Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access level: Admin
This article explains how to use the Quick Add Employee feature to add a new user to your Employment Hero platform without them having to go through the onboarding process when they first login.
When adding a new employee to your organization, you have the option to Quick Add an employee. You can also learn how to fully onboard a new employee in this article: Onboarding a new user onto our platform.
If you want to set up an automated onboarding workflow, you can learn how to do so in this article.
Warning
The Quick Add Employee feature will bypass Employee Self-Service (ESS). The ESS generates an email containing an invitation to join the platform. This invitation will then take your employee through setting up their details, such as personal information, bank and superannuation information.
Getting started
- Click the People menu.
- Click the Employees List submenu.
- On the Employees tab, click the Add Employee button.
- Click the Quick Add button.
- Complete the following fields and options:
- Employee entity
- First name
- Last name
- Date of birth
- Will this employee fill an existing vacant position? (If you select Yes, you must then fill out the 'Select a vacant position to be filled' field.)
-
Location
Helpful Hint
At the end of the form, you will see the following optional entries:
- Add New Location: Click this button if the employee works at multiple locations to add additional location details.
- (for Payroll classic users) Synchronise with Payroll: Check this box if you want the added location information to be transferred to your payroll platform.
- Do not add employee to payroll: Check this box if you do NOT want to include the employee to your pay runs and payroll.
- Click the Save button.
After you have clicked Save, the employee will receive notifications to complete their onboarding. They will then need to go through the Onboarding Wizard to log in and complete their setup process.