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Onboarding Operations

The Onboarding Operations module guides HR administrators through the process of transitioning successful candidates into active employees. This includes finalizing employment details after a successful interview and setting up employee system access.

Pass Interview / Hire​

The hiring step is where you officially bring a candidate on board by setting up their employment details and compensation information.

Setting Up a New Hire​

Set basic salary, bank card information, employment type, and other information.

Required information to complete the hire:

  • Basic Salary: Set the employee's base compensation
  • Bank Card Information: Enter payment details for payroll processing
  • Employment Type: Specify full-time, part-time, casual, or contract
  • Start Date: Confirm the employee's official start date
  • Department Assignment: Assign the employee to the appropriate department
  • Position Title: Set the official job title

Hire Employee

Invite Employee​

Once the hiring details are finalized, the next step is to invite the new employee to create their system account.

How to Invite an Employee​

Invite employees to create accounts and set account parameters to enter this system.

The invitation process includes:

  1. Generate Invitation: Create an account invitation for the new employee
  2. Set Account Parameters: Define the employee's role and access permissions
  3. Send Invitation: The system sends login credentials or an invitation link to the employee's email
  4. Employee Activation: The new hire follows the invitation to create their account and access the system

Account parameters you can set:

  • User Role: Assign appropriate access level (e.g., standard user, team lead)
  • System Permissions: Configure which modules the employee can access
  • Reporting Structure: Set up the employee's manager and team assignments

Invite Employee