Managing Connected Organizations

What is a Connected Organization?

Connected Employer Organizations allow advisors to customize the employer and employee experience to a much greater extent. These premium, connected organizations are a paid add-on, and are generally used to scale financial wellness services and tools with larger employers or even with smaller employers who might pay for a financial wellness program.

You can add a new connected org or view and manage your firm's list of connected orgs by navigating to the Organizations page in your admin account.  

Creating a New Connected Org

Because connected orgs carry an additional cost, you must first submit a request with details about the new organization to Savology's team first. When submitted, a team member will review the request and reach out to confirm the details and final pricing.

To submit the request, first complete the New Organization wizard by navigating to Organizations and selecting the Create new organization button at the top of the page. In the wizard, you will complete the following pages:

Organization Details

• Organization display name: The name of the company that will appear to employees on the branded landing page and in other referenced materials.
• Organization size: Select from one of the ranges in the drop-down menu to indicate the approximate number of total employees.

Product Package

Here you will select if you want to create an employer group, or if you want to submit the request to create a custom organization. Selecting an employer group will end the process and just create a group as additional details will not be needed and a premium organization will not be created.

Custom Organization Submission

Custom Organizations include a number of features and benefits that Groups do not, so you will want to carefully consider the needs of your employer and their employees when making this decision. To learn more about why you would choose an Organization over a Group, keep reading below, or click here to see a full feature comparison.

If you decide a Custom Organization is right for you, simply select Custom Organization in the New Organization wizard, hit Next, fill out your information including name and email address, then click Submit Request to notify the Savology team. Within 24-48 business hours a Savology team-member will be in touch to discuss pricing and help you get your Custom Organization launched.

Viewing & Accessing Connected Orgs

Advisors often ask when to consider an Organzation over a Group. Because we offer flexibility, most advisors use Groups for a portion of their employer clients and Organizations for others.  Below are a few of the primary reasons to use an Organization vs. a Group:

• Custom links: You want the employee invite link and invitations to include the employer's name or part of their company domain.
• Branding: You want to display the employer's logo on the employee landing page and employee portal.
• Custom settings: You want different account settings to apply to users in the Organization than those of the firm’s Groups. For example, you can add details, resources, and links about the other benefits the employer offers to the relevant sections of the employee's Savology plan.
• Custom providers & resources: You want different custom providers and resources shown to users in the Organization than those of the firm’s. For example, you can add details, resources, and links about the other benefits the employer offers to the relevant sections of the employee's Savology plan.
• Employer admin access: The employer's HR team needs or wants access to their own portal where they can manage new and terminated employees, see aggregate metrics, and update their own settings.
• Enhanced aggregate metrics & reporting: You want more indepth aggregate metrics and reporting than what is offered through Group activity metrics.
• Savology coaching / Savology Pro: You want to include and need help scaling 1-on-1 coaching for employees who require additional support and help.