Goal
- How to set up self onboarding for a new employee
Environment:
- Push Web App
Process:
- Click the Employees tab
- On the left-hand Navigation bar, click the Active Employee List
- Click Invite Employee
- Under the Invite New Employee(s) box, fill in the appropriate information that corresponds with the boxes with First Name, Last Name, and email address for the new employee(s)
- Under Positions, click the drop-down menu to select the appropriate Position(s) associated with the new employee(s)
- In the bottom right-hand corner, click Add Another Employee and repeat steps 4-5 if necessary
- Once done, click Send Invite
Additional Information
Once you have clicked Send Invite, you will see a list of the name(s) and email address(es) that were sent a welcome email. Click Pending Employee in the same pop-up to navigate to the Pending Employee List to review who has been invited.
Once you have invited the employee, they will receive an email from Push/KayaPush to set up a password to their account and begin onboarding. The email link will be available to the employees for 72 hours before expiring.
If the employee is outside of the 72-hour window, they can request that an administrator send a new email or click the Forgot Password link on the main login page to set a password.
If an employee had a previous Push/KayaPush account with a different Company, you can still invite them to self-onboard. Instead of using the link to create a password, they will use their old login credentials and toggle to the new Company to begin the self-onboarding.
If you do not see a position available to select, you must create the Position in your Push account before inviting the employee.
Employee Self-Onboarding can be completed on a desktop, tablet, or mobile web browser and is also available in 3 languages.
Note that the Invite Employee option is available to accounts with the HR Add-On.
If you do not have this add-on and are interested, please get in touch with Push Support at support@pushoperations.com to connect you with the relevant team.
Please note that only Super Administrators and Team Administrators with permission to Update Employee Information, View Employee Information, and View Employee Lists can invite an employee.
Comments
0 comments
Please sign in to leave a comment.