Send an Invitation Email to an employee

There are a couple of ways to send an invitation email to employees:

New Employee Form

1. On the Create New Employee, from the Send Invitation Email list, select either Work or Personal depending on it you want to send the invitation email to the employee's personal or work email address.

2. Select Save.

   This sends an invitation to the employee, allowing them to set up their Username and Password.

3. If the employee Start Date is in the future, but they need access to the system before this, add an Onboard Date on the form.

   You can also add the date afterwards. From the employee's Personal tab, select Actions > Send Invitation email.

Username & Password Management

1. Go to System Tools > Utilities > Company > Username & Password Management.

2. Select Actions at the top right-hand side of the screen.

3. Choose Send Invitation Emails from the list.