YuLife

Nina Boston

Looking at YuLife for your team, or wanting to make updates to a current plan?

FAQ for Employers, HR managers and Brokers

Absenteeism Risk 🇬🇧🇺🇸🇿🇦

Analytics Dashboard 🇬🇧🇺🇸🇿🇦

Burnout Risk 🇬🇧🇺🇸🇿🇦

What are Employee Surveys, and how can I use them?

Employee Surveys 🇬🇧🇺🇸🇿🇦

Mental Health Score 🇬🇧🇺🇸🇿🇦

YuLife’s Physical Health score explained

Physical Health Score 🇬🇧🇺🇸🇿🇦

Turnover Risk 🇬🇧🇺🇸🇿🇦

What is the Employee Insights Dashboard, and how can I use it?

Employee Insights Dashboard🇬🇧🇺🇸🇿🇦

Employee Net Promoter Score measures how likely employees are to recommend their company as a place to work

eNPS 🇬🇧🇺🇸🇿🇦

Employee Insights

How to connect your HR system to the YuLife Portal.

HRIS Connections 🇬🇧

Bring YuLife to where your team already works. By connecting your Slack workspace with YuLife, you can easily invite employees to the YuLife app and boost engagement directly through Slack.

Integrating your Slack workspace with YuLife 🇬🇧

Bring YuLife to where your team already works. By connecting your Microsoft Teams workspace with YuLife, you can easily invite employees to the YuLife app and boost engagement directly through…

Integrating your Microsoft Teams workspace with YuLife 🇬🇧

How to set up a secure SFTP connection to automatically sync employee data with the YuLife Portal

SFTP Connections🇬🇧🇺🇸

Integrating your workspace

How to add additional Admin accounts onto the YuLife Portal

Managing Admins Access 🇬🇧🇺🇸🇿🇦

How to add, edit or deactivate employees in bulk.

Managing Imports🇬🇧🇺🇸

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

Managing your employees 🇬🇧🇺🇸

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

Managing your YuLife Launch 🇬🇧🇺🇸

How to void an accidental deactivation and process returning employees on the YuLife Portal.

Voiding Deactivations & Processing Returning Employees 🇬🇧🇺🇸🇿🇦

Managing Your Team within the YuLife Portal

How to set up your account with Two-Factor Authentication (2FA).

Account Security 🇬🇧🇺🇸🇿🇦

How to create, manage and delete leaderboards in the HR portal.

Creating Leaderboards 🇬🇧🇺🇸🇿🇦

What are Custom Values and how do I change them?

Custom Values 🇬🇧🇺🇸🇿🇦

Exports 🇬🇧🇺🇸🇿🇦

Where to find the assets and communication to share with your team.

Resources Hub on the YuLife Portal 🇬🇧🇺🇸🇿🇦

Tags 🇬🇧🇺🇸🇿🇦

The YuStore 🇬🇧🇺🇸

Wellbeing Hub 🇬🇧🇺🇸🇿🇦

What are Wellbeing tools and how do I assign them to my employees?

Wellbeing Tools 🇬🇧🇺🇸

What is Reward and Recognition and how do I use it?

Reward and Recognition 🇬🇧

What is the YuCoin Wallet and how do I use it?

YuCoin Wallet 🇬🇧

Billing & Invoices🇬🇧

How to create and manage team events in your HR portal

Team Events in the HR portal 🇬🇧🇺🇸🇿🇦

Understanding your YuLife Portal

What is the daily wellbeing and engagement with YuLife?

Engagement 🇬🇧🇺🇸🇿🇦

What is Group Funeral Cover with YuLife SA?

Group Funeral Cover 🇿🇦

Group Life Cover 🇿🇦

What insurance products are available through YuLife?

Policy Options 🇬🇧

What insurance products are available through YuLife SA?

Policy Options 🇿🇦

YuLife’s Commitment to Equality, Diversity, and Inclusion in the app experience

Equality, Diversity, and Inclusion 🇬🇧🇺🇸🇿🇦

YuLife Overview

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.