Staff onboarding

who can use this feature \ all managers the onboarding process applies for adding either newly joined or existing staff to marco the typical marco onboarding process includes the following add the staff to marco add the staff's information invite the staff to marco step 1 add staff to marco as a manager, you can add staff into marco to begin the onboarding process the staff's user account will not be automatically created when you add them to marco however, once the staff's details are registered on marco, you can invite the staff to create their marco account to add staff to marco go to people select add new staff marco platform's people page, with add new staff highlighted the add new staff screen appears enter the following basic staff information name account email—this will be used by the staff to sign in to marco country local/non local job title job start date select the service type for the staff select add staff the staff has been added to marco you can proceed to fill in the staff information step 2 add staff's information to marco during onboarding, both staff and managers are required to contribute information this can be completed with the following methods fill up onboarding forms fill up information manually in marco send onboarding forms onboarding forms can be sent immediately after the staff has been added or later there are two types of onboarding forms staff form —collects personal and bank information from the staff manager form —collects the staff's work information, leave details, and pay details note these onboarding forms can only be sent to other marco users for new staff with no marco account yet, they will be prompted to create an account when filling out the form to send an onboarding form later go to people select a staff > ⋮ (three dot icon) > send onboarding form the send onboarding form screen appears select send onboarding form to staff a success pop up notification appears an email will be sent to the staff, inviting them to fill out the form go to people select a staff > ⋮ (three dot icon) > send onboarding form the send onboarding form screen appears select send onboarding form to manager select the managers or vendors to send the form to multiple managers or vendors can be selected select send a success pop up notification appears an email will be sent to the manager or vendor, inviting them to fill out the form step 3 invite staff to marco as a manager, you can invite staff to marco so that they can complete their marco account registration users cannot create an marco account on their own without an invitation link note skip this step if you have already sent an onboarding form to the staff, because the staff will be required to create their marco account before filling out the form to invite staff to marco go to people select a staff > ⋮ (three dot icon) > send account invite a success pop up notification appears a welcome email will be sent to the staff, inviting them to complete their registration on marco