Welcome aboard!
As you set up your plan, we are sure you’ll have a lot of questions. Our help center is designed to assist you every step of the way, starting with our onboarding guide. We’ll walk you through:
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- Registering Your Account on the Employer Portal
- Digital Onboarding
- Understanding Census and Payroll
- Navigating Your Portal
- Supporting Employees Through Onboarding
Registering Your Account on the Employer Portal
The first step of onboarding is creating your login. By now, you’ve likely already created a login, but if not, check your inbox for an email with a registration link that will bring you directly to the account set up. If you can’t find your link, email us at onboarding@vestwell.com.
Navigating the Vestwell Help Center
Our help center is separate from your plan sponsor portal and provides supportive content and materials for you and your employees. Each time that you return to the home page, be sure to navigate to the correct help center depending on whether you’re visiting in your role as employer or employee.
Below the "Employers" tab, you will see multiple sections broken down by topics. For our newest clients, you’ll want to focus on the "Employer Onboarding Guide for New and Conversion Plans.” You can view the subsections listed by clicking on See All Articles. Most articles offer "how-to’s" with videos and/or screenshots.
You can also find answers to the most frequently asked questions by typing them into the search field.
We’re Here to Help!
While we encourage you to leverage our help center as needed, if you ever find yourself requiring more personalized assistance, our dedicated team of customer success managers is here to help. Please email us at clientsuccess@vestwell.com and we will be sure to get back to you.