Add an employee in the portal and assign a wellness allowance

The procedure depends on whether you have an integration with the Epassi portal or a manual setup. You also need to know your organization’s wellness policy. Do you allocate the wellness allowance based on twelfths or do you assign the full allowance regardless of the start date during the year?

Twelfths means that employees are allocated a number of twelfths from the month they start during the year.
 Full means that employees receive the entire wellness allowance regardless of when they start or end their employment during the year.

If you’re unsure about your company’s setup or wellness policy, please contact customer@epassi.com.

Integration with the Epassi portal
 All changes must be made via the company’s integration file to ensure updates are processed correctly.

Contact customer@epassi.com if you need further assistance.

Manual setup
 Follow these steps to add a new employee:

1. Log in as an employer
2. Click on Employees in the control panel
3. Click Add employee
4. Fill in the employee’s information (add image)
   • It is important to enter the personal ID number (personnummer), as it enables login via BankID in the Epassi app
5. Enter the activation date. If no date is entered, the wellness allowance will be calculated based on the date the employee was registered in the system

Assign benefits (add image):

• Click on the wellness icon
• Make sure the checkbox for “Wellness benefit is used” is checked
• Enter dates based on your company’s wellness policy. Hover over the info icon for more details
• Save

Having trouble saving?
 Try deleting the entered mobile number.