User Management
There are two types of User invites
Invite a user to join Sumopayroll:
Step 1:
Go to Administration--> Users. Upon clicking on the submenu "Users" list of the users in the organization will appear on the screen.
Step 2:
Click on the Invite Employee button. Upon clicking on the button, a popup will appear on the screen.
Step 3:
Click on the "User Invite" tab in the popup screen.
{primary} Company cannot have more than 5 unlinked user accounts or Pending user invites. Assign existing unlinked users to the employee or withdrawn unrequired user invites.
Step 4:
Enter the email id to which you want to send the invite.
Step 5:
Choose the role you want to assign to the 'User ' from the "Select Role" drop-down list.
Step 6:
After entering the email id and choosing the role, click on the Send Invite button.
Step 7:
Upon clicking on the Send Invite button a message appears prompting you that the invite is successfully sent. The user to whom the invite has been sent will receive an email invitation provided with a link.
Step 8: Once the user clicks on the link in the email invitation, the user will be guided with step by step process to complete the signup process to start using the Sumopayroll application.
Invite an employee to join Sumopayroll:
There are three ways of inviting an Employee
- Invite an employee In View Employee
- Multiple User invites In Employee
- Invite an employee In Users
Invite an employee In View Employee:
Step 1:
Go to Employees--> View Employees.
Step 2:
In View Employees page click on the employee name to whom you want to send the invite.
Step 3:
By clicking on the employee name you will be redirected to the employee details page. Go to the ‘User Information’ tile and click on the Create/Link User button.
Step 4:
Upon clicking on the Create/Link User button a popup will appear on the screen with an option to either Invite User or link employee to existing User Account.
Step 5:
Invite User: By default, the Company Email of the employee will pre-filled in the email field. If required you change the email.
Step 6:
Choose the role you want to assign to the employee from the "Select Role" drop-down list and click on the Send Invite button.
Step 7:
Upon clicking on the Send Invite button, a message appears prompting you that the invite is successfully sent and the employee to whom the invite has been sent will receive an email provided with a button.
Step 8:
Once the employee clicks on the link, the employee will be guided with step by step process to complete the signup process and start using the Sumopayroll application.
Multiple User invites In Employee:
Step 1:
Go to Employees--> View Employees
Step 2:
By clicking on the submenu View Employees, the Employees page will appear on the screen with the list of all employees.
Step 3:
Click on the Actions button and then click on User Invites as shown in the above employee's grid to invite multiple users.
Step 4:
Upon clicking on User Invites, a popup will appear on the screen.
Step 5:
Choose the employees from the "Select Employees" drop-down list.
{primary} Only employees who are not linked to any user account and who are assigned company email will be displayed in the drop-down list.
Step 6:
After selecting the desired employees, choose the role from the "Select Role" drop-down list.
{primary} All the selected employees will be assigned the same role.
Step 7:
After selecting the role, click on the Send Invite button. Upon clicking on the Send Invite button, the email invitation will be sent to the selected employees provided with a link.
{primary} If the invite has already been sent to the employee then you are prompted with the message that invite has already been sent.
Step 8:
Once the employee clicks on the link in the email invitation, the employee will be guided with step by step process to complete the signup process and start using the Sumopayroll application.
Invite an employee In Users:
Step 1:
Go to Administration--> Users. Click on the submenu "Users", list of the users in the organization will appear on the screen.
Step 2:
Click on the Invite Employee button. Upon clicking on the button, a popup will appear on the screen.
Step 3:
Click on the "Employee" tab in the popup screen.
Step 4:
Choose the employee from the "Select Employee" drop-down list to whom you want to send an invite.
Step 5:
After selecting the employee, choose the employee email id from the "Select Email Id" drop-down list or provide custom email by choosing the option 'Custom' from the drop-down list to which the User Invite has to be sent.
Step 6:
Once you choose custom option, another field "Email" will appear in the popup. Enter the email id for which you want to send the invite.
Step 7:
After entering/ choosing the email id, choose the role which you want to assign it to the employee from the "Select Role" drop-down list.
Step 8:
After selecting the employee, email id and role, click on the Send Invite button.
Step 9:
Upon clicking on the Send Invite button a message appears prompting you that the invite is successfully sent. The employee to whom the invite has been sent will receive an email invitation provided with a link.
Step 10:
Once the employee clicks on the link in the email invitation, the employee will be guided with step by step process to complete the signup process and start using the Sumopayroll application.