Setting up your account
Level’s Employer Dashboard is a powerful tool that allows you to track and manage your employees’ benefits, from uploading enrollments to reviewing invoice breakdowns. It offers access to actionable data on how employees are using their benefits, and the ability to run detailed reports.
You should get a welcome email from Level with instructions to set up your Employer Dashboard.
Create an account
Your Level point of contact will send an email to your and your colleagues to create your Employer Dashboard.
- Click the link in the invitation email
- Select Sign up
- Enter your work email address and select Next
- Check your inbox for a verification email and select Verify email
- Finish account setup
Invite users
Go to Account > Users > Add user and follow the prompts to invite them.
Finish your to-do list
You’ll see any outstanding setup tasks in the bottom left of the Employer Dashboard with step-by-step guidance to ensure a smooth plan launch.
Linking a bank account
During onboarding, you can link a bank account for secure payments:
- Go to Account > Bank account > Add bank account
- Check your bank account in a few business days for two small deposits from Level
- Set as the account as your Default account from the three-dot menu next to the account name
Compliance
To comply with U.S. Department of Treasury regulations, Level may request additional business and ownership information to ensure continued use of the Level Card.
What to expect next
After your benefits plan is live, here’s what you can expect:
- Enrollment troubleshooting: If any issues arise with member enrollments, reach out to success@level.com
- Invoicing: Expect monthly invoices based on your selected payment settings
- Ongoing support: Our support team is here to help employees with any questions or troubleshooting needs