In this article you will learn:
- How to invite your Employee to Bizimply/How to set your employees up with a password to login to their personal profile or MyZimply app
- How to allow access to the Employee Portal
- How to re-invite employees
Inviting employees to create their password for Bizimply:
Once you have added an employee, you can invite them to Bizimply to create their password. You can do that on the employee profile or by using quick edit to invite multiple employees in bulk.
Inviting employees via employee profile:
- Go to the employee profile
- To the right you will see a green 'Invite' button
- Click the button
4. This action will send an email to the employee as below:
The employee can then click the blue 'Create my Password' button to create their password and login to their Employee Portal to access their schedule; view/edit their personal details (according to your permissions); and request Time Off (according to your permissions).
Inviting employees in bulk via Employee Page :
1. Go to the Employee page for your locations or All Locations
2. Select employees you wish to invite - or all employees -with the checkboxes to the left
3. Click on the blue 'Actions' button
4. Click on Invite to Bizimply from the dropdown
5. Make sure that they have 'Allow Access' selected underneath the Employee Portal permission
6. Click the 'Invite' button at the bottom of the box
Here's a video with these steps:
How to allow access to the Employee Portal
You may need to allow your employee to have access to the Employee Portal first before you can invite them to Bizimply - this is in cases where an employee may have been on Bizimply for a long time previously without access to their portal.
- Got to the employee profile of the employee you want to give access
- Go to the Work tab in the profile
- Where it says Employee Portal, click on the dropdown menu to change it from 'No Access' to 'Allow Access'
- Click 'Save' at the bottom of the page
You can also do this in bulk as described above in the bulk Invite of employees.
How to re-invite Employees
You may need to re-invite an employee who has not logged in to Bizimply and needs to get their password set up.
- Go to their employee profile
- Click on the 're-invite' button on right-hand side
3. An email will be sent to the employee to set up their password. Get them to check their spam or junk mail if it doesn't deliver.
Here's a video with these steps