Inviting an employee to onbaording

Go to Employees

Select Onboard Employee

Enter the employees name and email

Select Next to proceed

This will prompt the employees work profile to open

Select Work Setup

Input the individual's employee details and select Save Changes to proceed

Next you will be prompted to fill in the employees details or you can invite them to complete it themselves.

To have the employee fill in their own details, toggle that you want the employee to input these details and select Next to proceed

Next you will be asked to fill in the employees Bank and Tax details, however you can also toggle this to request the employee to complete this

If required attach or request and employment documentation (i.e. contract, training, certificate)

Complete the employment details and select Next to proceed

Set up the employee's salary and select Next to proceed

Use the drop down to confirm the employees access level and if you wish to send an invite to download the Urhere app and join your business

Select Finish Onboarding to proceed
​
You will now see confirmation the employee has been sent an email requesting they complete their onboarding and join Urhere

Go to Employees

Select the employee

Select Request Information

Toggle that you want to request the employee to provide their personal details

Select Next to proceed

Toggle that you want to request the employee to also provide their bank and tax details

Select Next to proceed

If required attach or request employment documentation (i.e contract, training, certificate) and Select Next to proceed

You will now see confirmation the employee has been sent an email requesting they complete their onboarding and join Urhere