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If you have a large list of employees/dependents to add, please reach out to the practice and they will be able to upload them for you. If you just have a handful to add you can do so following the below directions:

Select '+ New Employee or Dependent'

Select their enrollment date (Employee start dates must be on the first of the month)

Press 'Create and Enroll Employee'

1. Click on the 'Employee' tab
2. Select '+ New Employee or Dependent' 
3. Fill out all the demographic information
4. Select their enrollment date (Employee start dates must be on the first of the month)
5. Press 'Create and Enroll Employee'

From the employee tab, select '+ New Employee or Dependent'

In the 'Type' field, select adult or child

In the 'Dependent of' field select the employee who the dependent should be connected to

Press 'Create and Enroll Dependent'

1. From the employee tab, select '+ New Employee or Dependent' 
2. Fill out all the demographic information
3. In the 'Type' field, select adult or child
4. In the 'Dependent of' field select the employee who the dependent should be connected to 
5. Press 'Create and Enroll Dependent'

Employer Portal: Adding New Employees & Dependents

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Adding a new Employee

Adding a new Dependent