Each time you add an employee to Yuvo, you will need to add some key information and configure some settings for each employee.
This guide will walk you through the steps to setting up an employee's account to be used across Yuvo's various modules.
The first thing to do is to add your employee to Yuvo if you haven't already. Follow this guide to add employees.
For existing employees
Regardless of whether or not the employee has accepted the invitation to join Yuvo, you can edit some of their key information and set up the relevant modules for them.
Note: if you used our bulk import function to add employees, some of this information will already be there based on what you imported.
Go to "My Employees" > select the employee > edit their information under the "Personal", "Employment" and "Career Progression" tabs.
In order for payroll to work, the following information needs to be in Yuvo:
The first time that you run payroll for an employee, they will not have any additional pay types added to their payslip.
Once the Pay Type is set up, you will be able to add it to a particular employee's payslip by clicking on the "Add new pay type" dropdown menu in each payroll.
You will need to assign the relevant leave types to the employee. Follow this guide to assign leave types.
You will need to assign the relevant expense types to the employee. Follow this guide to assign expense types.
For new joinees
As part of the onboarding process, new joinees will be asked to fill in some of their profile details. However, information under the "Employment" and "Career Progression" tabs needs to be configured by an admin.
Once the new joinee has been granted full access to Yuvo, you can set up the relevant modules for them as well.
NOTE: They will NOT be visible as an active employee under the various modules UNTIL they are granted full access.