There are different ways to add workers to Expedo:
As shown in this article below, you can Create a New Worker by manually adding their individual details (usually used for onboarding new worker after an initial implementation process has been completed)
You can also Import Workers from:
a connected service if you have already set up an Integration, or
import multiple workers using a CSV file
Create a New Worker
Please Note: This option is for new workers who do not already have a worker profile in Expedo. You can check if your worker is already in the system by searching for their name. If they already have a worker profile, you can proceed with a New Onboarding.
Navigate to > Expedo HR & Payroll > Workers > Create
Where you will then be prompted to fill in the below details:
Please Note: Adding a worker here will not send the worker an email or SMS at this point.
Worker Detail Fields
|Names *||At least a first and last name|
Start date is the date of which the worker FIRST engaged with the business, and will reflect as the ‘start date’ for the complete length of service etc.
Note that a new onboarding may have a different ‘Contract Commencement Date’ needing to be presented and captured on a contract and/or worker profile.
|Email *||Used for the presentation of contract link/worker login and access. Usually the worker’s personal email.|
|Mobile Phone Number *||
Required for the compulsory 2 Factor Authentification which provides security for the worker's account.
Ensure this is included and accurate.
|Manager||The worker's direct manager for approval, reporting and workflows.|
|Independent Contrator *||Toggle Yes if the worker is not a direct employee of the company, and will have limited details being captured and required for onboarding, approval, reporting and workflows.|
* Mandatory Fields
After you click 'Create Worker', you can find the Worker's profile from the Worker Dashboard and click on it to view more details.