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How do I bulk upload employees?

Published

The bulk upload tool allows plan sponsors to efficiently add multiple employees to their 401(k) plans. Follow these steps to complete the process:

  1. Log in to the Employer Dashboard.
  2. Go to "Employees" and select "Add employees."
  3. Download the bulk upload template. This ensures all required employee details are formatted correctly.
  4. Fill in the template with each employee’s name, email, and other necessary information.
  5. Upload the completed file.
  6. Review the information and confirm the upload.

For a detailed walkthrough, visit the bulk upload tutorial.