Inviting your employees to the platform

Overview

The last step an administrator needs to do in order for their employees to use the platform is to send them an invitation to join Employment Hero. When accessing your employee list, you can choose to either send invitations in bulk to all pending employees or you can resend an invitation to a specific user.

HR Best Practice

Communication is key to successfully inviting your team. Let them know when you are sending the invite, which email address it will go to (work or personal email) and what they should expect when they first login and add their personal details.

Warning

The initial invitation to join the HR platform expires within 72 hours. You can use the resend feature to generate a new invitation for those employees who could not activate their account within this timeframe.

Important

Resending an invitation is only available for employees whose status shows as pending. So if you have employees whose status shows as active, they will need to reset their password. To read further details on how an employee can reset their password refer to the following article.

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Getting started

Sending invitations in bulk to all pending users

Warning

The HR platform does not trigger emails if your platform is within setup mode. To read further details on how to disable setup mode refer to the following article.

  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Click the Send Invitations to new users button. 
    Invite_1.jpg
  4. Click the Send now button.

    Important

    The HR platform sends invitations to the user’s account email and is the nominated email address that the user will use to sign into their HR account.

    Invite_2.jpg

Maintain

Resending an invitation to a specific pending user

Warning

The HR platform does not trigger emails if your platform is within setup mode. To read further details on how to disable setup mode refer to the following article.

  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Click the Action button next to the pending employee that needs an invitation resent.
  4. Click the Resend Invitation button.
    Invite_3.jpg

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