k
kezi Docs

Onboarding Your First Employee

Welcome to the company! In this tutorial, we'll walk through the process of onboarding a fictional new employee, Sarah, as a Sales Representative. By the end of this guide, Sarah will have a complete profile, a contract, and be ready for her first payroll.

Prerequisites

  • You have an "HR Manager" or "Administrator" role.
  • Your company's Departments (e.g., Sales) and Positions (e.g., Representative) are already set up.

Phase 1: Create Sarah's Record

  1. Navigate to HR → Employees.
  2. Click New Employee.
  3. Fill in the basics:
    • Name: Sarah Jones
    • Email: [email protected]
    • Department: Sales
    • Position: Sales Representative
  4. Click Save.

Sarah is now in the system, but she isn't "complete" yet.

Phase 2: Add Personal & Financial Details

A good HR record helps in emergencies and ensures payments go through.

  1. Open Sarah's record and go to the Personal tab.
  2. Enter her Phone number and Emergency Contact.
  3. Go to the Financial tab and enter her Bank Account. This is crucial for her future salary payments.
  4. Click Save.

Phase 3: The Employment Contract

Sarah needs to be paid! Without a contract, the system won't know her salary.

  1. On Sarah's employee profile, look for the Contracts section (or navigate to HR → Contracts).
  2. Create a New Contract.
  3. Set the Base Salary (e.g., $2,500).
  4. Set the Start Date (her first day).
  5. Link it to Sarah and set the status to Active.
  6. Click Save.

Phase 4: Verification

To make sure everything is set up correctly:

  1. Go to HR → Payrolls.
  2. Start a new payroll for the current month.
  3. Select Sarah as the employee.
  4. If her salary ($2,500) automatically appears, success! You have successfully onboarded Sarah.

Next Steps

Now that Sarah is onboarded, she might want to take time off.