🔐 Permissions needed: Manage Employees.
How to Use the Employee Listing
From the employer portal dashboard select Employee Info > Employee Listing.
If the employee listing does not appear automatically:
Perform a search using different parameters such as first name, last name, employee ID, start date, end date, etc.
After entering the criterion click ‘Search’.
Use the radio buttons to filter by active and inactive employees.
Use the search or filter features to easily find an employee.
Sort by row by clicking on that row's column header.
Use Your Employee Listing To
Verify which employees are enrolled in an HSA or reimbursement account.
View your active and inactive employees.
An inactive employee is one who has been terminated or voluntarily dropped coverage.
See if any enrollees have incomplete identity verification.
HealthEquity is required by the USA PATRIOT Act to verify the identity of each person enrolled in an HSA.
Learn more about identity verification here.
See coverage start and end dates as well as any future coverage for employees.
Export your employee listing to Excel by selecting ‘Download Report.’
Assign an employee ID or department ID and use this for sorting and filtering on reports.
If an employee ID has not been provided, the employee’s Social Security Number (SSN) will show in this field.
Full instructions on assigning IDs can be found here.
Things to Know
ID verification is for HSA members only (this is not necessary for FSA).
Employees who have not passed the verification process cannot receive contributions to their HSA.
The current coverage and future coverage dates allow you to see what enrollment we have received.
The insurance and plan name fields are only populated for HSAs.
Reimbursement plans may show ‘No Coverage’ in this field.
Click on an employee’s name to view the ‘Enroll Employee’ screen, where you can view or modify non-integrated enrollment. Instructions for modifying enrollments.