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Onboard your new employee | HR Web Platform

Jimmy
Updated

Enhance your new employees' onboarding experience with Employment Hero's paperless onboarding process. The Employee Onboarding widget on your dashboard allows you to specify pay and allowance details, track your employees' progress through the onboarding process, and send reminders if necessary.

Helpful Hint

To read further details on the employee onboarding workflow and how your employees progress through it, refer to the following guide.

Helpful Hint

During the employee onboarding process, they can also upload a P45 form if this applies to them.

p45.jpg

Availability

HR Plan:   Standard   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Getting started

Onboard an employee without a contract

Helpful Hint

If you choose to onboard a new employee without a contract, you can issue the contract later using the HR Documents feature. To read further details on the HR Documents feature, refer to the following article.

  1. Click the   Home menu.
  2. Click the Add button.
    Onboard
  3. Enter the following information on the Basic Information page:
    • Personal email.
    • First name.
    • Last name.
  4. Click the Continue button.
    Onboard_2.jpg
  5. Enter the following information on the Employment Details page:
    • Employing entity.
    • Location.
    • Employee code.
    • Employment type.
    • Contract type.
    • Start date.
    • Job title.
    • Probation length.
    • Primary manager.
    • Secondary manager.
    • Location.
    • Teams.
  6. Click the Continue button.
    Onboard
  7. Enter the following information on the Pay Details page:
    • Pay rate.
    • Work Hours
    • Ordinary work day.
    • Benefits.
  8. Click the Finish button.
    Onboard_4.jpg
Onboard an employee with a contract
  1. Click the   Home menu.
  2. Click the Add button.
    Onboard
  3. Enter the following information on the Basic Information page:
    • Personal email.
    • First name.
    • Last name.
  4. Click the Continue button.
    Onboard_2.jpg
  5. Enter the following information on the Employment Details page:
    • Employing entity.
    • Location.
    • Employee code.
    • Employment type.
    • Contract type.
    • Start date.
    • Job title.
    • Probation length.
    • Primary manager.
    • Secondary manager.
    • Location.
    • Teams.
  6. Click the Continue button.
    Onboard
  7. Enter the following information on the Pay Details page:
    • Benefits.
    • Synchronise with payroll
  8. Click the Issue Contract button.

  9. Choose the desired document by clicking the Select button.

    Helpful Hint

    You can only select one contract to send to an employee within the Employee Onboarding feature, however, you can issue further contracts by using the HR Documents feature. To read further details on the HR Documents feature, refer to the following article.

  10. After making the required changes on the editing screen, click the Continue button.
  11. Click the I have read and understood the disclaimer and accept the terms of use tick box.
  12. You now have three actions you can undertake with the document:
    • Email the document to the employee:
      1. Click the Email box.
      2. Review the email message you are sending to the employee.
      3. Click the Email Email Contract button.
    • Print a copy of the document:
      1. Click the Hard Copy box.
      2. Click the Print Contract button.
    • Save the document as a draft:
      1. Click the Save as Draft button.
    • Upload supporting documentation:
      1. Click the Upload button.
      2. Select the required document.
      3. Complete the Document Access fields.
      4. Click the Save button.

Daily activity

Remind signatory

Helpful Tip

The Remind Signatory feature is only available when you have issued a contract during the onboarding process, but the employee is yet to sign the contract.

  1. Click the   Home menu.
  2. Click the   button.
  3. Click the Remind Signatory button.
    Onboard
Re-send invite

Helpful Tip

The Re-send Invite feature is only available when the employee has yet to create their Employment Hero account by completing the password creation section on the Employee Onboarding workflow.

  1. Click the   Home menu.
  2. Click the   button.
  3. Click the Resend Invite button.
    Onboard
Resume onboarding

Helpful Tip

The Resume Onboarding feature is only available when you have issued a contract during the onboarding process but have not sent the contract to the employee.

  1. Click the   Home menu.
  2. Click the   button.
  3. Click the Resume Onboarding button.
    Onboard
View employee file
  1. Click the   Home menu.
  2. Click the   button.
  3. Click the View Employee File button.
    Onboard

Removing data

Remove an employee
  1. Click the   Home menu.
  2. Click the   button.
  3. Click the Delete Employee button.

    Helpful Tip

    Deleting an onboarded employee will bypass your employees off-boarding process. Use the Delete Employee button primarily for cases where you have made a mistake with the onboarding application process.

    Onboard
  4. Type the employee's name and click the Yes, Delete file button.
    Onboard

Author recommended

So you have now managed onboarding and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

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