Individual invitation when adding an employee
When you add a new employee, there's the option to 'Invite after creating profile' which sends an invitation to them immediately after you've saved their new profile:
Individual invitation from the employees list
To invite an employee to use Rota & Time Clock by email, you can follow these instructions:
Go under the “RH” menu
Click on “Employees”
Choose the “Invitations” section
Click on the envelope icon to the right of the section that includes the employee's name
N.B.: Once the invitation has been sent, “Not invited” will be replaced by “Invited” to confirm how and when the invitation was sent, hover over the status like so :
Sending bulk invitations to all employees
It's possible to send an invitation to all your employees who are waiting to log in for the first time:
Over over the 'HR' menu option
Select 'Employees'
Click onto the 'Invitations' section
Click the envelope icon at the top to 'Invite all employees'
Custom your welcome message
If preferred, you can send a customised welcome message to all your newly invited employees.
To set this up, head to Settings > Human resources > Onboarding form > Configure
Toggle on the 'Enable' option
If needed, choose the relevant location for the welcome message, or leave as 'All locations'
Write the welcome message you'd like sending to all employees invited from now on.
Note: The welcome message can contain a maximum of 1000 characters.
Take a look at our help guide for more information about the onboarding process.