It is crucial to keep the employee roster in the Zorro portal up-to-date. This ensures that new employees receive timely information about their benefits and allows for the cancellation of employer-sponsored payments for terminated employees.
When adding a new employee to the Zorro portal, the following information is required:
First name
Last name
Company email address (if the employee does not have a company email, their personal email can be used)
Address
Date of birth
Class
Hire date
You also have the option to add additional optional fields.
Employee ID
Personal email
Phone number
Gender
Yearly salary
If you don’t fill in these details, the employee will have the opportunity to fill them in (and, in fact, will be required to) after they log in to the platform.
To add an individual employee:
Log in to your Zorro Admin Portal.
Go to the Employees Tab from the menu on the left of your Overview page
Click on the purple plus sign on the right of your roster
Click Add Employee
To add employees in bulk, follow the same steps but choose “Upload Roster”. You will have a template provided to you that can download and input all the required employee information.
Eligibility date auto-calculation: The employee’s eligibility start-date is calculated automatically based on the waiting-period that you provided during your company onboarding process. You will see the eligibility start-date on-screen when adding an employee. If you would like to change it for some reason (e.g. you’ve decided to give the employee early access to benefits), you are able to do so. Otherwise, this field can be left as-is.