Onboarding Employees

💻 HR/Payroll > Recruit/Onboard > Onboarding Employees

• Configure Onboarding Steps to send document templates and request files from the applicant
• Manually add records or transfer them from the recruitment tracker
• Send an Onboarding form to the applicant
• Once completed, you can create a Staff Profile

➜ Define Onboarding Steps

1. Go to the Add Employee Tab
2. Fill out the employee details to start the onboarding process (First Name, Surname, Email, etc.)
3. Select the Onboarding Steps to Complete (hold down Ctrl/Command ⌘ to select multiple steps)
4. Enter any notes/comments
5. Click Add Employee

1. Open the Action menu for an applicant
2. Select Send Onboarding Email
3. Enter any custom messages (optional)
4. Click Send Onboarding Email

1. Click on the employee's name
2. Select the status for the steps you want to update
3. Click Update Progress

1. Open the Action menu for an applicant
2. Click Create Profile

1. Go to 💻 HR/Payroll > Manage Staff
2. Open the Linking & Permissions tab
3. Select the centres where you want to 'Create' a profile for them (middle column)
4. Click Create Staff Account in OWNA

1. Go to 💻 HR/Payroll > Manage Staff
2. Open the Employment Details tab
3. Edit Position Details
4. Click Update Employment Details
5. Go to 💻 HR/Payroll > Manage Payroll
6. Click the employee's name and complete the wizard

💡 Employee Code field should be left blank if this is a new employee!

• The system will automatically generate a 7-digit code when they have been successfully added to Payroll