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  1. Sun Life Onboard
  2. Getting Started

Getting Started

Check out the basics to get started onboarding with Sun Life.

Sun Life Onboard Basics

  • Welcome to Sun Life Onboard
  • Signing in to your account in Sun Life Onboard
  • Get to know your Sun Life Onboard Dashboard
  • Track your Sun Life Onboard Progress
  • Important dates in Sun Life Onboard
  • Emails you can expect during Onboarding

Info Gathering Best Practices

  • Company Information Collected in Onboard
  • Managing DocuSign Onboarding Forms
  • Completing your Sun Life Census File
  • Guided Digital Smart Form in Onboard
  • Submitting your Census & Enrollment Elections
  • Uploading files in Sun Life Onboard
See all 7 articles

Employee & Employer Resources

  • Discover & Share Employee Resources
  • Custom Enrollment Resources from Sun Life
  • Accessing your Voluntary Deduction Report

Broker Partner Resources

  • New! Sun Life Onboard is expanding to support more of our Clients
  • Updates! Simplifying communications in Onboard
  • Census validation now available during Sun Life onboarding
  • About the Guided Digital Smart Form in Onboard
  • Signing in to your broker account in Sun Life Onboard
  • Managing your Clients in Sun Life Onboard
Sun Life Onboard