Guides for Onboarding Members
This section provides guidance on setting up and managing your team’s onboarding process in Everlance. Learn how to assign employees to programs, send and track invites, monitor app downloads, and ensure direct deposit is set up for reimbursements. With step-by-step articles, you’ll have full visibility into each member’s progress, making it easy to get your team up and running smoothly.
- Why Do I See Members with an Onboarding Status?
- 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