If you have an employee whose tenure has moved them into a different employee group, you can make this change by updating your employee file in the Employer Dashboard.
Steps to change an employee's group:
- Log in to the Employer Dashboard and navigate to the ‘Employees’ tab.
- Click on ‘Update Employee List’ at the top right of the dashboard.
- Download the employee.xlsx template, which will help you organize the required information for adding new employees. You can also download your last submitted file to help you keep track of your member changes.
- Populate the template with the mandatory fields (all other fields are optional):
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- Email address (original email uploaded to plan as this is the unique identifier)
- First and last name
- Select the desired employee group using drop down
- Upload the file in the employer dashboard using "select and upload file" button.
- Our system will check the file content and summarize the submission.
Click the ‘Submit’ button to finalize the update and ensure you see the ‘Success’ message before logging out.
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Notifying employee of change
Your changes will appear immediately in the Employee List. Please contact the affected employee and instruct them to update their payroll contributions using the following instructions:: How do I edit my payroll contribution?