How to add or remove employees from the plan

You will be responsible for notifying us when new employees are added to the plan, when employment is terminated, and upon the death of a member.

To report a change:

• Download the employee.xlsx file
• Populate and submit the file (same as step 2)

Submit your employee file

Temporary leave

If you need to pause employee contributions due to parental leave, sabbatical or other reasons, simply update their employment status in the employee.xlsx file and exclude the employee from the payroll register you send us each pay cycle, until they have returned to work.