Included in our Complete plan is our New Starter Onboarding feature, which makes new starter onboarding easy!

This guide will walk you through the simple and secure process of onboarding new employees, ensuring that everything is ready for their first day.

Log In to Your WorkSmarter Account

• Open your web browser and navigate to the WorkSmarter login page.

• Enter your username and password.

• Click on the 'Log In' button.

Access the Employee Onboarding

• Once logged in, navigate to services.

• Locate the 'Employee Onboarding' feature in the menu and select the second option "Set up a New Employee".

Step-by-Step Guide

Enter the new employee’s details and employment terms in the provided form. This includes:

• Basic personal information.

• Employment terms and conditions.

• Contract dates, salary details, and pension scheme arrangement.

Much of your standard company information, such as working hours and holiday entitlement, is pre-filled to save you time but can be customised as needed.

Once completed, click ‘Create Employee’. The details will be saved to their Employee Record. At this stage, the employee will appear as a pending employee in your WorkSmarter account but won’t have login details yet.

Documents: Review and Approve the Draft Contract and any Other Documents to be Issued

You can now upload your employment contract or use a template contract saved to your WorkSmarter account.

• Use the appropriate buttons on the screen to preview a draft copy of the employment contract.

• Download the draft contract to preview and check it thoroughly.

During this stage, you can add an offer letter, staff handbook, or any other documents ready to be issued for review, completion, or signing.

Send Documents to Employee

Once you are satisfied with the contract details and any other documents you have uploaded, click the ‘Send Documents to Employee’ button.

We will email the new employee all the uploaded documents to review, complete and sign if required.

Confirmation and Digital HR Files

After the signing process, you and the employee will receive an email confirmation.

Signed copies of the paperwork will be automatically uploaded to the employee’s Digital HR Files, ensuring you have a complete record without any additional effort.

Rest assured, your employee’s data is confidential and secure. All information is stored online with full encryption to protect private data.

Grant Access on Start Date

On the employee's start date, they will be granted access to your WorkSmarter account along with your existing employees, enabling them to integrate seamlessly into your organisation.

FAQs

Can the new Employee Sign Documents From any Device?

Yes, the signing process is simple and secure and can be done from any mobile device or computer.

Is my Employee’s Data Secure?

All employee data and private information are fully protected and encrypted, ensuring complete confidentiality.

What if I Need to Make Changes to the Contract?

You can preview the draft contract and make any necessary changes. Once saved, the updated terms will be reflected in the draft document.

How do I Know the Signing Process is Complete?

Once the digital signing process is completed, both you and the employee will receive email confirmations. The signed documents will be automatically uploaded to their Digital HR Files.

WorkSmarter’s New Starter Onboarding service streamlines bringing new employees on board, ensuring a smooth, compliant, and efficient experience. Following the steps outlined in this guide, you can easily prepare and issue contracts, manage digital signing, and set up new employees for success from day one.

For further assistance, please don't hesitate to contact a member of our friendly team.