New employee data are added and processed after every month. Therefore, any addition or deletion will be reflected only in the next month’s cycle.
There are three ways to add new employee data.
Create new member(Single user add option) : This feature allows you to add data of each employee manually or by inviting through an onboarding mail that will be sent to their e-mail ID. The employees can then verify all the data and add their dependent's information. We recommend you to use this option when you have less than 15 employees joining every week and you don't have the data for the employees handy in a CSV/sheet. We recommend to keep this as part of your employee onboarding process, and invite the employee on their joining date so that they get ample time to provide their data.
Bulk Upload : Bulk upload is ideal for when you have more than 15 employees’ data to add in a week. For this, you will need to prepare an excel sheet containing employee data; you can also include dependents data if you have, however it also works if you don't have the dependent information as all the employees will get an email to verify the data and add their dependent information (based on the policy coverage)
The excel sheet should have the following details: