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Manage members in the HR Portal

Updated

Audience: HR administrators
Plans: All Soda plans

Keep your employee and dependant roster accurate so coverage, claims, and analytics stay in sync. In the portal, your roster lives under People.

View and search people

  1. In the sidebar, go to People.
  2. Use Search by name to find an employee or dependant.
  3. Use the Plan and Status filters to narrow the list.
  4. Click a person’s row to open their record.

The People list in the HR Portal

Each row shows:

Column Description
Name Employee or dependant name
National Id Identification number (partially masked)
Date of birth Date of birth
User type EMPLOYEE or CHILD / dependant
Health Plan The health plan assigned to this person
Flex Plan The flex plan assigned (or N/A)
Status Active or Inactive

Use the ⋯ menu at the end of a row for actions on that person.

Add a person

  1. Go to People.
  2. Select Add user (top right).
  3. Complete the required details: - Full name (as per NRIC/FIN) - Identification number (NRIC/FIN) - Date of birth - Employment start date - Email and mobile (recommended so they can use the member app) - Plan assignment (health, and flex where applicable)
  4. Add dependants if your policy covers family members.
  5. Review and Save.

Tip: Ensure the NRIC/FIN matches official documents exactly. Mismatches can block claim processing.

Edit a person

  1. Open the person from People.
  2. Update their details — common changes include email, mobile, plan assignment, or employment end date for leavers.
  3. Save your changes.

Offboarding a leaver

When an employee leaves:

  1. Set their employment end date (or mark them inactive) on their record.
  2. Confirm dependants are updated as appropriate.
  3. Do not delete historical records — past members remain visible for claim history and audit purposes.

Common issues

Issue What to do
Person not appearing Clear the Status/Plan filters and search by name
Duplicate NRIC error The person may already exist — search People and edit instead
Cannot add dependant Check dependant limits on your plan; confirm the employee is active
New joiner can’t access the app Confirm their email and mobile are correct on their record

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