Adding an Employee
Step 1 - Go to Employees
On the Employees Feature page click on Add Employee.
You will be presented with two options:
Invite via Link – This option initiates a self-onboarding process for the employee
Onboarding – This option allows you to manually add the new employee's information.
Let us now review the onboarding process in detail.
Step 2 - Add Basic Details
The onboarding process begins by entering the employee’s basic information, including their name, date of birth, gender, and other relevant details.
Step 3 - Add Contact Details
Next, you will provide their contact information like their mobile number and their email ID.
Step 4 - Add Current Address
Mention the current residential address. Upon entering the postal code, the system will automatically populate the city, state, and country fields.
Step 5 - Add Employment Details
This section keeps track of the type of employment, the category of the employment, the joining date, the SSN and if the employee if a US Citizen. Here, you have the option to select the "Enable User Access" feature. This grants the employee the ability to update their own documents and bank details at a later time.
Step 6 - Add Emergency Contact
The final step in the general details section involves entering an emergency contact for the employee. Once this information has been completed, click the "Save and Continue" button to successfully add the employee.
Note: You can either proceed to add the employee's documents and bank details immediately or choose to complete this task at a later time through the "Manage Employee" section. If you selected the "Enable User Access" option, the employee will be able to update their own documents and bank details independently.
Step 7 - Work Authorization Documents
Here you can upload your work authorization documents like the Passport, I-94 or your Visa. Simply click on the plus symbol, select the specific document you want to upload and add the document. Maintain the validity of the permit and click on Save & Continue.
Step 8 - Add Education Details
Add any education certificates of the employee.
Step 9 - Add Personal Details
This allows you upload personal documents such as the Driving License, the SSN or any other document you would wish to upload for the employee.
Step 10 - Add Bank Details
Start by uploading your I-9 document and W-4 form, followed by your bank details. Make sure to review the details. Click on Finish and with this you have successfully added an employee.
Self-onboarding
To onboard employees via an invite link, please follow the below steps. Please note the self onboarding feature is only applicable for Consultant level employees.
Step 1
From the dashboard, head to the Side navigation bar.
Step 2
Select Employees.
Step 3
Click on the + Add Employee button.
Step 4
Click on Invite via Link.
Step 5
Fill the basic form and add email to send the onboarding link
Step 6
The Employee gets the link and is asked to fill up the form after accepting the Offer.
Note - the employee has 3 days to accept the offer. If the employee fails to do the same, the request will come to the Re-request zone where you have 7 days to send the request again. If no action is taken, the link gets expired.
Step 7
If the offer is accepted the status of the employee changes to Offer accepted in the system. However, the the employee has to fill all the details and click on the last Submit button. Otherwise, the status will still be considered as Offer Not Accepted.
Managing Employees
To edit any details of an employee, go to the employees page, click on View Employee. Here, you will be able to see the same headers as while adding a new employee. To edit the details, select the section you wish to modify and click the edit icon.
After making the necessary changes, click Save to confirm and apply your updates.
Offboarding An Employee
Go to the employee page and click on View Employee for the employee you wish to offboard. Click on the three dots and select the Offboard Employee option.
You will be prompted to pick the end date for the offboarding of the employee and the progress will be shown one week before the last working day. You will be provided with a checklist of best practices before offboarding the employee.
Click on Finish to confirm the offboarding.
Rehiring an Offboarded Employee
If the employee profile has not been deleted entirely, the employee can be re-hired. To rehire an employee:
Step 1
Go the Employees screen
Step 2
From the top filter bar, Choose Inactive Employees from the Status Column
Step 3
Now click on Re-hire button under the profile picture
Step 4
Select the re-hiring date and check "Enable User Access"
Step 5
In the subsequent screens, fill all the required details to re-hire the employee
Note: If the employee profile has been deleted entirely, start the onboarding process as the fresh employee