Managers will need the following permissions in order to complete the following steps:

1. View by Team

2. Manage Staff Creation/Edit 

3. Manage Onboarding (required to grant access)

4. View Onboarding Report

Instructions

Create a new employee profile on the system

1. Go to Manager > Staff

2. Click Add Staff

3. Fill out the form with details of the new staff member: first name, surname, email address, their manager, department, position, start date, contract type, and annual leave entitlement

4. If the new starter is active, toggle Active Status from New Employee is Not Active to New Employee is Active

5. Click Place Staff in Pre-Employment if you wish to send starter forms or relevant policies to the new employee. Pre-employment means that the employee must fill in forms and accept policies before they can use the system. Managers must then grant access to the system when the employee has everything completed.

6. Select the correct permission role to attach to the new starter from the Staff Level dropdown 

7. Click Use Profiles to assign a default profile setting to the new starter and select the correct profile to apply

8. Toggle App Clock-In on if you want the employee to clock in/out on the HR Duo Go App

9. Press Submit once you have filled in all information

View the progress of the employee that is in pre-employment

1. Go to Manager > Reports > Employee

2. Select Onboarding Report

3. Press View to the right of an employee’s name to view details of completion

4. Clicking Grant Access here would grant the employee access to the system

Grant the employee access

1. Go to Manager > Staff

2. Scroll down to new starter’s name

3. Click Send Welcome