Keeping your roster up to date ensures eligible employees can access Tava benefits. We recommend passing a roster to Tava once a month at minimum to ensure up-to-date access for employees. Administrators will receive email notifications when roster updates are required.
Choose an upload method
| Note: If your organization already has an HRIS connection set up, this connection remains in place, and your roster will update automatically in the Employer Hub. |
You can update your employee roster in one of three ways:
- CSV upload: Upload a spreadsheet directly into the Tava Management Console.
- SFTP: Automate secure file transfers from your HRIS or IT.
- HRIS connection: If your system is supported for direct sync, connect from the Roster Management page.
Your Tava representative can help you choose the best option for your organization.
How to upload a roster via CSV:
- Go to Roster Management
- Select “Upload Roster” in the top right corner
- Download the CSV template to see required formatting.
- Prepare your file. Review How to Format Your Roster to ensure correct formatting.
- Add Custom Employee Dimensions (optional)
- Add up to 3 custom columns to your roster. This data can be used in the analytics export.
- Upload your CSV.
How to upload a roster via SFTP:
See here for details on how to automate recurring transfers from any HRIS through SFTP.
How to upload a roster via HRIS:
See here for details on how to automate recurring transfers with a supported HRIS integration.
Keeping your roster current
Updated rosters are recommended at least once per month to ensure accurate employee benefits and reporting. You will be notified on the Tava Management Console homepage when it is time to upload a new roster.
Inviting individual employees
To invite an employee to access their Tava benefits, select “Invite New Member” in the top right corner. Enter the name and personal email of the employee. They will receive an email to set up their Tava account and find a provider.