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How to Onboard New Employees on BizEdge

Chinaza Okafor · May 12, 2022 · 2 min read

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Onboard new employees without hassle. With BizEdge's onboarding feature, you can send information to new employees, request documents, and prepare them for their first day of resumption.

Steps to Onboard New Employees on BizEdge

Step 1: Start onboarding
In this section you get to select or search for the employee you’d like to onboard then click on the setup onboarding button.

The onboarding begins with the welcome message that all new employees will receive in the onboarding packet. This welcome message can be edited to your liking. After this, click on the ‘Next’ button to move to the next step.

Step 2: Resumption details
In this section, fill the necessary resumption information for the employee; add the location, meeting link, date & time of resumption, and add the contact information of an employee the new employee should contact. After this, click on the ‘Next’ button to move to the next step.

Step 3: Company documents/ requests
Here, you can upload documents you’d like to send to the employee. The documents can also be added from the documents you already have in the BizEdge app. After this, click on the ‘Next’ button to move to the next step.

In the request section, specify which document you want the new employee to attach such as: NYSC certificate, references etc. After this, click on the ‘Next’ button to move to the next step.

Step 4: Notification
Enable a company wide email informing all employees of the new hire and enable email notification to the department team lead of the new employee as well. After this, click on the ‘Next’ button to move to the next step.

Step 5: Task
Here, you can create a task for the employee or add a task from the task directory. Click the ‘complete setup & send’ button.

The onboarded employee will receive the information through their email to get access to our employee self-service tool, MyEdge to view and complete their personal details. You have successfully onboarded your employees to BizEdge.

To learn more about MyEdge, the employee self-service app, click here

Do you prefer a video walkthrough? Click the video below to watch a step-by-step guide.

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