Typically an employee does not show up as eligible on your Guideline Roster because they don’t meet the length of service or the minimum age requirements you set for your plan. If you believe your employee meets the requirements you set up for your plan, it is likely you need to update their hire date and/or birthday in your payroll system. If your payroll provider is a 360 integration partner, it will take up to 24 hours for the changes to sync to Guideline after you’ve made them in your payroll provider platform. If your payroll provider is a 180 payroll sync provider, payroll updates won’t be made until your plan’s start date. To avoid potential delays to your employees’ participation in the plan, you may also update the hire date and birthdate information directly in the Guideline Roster.
If you would like to change the length of service or minimum age requirement before the plan starts, you will need to submit a support ticket and include “Plan Change” in the subject line. Plan changes can take up to 10 business days to be processed. Please note: all plan changes/amendments will require a new plan document to be signed and will likely change your plan’s start date to a later date due to the 30-day enrollment notice requirement.