HRLocker onboarding from Hire

HRLocker allows you to designate an office as an "Onboarding Office," streamlining the process of integrating new hires from Hire into the company. Here's a step-by-step guide on how to set up and use the onboarding office.

Enabling the Onboarding Office

• Navigate to Office Settings:

  • Log in as an Admin.
  • Click on the Settings button.
  • Select Edit for the relevant office you wish to designate as the onboarding office.

• Designate as Onboarding Office:

  • In the office settings, enable the option to set this office as the onboarding office.

Adding a New Hire to the Onboarding Office

When hiring an employee through the HRLocker Hire module, follow these steps to add them to the onboarding office:

• Set Employee to Hired Status:

  • When an employee's status is set to "Hired" in Hire, a pop-up modal will appear.

• Enter Employee Details:

  • Annual Leave Entitlement: Enter the number of annual leave days the employee is entitled to. This can be changed later in HRLocker.
  • Start Date: Enter the employee’s start date.
  • Invite Email: Choose whether to send an invite email to the employee with instructions on how to access HRLocker. Send this only when the employee is ready to start working.

• Confirmation:

  • Once the details are entered, a confirmation will appear indicating that the employee has been added to HRLocker.

• • If there is an issue, such as the employee already having an existing email in HRLocker, an orange banner will appear, and the employee will not be added.

Managing the Onboarding Office

Once the employee is added to the onboarding office, you can manage their details and assignments:

1. Amend Employee Details:

   • Go to the employee's profile in the Directory.
   • They will have been added to the onboarding office.
   • Amend any details if necessary.
   • Select managers that the employee will report to.

2. Assign HR Documents:

   • Assign relevant HR documents to the employee. When the employee is moved from the onboarding office to their permanent office, signed HR documents will transfer with them. Unsigned documents will not transfer, so ensure that the employee has signed the necessary documents.

3. Assign CPD Items:

   • Assign relevant CPD items to the employee. All CPD items assigned to the employee will transfer with them to their new office.

Transferring from Onboarding to Permanent Office

When the employee is ready to move to their permanent office, follow these steps:

1. Change Office:
   • In the employee's directory, change their office to their permanent office.
2. Assign Managers:
   • If they report to different managers, assign the relevant managers to them.

By following these steps, you can ensure a smooth onboarding process for new hires from Hire to HRLocker. For further assistance, contact HRLocker support.