© 2020–2024 1st Money UK Holdings Ltd. All rights reserved.
 

Cookies help us run our services and make them more tasty. We've posted the full recipe on our Privacy Notice.

Whoa! Wait a minute ... how do I change my cookie settings?

Tap "Got it" if you're OK with cookies...

Got it
 

How do I set the default rate time frame when onboarding a new hire?

Onboarding default rate time frame2:18

"How do I set the default rate time frame when onboarding a new hire?"

Each time you onboard a new hire, you'll be asked what time frame to set the new hire's rate to. For example, per year, per hour, etc. However, you can instead set a default once, and then never have to set it again.

To set a new hire's default rate time frame for a pay batch:

  1. First, select the pay batch on: MenuPay batches
  2. Then tap: HRDocs ... pay batch onboarding
  3. And scroll down to the "Onboarding defaults" heading.
  4. And select your preferred default rate time frame by changing: Default "Rate amount" time frame
  5. Then tap: Save
  6. Next, to see it in action by adding a new person, tap: MenuPeopleInvite a person
  7. Once it's open, tap Add a new person, enter the person's email, and tap: Invite
  8. Next, fill in the person's name, and then set the pay batch to the one you've set the default rate time frame for.
  9. Then tap: Next
  10. Normally, you'd fill in all the onboarding details, but for the example, skip your way through to the "Pay" settings page.
  11. And finally, you'll see it's correctly set the new hire's rate time frame for you. So now you only need to type in their rate.

Keep in mind that:

  • You're still welcome to change each new hire to a different rate time frame, one-by-one, as you add them.
  • Also, if you later change your mind, you can also change the default at any time.
  • Plus, each pay batch can have a different default, to exactly match how you pay different people, in different locations.

To learn more:

And that's it! That's everything you need to know about setting a new hire's default rate time frame!

Updated: Thu, Nov 9, 2023.

© 2020–2024 1st Money UK Holdings Ltd. All rights reserved.
www.1st.money/help/Onboarding/How_do_I_set_the_default_rate_time_frame_when_onboarding_a_new_hire