Welcome to the exciting phase of bringing your team onboard Givver! This guide is designed to make the onboarding process as smooth and efficient as possible. Let’s dive into the steps:
1️⃣ Adding Line Managers First:
The foundation of a well-structured team in Givver begins with your line managers.
Start Here: Navigate to the 'Company' section in the sidebar menu and select 'Add New Employees'.
Input Line Manager Details: Carefully enter the details of all managers. This setup is crucial as it lets you link team members to their respective line managers in the upcoming steps.
Data Management Made Easy: Right-click on any cell to access options for data manipulation – Copy, Cut, Paste, Insert row below, Duplicate row, or Delete row.
Save Progress: Ensure you save the information before moving to add other team members.
2️⃣ Onboarding Team Members:
Once your line managers are in place, it’s time to add the rest of your team.
Team Members Details: Add each team member, connecting them to their manager. Pay special attention to fields marked with an asterisk (*), as these are mandatory.
Attention to Detail: Look out for fields highlighted in red. These indicate areas needing action – be it data formatting, completing mandatory fields, or checking for duplicate emails.
🔄 Flexibility in Inviting Team Members:
No Rush for Invites: It's important to know that you don't have to invite all team members immediately from this section. You have the flexibility to invite them later from each individual's profile.
Onboard at Your Pace: This option allows you to fine-tune team details and ensure everything is in place before sending out invites.
Ensuring accuracy in these initial steps is key to a smooth and effective experience for your entire team on Givver. Should you need any assistance during this process, feel free to reach out – we're here to help. Happy onboarding! 🚀🌟