Go to Edukate
All Collections
Administrator Portal
Administrator Portal
Onboard, engage, and analyze. Learn how to manage your plan like a rockstar.
16 articles in this collection
Written by
Chris,
Evan Glazer,
and
Mark Krupinski
Edukate Basics
What is Financial Wellness?
The basics of financial wellness and how employers can help.
Written by
Chris
Updated over a week ago
How Does Edukate Work?
The basics of Edukate and financial wellness in the workplace.
Written by
Chris
Updated over a week ago
Plan Management
Employer Resources
Use our additional employer resources and toolkit to get the most out of Edukate.
Written by
Chris
Updated over a week ago
Adding and Inviting Employees
Importing a list of employees to invite to join Edukate with a CSV file.
Written by
Evan Glazer
Updated over a week ago
Removing Employees
Written by
Chris
Updated over a week ago
How Many Employees Can Be In a Plan?
Adding more employees to your plan and plan limits.
Written by
Chris
Updated over a week ago
Switching Between the Employee and Administrator Dashboard
The employee experience looks different from plan administrators and employers.
Written by
Chris
Updated over a week ago
Employer Analytics and Data
Get insights and data about your organization and employees. Create reports from the dashboard.
Written by
Evan Glazer
Updated over a week ago
Enabling Insights Feature
Insights let employees communicate with their employer directly through the dashboard.
Written by
Chris
Updated over a week ago
Employee Engagement
Creating and Running Contests
Schedule and run contests on Edukate to engage employees with gamification.
Written by
Chris
Updated over a week ago
Adding Custom Content and Documents
Employers can share custom links, tools, and content with their employees.
Written by
Chris
Updated over a week ago
Messaging and Emails
Common Email Errors
I received an email failed error message - why and what do I do?
Written by
Chris
Updated over a week ago
Whitelisting Edukate Email Servers
Prevent Edukate's emails from getting marked as SPAM for your employees.
Written by
Chris
Updated over a week ago
Send Messages to Employees Through Edukate
Send in-app messages and emails to your employees through the Edukate application.
Written by
Mark Krupinski
Updated over a week ago
Other Common Questions
Navigating the Partner Profile
If you control multiple plans, see and manage them from the partner profile page.
Written by
Evan Glazer
Updated over a week ago
Exceeding Plan Quota Error Messages
Exceeding total number of employees allowed in an Edukate plan.
Written by
Chris
Updated over a week ago