Plum Schedules - Invite Employee

Introduction

Managers can invite employees to sign up using two methods: Bulk Invitations, which generate a link to invite multiple employees at once, and Individual Invitations, where employees are invited one at a time via email.

Invite Employee

Managers can invite the employees to sign up for the application in two possible ways:

If the manager of a site wants to invite multiple employees in a single go, the manager will be able to generate a unique invitation link, which he could share with multiple employees, thus enabling them to sign-up on Plum into the organization and site. On clicking the shared link, the user has to fill his information which will create a request in the Pending Employee tab.

Users can generate the bulk invitation link by clicking on the Invite Employee option under the Tools drop-down on Employee summary page, Schedule Pad and Punch Management Screen.

An invitation link pop-up will be shown with a URL generated as shown in the like this. Manager can copy this bulk invitation link and share the same using his preferred mode, like e-mail, Instant Messenger etc.

When the invited employee clicks this link, a form gets generated requiring the employee to enter Name, Email Id and Phone No to submit their request. 

In the next screen user is required to enter the password and confirm it.

Once the user fills in the details, his/her record will start appearing on the Pending Employee Tab for his manager to approve his sign up and add him to his organization and site. 

When an employee is added with an email ID, an invitation will be sent via email, using which the employee can set their password and activate their account. If an employee is added without email ID, an email icon will be shown next to the employee name on Schedule Pad. 

Manager can invite these employees by clicking on the icon. On clicking the icon, a popup will open asking employee details, where the manager can enter the employees’ email ID. 

Post addition of credentials, employee with be sent an invite as attached below:

After clicking on the next button the user will be required to verify the account by entering the OTP from where, clicking on the next validate button, the user will be required to add password and reconfirm it.