Health Savings Account payroll deduction process
To place information on the front page of your employees’ member portal about how they can update their HSA payroll deductions:
From the ‘Resources’ drop down select ‘HSA Payroll Deduction Process’.
Upload and/or enter information on how an employee can update their HSA payroll deductions by:
Uploading up to three applicable forms/documents.
There is a template available on this page for you to use if needed.
Entering a website address.
Entering notes and/or additional instructions about the process.
Enter an effective date range – the dates when the information displays.
Select ‘Add/Update.’
Note: Information placed here will stay on the member portal until it is removed or deleted. If the effective date range has passed the information will show as expired. We recommend reviewing this information annually to ensure accuracy.
Client-side view:
Member-side view:
