How and when to invite employees?

C

Customer Support

Last updated on Jul 27, 2026

Inviting employees to the platform can be done at any stage after company verification - either before or after setting up a benefit. Some employers prefer to invite employees early so that they can view their accounts in preperation for the scheme to start. Others choose to invite employees only once a benefit has been created, employees have been assigned to it and the first subscription is paid. Either approach is valid.

To send an invitation, go to "Employees" in the left menu, select the check box next to the employees you wish to invite or select all. Then click “Send invitations” in the top right. The employees will receive an email, to the email address you have input, with a link to access their account.

If an employee does not receive the email, please ensure they check their junk and spam inbox.

Note - An employee does not need to accept the invitation for the employer to initiate Basic Subscription payments on their behalf. Acceptance is required only if the employee wishes to make Voluntary Subscriptions, switch Sub-Funds, or manage their own investments.