Overview of Guided Enrollment

Guided enrollment gives HR leaders, Operating Managers and/or Team leads the ability to send employees their unique sign-up link for DailyPay, expediting the employee enrollment process. 

If your company does not currently have access to guided enrollment and you are interested in learning more, please reach out to your DailyPay admin. 

How does it work? 

1. Log in to the guided enrollment website 
2. Enters employee information and verify phone number
   1. Confirm that you have consent from the employee before sending them the initial text 
   2. Ensure you are in person or virtually live with the employee to confirm they received the initial text before sending their sign-up link 
3. Employee receives a secure, expedited sign-up link
4. Employee confirms details, sets login email and password - that’s it!

Full training video available here. 

Common Questions 

How do I access Guided Enrollment?

• In order to access guided enrollment as an employer, you first need to be added by a DailyPay admin at your company. Once you are added, you will receive an email that will prompt you to create a password and log in.
• Access to guided enrollment is via the web only and cannot be accessed via the DailyPay mobile app. If you have an employer-guided enrollment account, you will be able to log in here.

What if I also have a user or DailyPay portal account? Can I use the same login for guided enrollment?

• Yes. If you have access to the Client Portal and Guided Enrollment, you will see the option to select the app you want to access each time you log in. 

What if I can't log in to the guided enrollment tool? 

• Please reset your password as a first step. If you are still not able to log in, please reach out to DailyPay support at client.support@dailypay.com. 

Once I am logged into the guided enrollment tool, how can I find my employees to send them their enrollment link? 

• You should enter your employee’s ID (the number used to identify employees in payroll and HR systems) to find their DailyPay account. Once you enter the number, you will be able to confirm you have identified the correct account before moving forward. If we do not have an account for the employee, you will receive a warning message. 

What if I can’t find an employee’s account via their employee ID?

• As a first step, you should reach out to your HR team to confirm the employee’s ID has been sent to DailyPay. If the employee’s ID is confirmed, please reach out to DailyPay’s Support team for assistance.

Once the employee receives the link via guided enrollment, what steps do they need to take to enroll?

• The employee needs to enter their email, create a password, and accept terms in order to complete DailyPay enrollment. If the phone number entered by the “onboarder” does not match the phone number DailyPay has on file for the user (sent via user roster), we require the user to go through an additional verification step.

What if the employee receives an enrollment link via guided enrollment and does not want to enroll?

• The employee is not required to enroll after receiving the link via guided enrollment. The employee will not be enrolled unless they click the link and complete the process.

How long after receiving the enrollment link does the user have until they can enroll?

• The user has 2 hours to enroll once they receive the link to sign-up with the expedited process. Once the link expires, the user will be required to enter an additional form of verification.