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Staff Onboarding in RosterElf
This guide explains how to streamline staff onboarding in RosterElf, helping businesses efficiently onboard new staff members. By adding staff to your RosterElf account, you can collect essential information and documentation with ease. For Xero customers, staff details can be transferred to Xero after onboarding. This process ensures a smooth, compliant start for new hires, saving you time and effort.
1. Setting Up Staff Onboarding
This section covers the setup required to onboard new staff in RosterElf. It includes settings to collect staff details and documentation efficiently. By configuring the onboarding process, you can ensure that new employees complete the necessary steps from day one.
1.1 Accessing the Onboarding Settings
To begin, follow these steps:
1.1.1 Click on Settings from the main menu.
1.1.2 Select Onboarding from the options.
1.2 Configuring Onboarding Email
1.2.1 Check Auto send onboarding link to automatically send onboarding emails to new staff when added to your account.
1.2.2 This enables the onboarding process to begin immediately after adding staff.
2. Managing Superannuation Settings
In this section, you’ll configure superannuation settings for Australian staff. These settings ensure that all required superannuation information is captured during onboarding.
2.1 Activating Superannuation Workflow
2.1.1 Check Activate for Onboarding to enable the superannuation section in the onboarding form.
2.1.2 When this option is disabled, staff will not see the superannuation section.
2.2 Making Superannuation Mandatory
2.2.1 Check Mandatory to require all staff to complete the superannuation section of the form.
2.2.2 This ensures compliance for all employees.
3. Configuring Company Documents
This section explains how to request and manage company documents from new staff. You can request documents like qualifications, visas, and medical certificates to ensure all compliance requirements are met.
3.1 Adding Required Documents
3.1.1 Go to the Company Documents tab to add documents that staff need to provide.
3.1.2 Choose from document types like qualifications, working visas, and medical certificates.
3.2 Setting Document Options
For each document, you can set specific options:
3.2.1 Requires Number: Check this option for documents with identification numbers, such as visas and driver’s licences.
3.2.2 Requires Expiry Date: Enable this for documents with expiry dates to ensure they remain valid during employment.
3.2.3 Mandatory: Check this to make the document a requirement for all staff.
3.2.4 Template: Upload a fillable document for staff to complete and return.
3.2.5 Activate/Deactivate: Toggle this option to enable or disable document requirements.
4. Completing Staff Onboarding
This section explains what happens after a staff member completes their onboarding. It covers how to manage and access their details and documents within RosterElf.
4.1 Staff Welcome Email
4.1.1 When a staff member is added, they will receive a welcome email.
4.1.2 The email includes login credentials, a link to download the smartphone app, and a link to their onboarding page.
4.2 Managing Onboarding Documents
4.2.1 After completing the onboarding process, staff documents and details will be available on their staff card.
4.2.2 You can review and manage this information from within the RosterElf platform.
4.2.3 For more details on reviewing and approving onboarding documents, refer to the Review and approve onboarding documents guide.
Frequently Asked Questions About Staff Onboarding in RosterElf
1. How do I set up staff onboarding in RosterElf?
To set up staff onboarding in RosterElf, go to Settings, then select Onboarding. From there, you can configure the onboarding process, including automatic email links for new staff members.
2. Can I make superannuation details mandatory during onboarding?
Yes, you can make superannuation details mandatory by enabling the Mandatory option in the onboarding settings. This ensures that all new staff complete the superannuation section for compliance.
3. How do I request documents like qualifications or visas from new staff?
To request documents, go to the Company Documents tab in the onboarding settings. You can add required documents like qualifications, visas, and medical certificates, and set specific options for each, such as making them mandatory.
4. What happens after a staff member completes their onboarding?
Once a staff member finishes their onboarding, they will receive a welcome email with login details and links to the RosterElf app. Their documents and details will be available in their staff card for easy management.
5. How can I review and approve onboarding documents in RosterElf?
You can review and approve onboarding documents directly from the staff card in RosterElf. For more details on this process, refer to the Review and approve onboarding documents guide.