In this article, you will learn:
How Self Service Onboarding Works
How To Activate Self Service Onboarding
How to configure your self-serve onboarding process
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.
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.
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.
NB: You can only have five active self service onboarding processes per location at any one time.
How To Activate Self Serve Onboarding
NB: Only users with Admin permission can activate self-service onboarding
Open Bizimply
Click on your username on the top right of the screen and click Settings
On the left of the screen expand the Company Settings section and click on Company Settings
Scroll to the bottom of the screen
Beside the Self Service Onboarding question, click the Yes option
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 configure your self-serve onboarding process
NB: Only users with Admin permission can activate self-service onboarding
Open Bizimply
Click on your username on the top right of the screen and click Settings
Click on the Employees
As an Admin on Bizimply, go to “Settings” → “Employees”
Under “Personal Details”, “Additional Tabs” and “Bank Details” you will see 2 inputs named “Include in Self-Serve” and “Manager Input Required”
Include in Self-Serve:
Default: Off for all fields
When enabled: This field will be visible and editable by employees in the self-serve onboarding form.
When disabled: This field will be hidden from employees, even though it may still be visible to managers.
Use case: If it is necessary to hide sensitive or internal-only fields (e.g., disciplinary notes, promotion data) from employee view.
NB: Every field marked “included in self-serve” is a required field that must be completed before Employees can finish their onboarding process.
Manager Input Required:
Default: Remains in the same state as the previous “Required” checkbox was
When enabled: Managers must complete the field when adding a new employee manually via the admin portal.
When disabled: The field is optional for managers.
Use case: This field can be used to enforce consistent data standards (e.g., role, department, start date) during manual onboarding.
How To Add An Employee With Self Service Onboarding
Filter to the relevant location using the dropdown on the top right of the screen
Click New Employee
You will be presented with two options, click Send Self-Serve Invitation
Enter the name and email for the employee
Click Add Recipient
You can add a max of five recipients at a time
Click Invite
The employee will now appear on the Employees table beside an In Progress label
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.
Open Bizimply
Click on your username on the top right of the screen and open the settings menu
On the left of the screen expand the Employees section and click on Employee Profile Alerts
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