Submitting Eligible Participants

After creating your program, you can submit eligible participants who can take advantage of your offering. Depending on your account arrangement, you may be able to automatically submit a list of eligible participants, or you will need to manually enter eligible participants into the portal.

Manual

1. Single Entry

Entering eligible employees one at a time is recommended for organizations with fewer than 20 eligible participants. Enter the name, email address, and a unique external identification (e.g., Employee ID or email address) for each employee.

For Student Loan PaydDown and College SaveUp: You must select the program name for which you are adding participants from the drop-down menu options. Additionally, you can:

• Click Show Optional Fields to enter a participant’s date of birth and home address.
• If you are adding a participant to a tenure program, you must also fill out the tenure date so that the program can account for a participant's tenure, or years of service.
• If you are adding a participant to a custom contribution program, you must use the spreadsheet upload method. 

2. Spreadsheet Upload

You can download our Excel template by clicking the Upload Participants option. This allows you to enter each of your eligible participants in a single spreadsheet. Additional instructions and a sample file can be found on the second and third tabs of the template. 

When completing the template, make sure:

• Unique external identification (email, first name, last name, and External ID) is required.
• The completed file is saved on your computer.
• The saved file is uploaded into the portal.
• Review your data prior to submitting it in the portal. 
• Select Save Participants to complete the upload. 

For Student Loan PayDown and College SaveUp: When completing the template, make sure:

• Macros are enabled.
  • If you are using a Microsoft computer, please follow these instructions to enable Macros:
    • Click the blue Download template button as pictured above.
    • After the file download is complete, open your “Downloads” folder.
    • Right-click the file.
    • Select Properties.
    • In the bottom-right corner, check the box that reads “Unblock.”
    • Click Apply, then click Okay.
    • Go back to the downloaded file, now you may double-click to open the file.
    • After opening the file, if you see a yellow banner across the top, click Enable Content.
  • If you are using a Mac computer, please follow these instructions to enable Macros:
    • Click the blue Download template button as pictured above.
    • After the file download is complete, open the file.
    • When the pop-up window appears, click Enable Macros.
• The Assign Same Program to All Participants button is only
  used when all participants belong to the same program.
• If you are adding a participant to a tenure program, tenure dates
  must be completed.
• If you are adding a participant to a custom contribution amount
  program, the custom contribution amount field must be
  completed. 

3. Global Participant List (for Student Loan PayDown and College SaveUp)

You can add participants to more than one program using a previously loaded eligibility file.

• Under the “Programs” tab, click view next to the program you want to add an existing participant to.
• Click on Selected Existing at the bottom of the “Program Details Page” tab.
• This brings you to your Global Participants list. Select Edit Participant next to the participant you want to add to the program.
• Add the name of the new program in the “Participant Programs” section.