| Applicable To: | Account Owner | Account Admin | Contributor | Reader | Self |
TABLE OF CONTENTS
Summary
To add employees, please ensure you are logged into the Smartek Core Module - Account Management. This module, also known as your Home page is where you will be able to perform all administrative tasks.
If you navigate to the left-hand side of the page you will be able to find the Employees tab under My Company Account
It is important to note that when adding an employee you do not need to fill in every field. However, the more information you provide, the better.
At a minimum, when you are adding an employee, Smartek requires you to;
- Provide Employee Details - First name, last name, DoB, passport-style photo, email.
- Add Role/s to the user.
- Apply User Permissions.
Once this information has been provided, the employee will receive an email invitation to sign up. You will also be able to add more information against the employee which is optional
- Home Address
- Mailing Address
- Emergency Contact
- Doctors Contact
Add Employees
Once you have completed the company profile, refer back to the Get Started checklist and click the second option - "Setup your Employees" or click the Employees tab from the Smartek Core module - Account Management.
If you are not on this module, click the Home Icon and this will return you to the Smartek Core module.
Click this image to expand
Steps
- Go to the Employees tab.
- Click Add.
- Complete Personal Information.
- Assign Role/s.
- Assign User Permissions against each Smartek module.
Add Employee Details
Assign Role/s
Assign User Permissions
Click the image to expand
After these steps have been completed, your employee will receive an email to sign up like the below.
You will also be taken to another page to complete more employee details, this information is not mandatory and can be left out.
If your employee doesn't receive this email but has been added as an employee under your company they can sign up from the Smartek login page - https://app.smartek.net.au/
Smartek will recognise and assign the employee to your company automatically as long as this employee uses the same email you have used when you added them.
Manage Employees
Using the Employees tab you can then monitor who has signed up.
Active: Signed up and has signed into Smartek.
Pending: Invitation sent but this employee has not signed up to Smartek.
Archived: Inactive employee.
Against every employee on the far right of the page is an 'Actions' tab.
From this tab you can;
- Resend Sign Up Invitation to an employee
- Remove Employee (permanent)
- Deactivate Employee (temporary)
- Re-activate Employee
Next Steps
- Link to a Customer
- Link Employees to a Customer
- Submit Company Compliances
- Employee Compliances and Inductions
- Submit Permits (If required by your customer)
Need more Assistance?
Raise a ticket and get in touch with a Smartek representative.
https://barrington.freshdesk.com/support/tickets/new