In addition to manually adding employees through the full onboarding form, administrators can quickly invite one or more employees via email using the Invite Employee feature. This streamlined process is ideal when you want users to join and complete their profiles independently.
Purpose
This feature simplifies onboarding by allowing employees to self-register and fill in personal and employment details, while the admin retains control over roles, approval flows, and policy assignments post-registration.
How to Invite Employees
Navigate to the Invite Employee screen from your admin dashboard or employee management section.
Enter one or multiple company email addresses into the input field.
After typing each email, press Enter or Space to confirm it.
You can invite multiple users at once by repeating this process.
Click Send Invite (or similar button) to trigger the invitations.
Each invited user will receive an email with a secure link to join your organization on the platform. They will be guided through setting up their profile and logging into the system.
Key Notes
Only valid company email addresses should be used. Personal or public domain emails may be restricted, depending on system configuration.
Users invited via this method will appear in the Pending Users list until they accept the invitation and activate their account.
After joining, administrators can complete their employment details, assign roles, and link policies just like manually added users.