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

Step 1: Create employee profile on Yuvo

Go to My Employees on the Left Menu, then click on Add Employee.

You can choose from:

a) Add existing employee: Add an employee who is already in the company

b) Add new joinee: Add a new employee who has just joined or will be joining the company

c) Bulk import: Add multiple employees at once by using a spreadsheet

a) Add existing employee

  • Be sure to enter the employee's Email Address and Mobile Number for the purposes of inviting them to the Yuvo platform

  • You can click on "add People to know about" to add any key employees this employee should know about (they must already be in the system)

  • You can choose which documents the employee has to upload (if any)

b) Add a new joinee

  • Be sure to enter the employee's Email Address and Mobile Number for the purposes of inviting them to the Yuvo platform

  • Select when you want to grant the employee full access to the Yuvo platform.

    • If you select "when admin approves", you'll need to go to My Employees > find the employee you want to grant access to > click on the 3 dots > Give full access when you wish to grant access.

    • If you select "after joining date", they will automatically be granted access after their joining date.

  • You can click on "add People to know about" to add any key employees this employee should know about (they must already be in the system)

  • You can choose which documents the employee has to upload (if any)

  • After clicking on "Create Employee", you'll have the option to choose a specific workflow to be triggered for this employee, e.g. onboarding workflow. This needs to be set up in Workflows beforehand.

  • If you don't wish to trigger a workflow, you can click on "Skip".

  • After that, you'll be able to customise your invite to the new employee, and choose whether to send it via email or mobile.

  • Note: When inviting a new employee via their company email, please ensure that the email has already been activated in your company's email system before sending the invite. Otherwise, the invite will fail to be sent.

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.

  • Double check that the information is correct, then click the Save & Complete button.

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

Grant access to the Yuvo platform

Once the bulk import is done, you'll need to grant access to the employees that you want to be able to access the Yuvo platform.

There is no option to do this in bulk. You'll need to go to My Employees > find the employee you want to grant access to > click on the 3 dots > Give full access

Invite employees to the Yuvo platform

After access has been granted, you can invite employees using two different methods:

  • Invite all employees in bulk: Go to My Employees > More actions > Bulk Invitation via Email/SMS

  • Invite particular employees individually: Go to My Employees > find the employee you want to invite > click on the 3 dots > Send Invite via Email/SMS

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