How Do I Add A New Employee?

The easiest way to add an employee to our system is to include them on your next payroll upload.

If you need to add an employee prior to uploading the next payroll file, you can easily do so using your Sponsor account on the HowardSimon Retirement Portal.

Once logged in, navigate to the Retirement Plan Sponsor section. 



After clicking the name of your plan and entering the full view of the plan sponsor web, select the gear icon in the top-right corner of the screen to view settings. 


From the menu, select Add/Update EE.



 

In the Add/Update Employee window, enter the employee’s Social Security Number without spaces or dashes.  Once complete, select the New Employee button.

On the Add/Update EE screen, click on the blue arrow to expand each category and enter any required employee information.



Under General SS#, enter employee demographic information.  Note: the following fields are required – Name, Address, Marital Status, Birth Date, and Hire Date.  If possible, enter at least a cell phone number for the employee.  This will assist in setting up multi-factor authentication.




Under Email, enter at least one email address.  The participant will have the ability to elect where they would like notifications sent and if they would like to receive electronic statements during the enrollment process.



The Alternate Verification section should be left blank.  The participant will also complete this section during enrollment.


 

Under Access, check Set Default for BOTH VRU Access and Web Access.  Then select Submit.


 

You will receive a message stating that Your changes have been saved.



You can search for the employee by name or Social Security Number to ensure they are showing correctly in the  system.  From the menu bar, select EE Search.

 

Enter the participant's name or Social Security Number and select SUBMIT. Results will display in the window below.