Once you have installed Remote, new employee information is automatically synced to Remote. Let’s understand how this works:
Detailed instructions for new employee sync
- STEP 1: Open your Freshteam account. Go to Employees-> Employee Directory
- STEP 2: Click on Add Employee. A side bar will appear on your screen, click on Take me to a detailed form.
STEP 3: On the Job tab, Enter the mandatory fields such as first name, last name, email address, employee type, employee ID, designation, date of joining
STEP 4: Go to the Personal tab, and add a personal email address. As a next step, click on Save as -> Save Profile.
STEP 5: Go to the Remote portal -> Onboarding. On your screen you can see that the new employee data is automatically synced.
STEP 6: Please note a record of the new employee profile is created on Remote in real-time. Remote admin will need to click on Finish and invite to create the profile on Remote.
STEP 7: As a next step Remote’s admin has to complete the employee onboarding. The mandatory fields from Freshteam are successfully auto-populated on Remote. For instance, the personal email info has been auto-populated on Remote. If a new employee doesn’t have a personal email id, their official email will be auto-populated here.
For any queries, please contact email@example.com.