Enrollments & Employee Info
11 articles
Enroll an Employee in a Health Savings Account (HSA) with HealthEquityLearn how to manually enroll an employee in an HSA plan if your company does not have an integration with its health plan partner.
Enrollment File Troubleshooting
Update Information for an Employee Enrolled in a HealthEquity HSAHow to update personal and enrollment information such as coverage, status, and department IDs.
Non-Discrimination TestingLearn more about the annual testing required by the IRS.
Identity Verification for New Accounts (Incomplete Verifications)How to assist a new member in verifying their identity for full use of their new HSA account.
Using Employee IDs and Category/Departments for Employee ListingsAdd or edit employee IDs and departments to help with reporting, sorting, and removing SSN.
Using the Employee Listing
Managing Employee AccountsLearn how to view, change, or terminate coverage for an employee.
Enroll an employee in a reimbursement accountLearn how to enroll employees using three different methods.
Search, Add, and Edit Eligible Members
Customer Identification Program (CIP)CIP helps HealthEquity verify each member’s identity before they can begin using their HSA.