Team and security
New starters
Sending new starters a link to fill in their details, documents and forms, then checking and approving them.
Sending the link
- 1Admin → Team → New starter → Send them a link to fill in.
- 2Enter their first name and role. Tick Email them the link and add their email, or leave it unticked to copy the link yourself. Tick the forms they should complete, then tap Send link (or Make link). The link works once, for 14 days.
- 3They fill in their details, emergency contact, bank details, National Insurance number, right to work, documents and any forms to sign. Everything is encrypted before it leaves their device.
- 4Their status shows Waiting for them, Ready to review or Link expired. Tap Resend (Send new link once it’s expired) or Cancel any time.
Approving
When they show Ready to review, tap Review, confirm how you checked their right to work (in person, share code or an identity service, and the date), set their name, title, registration and PIN, and approve. Tap Approve and add to team. They’re added with their staff file filled in. You need a free seat on your plan.
What you ask for
The Onboarding tab sets your welcome message, which details you ask for (right to work is always asked), documents to request, your own questions, and forms to sign: start from blank or a template (staff handbook, confidentiality and data protection, health and safety, uniform and equipment, written statement of employment), for the roles you tick.