Inviting a new Employee to the Platform
MAG

Martin Aarhus Gregersen

Created Oct 12, 2023

Inviting a new Employee to the Platform

The manual steps required to invite a user to the platform

8
    p

Introdus

21 Steps
1

Click on Employees

Click on Employees
2

Click on Invite

Click on Invite
3

Click on Single user

Click on Single user
4

Type the email address of the new employee

Type the email address of the new employee
5

Type the first name of the new employee

Type the first name of the new employee
6

Type the last name of the new employee

Type the last name of the new employee
7

Select a Language for the employee

If none is selected, it will fallback to the one that is already displayed with soft grey

Select a Language for the employee
8

Click on the 'Department' dropdown

Click on the 'Department' dropdown
9

Select a department for the Employee

Select a department for the Employee
10

Click on the 'Start date' field

Click on the 'Start date' field
11

Select the employees first day of work

Select the employees first day of work
12

Click on Choose Manager dialogue opener

This step is not required, and can be omitted if necessary

Click on Choose Manager dialogue opener
13

Choose the desired manager from the list

Choose the desired manager from the list
14

Click on the Message dropdown

Click on the Message dropdown
15

Select the desired message the new employee should receive

Select the desired message the new employee should receive
16

Click on Add timelines

If you have timelines (learning) to assign the new hire, click the action right away

Click on Add timelines
17

Select as few or as many timelines from the list as desired

Select as few or as many timelines from the list as desired
18

Click on Confirm

Click on Confirm
19

Change the dates for each section of the timeline(s)

Please note by default "preboarding" will be 'today', "onboarding" will be 'today +1month' and "offboarding" will be 'today + 2months'

Change the dates for each section of the timeline(s)
20

Confirm by clicking on a new date

Confirm by clicking on a new date
21

Finalize by clicking on "Invite" in the top right

Finalize by clicking on "Invite" in the top right
Well done!
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