Overview
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
Select the payroll platform you integrated with for the relevant instructions. If you do not have an integrated payroll product, click the HR Only tab.
Availability
| HR Plan: | Premium | Platinum |
| Payroll Plan: | Standard | Premium |
| 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.
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.
- Click the Home menu.
- Click the Add button.
- Enter the following information on the Basic Information page:
- Personal email.
- First name.
- Last name.
- Click the Continue button.
- Enter the following information on the Employment Details page:
- Employing entity.
- Location.
- Employee code.
- Employment type.
- Start date.
- Job title.
- Probation length.
- Primary manager.
- Secondary manager.
- Teams.
- Trigger onboarding checklists?
- Click the Continue button.
- Enter the following information on the Statutory Details page:
- Residency status:
- Permanent resident.
- Citizen.
- Tax resident.
- Foreigner.
- FIN.
- FIN expiry.
- Is this employee covered by the Employment Act:
- Covered by part IV of the act.
- Covered by the act.
- Not covered.
Helpful Hint
You may check out Singapore's ministry of manpower's definition if your new hire is covered by the employment act and its categorisation. This field impacts the rest day and public holiday pay in the pay runs. You may read further details in the following article.
- Nationality.
- Ethnicity:
- Chinese.
- Malay.
- Indian.
- Eurasian.
- Other.
- Religion:
- Buddhist.
- Christian.
- Hindu.
- Muslim.
- Other.
- Employee group:
- Private sector.
- Pensionable government.
- Non-pensionable government.
- Pay run settings:
- This employee is exempt from the skills development levy.
- This employee is exempt from the central provident fund.
- Residency status:
- Click the Continue button.
- Enter the following information on the Pay Details page:
- Pay schedule.
- Tiered leave template.
- Leave allowance template.
- Pay rate.
- Work Hours
- Ordinary work day.
- Benefits.
- Leave details.
- Click the Finish button.
- Click the Home menu.
- Click the Add button.
- Enter the following information on the Basic Information page:
- Personal email.
- First name.
- Last name.
- Click the Continue button.
- Enter the following information on the Employment Details page:
- Employing entity.
- Location.
- Employee code.
- Employment type.
- Start date.
- Job title.
- Probation length.
- Primary manager.
- Secondary manager.
- Teams.
- Trigger onboarding checklists?
- Click the Continue button.
- Enter the following information on the Statutory Details page:
- Residency status:
- Permanent resident.
- Citizen.
- Tax resident.
- Foreigner.
- FIN.
- FIN expiry.
- Is this employee covered by the Employment Act:
- Covered by part IV of the act.
- Covered by the act.
- Not covered.
Helpful Hint
You may check out Singapore's ministry of manpower's definition of if your new hire is covered by the employment act and its categorisation. This field impacts the rest day and public holiday pay in the pay runs. You may read further details in the following article.
- Nationality.
- Ethnicity:
- Chinese.
- Malay.
- Indian.
- Euroasion.
- Other.
- Religion:
- Buddhist.
- Christian.
- Hindu.
- Muslim.
- Other.
- Employee group:
- Private sector.
- Pensionable government.
- Non-pensionable government.
- Pay run settings:
- This employee is exempt from the skills development levy.
- This employee is exempt from the central provident fund.
- Residency status:
- Click the Continue button.
- Enter the following information on the Pay Details page:
- Pay schedule.
- Tiered leave template.
- Leave allowance template.
- Pay rate.
- Work Hours
- Ordinary work day.
- Benefits.
- Leave details.
- Click the Issue Contract button.
- 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.
- After making the required changes on the editing screen, click the Continue button.
- Click the I have read and understood the disclaimer and accept the terms of use tick box.
- You now have three actions you can undertake with the document:
- Email the document to the employee:
- Click the Email box.
- Review the email message you are sending to the employee.
- Click the Email Email Contract button.
- Print a copy of the document:
- Click the Hard Copy box.
- Click the Print Contract button.
- Save the document as a draft:
- Click the Save as Draft button.
- Upload supporting documentation:
- Click the Upload button.
- Select the required document.
- Complete the Document Access fields.
- Click the Save button.
- Email the document to the employee:
Availability
| HR Plan: | 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.
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.
- Click the Home menu.
- Click the Add button.
- Enter the following information on the Basic Information page:
- Personal email.
- First name.
- Last name.
- Click the Continue button.
- Enter the following information on the Employment Details page:
- Employing entity.
- Location.
- Employee code.
- Employment type.
- Start date.
- Job title.
- Probation length.
- Primary manager.
- Secondary manager.
- Teams.
- Trigger onboarding checklists?
- Click the Continue button.
- Enter the following information on the Statutory Details page:
- Residency status:
- Permanent resident.
- Citizen.
- Tax resident.
- Foreigner.
- FIN.
- FIN expiry.
- Is this employee covered by the Employment Act:
- Covered by part IV of the act.
- Covered by the act.
- Not covered.
Helpful Hint
You may check out Singapore's ministry of manpower's definition of if your new hire is covered by the employment act and its categorisation. This field impacts the rest day and public holiday pay in the pay runs. You may read further details in the following article.
- Nationality.
- Ethnicity:
- Chinese.
- Malay.
- Indian.
- Euroasion.
- Other.
- Religion:
- Buddhist.
- Christian.
- Hindu.
- Muslim.
- Other.
- Employee group:
- Private sector.
- Pensionable government.
- Non-pensionable government.
- Pay run settings:
- This employee is exempt from the skills development levy.
- This employee is exempt from the central provident fund.
- Residency status:
- Click the Continue button.
- Enter the following information on the Pay Details page:
- Pay schedule.
- Tiered leave template.
- Leave allowance template.
- Pay rate.
- Work Hours
- Ordinary work day.
- Benefits.
- Leave details.
- Click the Finish button.
- Click the Home menu.
- Click the Add button.
- Enter the following information on the Basic Information page:
- Personal email.
- First name.
- Last name.
- Click the Continue button.
- Enter the following information on the Employment Details page:
- Employing entity.
- Location.
- Employee code.
- Employment type.
- Start date.
- Job title.
- Probation length.
- Primary manager.
- Secondary manager.
- Teams.
- Trigger onboarding checklists?
- Click the Continue button.
- Enter the following information on the Statutory Details page:
- Residency status:
- Permanent resident.
- Citizen.
- Tax resident.
- Foreigner.
- FIN.
- FIN expiry.
- Is this employee covered by the Employment Act:
- Covered by part IV of the act.
- Covered by the act.
- Not covered.
Helpful Hint
You may check out Singapore's ministry of manpower's definition if your new hire is covered by the employment act and its categorisation. This field impacts the rest day and public holiday pay in the pay runs. You may read further details in the following article.
- Nationality.
- Ethnicity:
- Chinese.
- Malay.
- Indian.
- Euroasion.
- Other.
- Religion:
- Buddhist.
- Christian.
- Hindu.
- Muslim.
- Other.
- Employee group:
- Private sector.
- Pensionable government.
- Non-pensionable government.
- Pay run settings:
- This employee is exempt from the skills development levy.
- This employee is exempt from the central provident fund.
- Residency status:
- Click the Continue button.
- Enter the following information on the Pay Details page:
- Pay schedule.
- Tiered leave template.
- Leave allowance template.
- Pay rate.
- Work Hours
- Ordinary work day.
- Benefits.
- Leave details.
- Click the Issue Contract button.
- 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.
- After making the required changes on the editing screen, click the Continue button.
- Click the I have read and understood the disclaimer and accept the terms of use tick box.
- You now have three actions you can undertake with the document:
- Email the document to the employee:
- Click the Email box.
- Review the email message you are sending to the employee.
- Click the Email Email Contract button.
- Print a copy of the document:
- Click the Hard Copy box.
- Click the Print Contract button.
- Save the document as a draft:
- Click the Save as Draft button.
- Upload supporting documentation:
- Click the Upload button.
- Select the required document.
- Complete the Document Access fields.
- Click the Save button.
- Email the document to the employee:
Availability
| HR Plan: | 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.
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.
- Click the Home menu.
- Click the Add button.
- Enter the following information on the Basic Information page:
- Personal email.
- First name.
- Last name.
- Click the Continue button.
- Enter the following information on the Employment Details page:
- Employing entity.
- Location.
- Employee code.
- Employment type.
- Start date.
- Job title.
- Probation length.
- Primary manager.
- Secondary manager.
- Teams.
- Trigger onboarding checklists?
- Click the Continue button.
- Enter the following information on the Statutory Details page:
- Residency status:
- Permanent resident.
- Citizen.
- Tax resident.
- Foreigner.
- FIN.
- FIN expiry.
- Is this employee covered by the Employment Act:
- Covered by part IV of the act.
- Covered by the act.
- Not covered.
- Nationality.
- Ethnicity:
- Chinese.
- Malay.
- Indian.
- Euroasion.
- Other.
- Religion:
- Buddhist.
- Christian.
- Hindu.
- Muslim.
- Other.
- Employee group:
- Private sector.
- Pensionable government.
- Non-pensionable government.
- Pay run settings:
- This employee is exempt from the skills development levy.
- This employee is exempt from the central provident fund.
- Residency status:
- Click the Continue button.
- Enter the following information on the Pay Details page:
- Pay schedule.
- Tiered leave template.
- Leave allowance template.
- Pay rate.
- Work Hours
- Ordinary work day.
- Benefits.
- Leave details.
- Click the Finish button.
- Click the Home menu.
- Click the Add button.
- Enter the following information on the Basic Information page:
- Personal email.
- First name.
- Last name.
- Click the Continue button.
- Enter the following information on the Employment Details page:
- Employing entity.
- Location.
- Employee code.
- Employment type.
- Start date.
- Job title.
- Probation length.
- Primary manager.
- Secondary manager.
- Teams.
- Trigger onboarding checklists?
- Click the Continue button.
- Enter the following information on the Statutory Details page:
- Residency status:
- Permanent resident.
- Citizen.
- Tax resident.
- Foreigner.
- FIN.
- FIN expiry.
- Is this employee covered by the Employment Act:
- Covered by part IV of the act.
- Covered by the act.
- Not covered.
- Nationality.
- Ethnicity:
- Chinese.
- Malay.
- Indian.
- Euroasion.
- Other.
- Religion:
- Buddhist.
- Christian.
- Hindu.
- Muslim.
- Other.
- Employee group:
- Private sector.
- Pensionable government.
- Non-pensionable government.
- Pay run settings:
- This employee is exempt from the skills development levy.
- This employee is exempt from the central provident fund.
- Residency status:
- Click the Continue button.
- Enter the following information on the Pay Details page:
- Pay schedule.
- Tiered leave template.
- Leave allowance template.
- Pay rate.
- Work Hours
- Ordinary work day.
- Benefits.
- Leave details.
- Click the Issue Contract button.
- 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.
- After making the required changes on the editing screen, click the Continue button.
- Click the I have read and understood the disclaimer and accept the terms of use tick box.
- You now have three actions you can undertake with the document:
- Email the document to the employee:
- Click the Email box.
- Review the email message you are sending to the employee.
- Click the Email Email Contract button.
- Print a copy of the document:
- Click the Hard Copy box.
- Click the Print Contract button.
- Save the document as a draft:
- Click the Save as Draft button.
- Upload supporting documentation:
- Click the Upload button.
- Select the required document.
- Complete the Document Access fields.
- Click the Save button.
- Email the document to the employee:
Maintain
Select the payroll platform you are integrated with for the relevant instructions. If you do not have an integrated payroll product, click the HR Only tab.
Availability
| HR Plan: | Premium | Platinum |
| Payroll Plan: | Standard | Premium |
| 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.
Helpful Tip
The HR platform by default only shows two employees per page in the Employee Onboarding widget.
- Click the Home menu.
- Click on the View All button.
- Click the Home menu.
- Click the button.
- Click the View Employee File 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.
- Click the Resume Onboarding button.
Helpful Tip
The Remind Signatory feature is only available when you have issued a contract during the onboarding process, but the nominated contract issuer is yet to sign the contract.
- Click the Home menu.
- Click the button.
- 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.
- Click the Resend Invite button.
- Click the Home menu.
- Click the button.
- 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.
- Type the employee's name and click the Yes, Delete file button.
Availability
| HR Plan: | 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.
Helpful Tip
The HR platform by default only shows two employees per page in the Employee Onboarding widget.
- Click the Home menu.
- Click on the View All button.
- Click the Home menu.
- Click the button.
- Click the View Employee File 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.
- Click the Resume Onboarding button.
Helpful Tip
The Remind Signatory feature is only available when you have issued a contract during the onboarding process, but the nominated contract issuer is yet to sign the contract.
- Click the Home menu.
- Click the button.
- 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.
- Click the Resend Invite button.
- Click the Home menu.
- Click the button.
- 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.
- Type the employee's name and click the Yes, Delete file button.
Availability
| HR Plan: | 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.
Helpful Tip
The HR platform by default only shows two employees per page in the Employee Onboarding widget.
- Click the Home menu.
- Click on the View All button.
- Click the Home menu.
- Click the button.
- Click the View Employee File 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.
- Click the Resume Onboarding button.
Helpful Tip
The Remind Signatory feature is only available when you have issued a contract during the onboarding process, but the nominated contract issuer is yet to sign the contract.
- Click the Home menu.
- Click the button.
- 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.
- Click the Resend Invite button.
- Click the Home menu.
- Click the button.
- 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.
- Type the employee's name and click the Yes, Delete file button.
Further information
Once you have onboarded an employee, the platform will display their progress within the Employee Onboarding widget. The progress bar has eight steps; they are:
- Basic information.
- Employment details.
- Pay details
Important
An administrator would complete these first three steps when they onboard an employee through the dashboard widget.
- Employer's signature.
Important
This is the signatory nominated to sign the contract.
- Employee contract signature.
- Personal details.
- Tax registration
- Certifications.
Important
This option only appears if you have enabled certifications to show during the Employee Onboarding workflow. To read further details on how to enable this feature, refer to the following article.
Author recommended
So you have now onboarded an employee and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:
- HR Platform: Managing Assigned Tasks from my Dashboard The Tasks Widget allows you to create your own tasks list and include details such as the owner, description, assigned and due date and any required collaborates.
- HR Platform: Viewing my Goals (OKRs) from my Dashboard This feature allows you to view your assigned goals (OKRs). The HR platform updates the displayed data at regular intervals to make sure you have the latest information at your disposal.
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