Onboard a new employee
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.
4. Fill in the required employee information. If you’ve selected an existing candidate, many of the fields will be pre-populated, but if you’re creating a new employee, you’ll need to manually enter their First name, Last name, Email, and Position. The Employee Number will be auto-populated with the next available employee number for your organization. Select the employee’s Team and Start Date.
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.
6. The employee welcome email template will be auto-populated with the employee’s information. Feel free to make any changes to the template or change the language to French before proceeding.
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.
10. The new employee’s onboarding profile will be shown. Confirm that the information entered in the above steps is correct, and then click Send invite to send the employee’s welcome email.
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.
To help your new employee sign up for Rise successfully, you can direct them to our article
on
How to complete the employee registration guide.
Once your new employee has filled in their employee information, you can create an employee profile for them in Rise by following the steps in our article on
How to complete the employee registration guide
. To edit the information you filled in earlier or to enrol a previously onboarded employee in Payroll, follow the instructions in our article on How to edit an employee’s onboarding information.
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 ...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 ...Configure employee self-onboarding access
When a new hire finishes their self-onboarding wizard, they can get limited access to the Rise platform right away — before their start date. They can review their profile, get familiar with the company, and work through any assigned tasks, all ...Add a new employee
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, ...