New Employee in Pre-employment

Overview of New Employee in Pre-employment

Create a new employee profile on the system

Create a new employee profile on the system and place the profile in Pre-Employment

1. Go to Manager > Staff
2. Click Add Staff
3. Toggle Active Status from New Employee is Not Active to New Employee is Active.
4. Toggle Send Welcome Mail to Send welcome email now
5. Click Place Staff in Pre-Employment if you wish to send starter forms or relevant policies to the new employee.
6. Select the correct permission role to attach to the new starter from the Staff Role (Permissions)  dropdown. 
7. Click Profile Templates to assign a default profile setting to the new starter and select the correct profile to apply.
8. Fill out the form with details of the new staff member: first name, surname, email address, their manager, department, position, start date, contract type, and annual leave entitlement
9. Toggle App Clock-In on if you want the employee to clock in/out on the HR Duo Go App.
10. Press Submit once you have filled in all information.

View the progress of the employee that is in pre-employment

1. Go to Manager > Reports > Employee
2. Select Onboarding Report
3. Press View to the right of an employee’s name to view details of document completion.
4. Clicking Grant Access here would grant the employee access to the system.

Grant the employee access via the employee profile

1. Go to Manager > Staff
2. Scroll down to the new starter’s name.
3. Select System Details
4. Click Grant Access