[General] Employee Setup: How to Add Employees to HReasily Pro (Pro)

Modified on Wed, 6 May at 10:00 AM

Go to My Employees on the left hand navigation bar > Add employee.



 You can choose from:


Add existing employee

When you click on Add existing employee you will be taken to a page to fill out the employee's details.

 


Please note that Department, Work Location and Document Types need to be set up before they can be selected here. These fields are not mandatory, so you can always create the employee first, and then set them up later. 

Once all the relevant information has been filled out, click on Create Existing Employee

 

Besides that, an existing email address and mobile number can be used when adding a new employee. This enables the employee to access the multiple accounts associated with their added email and mobile numbers.


⚠️ Note: this will add one seat to your subscription and you will be billed accordingly.  

 

Then, you will be taken to a screen confirming that the employee's account has been created successfully. 

 

You can choose to:

  • Go back to My Employees

  • Send them an invite to the HReasily Pro platform via email or SMS

  • Edit their profile 

 


Add new joinee 

When you click on Add new joinee you will be taken to a page to fill out the employee's details.

 

You can select to grant them full access to the HReasily Pro platform when an admin approves (manually), or automatically after their joining date. 

 

Before full access is granted, this new joinee will only have access to the new hire dashboard. 


Once all the relevant information has been filled out, click on Create Employee

 

⚠️ Note: this will add one seat to your subscription and you will be billed accordingly.  

 

Then, you will be taken to a screen where you have an option to trigger a workflow for onboarding. Note: you will need to set up a workflow first in order for this to work. 

 

After this, you will be prompted to send an invite to the employee to join the HReasily Pro platform. You can send the invite via email or SMS, and you can customise the invite message. 

 


⚠️ Note: Please ensure that the new joinee's company email has already been created and activated before you send an invite. Otherwise, the email will not be sent successfully. 


Add Guest User

When you click on Add Guest User you will be taken to a page to fill out the guest user's details.


Once all the relevant information has been filled out, click on Create Guest User

 

⚠️ Note: Guest users are not chargeable.  


Then, you will be taken to a screen confirming that the user's account has been created successfully. 

 

You can choose to:

  • Go back to My Employees

  • Send them an invite to the HReasily Pro platform via email or SMS

  • Edit their profile 



Bulk import 


You can use the bulk import function to add multiple employees at once. Refer to this guide for more detailed steps.


Feel free to contact us at support@hreasilygroup.com if you require any assistance with the bulk import.


Granting access to the HReasily Pro platform

 Once the employees have been added, you can send an invitation in bulk via email/SMS. 


 Go to My Employees > More actions > Bulk invitation via Email/SMS.

 

 

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