After a successful recruiting effort, you've found the best candidate for the position, and you can now hire the employee to add them to PaidHR or you just signed up on PaidHR and want to add existing employees, this article will walk you through how to add employees to PaidHR and explain the information required for each section.
Here's how to start:
1. Navigate to People and click on the downward arrow to reveal the options.
2. Click on Employees.
3. On the top right corner of your screen, click on Actions.
4. Click on Add New Employee from the list of options.
Self-Onboarding Process: This option invites employees to fill in their details
Click on Employee and click on Proceed.
Fill in their basic, employment and compensation details. To set up employee compensation, Create Paygrades to match employees' compensation.
Assign any necessary documents by checking the respective boxes and clicking “Next” (skip if no documents are needed)
Repeat step 3 for assets and tasks.
Click Finish to send the employee an email for self-onboarding.
Manual Onboarding Process: This option allows admins to manually input the employee’s details
Select Me
Fill in the employee’s basic information, personal details, and payment information.
Assign any required documents, assets, or tasks as in the self-onboarding process.
Click Finish to send the employee an email notification of successful onboarding.
Bulk Upload Employee
The bulk upload process helps you to onboard multiple employees at a time.
This allows you to onboard from a minimum of 1 to as many people as you have in your organization as long as the required information is correctly filled.
To bulk upload employees:
Navigate to People and click on the downward arrow to reveal the options.
Click on Employees.
On the top right corner of your screen, click on Actions.
Click on Bulk Upload Employees
Click on the Download to access the Excel spreadsheet.
Fill in their basic, employment, and compensation details. Ensure you have Created Paygrades before adding employees.
Click on Upload Employee to ensure that the information filled out is accessible
Click the checkbox if you want employees to get a link to self-onboard, otherwise, your employees won't get an onboarding email.
For your new employees to have access to PaidHR, you need to approve them under Needs Attention.
1. Scroll to People and click on Needs Attention.
2. Select the employee you would like to approve and click on Review and Approve.
3. To batch approve, select all the employees you want to approve and click on Batch Approve in the top right corner of your screen.
