This article serves as a guide to the general navigation of the program’s employer portal.
The home page displays the "Employees" dashboard. From here, you may:
- Add employees
- View employee information
- Check employee statuses
- View savings rate amounts
The second tab brings you to the "Contributions" dashboard, which you may navigate to by clicking on the icon that looks like a hand with a coin.
From here, you may:
- Start a payroll contribution
- View savings rate changes
- Click on the settings icon ⚙️ to view or edit information such as:
- Pay groups
- Bank information
- Payment schedule
- Payroll information
- Contributions history
The third tab opens the "Company Info" dashboard, which you may navigate to by clicking on the building icon. “Company Info” has three sections:
- Company info
- Edit company information
- Bank accounts
- Edit your bank account information
- Add additional bank accounts
- Manage admin team
- Add a teammate