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Overview
If an employee hasn't accepted their invitation to join your group plan, you can resend it from your administrator dashboard. You can resend an invitation to a single employee from their profile, or resend invitations to multiple employees at once from the Employees tab.
Tip: Use this when an individual employee contacts their employer because they can't find their invitation email, or when you want to bulk send reminders to employees who were invited a while ago but haven't taken action yet.
Resend an invitation from an employee's profile
Follow these steps to resend an invitation:
- Log in to your Wealthsimple profile
- Select the Profile menu
- Select your employer name from the menu
- Select the Employees tab
- Use the search field to find the employee
- Select the employee
- Select Settings in the top right corner
- Select Resend invitation
Resend invitations in bulk
If you have several employees with the status Invited, you can resend their invitations all at once:
- Log in to your Wealthsimple profile
- Select the Profile menu
- Select your employer name from the menu
- Select the Employees tab
- Select Status, then select the Invited checkbox
- Select the checkbox next to Name to choose all employees, or select the checkboxes next to specific employees to choose only those
- Select Send reminder emails and confirm
Note: We automatically send a reminder email 2 weeks and 4 weeks after the initial plan assignment if the employee hasn't taken action yet. There's no limit to how many times you can resend an invitation, and resending doesn't change the employee's status.
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