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How do I transfer funds in the HSA portal

Follow the directions below to transfer funds to employee's personal bank account in order to reimburse for out-of-pocket expenses.

  1. After logging in to Zenefits, click on the HSA app and click on Go To HSA Portal
    Bill Pay
     
  2. Click My Accounts tab
  3. Click Bill Pay
    • If you would like to transfer funds via direct deposit, you'll need to add your personal banking details. Follow these steps to add your bank details.
      Empty payment list
  4. Enter your desired transaction details
    Transaction details
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