Adding and Removing Employees with Salusion

Identifying Who Should Be Added

Before adding employees, it's important to understand who should be included based on your HRA type:

QSEHRA

• Every eligible employee should be added.
• Eligible employees include W2 employees who are not in an excluded group (defined when setting up the QSEHRA) or owners of a Partnership, S-Corp, Sole Proprietorship, or LLC.

ICHRA

• Every employee who fits into a defined class should be added.
• Do not exclude an employee simply because you know they are covered by a spouse's plan or that they may not qualify. By law, all eligible employees must receive notification.
• Adding them costs you nothing unless they opt-in, and their situation may change during the plan year when they may wish to participate.

Adding Employees to the System

To add employees:

1. Click the Add Employee button.
2. Enter the employee's information.

If it's more efficient to add multiple employees at once:

1. Download the provided Excel template.
2. Fill out the employee information in the template.
3. Click Upload Employees to submit the bulk data.

Confirming Employee Enrollment

Once employees are in the system, follow these steps based on your HRA type:

QSEHRA

1. Mark the employee as enrolled.
2. Select the date they are eligible as of.
3. Send them an invitation to notify them of their enrollment.

ICHRA

1. Mark the employee as eligible.
2. Select the date they are eligible as of.
3. If you defined more than one class when setting up the HRA, assign the employee to the appropriate class.
4. Send them an invitation to notify them of their eligibility.

Terminating Employees

If an employee leaves the company:

1. Immediately click the Terminate button in the system.
2. This action prevents the employee from submitting new expenses and ensures your records are up to date.

By following these steps, you can efficiently manage employee enrollments and terminations within the system, ensuring compliance and smooth plan administration.