How to add or remove employees from the plan
Adding or removing employees
You are responsible for adding and removing employees from your plan when they are no longer eligible to participate in the plan. This includes when employment is terminated, when an employee is on leave, and upon the death of a member.
For instructions on how to add or remove a member in your plan, select your payroll provider:
- Other Payroll (Ceridian, ADP, etc)
- QuickBooks Online Payroll
- Humi Payroll
OTHER PAYROLL PROVIDERS
Sign into the Employer Dashboard. From the ‘Employees’ tab, click on ‘Update Employee List.’ Download and populate the employee.xlsx template with the employee changes you wish to make.
You can also download your last submitted file to help you keep track of your member changes.
To add an employee
Populate all mandatory fields (name, email address and group if applicable). Explore the employee retirement benefits email invitation template.
To remove an employee
All employees whose employment has been terminated should be removed from the plan, including employees who were members of the plan and those who elected not to enroll in the plan. The same process for removing an employee applies. Populate the name and email address columns, and update the Member status field to 'Terminated' and add the 'Termination date'.
To remove an employee on temporary leave
If you need to pause employee contributions due to parental leave, sabbatical, or other reasons, do not update the employee.xlsx file. Simply exclude the employee from the payroll register you upload, until they have returned to work.
To change an employee group
Populate the name and email address columns and select the new group from the dropdown in your Excel file.
Dos and don’ts
Do:
- Check your last submitted file to keep track of your changes
- Make sure that your employees’ email addresses are formatted properly (i.e. janesmith@email.com)
- Confirm that all date fields are entered in YYYY-MM-DD format
- Make sure that your employees are assigned to the proper group (if applicable)
Don’t:
- Include formulas or cell references in your file
Completing your update
When you select and upload your file, our system will check the file content and summarize the changed records so you can review before they are submitted.
To complete your changes, click the 'Submit’ button in the bottom right corner of the screen. Make sure that you see the ‘Success’ message before you log out.
After you update – new employees
You’ll be able to see your changes immediately when you navigate back to the Employee List. New employees will show up in the Employee List as 'New' or 'Not Enrolled' until they set up their account.
Notifying new employees
An automated email will be sent to newly added employees at 4:00 pm ET that day. If you would like to send your new employee an email with plan information, view the employee retirement benefits email invitation template.
After you update – terminated employees
If the Member status of an employee is set to "Terminated", the employee will be removed from your plan. That employee will no longer be visible in the Employee list under 'Enrolled' or 'Not Enrolled'. You can still submit payroll contributions for terminated employees who were enrolled in the plan.
Our Customer Success team will reach out to any terminated employees to discuss options to continue plan membership. As a helpful resource for your employees, you can share this article, one-pager, and video in your offboarding communications.
Changed Group
The employer has updated the group of this employee in the Excel file.
QUICKBOOKS
Adding or removing employees
Once you've set up your Common Wealth plan in QuickBooks, the data sync adds or removes employees automatically. If you would like to send your new employee an email with plan information, view the employee retirement benefits email invitation template.
Our Customer Success team will reach out to any terminated employees to discuss options to continue plan membership. As a helpful resource for your employees, you can share this article, one-pager, and video in your offboarding communications.
HUMI PAYROLL
Adding or removing employees
Whenever a new employee is added or an employee is terminated, you will need to update Common Wealth with the changes. To do this, head to ‘Reporting’ > ‘Custom Reports’ to select your employee report.
Hit ‘Export’ in the top right corner and download the file as either a '.csv’ or '.xlxs’.
Edit the report to include only the new or terminated employees and update your employee list by uploading this file in the 'Employees' tab of your Common Wealth Employer Dashboard account.
Completing your update
When you select and upload your file, our system will check the file content and summarize the changed records so you can review before they are submitted.
To complete your changes, click the 'Submit’ button in the bottom right corner of the screen. Make sure that you see the ‘Success’ message before you log out.
After you update – new employees
You’ll be able to see your changes immediately when you navigate back to the Employee List. New employees will show up in the Employee List as 'New' or 'Not Enrolled' until they set up their account.
Notifying new employees
An automated email will be sent to newly added employees at 4:00 pm ET that day. If you would like to send your new employee an email with plan information, view the employee retirement benefits email invitation template.
After you update – terminated employees
If the Member status of an employee is set to "Terminated", the employee will be removed from your plan. That employee will no longer be visible in the Employee list under 'Enrolled' or 'Not Enrolled'. You can still submit payroll contributions for terminated employees who were enrolled in the plan.
Our Customer Success team will reach out to any terminated employees to discuss options to continue plan membership. As a helpful resource for your employees, you can share this article, one-pager, and video in your offboarding communications.
Changed Group
The employer has updated the group of this employee in the Excel file.