Invite employees and users
The people you invite can sign in to your company in Finday with the access their roles give.
Before you start
- Access to invite members, for example as Company Admin or HR Admin.
- The name and email address of the person. They must sign in with that same email.
Steps
Step 1: Open People & Access
In the sidebar, choose HR, then Employee. The People & Access page opens with the Employees, Invitations, Organization, Approval Routes and Access Roles tabs. Click Add employee.
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The People & Access page with its tabs and the Add employee button.
Step 2: Fill in the name and email
In the Identity step, fill in Display name and Email address, then click Continue.
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The Identity step of the employee invitation with Display name and Email address.
Step 3: Choose the access roles
In the Access step, tick the Access roles that fit, for example Accountant or Purchase Ops. Employee access is included for everyone.
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The Access step with the list of access roles to tick.
Step 4: Create and share the invitation link
In the Review step, click Create invitation link, then Copy link and send it to the person you invited.
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The invitation result with the link ready to copy and the Copy link button.
Step 5: The invited person accepts
They open the link, sign in or create an account with the invited email, then click Accept invitation.
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The Review your access invite page with the Accept invitation button.
When you are done
- Finday sends no invitation email. Copy the link and send it by WhatsApp or your own email.
- Once the invitation is accepted, the person is listed as an employee and can sign in to the company.
- Team and reporting manager are set in the Organization tab after the invitation is accepted. Payroll data such as NIK, NPWP, PTKP, BPJS and bank account goes in Payroll.
Common problems
The invitation cannot be accepted
The invited person must sign in or create an account with exactly the email address on the invitation.
Can I import many employees at once?
Not yet. Employees are added one at a time through invitations.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.