*Please note: Only administrator on the account can access the settings for Required Fields and make changes.*
Managers have a lot on their plate when it comes to onboarding new employees. They need to collect a lot of information, ensure compliance with legal requirements, and get the new employees up to speed with the company's culture and processes.
The new Mandatory Fields feature helps them to ensure that all necessary information is collected upfront, reducing the risk of mistakes during the onboarding process.
In this article you will learn:
The new Mandatory Fields feature in Bizimply allows companies to select required fields during onboarding, ensuring that all necessary information is collected and entered correctly.
This not only saves time and effort for managers, but also helps ensure compliance with legal requirements and reduces the risk of errors in calculating employee benefits and payroll, so the HR department can have consistency across the onboarding process and get a better understanding of their employees information.
Mandatory Fields general best practices
Best practices for marking required fields in forms include keeping the number of mandatory fields to a minimum, clearly marking mandatory fields, providing clear instructions, validating input on the front-end and back-end, using error messages to guide users, and testing with real users.
The feature can be customised by allowing customers to define their own mandatory fields. The solution involves adding a new column in Employee Personal Settings, Bank Details Settings and Payroll Settings, which allows users to mark certain fields as required when adding new employees.
Best Practices For Payroll Mandatory Fields
This flow represents the information that we as Bizimply identified as critical for the payroll process. This is the minimum information that payroll needs to accurate pay to employees.
The fields that we suggest are:
Name
Last Name
Email
Address
Date of Birth
Start Date
Bank Name
IBAN
PPS/NIN Number
How to set Personal required fields
You may want your managers to make sure they are filling the necessary personal information when creating new employees. You can control this using the steps outlined below:
Sign into bizimply.com and click your name at the top right of the screen
Select ‘Settings’ from the drop down menu
Click on the ‘Employee’ menu on the left options
Select ‘Personal Settings’
Activate the correspondent check box for the field under the column ‘Required’
How to set Schedule and Main Position required fields
You may want your managers to make sure they are filling the necessary personal information when creating new employees. You can control this using the steps outlined below:
Sign into bizimply.com and click your name at the top right of the screen
Select ‘Settings’ from the drop down menu
Click on the ‘Employee’ menu on the left options
Select ‘Work Settings’
Activate the correspondent check box for the field under the column ‘Required’
How to set Bank Details required fields
You may want your managers to make sure they are filling the necessary work information when creating new employees. You can control this using the steps outlined below:
Sign into bizimply.com and click your name at the top right of the screen
Select ‘Settings’ from the drop down menu
Click on the ‘Employee’ menu on the left options
Select ‘Bank Details’
Activate the correspondent check box for the field under the column ‘Required’
How to set Payroll required fields
You may want your managers to make sure they are filling the necessary work information when creating new employees. You can control this using the steps outlined below:
Sign into bizimply.com and click your name at the top right of the screen
Select ‘Settings’ from the drop down menu
Click on the ‘Employee’ menu on the left options
Select ‘Payroll’
Activate the correspondent check box for the field under the column ‘Required’
How Mandatory Fields work with new employees
Sign into bizimply.com and click your name at the top right of the screen
Make sure you have selected the ‘Required’ fields you want to be filled (See steps above)
Click on ‘Employees’ on the top navigation bar
Select the Location where you want to add the new employee, by choosing from the drop down menu (only if you have more than one location).
Click the blue button ‘New Employee’
Fill in the ‘Required’ fields
Click ‘Save’
How to update existing employees with Mandatory Fields
Sign into bizimply.com and click your name at the top right of the screen
Click on ‘Employees’ on the top navigation bar
Select the employee that you want to update
The required fields will be highlighted with a red *
Fill in the ‘Required’ fields
Click ‘Save’
Note that you won’t be able to save changes to the employee profile if any of the ‘Required’ fields is incomplete.
Do Mandatory Fields affect ATS integrations?
Employees created in Bizimply by an integration using exported data won’t be affected by Mandatory Fields. Once created in Bizimply the profile will be treated the same as any employee profiles created before mandatory fields are introduced: in order to complete the required fields the user will have to go to the employee’s profile and update the information missing in there.
Do Mandatory Fields affect Bulk Import?
Mandatory Fields do not impact bulk import. If an employee profile is added in a bulk import and does not contain the information needed for a mandatory field, the mandatory field will only have to be filled out the next time the user tries to save after updating that profile.
Do Mandatory Fields affect Quick Edit?
Mandatory Fields do not impact Quick Edit. For example, setting ‘Nationality’ as a required field will not require that to be completed for every employee selected if you are quick editing the profiles of more than one employee.