How do I add an employee & their status (active & terminated) to the plan?

If your plan has an integrated payroll provider, active employees will be added automatically. No action is needed.

Terminated employees will not be added via the payroll integration. Instead, those users must be added manually via the plan sponsor dashboard. 

If your plan is does not have an integrated payroll, you will need to add all employees manually:

1. Log in to the Plan Sponsor Dashboard.
2. Go to "Employees" and select "Add Employees."
3. Enter the required employee details and save.