...
📘 Instructions
How to add a new starter
Go to Manager > Staff
Click Add Staff
Toggle the Active Status from New Employee is Not Active to New Employee is Active
Click Place Staff in Pre-Employment if you wish to send starter forms or relevant policies to the new employee.
Select the correct permission role to attach to the new starter from the Staff Level dropdown.
Pre-employment means that the employee must fill in forms and accept policies before they can use the system.
Fill out the form with details of the new staff member: First Name, Surname, Email, their Manager, Department, Position, Start Date and Contract Type
Click Use Profiles to assign a default profile setting to the new starter and select the correct profile to apply. This will apply relevant settings to the employee.
Press Submit once you have filled in all information
...
Newly created contracts are located In-Process within ConnectDuo
You can Request Signature beside the employee’s name and choose who you would like to request a signature from; the employee or the manager.
Type a message here, to send to the recipient.
Click Submit and you will see that the contract label is now Pending
Click ConnectDuo.
Select Contracts.
Choose In-Process from the column on the left.
In-Process contracts are colour-coded: they have a green dot when created and are orange when pending signatures.
Click Info to see their current status.
...