FAQ: How do I Customise the Employee File and Onboarding Process

Question 

How do I customise the employee file and onboarding process?

Availability

HR Plan:

Free

Standard

✓ Premium

Requires:

HeroPay

Answer 

You can use the employee file and onboarding customisation function, to select what modules an employee has access to.

Customising the Employee File

  1. Click the Customisation main menu button.
  2. Click the Employee File sub menu button.
  3. In the Use in Employee File field, select the tick box next to the desired modules.
    Customisation_1.jpg

  4. Click the Save button.

Customising the Onboarding Process

  1. Click the Customisation main menu button.
  2. Click the Employee File sub menu button.
  3. In the Use in Onboarding Process field, select the tick box next to the desired modules.
    Customisation_1.jpg

  4. Click the Save button.
  5. Click the Continue button.
    Customisation_2.jpg
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