Managing your team on the YuLife Portal 🇬🇧🇺🇸

How to add, delete & bulk upload to the Portal.

Nina avatar
Written by Nina
Updated over a week ago

If you are an Admin at a South African company and would like to make changes to your team, please contact

How do I add a new employee to the HR Portal?

  1. Open the HR Portal and click People in the left-hand menu.

  2. Here, you’ll see your list of employees. Click on 'Add' in the top-right hand corner of the screen.

  3. There are two options in the drop-down box, click on 'add new member' to create an account for one employee.

  4. On the first page, you will need to select the Products you wish to assign to your new member. If you have an insurance product with us, you will see these in the drop-down menu (e.g. Registered Group Life). If you have purchased our Wellbeing option without insurance products, you will have the Wellbeing product to select.

    (If you have more than one Product available, you can add another by clicking 'Add New Product' underneath). Once you've done this, click the 'continue' button at the bottom of the page.

  5. You'll then need to fill in all the personal information for this employee. If you wish to send the user an invite to sign-up straight away, make sure you select the tick-box allowing this at the bottom of the screen. Remember to tap 'save this member' before exiting the screen, otherwise the new member won't be saved.

  6. Great! You've created a new YuLife account for your employee, the new member will now appear in the list on the People page.

How do I remove someone who is leaving the business?

If someone is leaving the business, head to the People section on the left-hand menu.

Using the search bar, type in your leaver’s name and tick the box that appears to the left when you hover over their name. If you have multiple leavers, you can tick multiple boxes.

Once an employee is selected, a deactivate button will appear near the top of the screen. Tap on deactivate, you will then be asked to enter the person’s leaving date.

Please be aware that on this leaving date, they will receive an email from YuLife letting them know that their access to your company's benefits and insurance policy will be turned off soon. We'd suggest giving your employee a heads-up before deactivating to avoid any confusion.

How do I edit a member's details?

If you want to update any of the details on record for a person, like their name or salary, head to the People section in the left-hand menu.

  1. Tap on the member's name, this will open up an overview of their information. Scroll to find the section that you would like to update, then tap 'edit' on the right-hand side.

  2. From here, you'll be able to edit the necessary details. Be sure to tap 'Save' at the end!

Bulk Upload

What is Bulk Upload?

Bulk upload is a feature that allows you to add or remove multiple members at once. You can find it in the navigation menu in the people section. Here, you will see three options for adding, removing and editing.

How do I use the Bulk Upload option?

Tap the option for what it is you’re looking to do (add, edit or deactivate). You'll need to save your data in a copy of our upload template - you can find this template highlighted in blue when select your bulk option. Inside the spreadsheet, there are further instructions to explain how to use it.

Make sure you tap Submit after you've uploaded the data!

Once this has been saved, you'll be redirected to upload the members who have been entered into the template that you have submitted. If all is correct, tap 'upload members' in the bottom right corner.

That's it, you've completed your bulk upload!

If you have any questions or run into any issues, please reach out to us using the web chat, or at :-)

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