Adding Employees

This article will show you how to add employees using the platform. You can also import employees using Excel.

To add employees click the Start Decision Tool button.

This button is found on the Edit Employer page when you select an employer from your dashboard, or after adding a new employer.

  1. Click on Add Employee
  2. Enter employee information into the new added row (ex. First Name, Last Name, Date of Birth, etc.)
    Tip

    Not all fields are required right now to generate a quote

  3. Click the Save icon under the Action column
  4. In the Action column next to the new employee, click the plus sign icon to add additional details
  5. Under the new employee row, you can now add a spouse and dependents, additional information, and address
  6. Click Save
Updated on October 20, 2022

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