Onboard an employee
The onboarding function allows you to give a future employee access to the system prior to their start date.
To do this:
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Create an employee via Directories > Create New.
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In the employee's record, select the Contact tab and use the date-picker to add their On-Board Date.
Make sure this is before their start date.
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Using the On-Board Contact list, select the employee's contact.
Directory
The Starter Directory stores the employee's details until their start date. Once their start date arrives, the system moves the employee into the directory.
Set Rights
You may want to inactivate some of the tabs an onboarding employee can access until their employment starts. To do this, review their Set Rights.
The system assigns your default Set Rights Set Rights are the system permissions you allocate to employees to control the information available to a user about other employees. if you do not update these for an employee.
Sign-in details
You must contact the employee to provide them with their sign-in details and give instructions on what they must do.
Homepage
After logging in, the following displays for the employee:
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Details of their 'Contact' on their homepage.
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Details of their New Starter holiday entitlement (pro rata if applicable).
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Notifications
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Hyperlinks
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Read & Accept documents for review. To add a document, go to Utilities > Company > Read & Accept.
Remember to add a Where Clause.
Left-hand menu access
Handbook
To make parts of your handbook available, go to Utilities > Company > Handbook and select On-Boarding in each section.
My Details
The tabs an employee can access in My Details depends on the Set Rights you have assigned to them.
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