Adding a new Employee

Onboarding a new Employee

On boarding and sending an invitation to a new employee is easy.

• Navigate to your menu on the side bar.
• Click Employee in the My People menu option. There you will see a list of your current employees, and their onboarding status
• Click Invite Employee

Setting up Employee details

This page will appear and you will need to complete all the relevant information. To invite a new employee, you will only require their name and email address in order for the Onboarding process to commence.

Other details your require

• Employee name/surname
• Email
• Date Hired from
• Assign them to your work premises
• Assign them a role from the available roles
• Assign a created pay template
• Assign permissions by role. This can be edited within the permissions page for individual requirements
• Assign and attach any documents for electronic signing or viewing
• Required Training certificates for upload will automatically appear in on boarding according to the job role

Sending an Onboarding Invitation

• Once completed press “send invite” and the employee will receive a link via email where they can commence the Onboarding process

• You can monitor whether the link has been opened by the pending notification