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

✓ Platinum

Payroll Plan:

Standard

Premium

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 menu.
  2. Click the Employee File submenu.
  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 menu.
  2. Click the Employee File submenu.
  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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