For Managers: Onboarding employees

For Managers: Onboarding employees

Explore how you can add employees to the Greenbeam platform and assign them to teams and roles.


Use the interactive walkthrough above, or follow these steps:
  1. Navigate to the Employees page in the left-hand navigation pane.
  2. Click the big orange Plus (+) button to Add new.
  3. Enter their first name, last name and email. Phone and location are optional.
  4. Make sure you assign them to a team.
Notes
Tip: If you forget to assign them a team at this stage, you might temporarily lose visibility of them.
If this happens, contact your administrator to move them back into the right place.

  1. Once they have been assigned to a team, the Direct manager field will be available.
  2. Check that the right manager is selected here; this is the person who will be responsible for validating this employee's skills.
  3. Click Save.

You've created a new user, but you still need to send them an invitation:
  1. Find the employee in the Employees table. You can use the keywords to search if they are not immediately visible.
  2. Click on the Send invitation button.
  3. You will see a small green note pop up at the bottom of the screen to let you know it was sent successfully.
  4. Invitations can be re-sent at any time.

You can assign them an occupation now, even if they haven't activated their account yet.
  1. Navigate to the Dashboard in the left-hand navigation pane.
  2. You can filter by team or manager.
  3. If your employee hasn't accepted the invitation yet, you will need to tick the Include inactive users checkbox.
  4. Use the 3 dots ( ⋮ ) icon to see the next steps available.
  5.  Click Assign occupation.
  6. In the Career section, select the Occupation dropdown and choose from a list of roles predefined by your organisation.
  7. Click Save and once your employee activates their account, they will be ready to begin their skills journey.


Alert
Note: If you don't see the role you're looking for, reach out to your Account Manager.