Onboarding - Overview

Introduction

This article gives an overview of Onboarding, our member registration and account activation experience. It is intended for clients and programme administrators who want to understand how members are added, how they get access, and what options are available for registration and welcome emails.

Overview

Onboarding is the process used to help employees register for and access their platform account. It is designed to make registration simpler and more flexible, especially for organizations where not every employee has a work email address.

With Onboarding, members can be added using information such as a payroll or employee ID, and in some cases an additional verification detail like date of birth, last name, or another identifier chosen for the programme. Members can then activate their account either through a welcome email or through self-registration, depending on how the programme is set up.

Benefits of Onboarding include:

• Easier access for employees
• More flexible registration options
• Support for employees without work email addresses
• Password recovery options on the login page
• A simpler and more consistent registration experience

Core Feature Summary

Flexible Member Registration

Onboarding allows members to register using different kinds of information, depending on the programme setup. This may include an email address, a payroll or employee ID, and sometimes an extra verification detail.

Why it matters:
This makes it easier to support different types of workforces, including organizations where employees may not have a company email address.

Welcome and Activation Emails

Members can receive a welcome or activation email with a link to set up their account.

Why it matters:
This gives members a clear starting point and helps guide them through activation.

Self-registration

Some programmes allow members to register directly from the login page using the Register to get access option, without needing a welcome email first.

Why it matters:
This gives employees another way to access the platform and can speed up registration.

Identity Verification

Depending on the programme setup, members may be asked to confirm additional details during registration, such as a payroll number and another personal or employment-related field.

Why it matters:
This helps keep the registration process secure while still being simple for members to complete.

Password Reset and Account Recovery

The login page includes options for password reset and account recovery.

Why it matters:
This helps members regain access more easily if they forget their login details.

Mobile-friendly Activation

Members can complete their registration and account activation on mobile devices as well as on the web.

Why it matters:
This gives employees more flexibility and supports a smoother experience on the device they prefer to use.

Key Benefits

Onboarding helps solve common registration challenges, especially when employee data is incomplete or when not everyone has a work email address.

For employers and administrators:

Previously, any person without a work email address could not register on the platform at all; after the changes, anyone can register even without a work email - they can use their personal email. Why this leads to is a potential massive increase in the number of people who could now access their benefits who previously could not. Other important benefits include:

• Easier to support a wider range of employees
• Flexible registration options to suit different workforce needs
• Clearer activation journey for members
• Option to use welcome emails and self-registration

For employees:

• Easier access to the platform
• Ability to register even without a work email in some cases
• Clear account activation process
• Access to password recovery tools
• Mobile-friendly registration experience

How it Works

1. Employees are added to the platform by their employer.
2. Depending on the programme setup, members may receive a welcome email with an activation link.
3. If self-registration is available, members can also use the Register to get access option on the login page.
4. Members confirm the requested details.
5. They create a password and finish setting up their account.
6. Once registration is complete, they can log in and start using the platform.

Use Cases

Onboarding is useful when:

• Employees need a simple way to access the platform
• Some employees do not have a work email address
• A programme wants to offer self-registration
• Employers want a more flexible registration and activation process
• Members need an easier way to recover access to their accounts

User Experience

The Onboarding experience is designed to be simple, clear, and flexible.

• For administrators, it offers a straightforward way to support employee registration.
• For employees, it provides an easy account setup journey with clear steps, recovery options, and support for mobile use.

The overall goal is to reduce barriers to registration and help more employees access their account successfully.

Compliance and Security

Onboarding includes identity checks during registration to help make sure only eligible employees can access the platform. Depending on the programme, additional security steps may also apply, such as extra verification during login.

Useful Resources

Onboarding - How a Member Can Register & Activate Their Account

Onboarding - How a Member Can Activate Their Account (After a Membership Upload)

Onboarding - FAQs - When do Members Receive the Activation / Welcome Email?

Onboarding - FAQs - What's New on the Login Page Under Onboarding?

Onboarding - FAQs - What Is a Communication Batch?

Onboarding - FAQs - What Is a Verification Field and Why Would a Client Want One?