Preloaded Members (recommended)

The Preload option enables you to upload key information about your eligible employees to our system in advance, so all eligible employees can receive an email prompting them to activate their account on the site. 

We recommend using this method for the reasons below:

The minimum data we need for Preload to work with the required data field and the explanation needed is listed below: 

• Payroll Number / Employee Number/ NI Number (Unique Identifier): Mandatory - This is the unique identifier for employee accounts. 
• Email Address: Mandatory - second unique identifier for an employee and how we can send the welcome email.
• First & Last Name: Optional - recommended so employee names can feed into their welcome emails, and so that employees can be found when sending recognition.  
• Date of Birth: Optional - recommended as another identifier for added security. Mandatory - if you want an automated Birthday eCard or the Birthday tile on your platform. Also, if Holiday Trading and/or Cycle to Work products will be set with the pre-approval option. 

Payroll List With Date of Birth

The Payroll List option enables you to upload two unique identifiers for your employees in advance, to ensure only eligible individuals can register to the site.

In order to register, employees will need to visit the site URL and enter their personal details, including first name, last name, email address, and their two unique identifiers. If these identifiers match your records, they will be able to complete the process and receive an email to activate their accounts.

You may want to consider the Payroll List option if you are unable to provide email addresses upfront for all eligible employees (i.e. can't use Preload). As employees will be required to enter an email address of their choice when they first register (i.e. the employer won't have to add emails to eligibility files), they will be able to use a personal or work email, depending on their preference.

If you want to set up SSO, we strongly recommend using the unique ID (Payroll/Employee/NI Number) as the unique ID for the SSO. Email address won’t be allowed as we won’t have it included in the file.

The minimum data we need for Payroll List with Date of Birth to work is listed with the required data field and the explanation needed below:

• Payroll Number / Employee Number/ NI Number (Unique Identifier): Mandatory - This is the unique identifier for employee accounts. 
• Date of Birth: Mandatory - second unique identifier for employee and how we create their accounts

Payroll List with Postal Code

The following information is uploaded in our system, this creates licenses for the eligible employees. The employees should then go to program URL and register themselves.

The minimum data we need for Payroll List with Postal Code to work is listed with the required data field and the explanation needed below:

• Payroll Number / Employee Number/ NI Number (Unique Identifier): Mandatory - This is the unique identifier for employee accounts. 
• Postal Code: Mandatory - second unique identifier for employee and how we create their accounts

Payroll List with Start Date

The following information is uploaded in our system, this creates licenses for the eligible employees. The employees should then go to program URL and register themselves.

The minimum data we need for Payroll List with Start Date to work is listed with the required data field and the explanation needed below:

• Payroll Number / Employee Number/ NI Number (Unique Identifier): Mandatory - This is the unique identifier for employee accounts. 
• Start Date: Mandatory - second unique identifier for employee and how we create their accounts

Payroll List with Last Name

The following information is uploaded in our system, this creates licenses for the eligible employees. The employees should then go to program URL and register themselves.

The minimum data we need for Payroll List with Last Name to work is listed with the required data field and the explanation needed below:

• Payroll Number / Employee Number/ NI Number (Unique Identifier): Mandatory - This is the unique identifier for employee accounts. 
• Last Name: Mandatory - second unique identifier for employee and how we create their accounts

Work Email

With the Work Email option, employees are allowed to register to the site as long as they have an email address with an approved domain (e.g. @yourcompanyname.com). 

• In order to register, employees will need to visit the site URL and enter their personal details, including first name, last name and work email address. If their email domain matches your settings, they will be able to complete the process and receive an email to activate their accounts. Employees who enter a personal email address (e.g. @gmail.com, @yahoo.com) will not be allowed to register.
  
  
• You may want to consider the Work Email option if you are unable or prefer not to upload any eligible employee data to our system in advance, and the only RG benefit on your platform is Employee Discounts.
  
  
• If you want to offer SmartPay™ and Recognition features that require eligibility and approver information, or would like to segment site content and break down engagement stats by employee group, Work Email will not be suitable, as employee data uploads are the only way for our system to collect data for these purposes.