How Do I Invite New Employees to Enroll in the Plan?

When you have new team members who need to enroll in coverage, follow the steps in the portal to send them enrollment invites. This ensures they receive the proper link and access to complete their enrollment.

👉 Full instructions here: Invite New Employees to Enroll in Plan (Yuzu Docs)

The guide explains how to:

  • Select employees who require invitation
  • Send portal invites automatically or manually
  • Monitor invitation status (accepted, pending)
  • Resend or cancel invitations if needed