How to set up New Employees Using the "Set Up New Employees Page"

Important Note:

Employees who do not have an email address or username for their account, and have not yet set up a password, will show in this list.

From this page, you can create a temporary access code for employees, which they can use to log in and finish setting up their account on their own (enter their own email address and set up a password).

After registration, the employee will receive an email confirmation link. Clicking on this link will activate their account and confirm that the correct email address was entered.

In cases where the employee entered an incorrect email address and does not receive a confirmation link, they will be directed to their payroll administrator to fix their email address.

1. Login as an admin user.

2. Proceed to Admin then Utilities > Set Up New Employees

3. Select the employees you that need an access code generated for them by checking them off

4. Click Generate Access Code for Selected Employees. (Optionally, you can check off "Generate Universal Access Tokens to generate the same code for all employees)

5. You can sort by department to have only that branch's employees listed.

6. Click Print Selected Invitations for Selected Employees to generate handouts for employees to be distributed with their paystub to give them access to InStaff.

7. Handouts template can be modified on the Invitation Template tab. 

If left blank sheet will display the following;

• Employee Name
• Employee ID
• Temporary Access Code 
• InStaff Link to access

Note: Handouts should be given to employees to enter in their email and passwords for future login.