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Add/Update Calendar

Written by Aimee Reynard
Updated 9 months ago

Calendars are auto-populated for the new plan year, based on the frequency of the prior plan year. If you’d like to update your calendar or add a new one, follow the instructions below. 

Steps:

  1. Login here
  2. Click Calendars located in the menu on the left hand side
  3. Click the edit button (three dots) and select desired option:
    - Delete
    - Edit name
    - Assign plans
    - Add a new calendar
Note: Multiple calendars can be linked to the same plans. Ex: FSA for client has participants with 9, 10, and 24 pays.
The first pay date must occur after the plan start date. Dates can be adjusted manually by unselecting highlighted dates and selecting new dates. 
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