5. Employee Settings

Personal Settings

When you’re setting up your Bizimply account, you need to go to Personal Settings to decide what information you want to collect and store for each of your employees.

To get to Personal Settings, go to the top right-hand corner, click on your name or email address, and select Settings. 

On the left-hand side select Employees, and then the first option, Personal Settings

You can then see which fields you want to turn on or off to appear in the Personal Tab. 

If I look at the employee profile currently, you can see first name, last name, email, phone number, date of birth, and start date as the default

So if I want to collect and store addresses for your employees, you need to turn on this address option here in Personal Settings. 

So now if we refresh the employee profile, the address is included in the information that I can collect and store for this employee. 

If you have the functionality for Custom Fields, they can be added here. They can be created to be filled as a dropdown option or free text. 

Lastly, if you have the Advanced Employee Records, these can also be turned on in this section.  These extra tabs will then appear on your employee profiles to be filled in. 

Manager Required/Self Serve when adding employees

In Personal Settings, you can also decide if you want to make certain fields required when adding new employees.  This is done by ticking the box beside that field under “Manager Input Required”. 

For some options, like those in the payroll tab, you will need to click the “Edit” hyperlink in order to find the check box for that information. 

Some good examples of data you may wish entered from the very beginning are pay rates or the PPS or NI number which are found in this section.

So when you want to add a new employee, you need to go to the main location, and click “New Employee”.  

You’ll see the option to create one manually. And at this point, you will be asked for required information. 

Because the information is required, you will not be able to complete the creation of the new employee, untill all the required fields are provided. 

There is another way to add employees, which you might notice in your Personal Settings, and which I’m now going to activate in this account. This is called Self-Serve Onboarding. 

Self-Serve Onboarding

To activate self-serve onboarding, go to Company Settings on the left-hand side, and scroll to the bottom of the page. 

You can activate it by clicking ‘Yes’ here.  This will present a box which contains a standard  ‘Welcome Message’ for your account. This message will be sent to any new employee you are adding to Bizimply.  They will be invited to provide their own personal information so it can be added into Bizimply. You can keep this message, or you may prefer to rewrite it to say something different.  

Returning to Personal Settings, you will see a new option to “Include in Self-Serve”.  This is to make this field required for a new employee to fill out themselves when they are invited to Bizimply.  Their profile will not be completed until this information is provided. 

Like before, you may need to click through to access information to add to the Payroll tab.

So now when you go to add a new employee, you are given two options.  This time you choose the option to “Send an Invite”.

Once you enter the details, click “Add Recipient”.  When you’ve added all the recipients you are going to invite, you should click “Send Invite”.

The new employee will be invited by email to create a password,  login to Bizimpy and provide their personal details. 

This is a straightforward process.  However, the employee profile will not be active on Bizimply until all the required fields have been completed. 

The new employee can also complete this process on a mobile device.  Instead after creating a password they will be prompted to Download the MyZimply app to then login and complete their personal details. 

View and Edit Personal Details

The last setting in Personal Settings is whether you want to allow employees to view or edit their own information any time they log in to Bizimply through the web portal or through the MyZimply app.

To give this permission to view or edit, just click the options in line with the field in question.

So in this employee’s web portal, they are not allowed to update their personal information, but they are allowed to edit their emergency contact information at any time.

In order to track these changes, it’s recommended to set up some email alerts for employee profiles.

On the left, click Employee Profile Alerts. 

In here you can enter one or more email addresses to receive an alert whenever a new profile is set up, whenever a self-serve onboarding profile is complete, whenever an employee profile is updated, or whenever an employee profile is deactivated.