Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access level: Admin
This article explains how to use the Quick Add feature to add a new employee 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 them. 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 feature will bypass Employee Self-Service (ESS). The ESS generates an email containing an invitation to join the platform. This invitation then takes your employee through setting up their details, such as personal information, bank and superannuation information.
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.
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In the Add a worker modal, select the Employee tile.
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
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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.
- 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.
Explore related content
- How do I manage an employee's certifications? This feature allows your employees to complete their assigned certifications, update the data if it expires, and view a document history log.
- How do I manage an employee's banking details? This feature allows you to add an employee's bank account, specify the account number, and how much to pay into each of their accounts.