There are 3 different ways you can add employees to a plan.
- Adding employees individually
Navigate to the Employees tab and click on one employee’s profile. Scroll down to the Account Setting section and you’ll be able to choose the relevant plan for the employee.
- Adding employees in a batch (all on the same plan)
To quickly assign plans to all employees with the same plan, you’ll navigate to the Employees tab. There is the option to click Select All where it’ll prompt a pop-up bar to assign all 15 employees on that page to the plan
NOTE: If you have more than one page of employees, you’ll need to make sure to click on the other pages to assign the employees to a plan as well.
- Adding employees in a batch (on the same or different plans)
The best way if you have several different plans is to use the employee template file – it’s the same CSV when adding many employees to the admin dashboard. Download the CSV template directly by going into the Employees tab and clicking on Add Many Employees. Download the template and open the CSV file.
Beside each employee name, there will be a column called “contribution plan identifier.” To find the contribution plan identifier number, you’ll go into the Plans section of the admin portal and click on the plan that you want to assign. Within the URL, you can find the contribution plan identifier at the end of the web address.
You can see it here in this sample URL: https://my.wealthsimple.com/app/employers/corporation-dNDDhTSjxxTdNc2jYLgrScYv59A/plans/contribution_plan-gksl1j0wiy7vlq
This will automatically trigger an email from Wealthsimple, inviting that employee to join the Group RRSP.