payroll card create issue

Question

Hi there&nbsp;&nbsp;When creating a new card for an employee, there is an option to "provide access to employee benefits." As part of our process, the employee pre-fills the onboarding form, and our payroll staff then enters the card details into MYOB. We do not want the employee to have access to the self-onboarding function.However, we have noticed that even if we untick the "provide access to employee benefits" option, an email is still sent to the employee requesting them to fill out the information. This is confusing for the employee and disrupts the payroll function's ability to control the process.&nbsp;Could you please advise if there is any way to completely turn off this function, so the employee does not have access to the onboarding process?&nbsp;Many thanks&nbsp;Nina&nbsp;&nbsp;

isaiah_c · Answer

Hi nwang31,
&nbsp;
To prevent the self-onboarding invite from being sent, please follow these steps based on the platform you are using:
&nbsp;
1. AccountRight Desktop Version:

After creating a new employee, select Enter details manually instead of proceeding with the default self-onboarding process.

&nbsp;
2. AccountRight Browser Version:

After creating a new employee, instead of clicking Save and continue, click the drop-down arrow and select Set up you employee manually.

&nbsp;

&nbsp;
This will ensure that no onboarding invite is sent to the employee, allowing you to have full control over the process.
&nbsp;
Regards,
Sai

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