The way you send employee invitations depends on how your Icon plan is set up.
Follow the instructions for your plan type below.
For Integrated Clients
If your payroll system is integrated with Icon, there’s nothing extra you need to do.
Employee invitations are sent automatically to any employee who has an email address in your payroll system.
For State Mandate Plans
During Onboarding
In the “Announce Plan” stage, select Create a List.
Download the roster file template from your portal.
Enter the required employee information into the template. State compliance requires certain details such as:
Name
Address
Email
Date of birth
Social Security Number
Upload the completed file, then Launch Plan to send invitations.
Adding New Employees Later
Single employee:
Go to Employees → Employee Invitations → Add Employee. Enter their details and send the invite.Multiple employees:
If you’ve hired several people at once, fill out a new roster file and upload it.
For Primary Plans
During Onboarding
In the “Announce Plan” stage, select Create a List.
Paste up to 250 employee email addresses directly into the invite list.
Click Launch Plan to send invitations.
Adding New Employees Later
Go to Employees → Employee Invitations → Add Employee. Paste in their email address and send the invite.