To help your employees sign up successfully, it's important to understand the simple, two-step process they'll follow.
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The employee must be on your eligibility list
Before an employee can sign up, their information must be included in your company's list of eligible employees.
➡️ Learn how to add or update your employee list. -
The employee verifies their identity
Once they are on the list, the employee will sign up in the app using the specific eligibility key your company has chosen. For example:- Work Email: They'll enter their company email address.
- Phone Number: They'll enter their mobile number and receive a one-time password (OTP) via SMS to verify their identity.
- Employee ID: They'll enter their unique Employee ID (and National Insurance Number or first name, if required).
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The employee creates their account and chooses a plan
After their eligibility is confirmed, the employee will finish creating their account and can then choose a plan. To make this process as easy as possible for them, you can share our official, user-friendly guide.
➡️ Share this step-by-step guide with your employees.
Want to make it even easier?
You can proactively invite your employees to join. Our invitation tools, like Smart Invites and the Magic Link, can streamline the process for your team. Learn how to use all the different invitation tools.
Troubleshooting employee sign-up issues
If an employee is having trouble signing up after following the guide, it's usually for a reason you can help them solve.
➡️ Learn how to solve the most common employee sign-up issues.