Forum Discussion

MelD1's avatar
MelD1
User
2 years ago
Solved

Employee onboarding - add documents

Hello Hive,   What elements (if any) can be customised in the onboarding?   Is it possible to add documents for new staff to complete that would be saved to their card as attachments?   Thanks
  • Steven_M's avatar
    Steven_M
    2 years ago

    Hi MelD1 


    The Employee onboarding process is a set process.

     

    There is currently no provision to request additional information or have the employee upload a document as part of that process. If you are needing a document that would need to be requested after the employee has completed that onboarding process.

Steven_M's avatar
Steven_M
Former Staff
2 years ago

Hi MelD1 


The Employee onboarding process is a set process.

 

There is currently no provision to request additional information or have the employee upload a document as part of that process. If you are needing a document that would need to be requested after the employee has completed that onboarding process.

  • Kedam's avatar
    Kedam
    Experienced Cover User
    2 years ago

    I need this service as well.  Is there a fix in myob that a field can be added/customised with the onboarding paperwork so the employee will complete as part of the original onboarding pack?  Or may myob can make a field available that goes into the employees card but not to the ATO (it is information they don't need).

    • Celia_B's avatar
      Celia_B
      MYOB Moderator
      2 years ago

      Hi Kedam 

       

      Welcome to the MYOB Community Forum, I hope you'll find it a wealth of knowledge . 

       

      Regarding to your question, there is no provision to request additional information or customized field, have the employee upload a document as part of that process. If you need a document that would need to be asked after the employee has completed that onboarding process. If you invite an employee to self-onboard, your employee card is created straight away. This means that you can start entering their payroll information, like start date and pay cycle, as soon as you've sent the self onboarding request. 

       

      You can check on this Help Article for more information: Employee self-onboarding 

       

      Let me know if you require any further assistance with this. I'm happy to assist you.

       

      If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

       

       

      Cheers, 

      Cel 

      • Kedam's avatar
        Kedam
        Experienced Cover User
        2 years ago

        thanks Celia

        I very much like the onboarding funtion and understand your reply but I can't just add this information to the employee card, it needs to be answered by the employee for future reference and accountabilitiy.  I will and have worked around this.  I'm hoping myob will consider adding this functionality of a new field or option to the onboarding process for completeness.  Can I add this as an upgrade request?