Use the "Transfer benefits" task on Onboarding when your employees already have benefits, such as health insurance or a retirement plan. You add each benefit to the employee, so that payroll takes the right deductions. For child support and other deductions taken after taxes, see "Transfer your post-tax deductions to Freedom".
Go to Onboarding from the sidebar and click "Transfer benefits".
Click "Choose an employee", then search for the employee or pick them from the list. Freedom opens that employee's "Benefits" tab.
On the "Benefits" tab, add each benefit the employee has. Fill in the form and save. If the employee has none, go to the next employee. If you are not sure which type to pick, see "Choose the right benefit type". For the amounts, see "Choose a contribution amount and period".
Use the "Previous" and "Next" arrows at the top of the employee's page to go to the next employee. You stay on the "Benefits" tab, so you can add benefits for the rest of your team one by one.
When you have added the benefits for all employees, go to Onboarding from the sidebar and click "Transfer benefits" again.
Check the "Benefits already added" table. Each row shows the employee, the benefit type, the status, the start and end dates, and the company and employee contributions. To correct a benefit, click the employee's name to open their "Benefits" tab.
Click "I’ve finished uploading all benefits". If you added no benefits, the button says "My company has no benefits" instead. Click it if your company has none. Freedom marks the task complete and takes you back to Onboarding.
After you complete the task: You can add more benefits later if you missed any. The "Transfer benefits" page shows "Benefits setup is complete. You can still review and add benefits here." and the completion button is gone. "Choose an employee" and the "Benefits already added" table stay.
No employees yet: "Choose an employee" is not available until you add an employee. The page shows "Add an employee before entering benefits." with an "Add employees" link.
More than five employees: The page shows "More than five employees? We recommend concierge onboarding. Contact us below for help." Concierge onboarding means that Freedom adds your data for you. To change to it, open the "Choose who will transfer your data" task on Onboarding and click "Freedom will add it for me". For help, click "Need help? Contact Freedom" at the bottom of the page to email us. See What Freedom does when it adds your team and pay history for you.
If Freedom is adding your data: If you chose "Freedom will add it for me" on the "Choose who will transfer your data" task on Onboarding, Freedom adds your employees' benefits for you. The "Transfer benefits" row on Onboarding shows "Freedom is on it". Until you complete the "Transfer access to Freedom" task on Onboarding, the row shows "After you grant access". See What Freedom does when it adds your team and pay history for you.