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Como adicionar membros à sua equipa no Givver

The process is completed directly in a table interface, allowing you to enter and organise data quickly.


How the Table Works

The onboarding interface works like a spreadsheet.

You can:

  • Enter data directly into cells

  • Copy and paste multiple values

  • Insert or duplicate rows

  • Delete rows if needed

Right-clicking on a cell will show additional options for editing and managing data.


Mandatory Fields and Validation

  • Fields marked with an asterisk (*) are required

  • Highlighted fields indicate that action is needed

Common validation issues include:

  • Missing required fields

  • Incorrect data formats

  • Duplicate email addresses

You won’t be able to save until all errors are resolved.


Process Structure

Follow the steps below to complete the onboarding process:

1. Add managers

If you are onboarding employees for the first time, you should add managers before adding other employees.

This ensures:

  • Employees can be assigned correctly

  • Your organisational structure is set from the start

If your managers are already set up in Givver, you can move straight to adding employees.


2. Add Employees

Once managers are in place, you can add employees and link them to their respective managers.

Each employee is added as a row in the table and must include all required information before activation.


3. Employee Data Fields

1. Basic Information

  1. First name *

  2. Last name *

  3. Corporate email

  4. Personal email *

  5. Personal phone number

  6. Line manager *


2. Onboarding Settings

  • Status (Draft or Active)

  • "Goes to payroll" (determines if the employee is included in PAYE payroll)

  • "Send welcome email" (sends an invitation email to the employee)

When "Goes to payroll" is enabled, it triggers the UK payroll onboarding flow.

This flow sends emails to the employee requesting the information needed to run UK payroll, such as PAYE details and starter information. It can also be triggered using the employee’s personal email address, allowing them to complete onboarding before their start date.

If the employee will be included in payroll (PAYE), you must enable both of the following:

  • "Goes to payroll"

  • "Send welcome email"


3. Employment Details

  • Department

  • Job title

  • Contract type

  • Working days

  • Weekly working hours

  • Start date


4. Payroll Information

  • Country of employment *

  • Region *

  • Location

  • Salary frequency

  • Currency

  • Salary amount


5. Additional Configuration

  • Leave policy *

  • Public holiday calendar


6. Saving Data

  • Click "Save" to store your changes.

  • If the "Save" button is disabled, there are unresolved validation errors. All required fields must be completed before saving.

All required fields must be completed before saving.

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