs can be added for each employee.
Employee ID
This unique identifier will be used instead of a SSN to identify your employee when making contributions/deductions and viewing reports.
Category/Department
Allows for designation of an employee based on location, business unit or other department or category that can be used for filtering on various reports.
Adding an employee ID or category/department ID can be done one by one in the employee listing, or you can do this with multiple employees by file upload.
Add/Update IDs for Individual Employees
Go to Employee Info > Employee Listing.
Click on the name hyperlink for the employee you wish to update.
Click the Employee ID field to add the new identifier.
Click the Category/Department field to
Add a new Category/Departments by selecting '[Enter Category]' in the dropdown.
Type the new Category/Department in the popup window and hit save.
You can now select that option from the dropdown menu.
Click Update to save your changes.
Note: Since HSAs are individually owned accounts, the employee ID and category/department ID are the only profile fields you will be able to add/edit from the employee listing. Any other profile changes will need to be made by the employee.
Add/Update IDs by File Upload
To update several employee's at once using a template file upload from the employer portal:
From this page you can download the template and view instructions.
Do not change the order of the template.
Please note, Social Security Numbers are required to complete this process.
Complete the template and add employee ID numbers and category/department numbers if applicable.
Save and upload the template by clicking the ‘Select files…’ button.
If there are any issues with your file, you will be notified of the errors.
Once complete, the uploaded values will be available to review on the employee listing.