QuickBooks: Adding employees to your plan

Adding employees for the first time 

Once you have created your account, log in to the Employer Dashboard.

Connect to QuickBooks

When setting up your plan for the first time, you'll see a Welcome screen that prompts you to connect to your QuickBooks account. 

Employee Eligibility

You'll first need to define which employees are eligible for your plan. You can defer enrollment of employees for a specific number of months, which is a common practice for new employees or when your plan is applicable to employees with a specific tenure at your company. 

• Any employees who reside outside of Canada will not be invited.
• If you have a waiting period before employees can join the plan, you will click ‘No’ and set the number of months that employees must be employed before they are invited to enroll.
• If you have no waiting period and want to enroll all of your employees, click ‘Yes’ and “Next’ to continue.

If you would like to exclude employees based on any other criteria, please contact us.

The Summary page will ask you to review your choice, and you can then click ‘Connect to QuickBooks’ and agree to the terms to complete the connection.

The Employer Dashboard will now show the number of eligible employees at the top, the time and date your information was last updated, and your list of employees.

Employees will receive a personal enrollment link within 24 hours. If you hire a new employee who is eligible for the plan, they will automatically be added to your Common Wealth plan and will receive an enrollment link. Explore the employee retirement benefits email invitation template.

Adding or removing employees after launch

The QuickBooks integration automatically syncs data, so you won't need to adjust your employee list. If you would like to send your new employee an email with plan information, view the employee retirement benefits email invitation template.