HR Onboarding Admin Guide

HR Onboarding allows you to record new employee information.

Inviting an employee in SKGenius will send them an email with a link to a 5-step form. Once the employee saves their form, their details will automatically show in HR Onboarding.

These details include:

• Personal Details
• Documents
• Bank Details
• Medical Information

When the onboarding user has been created in HR Onboarding you must add the employee’s start date in SKGenius to indicate the employee’s commencement date.

A copy of the employee’s application can be viewed in HR Onboarding.

Prerequisites

* Please double check if an Onboarding Record already exists before sending an Invite.

If the Onboarding Record exists, then no action is necessary as the record already exists.

* Please double check if the employee exists under HR->Employee/Staff.

If the Employee record exists but the Onboarding record does not exist, then please proceed with Onboarding invitation using the same email address.

This will link the existing Employee record with the Onboarding record but the email address must be the same.

Inviting a new employee

1. Log in to SKGenius
   
2. Go to “HR” -> Onboarding
   
3. Click the Invite Button
4. Fill in the invitation details and send invitation email
   Fill in Name and email, select the staff type, company name and state based on needs.
5. Click “Send”, emailing the employee an invitation email
   Below is the Invitation Email that will automatically send to the employee:
   After clicking “Complete Onboarding”, the employee will fill in their 5-step form.
   To see what the form looks like, view the HR Onboarding Cleaners Guide.

   
   HR Onboarding Guide

6. Click on “Invite Queue” to check on the onboarding inviations.
   
7. Invitations sent can be found in the list.
   
8. Click on “HR Onboarding” to back to the onboarding list
   After clicking “Complete Onboarding”, the employee will fill in their 5-step form.

   To see what the form looks like, view the HR Onboarding Cleaners Guide.

    

   Create Schedule Guide

9. Once the employee finished the 5-step form, they’ll appear in the Onboaridng list with the Status “Pending”. Click on the “Calendar” icon to create an initial schedule for the employee. This will need to be accepted by the employee in the “accept offer” stage.

   – If the “Submitted Date” is blank, then the employee has not yet submitted the form, and has saved the form to complete later.
   

10. You can enter details and create the schedule for the employee.First, confirm all documents uploaded are valid and accurate.
    Then, check if the auto-filled name and email is correct.
    Fill in the start date and Pay rate level based on the Cleaning/Security Award, then select the client and site. Select the day time based on needs.
    End date is optional, if no end date is specified, it will be a continuous schedule.
    After all details are filled in, the schedule is ready to be saved and sent.
    
    After clicking “Save and Send Email” the employee will receive an email for them to Accept Offer. To see the details of accepting offer, please view the HR Onboarding Cleaners Guide.
    

    

11. Once the offer is accepted, the employee is officially onboarded. You’ll see the employee details in the onboarding list.

     

Headings Explanation

Headings	Explanation
First Name
Last Name
Staff Type	Casual, PartTime or FullTime Employee
Suburb
State
Vevo Expiry Date
Email Sent	The email address the invitation was sent to
Created Date	The date the onboarding staff was created
Submitted Date	The date the onboarding staff completed and submitted their form. If the “Submitted Date” is blank, then the employee has not yet submitted the form, and has saved the form to complete later.
Start Date	The date the employee starts work

 

Icons

In HR Onboarding, by clicking the icons, you can view the staff’s:

• Application
• Letter of Engagement
• Documents
• Bank Details
• Edit the Staff’s Application
• Add the Staff’s Start Date
• Delete the onboarding user

Icons Explanation

Icons	Explanation
	Click to see the staff’s application. This is view-only
	Click to see the staff’s letter of engagement
	Click to see the staff’s documents e.g. passport, police check, tax form, super form
	Click to view the staff’s bank details including the account name, BSB and account number
	Click to edit the staff’s application
	Click to add the staff’s start date, Level (Classification) and starting roster.
	Use to delete the onboarding user

 

HR Onboarding – Change an Employee’s Schedule

If you’d like to update the schedule for an employee, for example, change the employee type from “Casual” to “Part time”. You can create a new schedule for the employee for them to review and accept.

1. Click on “Calendar” icon to update schedule
2. Update schedule details for the employee
   
3. Click on “Send and Send Email” to send the new schedule letter to the field staff
   
4. Once the new schedule is sent, the status will become pending because the employee will need to accept the new one. If you’d like to cancel the new schedule, just click on “Cancel schedule”
   The schedule letter sent will be recorded in the schedule section.

5. Go to Operations -> Rosters

6. Select the site and date of the schedule that just been created.

The roster can be seen in the list.