How to invite your new employee with your onboarding template

Note: You need to be an Owner or Admin in Simployer One to be able to initiate an onboarding.

There are two ways to add new employees in Simployer One - one of them is through our onboarding feature which is what we will focus on in this article. The other way is via our integration to Teamtailor which you can read more about here.

The onboarding feature is what we always recommend when there are new employees joining your company and who you want to invite to Simployer One. Not only does this create a nice pre-onboarding experience for the new employee and a good opportunity for them to learn more about their future employer but it's also a smart way for you as an Owner or Admin to start collecting all the important and necessary information about them you will need later on.

To learn more on how to create your onboarding template, please refer to this article.

Initiating an onboarding

1. Head over to People > Onboard colleague.

2. Enter the email of the employee which the invite should be sent to (our recommendation is to use their private email, especially if they won't have their work email activated until later on).

3. Select an onboarding template to use for this new employee.

4. Complete the following steps included in your setup.

5. In the last step you can choose to either schedule the invite, send it immediately or "to Continue later" if you want to hold off for now and finish it later on instead.