Staff Onboarding

Who can use this feature:

All managers

The onboarding process in Marco applies to both newly joined and existing staff being added to the platform. The standard onboarding process includes:

1. Adding the staff to Marco

2. Entering the staff’s information

3. Inviting the staff to create their Marco account

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Step 1: Add Staff to Marco

As a manager, you can add staff to Marco to start the onboarding process.

📝 Note: Adding a staff member to Marco does not automatically create a user account. However, once their details are registered, you can send an invitation for them to create their Marco account.

To add staff to Marco:

1. Go to People.

2. Select Add New Staff.

3. The Add New Staff screen appears.

4. Enter the following details:

   • Name

   • Account Email – This will be used to sign in to Marco.

   • Country

   • Local/Non-Local Status

   • Job Title

   • Job Start Date

5. Select the service type for the staff.

6. Click Add Staff.

✅ The staff has been added to Marco. You can now proceed to enter their details.

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Step 2: Add Staff Information

During onboarding, both managers and staff need to provide information. This can be done through:

• Onboarding forms (recommended)

• Manual entry in Marco

Send Onboarding Forms

Onboarding forms help collect the necessary details and can be sent immediately after adding staff or at a later time. There are two types of forms:

• Staff Form – Collects personal and bank information from the staff.

• Manager Form – Collects work details, leave information, and pay details from the manager.

Note: Onboarding forms can only be sent to existing Marco users. If the staff does not have a Marco account, they will be prompted to create one when filling out the form.

To send an onboarding form later:

Staff

1. Go to People.

2. Select a staff member > Click ⋮ (three-dot icon) > Send Onboarding Form.

3. The Send Onboarding Form screen appears.

4. Click Send onboarding form to Staff.

5. A success notification appears. The staff will receive an email invitation to fill out the form.

Manager

✅ The onboarding process is now complete!