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Self Service Onboarding
Self Service Onboarding
Sean McTiernan avatar
Written by Sean McTiernan
Updated over 3 months ago

In this article, you will learn:
​How Self Service Onboarding Works
​How To Activate Self Service Onboarding
​How To Set Up Employee Profile Alerts
​Why Mandatory Fields Are Important To Self Service Onboarding
​How To Add An Employee With Self Service Onboarding

How Self Service Onboarding Works

Self Service Onboarding allows new members of staff to fill out their own employee profile before they can log into Bizimply.

Below are the details for how this works on mobile and web.
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​Web Portal: Invited employees receive an email invitation to create their password. After the password is created, they are shown a confirmation screen. After logging in, they will be sent to a “Required” TAB where they will have to enter the information for all mandatory fields. New employees cannot navigate to the other tabs and begin to use the product until they complete the required fields.
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​Mobile: New users using mobile will be prompted to download MyZimply. It is possible to continue in the web browser on their mobiles but this is not recommended. After they log in, they will be redirected to a form that includes all personal and bank details active in Employee Settings. They cannot navigate to the rest of the app until they complete the required fields.
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​NB: You can activate the self service process for up to five employees per location at one time.


How To Activate Self Serve Onboarding

  1. Open Bizimply

  2. Click on your username on the top right of the screen and click Settings

  3. On the left of the screen expand the Company Settings section and click on Company Settings

  4. Scroll to the bottom of the screen

  5. Beside the Self Service Onboarding question, click the Yes option

  6. You will now get an option to add a custom welcome message. If you don't enter a message, new employees will be set an email with the default message as shown


How To Set Up Employee Profile Alerts

Employee Alerts send an email to the relevant address when self service employees have completed their profile or when profile information has been updated by an employee.

  1. Open Bizimply

  2. Click on your username on the top right of the screen and open the settings menu

  3. On the left of the screen expand the Employees section and click on Employee Profile Alerts

  4. Enter the relevant email addresses for each alert

NB: It's possible to enter multiple addresses, just ensure you separate the list with a comma

Why Mandatory Fields Are Important To Self Service Onboarding

Mandatory fields are a great way to ensure quality control and consistency when using Self Service Onboarding. Employees will not be able to complete their self service onboarding form until they enter information in all mandatory fields.
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For a full guide to mandatory fields, click here.


How To Add An Employee With Self Service Onboarding

  1. Filter to the relevant location using the dropdown on the top right of the screen

  2. Click New Employee

  3. You will be presented with two options, click Send Self-Serve Invitation

  4. Enter the name and email for the employee

  5. Click Add Recipient

  6. You can add a max of five recipients at a time

  7. Click Invite

  8. The employee will now appear on the Employees table beside an In Progress label

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