The Optum Employer Portal

The Optum employer portal is used by employers to manage their employees' consumer-directed health and commuter accounts. The Optum employer portal is an integrated point-and-click account management system that lets you manage employee benefits throughout the account lifecycle. Its easy-to-navigate dashboard diminishes the time it takes for busy benefits teams to serve all audiences, from employees requesting immediate changes, to executive requesting performance metrics. Administrators will have access to an easy-to-use dashboard that provides one-click access to key performance indicators (KPIs), automatic contribution calculations and digital resources, historical view of changes and analytics and insights.

Useful data summaries and built-in navigation to important information; quick navigation and access to key functions throughout, detailed reporting insights complete with account balance, contributions, account utilization, claim activity and funding reports; easy updates to employee records, account funding and plan setup; ability to increase claim auto-substantiation rates by entering in copay costs; user roles allowing segmented access levels, so your finance and human resources departments can quickly access important information; ability to select required data and create, save and send custom reports with ease.

The ability to schedule contributions is no longer available. However, there is an alternative method using a file upload process that allows you to submit contributions. Below are step-by-step instructions for submitting contributions.

Step-by-step instructions

• Login to the employer portal.
• Click Dashboard to view the home screen.
• Click Access Tools.
• Click on Census Enrollment and Contribution Files, and then click Continue.
• On the File Manager page, you will be prompted to enter the file type you are uploading. Choose your file type, e.g., Contribution, and click the blue arrow.
• Additional fields will display. Click the View file data requirements link.
• This will open a new tab to show you which fields are required within the file, including Social Security number, Payroll Identifier and Payroll Deduction Amount.
• Back in the employer portal, click the dropdown to select Pay Site.
• Tip: If you are uploading for weekly vs. bi-weekly employees, you will need two contribution file uploads – one for each pay site they are assigned to.
• Under the Contribution Date dropdown, select the date you want to bes tamped with the contributions for your upload.
• Under Payroll Identifier, all client-specific payroll identifiers will be listed that will correspond to the spreadsheet you need to fill out to upload contributions.
• Click Download Excel Template. Open the template and fill out all required fields.
• Tip: Make sure the employer identifier you add to the spreadsheet matches the payroll identifier displayed within the employer portal.
• Next, save the template to your computer.
•    Important: Do not change the file format of the file you downloaded. Make sure it is not read-only and do not change the file type.
• Go back to the employer portal and click Continue.
• On the File Manager pop-up, review the summary and click Choose File.
• Find the Excel file template you saved to your computer and select it. Click Validate.
• It will take you to a new screen to view file details including number of records and if any errored out.
  • If any errors were identified, you will be unable to proceed until theyare corrected.
  • The Contribution Error summary will show you which recordnumber(s) have errors.
  • Re-do the file to fix errors.
• Once all records are correct, an invoice ID will display on the screen which means it will successfully process. Click Submit.
• A success page will display confirming the file has been submitted and will process shortly. It will take about a day for any notional accounts to process, and up to two full business days for HSAs for funds to settle and invoice to generate.
• You may now Exit or select Process a New File.
• An invoice email will generate and be sent to you.