The final step in the MERIT onboarding process is to add your employees. There are two steps within this section.
1. Gather Employee Data
Before you get started, you'll be able to see who you need to include and what information will be required.
To complete the MERIT registration process for your company, you must provide the required data for at least one employee. However, you are required to support all eligible employees in the MERIT program, so be sure to gather and enter all the required information for all employees.
Note: All employees should have a unique SSN or ITIN number. You won't be able to proceed to add the employees without that.
Once you are ready to begin, press the Continue button.
Note: Ensure that all employee information you enter is accurate. You will not be able to edit the employees' information once their status is active.
2. Submit & Validate
To enter employee data, you can either upload a file containing all your employees and their required demographic data, or you can type that data directly into the grid.
Manual Entry
If you choose to enter the data manually into the grid, please be sure to scroll to the right within the grid to fill out all required fields.
Please note the required fields are:
- SSN
- First Name
- Last Name
- Birthdate
- Physical Address 1
- Physical State
- Physical Zip Code
- Email OR Phone Number
Continue to scroll to the right to ensure all required fields have been completed. The final column should be listed as External Payroll ID (optional).
File Upload
Here are a few helpful hints for submitting your employees via file upload:
- All fields highlighted with an asterisk in the column header are required data elements for each employee.
- Those required fields include SSN, First Name, Last Name, Birthdate, Physical Mailing address, and Email or Phone Number.
- The valid formats for Date of Birth are MM/DD/YYY or MM-DD-YYYY. (i.e 01/25/1970 or 01-25-1970)
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If you are missing data for a required field, that cell will be highlighted in red.
Select the Upload File button to import an Excel or csv file from your computer that contains the employee information. Follow our guidelines to create your employee list file.
If the file you have uploaded contains any errors, the system will detect them and highlight the error in red. Click on the cell highlighted in red to correct the error.
You may also use the toggle switch in the upper right corner to only view the columns with errors.
After correcting any errors detected in the file, please proceed with selecting Save & Continue at the bottom of the screen.
Finally, click the Finish Onboarding button to complete your company's MERIT registration.
Congratulations, you've successfully completed onboarding! Click on the OK button to navigate to your company dashboard.