Employees Overview

From time to time, you may want to :

  • Add new employees
  • Check the status of existing employees
  • Look at your employees' deferral rates

You can do all this and more through the Employees page. 

From your dashboard, select the people icon in the toolbar to enter the Employees page.


From here you can:

  • Search for a specific employee by typing first, last name, or even just a segment of the employee's name
  • Sort your employee list by Name, Employee Status, and Deferral amount
  • Filter by different Employee Status'