logo Guides
  • Get Started
  • Provider Portal and Tools
  • Member Portal and Tools
  • Portal Basics
  • Group Onboarding
    • Employers: Onboard Your Group
    • Plan Designers: Onboarding Groups
  • Live Plans
  • Eligibility
  • Payments and Invoices
  • Claims
  • Compliance
  • Reports
  • Yuzu Policies
  • Partner Launch Process
  • Integration
  • Troubleshooting and Support
  • Group Onboarding
  • Employers: Onboard Your Group
logo

Contents

How to Log InOnboarding Checklist

Employers: Onboard Your Group

How to onboard to our portal and finish your employer to-do's. 

How to Log In

  1. Go to the portal URL (on mobile or desktop)

  2. Enter your email address in the sign-in box.

  3. You’ll receive a code to your email inbox. Copy that code and paste it in!

Onboarding Checklist

  1. Insert Business Details

  2. Edit Group Team

    1. Role Permissions (incl. Privacy Officers)

  3. Add Banking

  4. Sign Banking Agreement

  5. Add Tax Information

  6. Add Personnel

  7. (Once Live) Sign Contracts

Have a problem? See our guide on HRIS Enrollment Troubleshooting.

Was this page helpful?

Previous Group Onboarding Next Insert Business Details
How to Log In
Onboarding Checklist