Inviting Your First Employee

Overview

Invite employees to LEO HR so they can securely access their own employee portal, view employment information and complete assigned tasks.

Before you begin

You'll need:

  • Owner, Senior or Manager access
  • The employee's email address
  • The employee's basic details

Step 1 – Open Employees

From the LEO HR dashboard, select Employees.

Select Add Employee.

Step 2 – Enter employee details

Complete the employee's information, including:

  • Name
  • Email address
  • Job title
  • Employment details

Review the information before continuing.

Step 3 – Send the invitation

Select Send Invitation.

The employee will receive an email inviting them to create their account and access the Employee Portal.

Step 4 – Monitor the invitation

You can view the invitation status from the employee record.

If an invitation expires before it is accepted, you can send a new invitation.

Troubleshooting

My employee hasn't received the invitation

  • Ask them to check their Spam or Junk folder.
  • Confirm the email address is correct.
  • Resend the invitation if required.

Need Support?

If you need further assistance, please contact LEO HR Support through the Help Centre or email

support@leohr.co.uk

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