2 - Using custom reports
Now we’ll create a custom report that will let you upload your employee information to the Common Wealth Employer Dashboard. This is a one-time operation - after you create the report, you can reuse it. Head to ‘Reporting’ > ‘Custom Reports’.
We are currently supporting ‘Legal First Name’, ‘Legal Last Name’, and ‘Email’. You can select them under the ‘Personal’ columns.
Under ‘Job’, we only need the ‘Status’ field.
For 'Compensation', we’ll select ‘Salary/Hourly Rate’, ‘Compensation Type’, and ‘Hours Per Week’.
Finally under 'Termination', we’ll just select ‘Last Day of Work’.
Hit ‘Next’ in the bottom right corner. Now we can filter our results. Select ‘Status’ from the dropdown menu below, then ‘Is’, and finally, select ‘active’ and ‘terminated’.
Hit ‘Complete’ in the bottom right corner to save your custom report. You should now see the report in the table.
Setting up your employees with Common Wealth
Head to ‘Reporting’ > ‘Custom Reports’ and select the custom report you created in the previous step.
In the top right corner, click ‘Export’ and then select either ‘.csv’ or ‘.xlxs’ as the type. This is the file that you will upload in the 'Employees' tab of the Common Wealth Employer Dashboard.
Note that if you have non-Canadian or part-time employees who you do not wish to enroll in the plan, you will need to edit this list. Additionally, you will need to exclude any employee who is subject to a probationary period and not entitled to an enrollment invitation at this time.
You'll upload this file in the 'Employees' tab of the Employer Dashboard as part of your plan setup.
Adding or removing employees from the plan after launch
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.
Enrollment links are automatically sent to new employees every day at 4:00 pm ET, and our Customer Success team will reach out to any terminated employees to discuss options to continue plan membership.