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Where can I check the onboarding status of my employees for their retirement plan setup?
You can check your employees' onboarding status in the Employees section. Follow these steps to view their status:
Step 1: Sign in to your account and navigate to the ‘Employees’ section from the Dashboard.
Step 2: On the Employees page, the list of added and invited employees will be displayed. You can check their onboarding status anytime under the ‘Status’ column.
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