How to create a company

Creating a Company

This document contains a step by step guide to creating a company. Each company can be an entity of your business.

Adding a company

From the Menu, navigate to Administration 

Click the “Companies” button from the sub menu. You will then see the “Add Company” button on the right hand side.


General

Here you will then be able to fill out the relevant information relating to the Company you are adding.

Field

Description

Reference

String value, must be unique in that Account

Name

String value, Company Name will be a merge field available across the system

Description

String value, an internal description of the Company for reference

Status

Active – Live Companies;
Inactive – Obsolete Companies

Default HR Contact Email

String value, will be available to Onboardees of this Company

Default HR Contact Email

String value, will be available to Onboardees of this Company


Configuration

Continue to work your way across the tabs clicking “configuration” tab next.


Field

Description

System Date Format

Drop down menu, selects date format that this Company will use inside the system

Document Date Format

Drop down menu, selects date format that this Company will use for merge fields inside Documents

Document Timezone

Drop down menu, selects timezone that this Company will use inside Documents

Request Alternative Start Date

Either enables or disables the ability for Onboardees to request alternative start dates during their onboarding process

Request Onboardee References

Either enables or disables requests for Onboardees to supply References during their process (default is on)

Number of References

When References are enabled this allows you to set the required number of References per Onboardee (default is 2)

Field

Description

Region

Drop down menu, selects regional variances for UK, US and Australia

Validation (UK only)

Tick box, when selected you can choose to validate data Onboardees enter, see details below

Sender Reply-To Email

This is the email address that replies will go to when someone responds to a system generated email

Sender Display Name

The name that displays in the From section of a system generated email

Regenerate Documents

Tick box, when selected Signed Documents and Contracts will automatically regenerate when changes are made to an Onboardee process

Display

Option to select whether additional Signing Documents appear in the Offer section or Document section for Onboardees

Onboardee Completion

Tick box, when selected the onboarding process will be marked as completed by HR when an Onboardee marks their process as completed



Field

Description

Validation (UK only)

Tick box, when selected you can choose to validate data Onboardees enter

         NI Number

When selected it validates that the entry matches the NI Number format

         Address

When selected it allows the Onboardee to search for their address

        Bank Details

When selected it validates the Account Number and Sort Code against the Banking Database


Address

The next tab “Address” is where you enter the address of the Company you are creating.  This will be the address that is used when merging Company information into emails and documents.


Onboardee Options

This is where you can customise the information you gather from Onboardees. 

Field

Description

Enable Ethnicity

Tick box, when selected the Onboardee will be asked to supply an answer describing their ethnicity

Enable IBAN

Tick box, when selected it displays an input box for the Onboardee to enter an IBAN number

Enable Swift Code

Tick box, when selected it displays an input box for the Onboardee to enter a Swift Code

Enable NI Number

Tick box, when selected it displays an input box for the Onboardee to enter their NI Number


Additional Information

You can use this tab to add any additional fields to the onboarding process (see our additional merge field guide to see how to do this).


When completed click “Save” to save and create the Company


Once saved you will be able to access the Email Templates and Customisation options for this Company to adjust those settings and messages. Please see the separate guides for those sections.

Please note, when setting up a new company you will also need to add operators (users) to that company or you can give existing users access from the Operators section. 


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