To properly onboard your plan, we need to know certain information about your business, employees, and payroll system. We created a Task Tracker that navigates you through the initial data gathering steps and, once complete; we'll schedule an alignment call with you to make sure we have everything we need. In this section, you will find helpful information about registering for your Vestwell account and completing your Task Tracker.
- Onboarding Task Tracker
- Understanding Your Census and Submitting Your First Payroll
- Plan Conversions
- Supporting Your Employees Through Onboarding
- Resources for Your Onboarding Experience