As the Plan Administrator, you will enroll your company's employees through the online administrator account.
To enroll employees you will need the following information:
Full legal name
Family status (single, married, etc.)
Date of birth
Dependents (optional): First and last name
- HRA Class they will be enrolled in
- HRA effective date
Then, follow these four simple steps:
1. Add New Participant
Under "Quick Links" click on "Add New Participant". Or, from the main menu (blue bar), go to "Participant" > "Add New Participant".
2. Enter Employee Information & Submit
Enter the required information and click "Submit New Participant" at the bottom of the page.
3. Send and/or Print Welcome Letter
On the confirmation page, follow the steps "Print/Email Welcome Letter," send and/or print a Welcome Letter. Click the appropriate link to email and/or download the Welcome Letter. We recommend doing both.
4. Repeat Process for Additional Employees
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