In Sun Life Onboard you have access to a curated collection of documents, educational employee resources and enrollment materials.
In this article, we’ll cover how to:
Give your employees the knowledge they need to make smart benefit decisions.
Browse Resources
To see available resources, log into your Onboard account and select View Now from the Employee & Employer Resources on the right hand side of on your Dashboard.
We’ve made it easy to find the materials you need by providing the option of browsing by resource type or benefit type.
Browse by resource type
Select the type of resource you wish to view and see all available versions across your different benefits.
Resources can include items such as Benefit Summaries, Benefit Rate Sheets, Enrollment Forms, Informative Videos, Flyers & ID Cards, and their availability will be based on your benefit offering with Sun Life.
If you have requested any Custom Resources, you will also have easy access to see them here. Learn more about custom enrollment resources now >>
Browse by benefit type
Select to view all available resources related to a given benefit.
To see all available materials in one listing, including custom resources, select View all resources. Apply filters to further customize your browsing experience.
Share Resources with Employees
Apply filters to further customize your browsing experience and hand-pick resources to share with employees.
Select a Resource Type and a Benefit Type to target specific materials related to a line of coverage.
Ex: If you wanted to see if there is a video clip about Accident coverage, you could set the Resource Type to “Benefit Video Clips” and the Benefit Type to “Accident”.
Some materials will be available for download (i.e. summaries, rate sheets & forms) and other resources may be web-based (i.e. videos & flyers).
Download resources individually or select Download All to create a zip file of all documents in your filter view.
Please note: Resources that have been provided as a web-based link will not be included when selecting Download All (i.e. videos & flyers). To share linked materials with employees, select View to access the resource and web link.