How to add email addresses to placeholder accounts in FormFire

FormFire allows email addresses to be added to placeholder accounts either through a manual process or through the Preloading Census. This allows for direct communications to be sent to the Employees. Remember that placeholder accounts will be noted with a status of No Account on your Client's Employee List page.

To access either option, start from your Client Dashboard. Open the orange context menu for a Client and select Employee List.

On the Employee List page, you'll select from 2 options. Select any of the links below to learn more information on a specific letter option.

• +Add Employee
• Upload Census

+Add Employee

This option allows you to manually add the Employees as placeholder accounts to a Client in FormFire. Start by selecting +Add Employee on the top right-hand side of your screen.

On the Load Census Data page, select the number of Employees from the drop-down menu on the screen.

The required items are:

• SSN Last Four (Employee Only)
• Last Name
• First Name
• DOB (MM/DD/YYYY)

While adding email addresses are not required, they can be added to the placeholder accounts to assist with sending communications directly to Employees. When complete, select Save Employees.

For more information on how to send Employer Communications, click here.

Upload Census

This option allows you to use a census to add the Employees as placeholder accounts to a Client in FormFire. Start by selecting the Upload Census button on the top right-hand side of your screen.

On the Load Census File page, select the Download Excel Preloading Template button.

The file has several columns and tabs, but here's a look at the required fields. All mandatory fields are marked with a red asterisk.

• Last 4 of SSN (Employee Only)
• First Name
• Last Name

It's important to follow the example showing on Row 3 for formatting instructions.

While adding email addresses are not required, they can be added to the placeholder accounts to assist with sending communications directly to Employees. When everything is filled in correctly, you'll receive an OK validation message. Save the Preloading Template to your computer when complete.

For more information on the Preloading Template, click here.

For more information on how to send Employer Communications, click here.