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3. What's the best way to ask for a new hire's info, before joining?

Onboarding info email2:04

"What's the best way to ask for a new hire's info, before joining?"

Before setting up a new hire in 1st Money, you'll first need to ask for some employment info off them. Including info like tax numbers and contact info.

To email a new hire and get their employment info off them, before doing their set up:

  1. First, tap: MenuPeopleInvite a person
  2. Once it's open, tap: Email to ask for the person's info
  3. Next, by default, it shows you the info request template for the pay batch with the most people.
  4. If it's not the pay batch that you're planning to add the new hire to, tap the blue "change" link.
  5. And select the pay batch that you're planning to add them to.
  6. And now that you've got the right pay batch, tap: Copy text
  7. Next, go to your email inbox, and tap: Compose
  8. And paste in the text you copied earlier.
  9. Next, type in the new hire's name (at the top).
  10. And copy the first sentence from the email into the subject.
  11. All that's left is for you to type in the person's email, and tap: Send
  12. And finally, your new hire has an email that tells them exactly what info you need from them, to have them all set up.

Keep in mind that:

  • It's important to select the correct pay batch before you tap: Copy text
  • By selecting the correct pay batch, you make sure that your new hire's asked for exactly the right employment info.

For advanced usage:

  • Feel free to type more into the email, including details about their job, or when the new hire's set to start, etc.

And that's it! That's everything you need to know about how to email a new hire to ask for their employment info!

Updated: Sat, Feb 24, 2024.

© 2020–2024 1st Money UK Holdings Ltd. All rights reserved.
www.1st.money/help/Onboarding/3._What's_the_best_way_to_ask_for_a_new_hire's_info,_before_joining