Employee onboarding allows you to add and invite your employees while also requesting them to submit their own personal information as well as their password as part of their setup steps. Using employee onboarding also means the employee will be invited to join your account right away.
What information is requested from the employee when onboarding?
If you choose to onboard your employees, they will receive an email asking them to provide the following information:
Title
Gender
Date of birth
National insurance number*
Phone number
Address
Emergency contact
Password (this will not be sent to you but used when they log in to their account)
Onboarding employees
To onboard an employee, go to your Company tab and select Employees. At the top of the page, click the blue plus beside the 'Onboard employees' option.
You will then be taken to this page and asked to enter the employee's first name, last name, email address, and optional default role. Unlike with adding an employee manually, an email address must be entered here as this is how the employee will receive their onboarding email asking them to complete their data.
Once you've added this in, click 'Continue'.
Your employee will now receive their email asking them to complete their account setup by entering their personal information and password and you'll be informed by email once this has been completed.
Resending an onboarding link
If an employee cannot find their onboarding email, you can resend it by going to your Company tab, selecting Employees and clicking on the employee's name. At the top of their profile, you can click 'Re-send onboarding link'. If you don't see this option, it means the employee has submitted their information already or could mean they were added manually instead.
To learn how to manually add and invite an employee to your account, click here.