How to Add a Colleague or New Member to the Team (Onboard a New Hire)

Onboard colleague

4. To add a colleague, select “Add Colleague” on the drop down

5. Fill the Add Colleague form by inputting these details:

• First Name
• Last Name
• Email Address
• Job Title
• Department
• Manager

6. Click on “Add”

• A success notification will be displayed on the dashboard indication that the colleague has been added.

Onboarding new hire

1. To onboard a new hire, select “Onboard New Member” on the drop down

2. Fill out the Basic Details form with the following information

• First Name
• Last Name
• Personal Email Address

3. Click “Next”

4. Fill out the Job Details form with the following information:

• Job Title
• Department
• Manager
• Country
• State
• Work Location

5. Click “Next”

6. Fill out the Compensation form with the following information:

• Classification
• Annual Pay
• Number of Leave Days
• Benefits
• Employee Kit

7. Click “Next”

8. Generate an Offer Letter for the new hire using a default template or creating a new template.

9. Click “Next”

10. Select documents you wish the new hire to provide on the Document Form.

• There is option to add a new document or delete a document on display

11. Click “Next”

12. Select the workflow stages

• There is an option to add new workflow or delete a workflow stage on display

13. Click “Next”

14. Review all information inputted

• Click on “Finish” to send the Offer Letter to the new hire