Available for the following plans: Lite, Plus, Unlimited HR, Essentials, Engage, Elite, Unlimited HR+Payroll
Available for the following HR plans: Free, Standard, Premium, Platinum
Available for the following user access levels: Manager, Admin
This article explains how to use the Quick Add Employee feature to add a new user to your Employment Hero platform without them having to go through the onboarding process when they first log in.
When adding a new employee to your organisation, you have the option to Quick Add an employee. You can also learn how to fully onboard a new employee in this article.
If you want to set up an automated onboarding workflow, you can learn how to do so in this article.
Warning
The Quick Add Employee feature will bypass Employee Self-Service (ESS). The new employees added via Quick Add will still receive an invitation to Employment Hero, they just will not have to go through the onboarding process of saving all of their personal information in Employment Hero before they can begin using the platform.
Getting started
- Click the People menu.
- Click the People List submenu.
- Click the + Add Worker button in the top right corner.
- Select Onboard from the dropdown menu.
-
In the Add a worker modal, select which type of worker you want to add.
Helpful Hint
Not sure whether to add someone as an employee, contractor, or volunteer? Select Not sure which type applies? to answer a few quick questions and receive a recommendation.
- Select Quick Add.
- Complete the following fields:
- Employee entity
- First name
- Last name
- Date of birth
-
Location
Helpful Hint
At the end of the form, you will see the following optional entry:
- Add New Location: Click this button if the employee works at multiple locations to add additional location details.
- (for Payroll classic users) Synchronise with Payroll: Check this box if you want the added location information to be transferred to your payroll platform.
- (for Intelligent Payroll users) Do not add employee to payroll: Check this box if you do NOT want to include the employee to your pay runs and payroll.
- Click the Save button.
- After you click Save, the employee will receive a notification to complete their onboarding. They will then need to go through the Onboarding Wizard to log in and complete their setup process.
- Click on the People menu.
- Select Import Employees
- Follow the instructions to prepare your CSV file. First choose which type of template you need: Update Employee Employment Details
- Update Employee Pay Details (Xero)
- Advanced Import Employees (including pay details)
- Quick Import Employees
- Update Employee's Custom Fields
- Update Custom work hours.
- Tick or leave the following checkboxes as appropriate:
- Include existing user information (If you select this, 2FA will be required to access sensitive data such as tax details.)
- Include terminated users
- Click the Download button.
- Enter the required details in the template you downloaded.
- Make sure you have the TYPE correct: Employee, Contractor or Volunteer.
- Save the changes you made to the file.
- Upload the file by clicking or dragging it into the Click or Drag file(s) here to upload tile.
- Map the columns in the CSV file to the correct fields in the Employment Hero platform. (If the CSV file includes the Contract Type column, select either Permanent or Fixed Term as the field cannot be blank.)
- Click the Continue button.
- New employees will now receive an email invitation prompting them to create their HR/Employment Hero Work account password and begin the onboarding process.