Context: This guide covers the steps involved in adding an employee via online onboarding in the Wrkr Portal, and the Employer's view throughout the process.
Interactive Demo
Note: Make the demo full-screen for a better experience. You can mute/un-mute narration to suit your preferences.
Step by Step
1. Adding employees to your account – Onboard Online Process – Employer View
2. On the Employees tab, click New employee.
3. Select Onboard online.
4. Select the onboarding tasks for your employee. Note: Personal details are mandatory.
5. Click Next.
6. Enter your employee's details
7. Click Next.
8. Enter the employment details of your employee, and click Next when ready.
9. On the Review step, confirm the details entered are correct.
10. If you wish to update any of the details before inviting your employee, click Edit in the heading of any section.
11. Once done, click Send invite.
12. Returning to the Employees tab, you will now see your new employee with the status of Invite sent.
13. To resend the invite, update their details, or cancel the invite – click on the action menu.
14. As your employee commences their onboarding activities – their status will update to reflect Onboarding.
15. Once your employee has completed their onboarding – their status will update to reflect Active.
16. As they are now active, you can now cease their employment, or view their contribution history via the actions menu.
