Adding Employee Information
Employers are required to provide a list of eligible employees within 30 days of registration and any time a new eligible employee joins the company. This information is needed so that Illinois Secure Choice can contact the employee about the program, initiating a 30−day opt−out window.
When should this step be completed?
You are required to upload a roster of employees within 30 days of Illinois Secure Choice company registration. After this, information for new employees should be added within 30 days of their hire date.
Information you will need to complete this step:
Eligible employees must be employed in the state of Illinois, be age 18 or older, and have a valid Social Security Number or an Individual Taxpayer Identification Number.
Provide this information for all eligible employees:
- Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
- First and last name
- Birthdate
- Physical address
- Phone number
- E-mail address, if available (Email is the preferred form of communication as it reduces paper expense and eliminates delays associated with ground mail)
Important: Please review the accuracy of your employee records before submitting this information to Illinois Secure Choice to ensure communications are delivered. After this information is successfully submitted, your employee will manage their own contact information when they set up their account.
Adding employee information
You have several options for how to add employee information:
- Add information manually (recommended for small employee rosters)
- Upload a file using our formatted template
- If you rely on a vendor-provided payroll solution to manage employee data, connect them to your account.
Payroll solutions
If you rely on a vendor-provided payroll solution to manage employee data, there are three ways you can connect them to your account:
- Provider Integration: Some payroll providers can transmit employee roster and payroll data easily and securely between the vendor’s software and Illinois Secure Choice through system integration (i.e., API connection).
- Provider Account Access: Payroll providers who do not currently offer a system (technical) integration may require log-in access to your Illinois Secure Choice account.
- Software Integration: Some payroll software options allow integration with Illinois Secure Choice.
If you use a payroll solution, review support information before you begin adding employee information.
What comes next?
After your employee information is added:
Your employees will be sent an invitation from Illinois Secure Choice to set up their account or opt out if they prefer not to participate. Each employee will have 30 days to customize their account or opt out. Employees who do not take any action will be enrolled automatically with the standard account settings.
During this 30-day period, there are a few tasks you can complete to prepare to send contributions.
If information for a particular employee is not added successfully:
Confirm that the information in the employee record is correct. If it is not, correct it and re-send the employee welcome packet to your employee through the Employer Portal.
Frequently asked questions
What are pay schedules?
What are pay schedule groups?
A pay schedule group is an additional (optional) way to group your employees (i.e., like a folder). If you have employees that have different pay dates or locations, you may wish to group those employees in separate pay schedule groups. You can name a pay group with any name you want.
Here is an example:
Springfield Branch (Pay schedule group)
Weekly Paid Employees (Pay schedule)
- Employee #1
- Employee #2
- Employee #3
- Employee #4
Bi-Weekly Employees (Pay schedule)
- Employee #1
- Employee #2
- Employee #3
- Employee #4
What does it mean that employees are automatically enrolled?
Automatic enrollment means that following notification, employers will enroll eligible employees in Illinois Secure Choice unless employees have elected to opt out of the program.
Are employee signatures needed to enroll employees, open their accounts, and start making payroll deductions?
How long will the enrollment process for employers take to complete online?
If an employee already has an account with the program through another employer, do I need to find the employee's account in the system?
What should I do if an employee asks me for advice about the program or investment options?
How will the Illinois Secure Choice program provide me with informational materials for my employees?
Materials that you can share with employees to supplement what employees receive directly from the program are available in the Resources section. Employers can provide materials electronically to their employees or print them out.
Are H-2A visa holders eligible for the program?
Yes, however, they will only be enrolled and have an account created for them if they work for more than 60 days and if enough verifiable information is available to create an account in their name. If the program is unable to verify their information, their account will not be established.