Employees Module

this article shows you how to add new employees, remove employees, send direct deposit forms, and check the status of new hires the features are the same on both platforms, but the layout and navigation may vary this article shows you how to add new employees, remove employees, send direct deposit forms, and check the status of new hires the features are the same on both platforms, but the layout and navigation may vary adding new employee click/tap employees module from the left side bar or bottom bar click/tap the +add new employee button complete the form with all the required fields optional send application in spanish ☑️ confirm that the entered information is correct click/tap add employee/submit click/tap add another employee to send more onboarding forms ◈ client portal ◈ mobile application after the employee completes the application and it is successfully received, there is a processing time of 48 hours before the employee is officially added to the roster and can begin accruing work hours this procedure is handled by the implementation department roster generation click/tap the generate roster button on the top right corner the list is generated based on the active employee list ◈ client portal ◈ mobile application if the user doesn't see employees after 48 hours, click the button below to create a support ticket active employee tab breakdown a {{crawler}} connects {{pro software}} and {{januscrm}} to get the employee list and show it in peoplematic for mobile application navigation, tap on the employee's card to see their profile details in the client portal, use the three dot menu under actions to access to diffferent forms and click on the employee's name to access their profile edit employee information editing the employees' profile available fields, phone number and email, will not be reflected in {{pro software}} the ability to edit employment information data within peoplematic is currently disabled tap the employee's card and the edit information button for the mobile application version on the client portal, click the employee's name and use the edit information button to make changes by default, both fields will be empty employment information section is determined by {{pro software}} the employee information section is for user reference only ◈ mobile application ◈ client portal direct deposit form this action will send a {{januscrm}} workflow to the employee to complete the form users need to make sure that a phone number is registered in the employee's profile if data is missing, users will see a message telling them what's needed the document will be displayed in the {{januscrm}} data dashboard for processing ◈ mobile application ◈ client portal remove employee the employer must complete all required fields on the form the document will be displayed in the {{januscrm}} data dashboard for processing ◈ client portal ◈ mobile application onboarding tab breakdown a {{crawler}} connects to {{januscrm}} to get the employee list and show it in peoplematic for additional information, follow the januscrm https //kb getjanus io/employee onboarding status badges help employers know what to do next follow up with their new hire to finish onboarding, or contact payroll if they're not in the active list after 48 hours employment information is displayed at all times timestamp support for record keeping ◈ client portal ◈ mobile application