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Hires

Generate a Hire in Nivitasks​

  1. Open the app menu and under Users, click Nivitasks.
  2. Click Hires, then click the + button to add a hire.
  3. A Nivitask automatically opens on the Create step; you can search for a user by entering ID and clicking Select a user, or create a "New User" by filling out the hire form. Once data is filled, click Next.
  4. In Draft, fill in data corresponding to the employee profile:
  5. In the New step, find all employee data saved in the draft step. Normally in this step, the HR department validates employee data. Once this step is finished, the user stops being temporary and can access the app and appear in listings.
  6. In Social Security, add the file you receive from social security once you've sent all User contract data. You cannot continue until you upload this file.
  7. In Integration, if you have integration with your payroll software, here you'll find all information related to the user hire.
  8. In Contract, upload the user contract and send it for signature. Additionally, once signed, in the 'contrat@' tab, upload necessary files for Social Security 'contrat@' software. Remember you cannot continue the process until you upload this file.
  9. In PRL Training, mark the user's PRL training status. To complete the process, training status must be Certificate sent: completed.
  10. Once done, the user hire will be complete.
  11. In Completed, you can insert observations.

In each Nivitask, see the history section with a record of changes made.

Important

In the Create and Draft steps, filled data is temporary. Until reaching the Social Security step, the user won't be created and therefore won't be visible.

Send Nivitask Personal Data Form via WhatsApp​

  1. From the home screen, access Employees and select Nivitask.

  2. By default, access the Hires section of Nivitask.

  3. Select edit on the pencil icon to the left of the employee.
    WhatsApp notification

  4. Once here, fill in the Phone field with the employee's phone number.

  5. Select Save changes. This activates the WhatsApp enabled checkbox at the bottom left.
    WhatsApp notification

  6. Once you click the WhatsApp icon, a window opens with options: "Open application" and "Continue on WhatsApp".

    1. Select Open application and the WhatsApp app will open in a chat with the selected employee.

    2. Select Continue with WhatsApp and you'll be directed to a window to log in to WhatsApp via web.

  7. A default invitation message is created directed to the employee to fill in their data and a form link.

  8. Select Send.

  9. When the employee accesses the link, they'll be directed to a welcome screen.

  10. Accept terms and consent and press Next.

  11. Provide a profile photo, adjust size, and press Next.

  12. Press Start and access the employee information panel where they can fill in all their data.

  13. Fill in data and press Save changes.

WhatsApp notification