The add new hire wizard helps you streamline the process of adding new hires. When you add a new hire, you can fill out all the employee's basic information, attach documents to their profile, define their payroll, benefits, and time off policy… all in one go.
To add a new hire, simply click on the New hire button on the top left of the People Directory:
When you add a new hire, you'll go through a series of six steps, shown at the top of your screen: Details, Time Off, Benefits, Docs, To Dos, and Invite. You'll start with Details:
In the Details section, you'll input a variety of information about the new hire, including Basic Info, Personal, Personal Contact Details, Work, Work Contact Details, Work Eligibility, and Payroll. Mandatory fields are marked on the page with a red asterisk. The entire Details page is shown below, where you can see each section of information:
Under the Work section, Bob is able to generate an automatic Employee ID for every employee. You can manually override it by typing your own value into that field.
Under the Payroll section, fill in employment type, base salary and variable pay; you can add multiple entries according to the compensation type (bonus, commission, etc.). Note that everything you update (effective dates) will be connected to the new hire's start date.
Ideally, fill in all the details you can within each section, and then click Next. Once you click Next, the employee record will be created. If you choose to leave the first step, the details you filled out will not be saved. After moving to the second step, the details you filled out will be saved.
The second step after completing Details is assigning Time Off policies. Since each employee must have at least Holiday and Sick policies assigned, they are attached to them by default: note the red ribbon "assigned" on the top right of each policy type (tile).
You can hover over each tile for actions. Remove will remove the policy assignment and will allow you to select another. If a policy type has only one policy, clicking on Assign will immediately assign it to the employee. If a policy type contains multiple policies, then you will be directed to a list of policies to select from.
After assigning the employee's Time Off policies, your next step is to either set eligibility or to enroll benefits for your employee. Hover over each of the benefits for actions.
Eligible will create that benefit for the employee to select from.
Enroll will actually create the benefit for the employee.
Note that you will need to supply additional information for the employee's and employer's contributions:
The next step after assigning benefits will allow you to assign certain documents to the employee's folder for them to be able to view during onboarding. You can either assign documents from the shared folder, from your PC, or from a predefined template.
Note that you can place documents both in the employee's shared folder and in their secret folder (which they can't view, and can only view by permission).
After adding the necessary documents, you can choose a workflow template to prepare for the new hire. Once you choose a template, you can add additional to dos, as well as edit or remove existing ones. Every employee designated within a workflow will get a notification email once that workflow has been triggered.
The final step is to invite the new hire to join bob! If the new hire's Start date is today (or if it has passed, meaning you've updated the employee's details in retrospect), you will get an option to Invite now, which means you'll send the employee an invite to bob immediately. You can also choose the Don't invite option, where an automatic invitation will not be sent (you can send the employee a manual invitation later). After clicking Done, you'll get an alert that the employee has been added to bob.
The add new hire wizard is available to edit up until the employee’s start date. Just go to your people’s directory and filter for INACTIVE employees. You can always access the employee's full profile by clicking their name in the title. Note that after the employee becomes active in the system, you will only be able to edit their information through their profile (and not the new hire wizard).
You're done adding a new hire!
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