UMB Employer Contributions Portal Video Demos

The below videos will demonstrate how easy it is to fund your employer and employee contributions online.  In addition you can learn more about reporting tools available in the portal.

The Employer Portal User guide is available as a reference for any questions not answered in these videos. In addition feel free to contact your UMB Service Representative 866.520.4472.

Input Method 1: List of Employees

This video will demonstrate how to fund your employer and employee contributions by using the “List of Employees” method. This is one of two methods you can use when inputting contributions for an employee for the first time.

Input Method 2: Upload to Excel

This video will demonstrate how to fund your employer and employee contributions by using the “Upload Excel File” method. This is one of two methods you can use when inputting contributions for an employee for the first time.

Input Method 3: Previous Batch

This video will demonstrate how to fund your employer and employee contributions by using the “Previous Batch” method. This method simplifies the process for inputting contributions for employees that you have made previous contributions.

Portal Reports

This video provides an overview of the reports you can access within the portal, including batch history, contribution history and HSAWorks® analytics tools.