Available for the following plans: Lite, Plus, Unlimited HR, Essentials, Engage, Elite, Unlimited HR+Payroll
Available for the following HR plans: Premium, Platinum
This article explains how to use the Add Worker feature to Quick Add a new user to your Employment Hero platform without them having to go through the onboarding process when they first login.
When adding a new employee, contractor or volunteer 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 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.
- On the Employees tab, click the Add Worker button.
- Click the type of worker you wish to add. In this case, an Employee.
- Select Quick Add.
- Complete the following fields and options:
- Employee entity
- First name
- Last name
- Date of birth
-
Location
Helpful Hint
At the end of the form, you will see the following optional entries:
- Add New Location: Click this button if the employee works at multiple locations to add additional location details.
- Click the Save button.
- After you have clicked Save, the employee will receive notifications 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, 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.
Explore related content
- Managing employee file certifications This feature allows your employees to complete their assigned certifications, update the data if it expires, and view a document history log.
- Managing employee file 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.