Add Employer Contacts & Primary Address

What do Contacts do? 

Please see this article for an overview of all User Roles and Contact types. 

Please note: you must designate a Signer and an Admin user for the employer to complete Onboarding. It may also be useful to designate a Finance user. 

You may not complete contract creation without designating a Signer. The Signer will sign the Contract, the Contribution model, and the ICHRA Plan document. 

The Signer or the Finance role may authorize banking setup, and enter ACH funding details.

The Admin role is capable of carry out the other onboarding tasks. 

Setting Employer Contacts

Navigate to the employer's Setup tab to continue the checklist steps.

Is the employer contact an employee who is eligible for benefits? Check the Employee Management tab for their profile. Once located, open the profile and enter their work email. 

If the employer contact is not eligible for benefits, continue reading. 

During the contract setup, after reaching the "Review Contract Setup" page, click the "Add Signer" button in the top right. 

If the contact is a Signer with an additional role (for example, Admin), check the boxes to select both roles. 

If the contact is only in the Signer role, only check the box next to the Signer role. 

If the contact is an employee, type their name into the Search box and select them from the dropdown list. 

Click the contact's name and click the blue Save button at the bottom of the screen. 

If the contact is not an employee, flip the "Add a non-employee?" toggle to "No."

Enter the non-employee contact's information, select their role(s), and click "Save."

Add Primary Address

You must add a Primary Address for the Employer group in order to move the client from Lead to Prospect.

Navigate to the employer's Setup tab. Click on the "Set primary address" button under the Add Primary Address task.

Enter the following information for the company's primary address:

• Location Name (this will appear on all employer reports)
• Address line 1
• Address line 2
• City
• State (drop-down list)
• ZIP Code
• County (will populate after entering the zip code)
• Set as primary or headquarters - yes/no 

After completing all the information, select the blue "Save changes" button.