Once you have completed the group funding file, save it to your computer. Then, click the “Upload” link in the Funding Portal, click on “Browse” to find the Excel file, and upload the file from your system.
Next, select the “Contribution Type.” The options are:
- Current year
- Prior year
- Normal current year contribution incentive
Next, select the Excel tab name (“Sheet1” or “Sheet2”), indicate on which row of the file you would like to begin the import process, and if you are sending a check, complete the “date” section.
Note: Only the selected tab in the Excel spreadsheet will be used in the Funding Portal. No other sheets will be used, even if additional details are included on them.
Next, complete the mapping of the fields based on the field headers in the uploaded file. The fields are:
- Employee Name – Required
- Social Security Number – Required (unless Health Savings Account number is provided in another field)
Note: If used, the full SSN is required. The Bank cannot process contributions based on partial SSNs.
- Health Savings Account Number – Required (unless SSN is provided in another field)
Note: If used, the full account number is required. The Bank cannot process contributions based on partial account numbers.
- Employer Contribution – Optional
- Employee Contribution – Optional
- Total Contribution Amount – Required
After you have completed the mapping, you will be able to preview the data to verify that the fields are mapped correctly.
If the information is correct, click “Continue” to process your file.
If you need to re-map your columns to the correct data fields, click the “Back” button.
If you need to edit your file because the format of the data for a particular field is incorrect, the data for a required field is missing, or some other reason, you may click “Start Over,” correct your Excel file, and upload it again.
If there are any employees for whom accounts cannot be funded, they will be listed on the “File Upload Errors” page. Common reasons why an account may not be funded include “Account Closed” and “No Account Found.” You have two options. You may start over, correct the errors, and reload the file. Or, you may submit the file with the exceptions, so that the other employees’ HSAs may be funded.
Once the file has been uploaded, you will see a confirmation screen. The screen will display the total number of items that were uploaded and the total dollar amount to be contributed.