How to create a new employee in onboarding
1. Navigate to People, then click Onboarding.
2. On the Onboarding page, click + Add employee.
3. To onboard an existing applicant from Recruiting, select the applicant’s name from the Select or add employee dropdown. Note that applicants will only be shown if they’ve been set to the Hired stage in Recruiting.
To create a new employee, select + Create new from the dropdown. Click Next to proceed.
5. If you want to enrol the new employee in Payroll, check the Enrol in Payroll box and select an Organization and Department. Note that if you choose to enrol the new employee in Payroll, they will be prompted to fill in their banking details for direct deposit while registering for Rise. If you choose not to add the new employee to Payroll during onboarding, you can add them to Payroll later on. Click Next when you’re ready to continue.
7. Review the subject and preview text for the employee welcome email, and click Next to move on.
8. Fill in any Custom fields. For more on custom fields, check out our article on How do I set up additional information for my employees. Click Next when you’re ready to move on.
9. Next, you can assign onboarding tasks to support this employee’s onboarding by clicking on + Assign task template. Any task template you've created will be available for selection. For more on task templates, check out our article on How to create a task template. Click Next when you’re ready to move on.
Note that new employees can only complete tasks that have been assigned to them once their start date arrives.
11. Once the invite has been sent, the Welcome email status will change to SENT. Your new employee will receive their welcome email and registration link. The employee welcome email can be resent at any time by clicking Resend invite.
Related Articles
How to complete self-onboarding
How to complete self-onboarding 1. Check your email inbox for your invitation from no-reply@risepeople.com. 2. Click on Get started in Rise. 3. Enter Password and Confirm Password. Click Set password. If you need to save your progress and finish ...
How to assign an onboarding task template
For more information on creating a task template, see How to create and assign a task template in HR Assigning onboarding tasks to a new hire 1. Navigate to People, then click Onboarding. 2. On the Onboarding page, click + Add employee. 3. To onboard ...
How to add a new employee to People
Adding a new employee 1. Navigate to People in the left-hand navigation bar, and click + Add New Employee. 2. Fill in the required fields about your new employee. As a minimum, enter their name, start date, employee code, country and region of ...
How to manage onboarding employees
When a new employee begins their onboarding process, you'll be able to manage any tasks assigned to you by going to the People menu on the left-hand side and clicking Onboarding. From here you'll be able to see the onboarding status of In progress, ...
Frequently Asked Questions - Onboarding
Q: When creating a new employee onboarding profile, will the system know if an Employee ID is already in use? A: Yes, the system will look at the last assigned employee number and will assign the next in the sequence. Q: Is there a SIN verification ...