logo Guides
  • Get Started
  • Provider Portal and Tools
  • Member Portal
  • Portal Basics
  • Group Onboarding
  • Eligibility
  • Payments and Invoices
  • Claims
  • Cash Pay
  • Compliance
  • Reports
  • Yuzu Policies
  • Partner Launch Process
  • Integrations
  • Troubleshooting and Support
  • Group Onboarding
  • Onboard Your Group
logo

Contents

How to Log InOnboarding Checklist

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. Add Group Team

    1. Role Permissions (incl. Privacy Officers)

  2. Upload and Verify Employees

  3. Insert Business Details

  4. Add Personnel

  5. Sign Banking Agreement

  6. Connect Banking

  7. Set Invoicing Preferences

  8. Employee Contributions

  9. Sign Contracts

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

Was this page helpful?

Next Get Started
How to Log In
Onboarding Checklist