Why Do I See Members with an Onboarding Status?

The onboarding status is a new feature designed to help admins and managers quickly identify team members who may need to complete important setup steps.

You might notice that even long-time employees now have an onboarding status. This doesn’t mean something has changed on their account—it simply highlights gaps in their setup that could impact their participation in programs or reimbursement. It’s up to you to review and decide if action is needed.

Common reasons members appear in onboarding:

• Not Assigned to a Program: Without a program, employees won’t have rates assigned and therefore won’t be reimbursed. 
• Haven’t Downloaded the Everlance App: Without the app, employees cannot track their data.
  Haven’t Set Up Direct Deposit: For teams using Everlance Payments, this is required to receive payments.
• Haven’t Accepted Their Account Invite: They are not officially part of the company’s team on Everlance.

Use the onboarding tab as a tool to:

• Review the reason for the onboarding status to determine if action is needed.
• Resolve gaps by assigning programs, resending invites, or following up with team members as necessary.
• Leave as-is if no action is required. For instance, if a manager isn’t assigned to a program because they don’t require reimbursement, or an admin hasn’t downloaded the app because they only use the team dashboard, no action is needed.

Coming soon: Our team is working on designing a "Mark as Onboarded" button for cases where a member is filtered as onboarding, but no action is actually needed—stay tuned for its release!

To make the most of our new onboarding feature, check out these Help Center articles:

• How to Monitor Your Members' Onboarding Progress
• How to View Members Who Haven’t Downloaded the Everlance App
• How to Resend Invitations and Welcome Emails from the Onboarding tab
• How to Bulk Send Invites from the Onboarding tab
• How to View and Bulk Assign Members to a Program from the Onboarding Tab

Customer Support:

If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.