Welcome to the Employer Help Center

Adding or Updating HSA Enrollments

As employees join your organization and experience qualifying life events, you may need to enroll new participants or update coverage levels through the online Employer Portal. 

Important notes regarding HSA enrollments:

  • HSA enrollments must only be entered once at account opening; annual re-enrollment is not required.
  • Election/deduction amounts are not required when entering a HSA enrollment. Employees may change their contribution amount throughout the year and this only needs to be updated in your payroll records.
  • The coverage level indicated at enrollment will determine the contribution limit on the account. If an employee changes from Individual to Family coverage (or vice versa) it is important to update their coverage level on the HSA account.


Creating a new employee profile and enrollment:

  • Log into the Employer Portal.
  • Under the Employees tab, select Add Employee. 
  • Enter the Personal and Employment Information and click Add Employee. 
  • In the Confirmation section click Add Enrollment. 
  • Select the plan and click Enroll. 
  • Enter the Effective Date and Coverage Level and click Add Enrollment(s).


Adding an enrollment to an existing employee profile:

  • Log into the Employer Portal.
  • Under the Employees tab, search for the employee by name.
  • From the employee profile click the Add New Enrollment button. 
  • Select the plan and click Enroll. 
  • Enter the Effective Date and Coverage Level and click Add Enrollment(s).


Updating an existing enrollment:

  • Log into the Employer Portal.
  • Under the Employees tab, search for the employee by name. 
  • Select the Enrollments tab.
  • Click Update in the Actions column next to the benefit election to be updated. 
  • Choose the applicable update reason (either a correction to an existing election or new election due to a status change).
  • Enter the effective date and new coverage level, and save your change.