Employer Portal Guide

1. Visit petsavingsbank.com/petbank-employer.html
2. Click Set up your employer account
3. Fill in your details: name, work email, password, company name, industry, and company size
4. Choose your Benefit tier (you can change this later)
5. Click Create Employer Account

Tier	Cost / Employee / Month	What's Included
Paw	$9.99	Free PetBank Premium subscription for each enrolled employee
Pack	$25	Subscription + $25/month PSA savings contribution per employee
Pride	$50	Full $50/month contribution + priority provider network access

Once your account is created, add a payment method on the Plan & Billing page. Your first contribution runs on the 1st of the next month and includes one charge per enrolled employee. The dashboard banner will warn you if no payment method is on file before the next run.

• Onboarding Checklist — Step-by-step guide to get set up
• Payment Method Banner — Red warning when active enrollments exist but no card is on file (so contributions don't fail on the 1st)
• Statistics Grid:
  • Enrolled Employees — Active participants with pending invite count
  • Monthly Commitment — Your total monthly cost
  • PSA Savings Funded — Total deposited into employee PSAs
  • Utilization Rate — Percentage of invited employees who are enrolled
• Benefit Requests — Employee requests to join your program
• Monthly Contributions Chart — Bar chart of the last 6 months
• Recent Activity — Latest enrollments, contributions, and changes

The Team page shows all enrolled employees in a searchable, filterable table:

• Columns: Name, Department, Enrolled date, Total Contributed, Last Contribution, Status, Actions
• Filter by status: All, Active, Paused, Removed
• Search: Find employees by name

Single Invite

1. Click + Invite Employees
2. Enter the employee's first name, last name, work email, and department
3. Add an optional personal note
4. Click Send Invite

Bulk Invite (CSV)

1. Click + Invite Employees and switch to the Bulk (CSV) tab
2. Paste email addresses — one per line, or comma/semicolon separated
3. Preview the parsed list (max 50 per batch)
4. Click Send Invite

Each invite is valid for 14 days. You can resend expired invites at any time.

For each employee, you can:

• Edit their department assignment
• Pause their enrollment (stops contributions)
• Remove them from the program
• View details of their contribution history

• Columns: Email, Name, Department, Sent date, Expires date, Status, Actions
• Resend invites that haven't been accepted
• Monitor acceptance rates

1. Click on a different tier card
2. Enter your password to confirm
3. Changes take effect at the next billing cycle — active enrollments continue uninterrupted

Billing Overview

• Contribution per employee — Your current rate
• Active enrollments — How many employees are participating
• Projected monthly bill — Calculated from your rate and enrollment count

Payment Method

Add a credit card via Stripe's secure form. Replace your card at any time. If no payment method is on file, monthly contribution runs will be skipped.

Invoice History

View all past invoices with period, employee count, rate, total, status, and any skipped contributions.

• Invite Acceptance Rate — What percentage of your invites convert to enrollments
• Pending Invites — How many are awaiting acceptance
• Expired Invites — Consider resending these
• Total Contributed — Lifetime settled contributions
• Contribution History Chart — 12-month bar chart
• Department Breakdown — Enrollment distribution across your teams

Company Profile

Edit your company name, domain, industry, and size.

Billing Contact

Update the contact name, billing email, and phone number.

Portal Users

Manage who has access to this employer portal:

• Add Admin — Create new portal users with either Admin (full access) or Viewer (reports only) roles
• Each user gets their own login credentials
• View last login times for all portal users

When an employee accepts your invite:

1. They create a PetBank account (or sign in if they already have one)
2. They go through the standard pet onboarding
3. Your company's contribution appears in their PSA balance each month
4. They see a "PetBank at Work" card on their dashboard showing your company's contribution details

Employees can also request to join your program via a Benefit Request — you'll see these on your dashboard for approval.

• Start with a small pilot — Invite one department first to test the flow before rolling out company-wide
• Use bulk invites for larger teams — paste emails from your HR system
• Check utilization — If acceptance rates are low, consider sending a company-wide email explaining the benefit
• Review department breakdown — See which teams are engaging most
• Keep your billing info current — If your card expires, contribution runs will be skipped until you update it