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Using our onboarder

We have developed an onboarding tool (that is currently hidden to the public, but can help with various tasks!)

Matt Taylor avatar
Written by Matt Taylor
Updated over a week ago

There are certain bulk actions that we need to action for clients, not limited to the below, which our onboarder can help with.

The bulk uploader can be found at the top right of the menu, and is only visible to those with the right permission.

  1. Bulk uploading pay rates

Once in the onboarder, you will see the option below of 'Employee Payrates'. You will NEED to download our template, which you can edit. You will only be able to edit rates and dates. You will not be able to facilitate job role changes/promotions. The excel is locked! So once all pay rates and dates have been added, you can upload the file to action the changes.

If you leave rows blank, we will ignore them!

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