Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Manager , Admin
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. Your employee is then taken through just a few simple steps before onboarding is complete.
Helpful Hint
To read further details on the employee onboarding workflow, and how your employees progress through it, refer to the following guide.
Getting started
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 more about it, refer to this article.
- Click the Home menu.
- In the Employee Onboarding section, click the Add button.
- In the Basic Information page, enter the following:
- Personal email.
- Full legal name.
- First name.
- Last name.
- Click the Continue button.
- In the Employment Details page, enter the following:
- Employing entity.
- Location.
- Employee code.
- Employment type.
- Start date.
- Job title.
- Industry standard job title.
Helpful Hint
Industry standard job title is the role name that your industry most commonly uses to refer to your employee's job title.
- Probation length.
- Primary manager.
- Secondary manager.
- Teams.
- Select if you want to trigger onboarding checklists for the employee.
- Click the Continue button.
- In the Statutory Details page, enter the following:
- Residence Type.
- Identity Card Number.
- Malaysia Tax Resident.
- Worker Status.
- Income Tax Number.
- Religion.
- Ethnicity.
- Dependent Children.
- EPF Rate.
- EPF Number.
- SOCSO Type.
- Exempt from Employee Insurance System (EIS).
- PCB is borne by employer.
- Click the Continue button.
- In the Pay Details page, enter the following:
- Tiered Leave Template.
- Pay rate.
- Work hours.
- Ordinary work day.
- Pay category.
- Pay schedule.
- Cost Centre.
- Additional Cost Centres.
- Benefits.
- Synchronise With Payroll.
Important
You can sync this employee's data to your chosen payroll platform if the payroll platform is integrated with the HR platform.
- Click the Finish button.
- Click the Home menu.
- In the Employee Onboarding section, click the Add button.
- In the Basic Information page, enter the following:
- Personal email.
- First name.
- Last name.
- Click the Continue button.
- In the Employment Details page, enter the following:
- Employing entity.
- Location.
- Employee code.
- Employment type.
- Start date.
- Job title.
- Industry standard job title.
Helpful Hint
Industry standard job title is the role name that your industry most commonly uses to refer to your employee's job title.
- Probation length.
- Primary manager.
- Secondary manager.
- Teams.
- Select if you want to trigger onboarding checklists for the employee.
- Click the Continue button.
- In the Statutory Details page, enter the following:
- Residence Type.
- Identity Card Number.
- Malaysia Tax Resident.
- Worker Status.
- Income Tax Number.
- Religion.
- Ethnicity.
- Dependent Children.
- EPF Rate.
- EPF Number.
- SOCSO Type.
- Exempt from Employee Insurance System (EIS).
- PCB is borne by employer.
- Click the Continue button.
- In the Pay Details page, enter the following:
- Tiered Leave Template.
- Pay rate.
- Work hours.
- Ordinary work day.
- Pay category.
- Pay schedule.
- Cost Centre.
- Additional Cost Centres.
- Benefits.
- Synchronise With Payroll.
Important
You can sync this employee's data to your chosen payroll platform if the payroll platform is integrated with the HR platform.
- Click the Issue Contract button.
- Click the Actions button for the contract you need.
- Click the Select button.
Helpful Hint
You can only send one contract during onboarding but you will get the option to upload supporting documents, such as a job description, on the next screen. Additional contracts can be issued using the HR Documents feature. See this article for more information. - In the Draft Contract page, make the required changes to the contract.
- Click the Continue button.
- In the Finalise Document section, click the I have read and understood the disclaimer and accept the terms of use checkbox.
- Put your signature on the Sign your signature field.
Helpful Hint
To sign, you can:- Use your mouse to draw your signature; or
- Click the button to upload a photo of your signature. The recommended size for your upload is 300 x 100 pixels.
- Click the Upload document button if you want to upload additional documents, such as a job description.
- You now have three actions you can take:
- Email the document to the employee:
- Click the Email circle button.
- Review the email message you are sending to the employee.
- Click the Email Email document button.
- Print a copy of the document:
- Click the Hard copy circle button.
- Click the Print document button.
- Save the document as a draft:
- Click the Save As Draft button.
- Email the document to the employee:
Daily activity
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.
- Click the Home menu.
- Click the button for the employee you need to remind.
- Click the Remind Signatory button.
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.
- Click the Home menu.
- Click the button for the employee you need to re-invite.
- Click the Re-send Invite button.
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.
- Click the Home menu.
- Click the button who needs to resume onboarding.
- Click the Resume Onboarding button.
- Click the Home menu.
- Click the button for the employee whose file you want to view.
- Click the View Employee File button.
Removing data
- Click the Home menu.
- Click the button for the employee whose file you want to delete.
- Click the Delete Employee button.
Helpful Tip
Deleting an onboarded employee will bypass the off-boarding process. Use the Delete Employee button primarily for cases where you have made a mistake with the onboarding application process.
- Type the employee's name.
- Click the Yes, delete file button.
Explore related content
- Submit, view, and edit leave via the HR platform This feature is where you can ask for a leave request, such as annual and sick leave, and any other leave types that you are entitled to take.
- Giving a shout out | HR Employee Content This feature allows you to shout out a co-worker for stepping in once off and helping you out with your role or a project.
Comments
Article is closed for comments.