Employer Dashboard users can enroll new hires, view enrollments by plan, and view details for all members and dependents. From a member’s profile, you can view plan enrollments and documents, add dependents, or terminate the member’s coverage.
View and download enrolled members
Enrollments are managed through the Members section. To download a list of all employees enrolled in benefits to date, select Actions, then Export list.
Resend welcome email
If an employee is unable to locate their welcome email from Level, you can send them a new one. Navigate to the member’s profile, select Actions, then select Send welcome email.
Print member information
Each Level member gets their own Level ID, printed on their virtual Level Card. If you’ve chosen to provide employees with a Level Card to pay for eligible items, physical cards will be sent automatically and typically arrive within 2-3 weeks.
Members can access their information in the Level App. If a member needs a physical copy of their information before they’ve received their physical Level Card, they can download and print it from the app. You can also print it from the member’s profile by selecting Actions, then Print ID card.
Add new employees
To add a new employee, visit the Members section and select + New. In the Member Type section of the modal, select Subscriber. After entering demographic and employment information in the modal, you can select plans in which to enroll the employee and add the effective date of their enrollment.
Add dependents
To add a dependent, visit the Members section and select + New. In the Member Type section of the modal, select Dependent. After entering demographic information, you can select plans in which to enroll the dependent and add the effective date of their enrollment.
Terminate employees
To terminate an employee, follow these steps:
- In the Members section, select the employee to open their profile.
- In the Plans tab of the employee’s profile, select the plan(s) from which the employee will be removed.
- Select Remove from plan.
- Enter the employee’s last day of effective coverage.
- Select Remove.
- Next, switch to the Employment tab in the same employee’s profile.
- Select Edit.
- Enter the employee’s termination date.
- Select Save.
Update enrollments
To update a subscriber's or dependent’s information, visit the employee’s profile and select Edit.