Each time you add an employee to HReasily Pro, you will need to add some key information and configure some settings for each employee. 

This guide will walk you through the steps to setting up an employee's account to be used across HReasily Pro's various modules.  

The first thing to do is to add your employee to HReasily Pro if you haven't already. Follow this guide to add employees. 

Regardless of whether or not the employee has accepted the invitation to join HReasily Pro, you can edit some of their key information and set up the relevant modules for them.

Important: if you used our bulk import function to add employees, some of this information will already be there based on what you imported. 

Employee Profile

Go to My Employees > select the employee > edit their information under the Personal, Employment and Career Progression tabs. 

Payroll

The first time that you run payroll for an employee, they will not have any additional pay types added to their payslip. 

Once the Pay Type is set up, you will be able to add it to a particular employee's payslip by clicking on the Add new pay type dropdown menu in each payroll.

Leave

You will need to assign the relevant leave types to the employee. Follow this guide to assign leave types.  

Expense

You will need to assign the relevant expense types to the employee. Follow this guide to assign expense types.  

As part of the onboarding process, new joinees will be asked to fill in some of their profile details. However, information under the Employment and Career Progression tabs needs to be configured by an admin. 

Once the new joinee has been granted full access to HReasily Pro, you can set up the relevant modules for them as well.

Important: They will NOT be visible as an active employee under the various modules UNTIL they are granted full access.