Brokers can add place holder accounts for employees as well as creating an account on behalf of the employees. However, these two are not interchangeable. This article will help explain the difference.
This is a supplemental tool to use for a group that is already in FormFire that you need to add new place holder accounts for employees rather than using the Preloader. A place holder account is strictly for tracking purposes only. This will show you and the broker the total number of employees that are supposed to be in FormFire for your company.
First, navigate to the Client Dashboard and choose Employee List from the orange context menu next to your group name.
Once you are on your Employee List page, click on Add Employees from the orange menu, on the left-hand side of your screen.
Here on the Load Census Data page, you will be able to select up to 50 employees at a time to add placeholder accounts for in FormFire.
You will need to enter in each employee's last four digits of the SSN, Last Name, First Name and Date of Birth. Make sure to use the full 4 digits for the year, not just the last 2. Once entered, click Save Employees for the place holder accounts to save to the group. Place holder accounts will be designated as No Account under Enrollment on the Employee List page.
Brokers have the availability to create accounts for employees who do not have email addresses. Usernames and passwords will be randomly generated and hidden so no one can access the account aside from the Broker who created it.
From the Client Dashboard, choose Employee List from the orange context menu next to your group name. Then click on Create Employees from the orange menu, on the left-hand side of your screen.
Enter the First Name, Last Name, Social Security Number and Date of Birth.
You'll then be required to check that you understand that any changes will be logged, to continue. Click Save and Login as Employee to continue. From that point, you will be working under the newly created account. The employee will be listed as Updating under Enrollment on the Employee List page until you have completed the employee in entering in his or her information.
NOTE: The username and password will be randomly generated so that the employee is unable to log into the created account, at any time. Only the Broker who created this employee account will have access. These accounts cannot not be transferred to another company if the employees change employers, these accounts would need to be deleted and the employees would have to start over with their new companies.