To add an employee to the reimbursement benefit, select the blue Aᴅᴅ ᴘᴇᴏᴘʟᴇ button on your Dashboard.
This will take you to the Employee Information page, where you’ll fill out the required fields:
- Legal first name
- Last name
- Primary email
- Job title
- Employment relationship (W-2, 1099, other)
- Hire date*
- Full- or part-time status if eligible
- Employment status effective on date, if different from hire date
Invite now if you're ready to let them know they've been added to the benefit. This will create an account for them and send a PeopleKeep invite email.
Invite later if you'd like to wait to notify them about the benefit. This creates their account and allows you to send the invitation email later. See: How to invite or re-invite
*Eligibility begins on the first of the month, so the employee will be eligible for the full benefit of the month in which they're added.