After adding a person to your account, it is important to consider a few additional steps to ensure proper setup prior to inviting them to use Built.

Adding a hire date allows the system to calculate tenure, remind you of work anniversaries, and automate accrual increases when needed. To enter the hire date, go to the person’s profile page and click the Job tab. In the Employment Details section, click Edit and enter the hire date before clicking Save.

To log in to Built, your new hire’s email address must be provided. You can enter an email address on the Job tab of the profile page under the Work Contact Info section. Click Edit and enter the appropriate email address, then click Save. 

To ensure an individual’s time off requests are sent to the appropriate person, you will need to assign the individual a manager. To do this, go to the new hire's profile page and navigate to their Job tab, click Edit under the Position Info section, select whom the person reports to, and then click Save. This will properly route their time off requests as well as add them to the org chart.

Assigning the correct schedule to a person allows the system to correctly calculate the amount of time that should be deducted when the individual takes time off. If you are using the Built Timesheet feature this will also determine any under/over for hours worked. To change the person’s schedule, go to their profile, click the Job tab, and then click Edit in the Employment Details section. Use the Schedule dropdown to make the appropriate selection before clicking Save. To learn more, refer to: Setting Work Schedules.

In order for individuals to request time off, you must first assign the appropriate policies to them. From the person's profile page, click the Paid Time Off tab and then click Add PTO Policy. You can then check the boxes of the policies you would like to assign to the individual and then click Save.

Note: You can also auto-assign policies to every new hire. To do this, click your company name at the top of the main menu, click Company Settings, then click the Paid Time Off tab. Click the Edit Settings button, select Yes to automatically assign policies to people, and then click Save.

Once you’ve assigned the correct policies to the person, you’ll need to set the starting balance for each account. On the individual’s Paid Time Off tab, click the Set Current Balances button within each account to do this. 

If the person doesn’t earn the default amount specified in the PTO policy, you can override that by setting a custom accrual amount. Click the three-dot menu next to the policy name and click Edit Accrual Rate to make the appropriate adjustment.

Once you have completed the steps outlined above as necessary, you can invite your new hire to log in from their profile page by clicking the three-dot menu next to their name, then clicking Send Invitation. You'll then be given the option to customize your message before clicking Send.

Please contact our Customer Success Team for additional assistance.