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Onboarding New Employees

Streamline the process of adding new team members to your organization.

Creating a New Employee Profile

  1. Navigate to the HR section
  2. Click Add Employee
  3. Fill in employee details:
    • Full name
    • Email address
    • Job title
    • Start date
    • Department

Setting Up Access

Once an employee profile is created, you can:
  • Assign them to payroll
  • Set up banking information
  • Configure benefits eligibility
  • Grant system access and permissions
New employees will receive an email invitation to complete their profile and set up their account.

Onboarding Checklist

Create a custom onboarding checklist to ensure all steps are completed:
  • Employee profile created
  • Payroll information added
  • Banking details provided
  • Benefits enrollment completed
  • System access granted
  • Welcome email sent