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Getting your Team onboarded with YuLife 🇬🇧🇺🇸

How to get your team fully launched on the YuLife app.

Nina avatar
Written by Nina
Updated over 9 months ago

Who is my Launch Manager?

A Launch Manager is someone in the YuCrew who will be on hand to help you get YuLife up and running and answer any questions you might have about launching. They can also share lots of ideas and strategies for getting the most out of your YuLife launch.

When you first get started with YuLife, you should receive an email from your Launch Manager with a link to book a call. If you haven't received this, drop customersuccess@yulife.com an email and they'll be able to help get you booked in!

Onboarding your team

Once you've had your initial call with your Launch Manager, it's then time to get your employees up and running with YuLife.

Firstly, take a look at the People page on the portal. Ensure every employee's information is up-to-date and ready for launch! If you need to add or edit your employee's data, you can do so via the people page - click here for more information on how to do this.

The next step is to notify your team that YuLife is coming soon and to expect an email regarding sign-up. There are plenty of templates available in the Resources Hub on the portal for you to use (see the 'coming soon' section). We have a useful explainer session that you can send to your team about how the app works, click here for the link to watch the pre-recorded session or to get booked into a live session.

Once you've notified your team and you're ready to get everyone started, you can head to the People page and invite your team to sign up!

It's recommended that you book a catch-up with your Launch Manager after sending the invites, to see how you're onboarding journey has been.

If you run into any problems during onboarding, do reach out to our Support team via in webchat on the portal, or drop your Launch Manager an email :)

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