Invite your team
Send email invitations from the web or the phone, see what each one needs, and follow who has joined.
An invitation is an email to one person. They sign up with the address you invited, and Atteny adds them to your company with the role, start date and work location you chose.
Before you start#
- A location. Every invitation must name a work location. With none, the dialog says: Create a location first: every employee needs a work location. See Add your first location.
- A pay rate, with Payroll on. The invitation is refused while the chosen employment type has no pay rate. See Set roles and pay rates.
- Your own language. The email is written in the language you are using in Atteny when you send it. That is also the language the new person's account starts in: their notifications come in it, and the phone app follows it once they have signed in, until they pick their own. There is no language choice per person.
Send an invitation#
- 1
Open the invite dialog
Go to Employees and select Invite Employee.
- 2
Enter who it is
Email is required. First Name and Last Name are optional: a name you type here is the name the person joins with.
As an admin you also choose the Role. On Starter the manager and admin choices are disabled with a Pro badge, and you read Managers are available on Pro.
- 3
Enter the employment details
Start Date and Primary location are required. With Payroll on, so are Employment type and KV Pay Group, and an admin can also set Allow Overtime. The person is paid by the pay rate of their employment type: a Pay rate chosen in this dialog does not change that.
- 4
Send it
Select Send Invitation. The person gets one email.
- Open Invite Employee
- Enter the name and the email
- Set the start, location and employment
- The invitation waits under Invitations
Open More and, under Manage, tap Invite Employee. Fill in the form and tap Send Invitation. The same rules apply as on the web. On Starter the row carries a Pro badge when the team is full.
The phone has no list of invitations: resending, cancelling and deleting are on the web only.
When the team is full on Starter, the web dialog shows a notice and its send button is disabled. The limit is checked again when the person accepts.
What the person does#
The email names you and your company and shows the invited address. It has a button that opens the app's download page and a link to continue on the web.
The email carries no code and no personal link. The person signs up with the invited address and types a verification code that Atteny emails to that address. Atteny then matches them to the invitation and they join. See How joining works, and send your team Accept your invitation.
An invitation is valid for 14 days from the moment it was sent or last resent. Atteny sends one automatic reminder email when 3 days or less are left.
Follow your invitations#
As an admin, select Manage invitations on the Employees page, or go to Settings, Invitations. Three counters show Pending, Accepted and Cancelled. Expired invitations are counted under Cancelled.
- Resend, on a pending or an expired row, sends the email again and starts a new 14 days.
- Cancel, on a pending row, stops the invitation from being accepted. The row stays in the list.
- The bin, on every row, removes the invitation from the list for good. Deleting a pending invitation also revokes it.
A red line under the address reports an email that could not be delivered. Check the address with the person, then resend. See Managing invitations and The invitation email never arrived.
As a manager, to send an invitation again, invite the same address again. That works for an employee invitation at a location you are assigned to: the existing invitation takes the new details, its 14 days start again and the email is sent again.
Someone who worked here before#
When the address belongs to a disabled former employee, an admin is asked whether this is the same person returning or a new person. For the same person, choose Same person, reconnect their record: their timesheets, payslips and leave history then stay with them. A manager cannot send that invitation. See When someone leaves.
What happens next#
Once people have joined, Build your first schedule.
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