Employee Onboarding is an optional process that lets you register an employee in the system before they start their employment with the company when limited employee and employment information is available. To this end, Employee Onboarding requires just four (4) fields be filled in as explained below.

To view current employees registered in Indigo HR or start a new onboarding process, click on the "Employees" button from the Payroll tab. This will take you to the main Employee screen where you can view, edit, create and delete Employees.

This will take you to the main Employee screen where you can view, edit, create and delete Employees.

If you are unfamiliar with the Indigo HR screen layout, visit the Screen Layout article.

All names listed in the example screenshots are fictitious and any resemblance to actual people is purely coincidental.

Click on the Add button to start a new onboarding process.

  • Code: Employee’s unique code.  This must be unique to each employee across the group of companies. Some code examples include: BORGJ for Borg Joseph or BOR001. Please avoid codes with leading zeros as this might interfere with data import/export to Excel.
  • Surname: Employee’s surname. Confirm with company policies whether you plan to maintain names in upper case or lower case to be applied to all employees.
  • Name: Employee’s name. Examples: JOE or Joe
  • Date of birth: Employee’s birth date. This information is used when calculating Social Security contributions rates and categories.

Tags can be used to further organise and manage employees. Read more about tags here.

Once ready, click on the save icon. To move on with the process, click here.

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