When adding new employees via People > Employees, you'll have the option to select Self Setup.
This option requires only the bare minimum information from an admin, before sending the employee an invite into PayHero so that they can complete their onboarding details via a Workflow.
The details you'll need to enter include:
Contact - The employee's first name, last name and email address. This is the address their invitation to log into PayHero will be sent to.
Onboarding - The workflow template(s) you want the employee to complete when they first log in.
You can use the default 'New Employee Onboarding' template we've set up for you, or edit that template to suit your needs, or create your own custom workflow template to capture the additional information you require.
Learn more about adding and editing workflow templates here: Workflows
Employment - Set the date the employee will begin employment with you. It's important to get this right, as their leave anniversaries will be defaulted accordingly.
Pay - Select whether the employee is paid a Salary or an Hourly rate, and enter the Annual Salary amount or Normal Rate.
Work Pattern - If your employee has an agreed work pattern, you can specify that here, or select No Regular Week if there is no regular working week for the employee. The Work Pattern is an important setting which will be used for leave calculations throughout PayHero, so it's important to get it right. See this article for more details on setting work patterns: Employee Work Pattern
Once you've completed all of the details, click Send in the top right to send the employee their invitation to join your PayHero account.
You can see what workflows will look like for employees when they log into PayHero here: Get Started - Workflows for Employees
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