Inviting your employees is the first step to building a culture of wellbeing. The tools in this guide are designed to make the sign-up process as easy as possible for your team, which is the best way to increase adoption and engagement with the Wellhub benefit.
Important note
You must have Admin or Operations permissions to access these features.
Understanding Invitation Types
You can choose the automation level that best fits your strategy:
- Smart Invites (Recommended): Automatically invites new eligible employees and re-invites non-subscribed members every 60 days.
- Basic Invites: Only sends an email to new eligible employees when they are added.
- Turn off invites: Disables all automatic email invitations.
How to manage your invitation settings
💡 If you manage a group of companies, please note that settings are managed for each company individually. There is no single setting for the entire group. First, select the specific company you wish to manage from the dropdown menu at the top of the page.
You can configure your invitations in two places:
1. From the main Settings menu
- Log in to the Wellhub for Companies portal.
- In the main menu, go to Settings > Communication.
- Under Invite your employees, you can choose your preferred setting, customize the sender name, and preview the email.
2. During the employee list update process
- Begin the process of uploading or updating your employee list.
- Proceed to the final Review step.
- Here, you can review and change the invitation settings for the company you are updating.
Other invitation tools
A Kick-off is a one-time email sent to your entire eligible employee list on a specific date and time you choose. It's the perfect way to align your Wellhub launch with your internal communication plan.
⚠️ This feature is only available if your account is set to Smart Invites.
How to schedule your Kick-off from the Settings menu:
- Log in to Wellhub for Companies portal.
- In the main menu, go to Settings > Communication.
- Under Invite your employees, click Kick Off Invites.
- In the pop-up window, choose when you want the email to be sent. You can select our recommended time (our best-engagement window) or a custom date and time that fits your launch.
- Click Confirm.
You will see your chosen time displayed as confirmation. You can click Edit to adjust the time or Cancel the Kick-off at any point before it is sent.
💡 You can also schedule a Kick-off when you update your employee list. The option will appear on the final Review step of the employee upload process.
These tools provide a unique link that takes employees directly to your company's sign-up page. You can find them on your Homepage or under Settings > Communication.
If you prefer to control exactly who receives an email and when:
- Go to the Employees menu.
- Select the specific employee(s) you want to invite from the list.
- Click the Send invite button.
Troubleshooting Missing Emails
An email address is required to send an invitation. If an employee's status says "Missing email," you must update their profile with a valid address before you can invite them. Learn how to update your employee list.