We’re excited to have you on board and want to make your first weeks with us as smooth as possible. Check out this new hire page – it’s your go-to spot for orientation resources, intranet links, and everything you need to get started!
If you have questions that you can’t find the answers to, please reach out to your manager or email PX@emoneyadvisor.com!
This is a 5-week guided journey in eMoney’s LMS with key trainings, resources, and insights to help you get set up, learn our business, and start strong!
Our official guide for eMoney’s benefits. This includes benefits details, premiums, and highlights the benefits available to you as an eMoney employee for the current plan year.
Think of this page as your one-stop shop for quick answers to the most common People Experience topics! If you can’t find what you’re looking for here, email PX@emoneyadvisor.com.
Performance management at eMoney is designed to help employees grow and do their best work. It includes goal setting, feedback, coaching, and development throughout the year.
Performance is measured in two areas:
Goals (75%) – The objectives you set with your manager that outline what you’re working to accomplish and how your work supports team and company priorities. During your first 30 days at eMoney, you and your manager will work together to set your goals for the year.
Competencies (25%) – The behaviors and skills expected for your role level that reflect how you work, collaborate, and contribute to eMoney’s culture.
Performance management also plays a role in eMoney’s performance bonus program, helping connect your contributions to both personal growth and company success. Learn more about our bonus program here.
Company News & Events
Company News
The Company News section of our intranet is your go-to source for the latest updates, announcements, and highlights from across eMoney. Here, you’ll find important company-wide news, team achievements, upcoming events, and spotlights on employees.
Be sure to check in regularly to stay informed and connected with what’s happening across the organization. If you have exciting news to share, we’d love to hear from you – reach out to corpcomms@emoneyadvisor.com to submit updates.
Events Calendar
The Events Calendar on our intranet keeps you up to date on all company events, professional development trainings, important dates, and celebrations. This is the place to stay informed about what’s happening and how you can get involved.
Be sure to check the calendar regularly so you don’t miss out on important events. If you’d like to add an event or have any questions, feel free to reach out to corpcomms@emoneyadvisor.com.
We look forward to seeing you at an upcoming event!
Culture and Engagement
Employee Engagment Committee
eMoney’s Employee Engagement Committee (EEC) is comprised of employee representatives across locations, departments and levels. The committee is a cross-functional group of employee representatives dedicated to fostering a workplace culture where people feel connected, valued, and inspired to do their best work. Learn more about the EEC.
Connect & Engage
One of the best ways to settle into a new role is by building connections early and at eMoney, fostering meaningful connection is a key part of our remote-first culture.Explore the opportunities listed hereto build relationships, get involved, and be part of a thriving virtual community – wherever you are.
Meet the People Behind eMoney
At eMoney, our people are the heart of everything we do. From different professional backgrounds and life experiences to unique interests, passions, and talents – our team members bring our culture to life in inspiring ways. That’s why we’ve created a dedicated space to celebrate the people who make eMoney what it is. Start exploring now!
Giving Back
Charitable Giving
At eMoney, supporting our communities is part of who we are. Through our giving portal (Workplace Giving), you can donate to causes you care about – like the environment, education, hunger relief, and more.
Get your gift matched: eMoney will match up to $200 per benefits-eligible employee per year – that’s over $120,000 if every employee gives!
Benefits-eligible? Donate via Workplace Giving to get your match automatically.
Not benefits-eligible? You can still give directly through your chosen nonprofit’s website.
Volunteer Time Off
eMoney is committed to giving back to the communities where employees live and work. Our volunteer initiatives are an integral part of our company culture, and we realize that our employees are the driving force behind our charitable efforts, which is why we offer every full-time and part-time employee 16 paid volunteer hours every year.
eMoney’s leadership team reflects decades of experience, diverse perspectives, and immense talent that spans various industries and areas of expertise. They cultivate our strong culture and work tirelessly to deliver the industry’s best financial planning software, training, and support.
View your team, other business units, check out who else from eMoney lives in your state, and even personalize your profile a bit to help people get to know you.
This page has everything you need to present a consistent and professional eMoney brand across platforms.Download branded Zoom and Teams virtual backgrounds for your meetings, apply the official Outlook email signature template, and update your online presence with LinkedIn headers.
