As new employees join your company, you are required to add them to the OregonSaves program.
To add an employee, start by clicking on the Add Employee button from the Employee Management home page.
Please note: Ensure that all employee information that you enter is accurate as you will not be able to edit the employees' information once the employees' status is active. So please take your time.
Begin entering in the required Name, SSN, Date of Birth. If your payroll provider uses an External Payroll ID instead of SSN, please complete that optional field.
Once you have entered all the required information for your new employee, press the Save & Continue button to move on to the next step.
Next, complete the employee's Email, Phone, and Address. You can add a separate Mailing and
Physical Address but unclicking the "Mailing Address is the same as the physical address" box.
Lastly, click the Save New Employee button to complete the addition of the employee.
You will be presented with this onscreen confirmation:
Click the OK button to return to the Employee Management home page.
After you've added a new employee, they will receive information about saving for retirement via OregonSaves, including the option to Opt-Out of the program or change their regular savings rates. They will have 30 days to take action before their account becomes active, and you can begin to defer their savings from their pay.