Open People and press + Add person. If you are moving several people at once, use the CSV import – a template file is available in the import view.
Complete the employment details
The person card holds the employment basics: title, unit, supervisor, start date and working-time model. The working-time model determines how the person’s workdays are proposed and how balances accrue.
Invite as a user
Send an activation invitation to the person’s email. The invitee activates the account themselves – no passwords are passed around by hand. The mobile app works with the same account.
Start onboarding
Onboarding runs as a checklist whose items are ticked off as they complete. The statutory written statement of the main terms of employment is generated from the employment data as a PDF document and archived on the person.
When the employment ends, exit details, the employment certificate and retention periods are handled in the same view.