How to Monitor Your Members' Onboarding Progress

This Admin task shows users who haven’t been assigned a program yet. This may include users who were added manually, added through the HR integration feature, or via API. Admins can click 'View' to see employees who still need a program and can either batch-assign a program by selecting 'Assign Program' or assign programs to individual users from this list. 

Note: Manually added members need to accept member invite before assigning program. They will not be included in the count for 'needs program.'

This Admin task shows how many employees still need an invitation sent. It applies only to employees whose accounts were created through the HR integration feature. Admins can click 'View' to see the list or 'Send invites' to send the invitations in bulk or individually. 

Note: This filter does not apply to members who were manually added or added via API, as those members automatically receive their invitations.

This task shows the total number of drivers who haven’t accepted their invite, regardless of whether they were added manually or through the HR Integration feature. These drivers have received their welcome email but have not yet downloaded the app to join their team or reset their password if added through HR Integration.

Admins can 'View' the list of drivers who meet this filter and have the option to batch 'Re-send invites' to remind their drivers to accept their invitation. 

This Driver task shows how many employees still need to download the Everlance app on iOS or Android. Admins can click 'View' to see which employees still need to complete this step. Once an employee downloads the app, they will automatically be removed from this list.

Note: Members who were added manually will not be included in this count until they accept their invite. 

If you're using Everlance Payments to reimburse employees, this task shows how many still need to set up their direct deposit. Admins can click 'View' to see which employees need to complete this step. 

Note: This filter won’t appear if you’re using other reimbursement methods, such as Checkbook.io or internal systems. 

Any user who was added manually and has not accepted their invite yet will not be included in this count.

Yes. The count of members pending by each onboarding task contains all members that match the filter, regardless of whether this member also matches a different filter.

Yes, users with the Onboarding status will be included in the main Members table, along with the statuses Archived, Active, and On Leave, under the 'Status' column.

Yes, the Onboarding tab is available to Managers, Super Admins, and Account Owners. Managers can view onboarding details, but access is limited to their assigned teams and subteams only.

The "Onboarding" status indicates that a driver is in the process of completing essential setup tasks to fully join the team. This status may reflect any of the following incomplete actions:

• The driver has not accepted their invite.
• The driver has not reset their password or logged in (for drivers added through the HR Integration feature).
• The driver has no program history, meaning they have not yet been assigned to a program (this does not include drivers intentionally assigned to "No program" or those with a future program start date).
• The driver has not downloaded the Everlance app, which is essential for tracking mileage and expenses.
• The driver has not set up direct deposit (for teams using Everlance Payments for reimbursements), which is necessary to receive reimbursements directly.
  

This status helps admins easily identify drivers who may need assistance or reminders to complete these steps.

Some users, specifically those added manually, will need to accept their invite before admins can assign them a program. This is to ensure that all manual users are verified and have agreed to the initial setup.