To update the company’s employee list, the Wellhub for Companies admin must follow the steps according to the action they wish to perform.
📌 It's only possible to update the employee list simultaneously for all companies by following the steps in Replace the entire employee list.
- Log in to Wellhub for Companies.
- If there’s more than one, select the company in the upper left corner of the page.
- Click on Employees in the main menu, and then on Update employees.
- Click on Import from a spreadsheet, and select the company you want to update in case there’s more than one.
- Select the Add employees option.
- Download the spreadsheet model, fill it out with the information of the employees to be added, then click Continue.
- Upload the file and click Continue.
- Check the final number of employees displayed on the page and click Confirm and import.
To add employees individually, in the Employees menu, click on Update employees, select Add one at a time method, fill out their information, and confirm.
If the company has the Wellhub+ add-on and subsidizes plans for a specific group of employees, it won’t be possible to add them individually. In this case, it’s necessary to add them by importing from a spreadsheet.
💡 Check the status of each file upload by clicking the Upload history option in the Employees menu.
- Log in to Wellhub for Companies.
- If there’s more than one, select the company in the upper left corner of the page.
- Click on Employees in the main menu, and then on Update employees.
- Click on Import from a spreadsheet, and select the company you want to update in case there’s more than one.
- Select the Remove employees option.
- Download the spreadsheet model, fill it out with the information of the employees to be removed, then click Continue.
- Upload the file and click Continue.
- Pay attention to the final number of employees displayed on the page and then check the box with the warning about the removal.
- Click Confirm and import.
- If you remove 5 or more employees at the same time by uploading a file, enter the required information and click Yes, remove employees to confirm.
To individually remove employees from the list, in the Employees menu, select the employee, click Remove, carefully read the displayed information, and confirm.
Employees removed from the list will lose the benefit eligibility immediately.
💡 Check which employees have been removed or the status of each file upload by clicking the Removed and Upload history options in the Employees menu.
🚨 Be cautious using this method, as it simultaneously removes and adds employees. This means that employees who are not on the new list will receive a warning about losing their eligibility immediately after it’s been sent. This action can’t be undone.
For safety reasons, you won’t be able to remove 10% or more of the employee list at once using this method. To remove more employees, do it manually or explore other possibilities in this content.
To replace the list, follow the next steps:
- Log in to Wellhub for Companies.
- If there’s more than one, select one or all companies in the upper left corner of the page.
- Click on Employees in the main menu, and then on Update employees.
- Click on Import from a spreadsheet, and select the company you want to update in case there’s more than one.
- Select the Replace your current list option.
- Carefully read the warning, check the box, and click Continue.
- Download the spreadsheet model, fill it out with the employees’ information, then click Continue.
- Upload the file and click Continue.
- Check the new data found in the file and click Continue.
- Check all the employees added and removed by clicking on Your total Employees, Employees to be added, Employees to be removed, and Show employees.
- If all the information is correct, click Confirm and import.
- If you remove 5 or more employees at the same time by uploading a file, enter the required information and click Yes, remove employees to confirm.
💡 Check which employees have been removed or the status of each file upload by clicking the Removed and Upload history options in the Employees menu.
📌 The monthly amount to be paid by the company may increase proportionally to the number of employees on the list, according to the contract. Learn more in this content.
Tip
It is important to keep the list of eligible employees always updated since everyone on the list will still count as an active member, even if this person no longer works in the company.