When submitting contributions, you will have the option to add new employees or update employee information.

Adding A New Employee

From your employer portal, click on the "Contributions" tab on the left-hand side of your screen. To begin, select Start Contribution. You can then choose to:

• Input contributions manually
• Copy from a previously submitted contribution
• Upload a contributions file

If you have a new employee to add, you may include them in your contributions file upload. Click Upload File and select the designated file. Then, click Open.

Unrecognized employees will be highlighted in red in the contribution grid. If you have all of the required information to add that employee, click on their highlighted row. Then, select Add Employee.

Enter their information in the "Add Employee" pop-up, including their:

• Full name
• SSN
  • Note: If your payroll provider has an ID they use in lieu of a SSN, you may include it in the optional field called "External Payroll ID."
• Date of Birth
• Physical Address
• Hire Date

Note: The "Marital Status" field is optional, but if you know it, please include it.

Once all required fields have been completed, select Save New Employee. At any time during this process, you may select Exclude Row to cancel the addition of the new employee.

If you choose to exclude the employee and complete the rest of the contribution, be sure to either refund their money or return later to finish adding them and process their contribution using an off-cycle contribution.

Note: It is uncommon, but if you need to process a contribution for a new employee who has already left the company, be sure to include their termination date in addition to their hire date.

Updating An Existing Employee

To update an existing employee's information, you have a few options:

• Include the updated employee information in the contribution file that you upload.
• Update employee information directly in the contribution grid during the contribution submission. You can type over any existing information.
  • Note: Be sure to select Send & Validate after you've entered the new information.
• For integrated plans, please update the information in your payroll system so that your provider can include the update on any upcoming contribution submissions.

Helpful Notes:

• If you have a new employee, please include them in the file you upload with a contribution on their first pay date.
• If you need to change an employee's demographic information, include the updated information when you process the contribution.
• If you need to notify us of an employee's termination, include the employee and their termination date in your file upload. You may remove them from your file after we have received a date of termination and updated the account.
• SSNs and names cannot be updated through the portal. You must work with your record-keeper to do so.