How to update the Eligibility Key

The eligibility key is the data point Wellhub uses to verify that an employee is entitled to the benefit through your company.

What can be used as a key?

The eligibility key is not the same for every company; it depends on how your company configured the registration during onboarding, and must be one of the following:

• Employee ID (at least 8 characters) + Tax ID
• Company ID (Employee ID) (at least 8 characters)
• Employee ID (at least 8 characters) + First Name (concatenation)
• Corporate Email

Note: Once the key type is defined, it cannot be changed through the portal; please contact our support team directly to modify the category.

How to update an eligibility key?

To ensure the employee's data is correct and they can access the benefit, follow these steps in the administrative portal:

1. Access the Portal: Log in to the Wellhub for Companies page.
2. Locate the Employee: Go to the Employees tab.
3. Open the Profile: Find the desired employee and click the arrow next to their name to expand the information.
4. Edit Eligibility Information:
   • Go to the Details section.
   • Click the pencil icon to enable editing.
   • In this area, you can update the field defined as the eligibility key used during the Wellhub registration.
5. Save Changes: Be sure to save before exiting so the Wellhub system processes the update.

Bulk Updates

Administrators can update eligibility keys in bulk via file upload using the option "Adjust eligibility key values."

Attention: This procedure is intended exclusively for modifying values within existing keys. If the "Adjust eligibility key values" option is not visible to you, please contact our support team to enable this functionality.

1. Access the portal: Log in to the Wellhub for Companies page.
2. Navigate to Employees: Click the Employees tab in the main menu.
3. Start the update: In the upper right corner, click the Update Employees button.
4. Select the workflow: Click the Adjust eligibility key values option.
5. Confirm the operation: An explanatory screen about the update process will appear. Check the box to confirm you understand that this action will affect multiple employees simultaneously and click Get Started.

What to do if an employee is accidentally removed?

If an employee is removed by mistake, HR must first re-add them to the eligibility list (via the portal or a bulk upload file) within 30 days. After this action, the employee will need to reactivate their link in the app by following these steps:

1. Tap the Profile icon in the Wellhub app.
2. Click the Gear icon in the top corner.
3. Select the "Account" option.
4. Choose "Wellhub Provider" and search for/select your company name to restore the benefit.

Please note that for an employee to reactivate their profile, certain conditions must be met, such as having an active plan and not including any family members. In case the employee can't reactivate their profile, they will need to register again. All the information is available in this article through Help Center.