Giving a new employee access to an onboarding portal
Objectives:
Learn how to give a new hire access to an onboarding portal as a part of hiring and onboarding a new employee.
What's in this article?
Information on how to add a new employee to your onboarding portal users.
💡Good to know: This guide applies to new employees who have never worked for your company before. Check our guide for Rehiring an employee if an employee has previously worked for your company.
Giving a new employee access to an onboarding portal
Log into AllPay. From the Onboard menu, in the Onboarding column, select Portal Users.
Click on Add New.
Fill out the New Onboard User fields. Some fields may be required for your company based on its configuration, and AllPay will let you know if you've missed a required field.
Click on Save Onboarder when you've filled out all the necessary information.
Choose if you'd like to create a print version of a portal log-in letter or a portal enrollment email.
AllianceHCM tip: Tell your new employee to check all of their email folders for an enrollment email—sometimes the email may get diverted into a spam folder.
On the Portal Users tab, click on Add New
Fill out the New Onboard User fields
Click on Save Onboarder
You may choose to Create Login Letter or Send Enrollment Email
