Adding employees to your Employer portal
To add an Employee into the Employer Portal click the top right button + New Employee
Select either Onboard online or Manual input.
Select Onboard Online to send an email to your employee to enable them to register themselves with their own personal details
You will have the option to select the tasks you would like to complete online. Personal details will always be mandatory.
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Add in the Personal email of your employee along with their Legal given name and family name. You can also add their Payroll ID if known. This is an optional field and this detail can be added in at a later date. Select “NEXT”
You will need to add in some details of their employment. Employer will be pre populated. Add in the employment basis and their role. You can add in the employment start date. The end date is optional as may not be known. Select “NEXT”
You can review the details you have added. You can edit the details if you have added incorrect information.
Once you are satisfied the information is correct select “SEND INVITE”
SEND INVITE will send an invite to your employee requesting them to register themselves with an user account and complete their onboarding tasks that you have assigned to them.
The employee will receive an email to their personal email. This email will also have your company branding so the employee knows it is from their new employer.
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Once the invite has been sent, you will see your new employee in your portal with the Status of “INVITE SENT"
You have the option to Edit employment details, Resend invite and also Cancel the employee if they are no longer going ahead with the employment
You will see the status update to 'ONBOARDING" once the employee has started their onboarding journey
Once the employee has completed all the tasks, you will see three green ticks for completed tasks and their Status would be updated to ACTIVE.
Once you employee is ACTIVE you then have the option to edit their employment details or CEASE EMPLOYMENT.