Inviting Employees to the System

After employees are added to the platform, they must be invited to activate their accounts. Sending an invitation email allows employees to register, log in, and access their dashboard.

This article applies to HR Admins responsible for inviting employees to the system.

Jump to a section below to learn how to:

• invite-employees-to-the-system
• identify-employees-who-have-not-been-invited
• group-employees-by-invitation-status
• recommended-employee-notification-email
• important-notes

Invite Employees to the System

1. Click People from the left navigation menu.

   

Employees who have not yet been invited will have a blue dot next to their profile.

2. Locate the employee you want to invite.

3. Click the Actions dropdown next to the employee.

   

4. Select Invite.

   

An invitation email will be sent to the employee allowing them to register their account and access the platform.

Identify Employees Who Have Not Been Invited

Employees who have not yet received an invitation can be identified by a blue dot next to their profile.

This indicator helps HR Admins quickly identify employees who still need to receive their invitation email.

Group Employees by Invitation Status

You can also group employees by invitation status to see who has or has not been invited.

1. On the People page, click the Group By icon.

2. Select Invitation Status.

   

Employees will be grouped into categories such as Invited and Not Invited.

3. Expand the Not Invited group to view employees who still need invitations.

   

4. Click the Actions dropdown next to each employee.

5. Select Invite.

   

Recommended Employee Notification Email

Before sending invitation emails, it is recommended that HR sends a company-wide email notifying employees about the new system.

You may use the following template.

Writing

Employees,

[Company Name] is now using a new annual review system, www.expressevaluations.com. All employees will be required to complete their annual reviews within Express Evaluations each year [on a given date or on your work anniversary date]. [New hires will also complete their 6 month review upon their 6 month work anniversary.]

You will be receiving an email shortly to register your account. Once logged into the system you will see any reviews that you need to complete on your dashboard. If you are not within [1 month] of your evaluation being due, you will not see an evaluation on your dashboard yet. Once an evaluation is available for you to complete, you will receive an email notification with additional details.

Important Notes

Employees will not receive any system emails until their registration invitation has been sent.

For example:

• If an evaluation notification is scheduled to send on a specific date, the employee will not receive it if they have not yet received their registration invitation email.

Mass invitations are not currently available.

At this time, invitation emails must be sent individually to each employee from the People page.