In this guide, we will show you how to onboard employees using the Single Onboard method.
This method is ideal if you wish to onboard a small number of employees individually.
đĄScenario
Your company has just hired five new employees. Since this is a small number, you can use the Single Onboard method to onboard them individually.
Steps for Single Onboard
A. Navigate to the Employees Module
Go to the side navigation menu and select Employees.
B. Select the Onboard Employee Option
On the top-right of the page, click Onboard Employee.
Choose Single onboard & re-onboard.
âď¸Note: Re-onboard option allows you to onboard an employee again after they have resigned and their status is marked as âResignedâ. Follow this guide for detailed steps on how to re-onboard an employee.
C. Fill Out the Onboarding Form
Once you are directed to the Onboard Employee page:
1. Select Company
Choose the company that the new employee is hired under.
â ď¸ Note: You cannot change this later once the employee has been onboarded.
2. Select Modules
Choose the modules the employee can access after onboarding (e.g. Attendance, Payroll, etc.).
3. Select Flow
You have two options for completing the onboarding form:
Method 1: Onboard Employee (Admin Fills the Form)
As an Admin, you will complete all required details for the employeeâs profile.
You can display only mandatory fields (based on selected modules) to save time.
These details can always be edited after onboarding. In addition, non-mandatory fields can also be added later on.
Invitation Options at the end:
a. Email account setup instructions to employee
Requires the employeeâs email address.
The employee receives an automated email with their username and password setup link.
b. I will set the employee account by myself
Admin creates the username and password for the employee.
Employees will use these credentials to log in when they receive the automated welcome email.
c. Disable employee account completely
The employee does not get login access.
Their account is managed entirely by Admin.
âď¸Note: Youâll see that employees who have already been onboarded will show the status Active, as seen in the example below.
Method 2: Employee Self-Onboard
Admin only fills in Employment and Pay Scheme details.
The employee completes their personal details.
You can display only mandatory fields (based on selected modules) to save time.
At the End:
Click Submit.
The employee will receive an email link to continue completing their personal details.
â ď¸ Note: An email address is required for Method 2, as the onboarding link will be sent via email. The employeeâs status will remain as âOnboardingâ until they finish the process.
D. View Onboarded Employees
Once onboarding is complete, the employeeâs profile will appear under the Employees Module.
Great! You now know how to onboard employees using the Single Onboard method.
Next up: Learn how to use Mass Onboard for bulk onboarding here
Still exploring? Head over to our Help Center for more in-depth guides and FAQs.
If you have any questions, feel free to reach out to us at support@gutsyhq.com. We'll get back to you from there.