Help centre / People and records
Welcome a new starter, forms done before day one
Send a new starter their forms online, check what they send back, and add them as an employee, or use paper forms if they can't fill them in online.
What you'll need: Their personal email, Their first day.
A new starter fills in their own details, bank account, right to work and contract forms before they start.
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You check each one, then add them as an employee.
Send the forms
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Step 1: Go to Hiring, New starters, and press Add someone.
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Step 2: Fill in Who they are, with their Personal email, and The job, with their First day.
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Step 3: Press Send the starter forms.
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They get an email with their own link.
Check what they send back
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Step 1: Open the starter.
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Each form shows when they've sent it.
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Step 2: Press Accept, or Send back with what to change.
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Accept their forms accepts the rest at once.
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Step 3: Press Add as employee: their record is filled in from their forms.
Stuck?
They never got the email
Check their personal email on the starter's page, then press Resend link. Copy link gives you the link to send another way.
They can't fill in forms online
Press Paper forms for blank forms to print. When they're back, type them in, or keep the filled-in forms with Print their forms.
It says to add them once they have sent About you and Address
Those two forms come first. Ask them to send those, then try again.
It says the invitation is no longer open
They were withdrawn or declined, or have already started. Add them again if they're still joining.
It says to link your sign-in to your record first
Ask HR to link your sign-in to your own record, so someone else can approve this.
Thanks. That helps us make the guides better.