Add employees to your group plan

In this article:

Overview
How to add an individual employee
How to add multiple employees at once
Assign an employee to a plan

Overview

You can add employees to your Wealthsimple group plan manually for individuals or via a CSV upload for larger groups.

Please keep the following distinction in mind:

Adding an employee creates their profile in your Wealthsimple group plan account.
Assigning an employee to a plan initiates the email invitation for them to sign up and start participating.

How to add an individual employee

Follow these steps to add individual employees:

Log in to your Wealthsimple dashboard
Select the Employees tab at the top of the screen
Select Add employee(s)
Select Individual employee
Complete all required fields
Select Submit and register

Note: If you assign a plan during this step, the employee will automatically receive an invitation email.

How to add multiple employees at once

Follow these steps to add multiple employees:

Log in to your Wealthsimple dashboard
Select the Employees tab and select Add employee(s)
Select Multiple employees at once
Select Download your employee list to get the template
Add your employee data to the CSV file using the specific formatting requirements listed below
Upload the completed CSV file back into the dashboard
Select Upload CSV to finish

Important: If you add employees using a CSV upload, you'll need to separately assign them to a contribution plan to trigger their invitation emails.

Employee list CSV formatting requirements

Column header	Requirement
w4w_id_do_not_edit	Keep this field empty.
external_employee_id	Enter the unique ID used for the employee.
annual_salary	Use the format XX.XX.
employment_start_date	Use the format YYYY-MM-DD.
contribution_plan_identifier	Keep this field empty.
contribution_plan_name_read_only	Keep this field empty.
default_email_locale	Use en-CA for English or fr-CA for French.
employee_status_read_only	Keep this field empty.

Important: Don't reuse an existing Employee ID, as this will cause an error during the upload.

Assign an employee to a plan

You can assign employees individually by editing their plan settings in their profile, or assign multiple employees at once.

Follow these steps to assign multiple employees at once:

Navigate to the Employees tab
In the left filter options, filter by the Unassigned status
Select the employees to bulk assign
Select Bulk actions and choose Assign plan
Select a plan to assign the employee to
Select Assign plan to finish

Overview

How to add an individual employee

How to add multiple employees at once

Employee list CSV formatting requirements

Assign an employee to a plan

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