Admins who have been given Super Admin rights, or the permission 'Can manage "My Employees" except off-boarding' are able to onboard and offboard employees, as well as manage official and personal data.

Create employee profile on Yuvo

To do this, go to My Employees option on the Left Menu.

Employee details can be uploaded by clicking on the Add Employee dropdown. You can choose from:

a) Add existing employee: An employee who is already in the organization.

b) Add new joinee: A new employee who isn't added to the system yet;

c) Bulk import: Option to invite more than one employee at once.

Bulk Import can be used if you have all the records in a relevant format (eg. csv) and can be directly imported into the Yuvo system.

a) Add existing employee

  • Enter Full Name of the employee as on your official records.
  • Enter either Email Address or Mobile Number of the employee to send an invite.
  • The boxes highlighted in red denote mandatory input of information
  • If the employee needs to know about another member in the organization, you can click on people to know about button and add the specific employees.

  • You can choose which documents the employee has to upload.

  • Select the button Create Employee to create a new employee account.

b) Add a new joinee

  • Enter Full Name of the employee as on your official records.
  • Enter either Email Address or Mobile Number of the employee to send an invite.
  • The boxes highlighted in red denote mandatory input of information
  • If the employee needs to know about another member in the organization, you can click on people to know about button and add the specific employees.
  • You can choose which documents the employee has to upload.

  • The option to choose a specific workflow and assign tasks to the new employee is the next step.

  • The option to assign a task or to skip this step is available. Once this step is completed, a preview of the invitation is shown as below:
  • Enter all the necessary details, edit/modify the welcome message and click on Next.
  • Click on Send Invite via Email and the invitation will be sent to the employee.

c) Bulk import

Download the Blank Template for first-time set up for new companies using Yuvo

  • For companies with existing employee data on the Yuvo platform, download the spreadsheet Template with existing employees data to make changes to existing employees/ add new employees

Once the spreadsheets have been populated with the necessary data, upload it into the dotted box below and click the Save & Complete button.

Please contact us at support@yuvohub.com should you require help with this bulk import process.

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