When new employees start to work at your company, you need to invite them to your team structure in Payhawk. Alternatively, when employees leave the organization, you need to remove them.
To invite an employee to multiple entities, you can either use the Payhawk multi-entity capabilities or add the user separately to each entity.
Inviting employees
To invite employees to your organization in Payhawk:
In the Payhawk web platform, go to the Employees > Employees tab.
Click on the + Add new button.
In the dialog that opens, you can invite employees over the email or with an SMS to their cell number.
To send an email invite, enter the email of the employee, select the Payhawk role you want to assign to them and click on Invite. As a result, the employee will receive an email with a registration link.
To send an SMS invite, enter the email of the employee and switch on the Invite with SMS toggle button. Fill in the employee name and cell number, select the Payhawk role, and click on Invite. As a result, the employee will receive an SMS with a registration link.
The pending invitation status of an employee will change and the employee will move under the Employees > Active tab once they register to Payhawk.
Deleting employees
You can remove both active Payhawk users and employees with pending invitations from Payhawk.
To delete an employee from your company:
In the Payhawk web portal, go to the Employees > Employees tab.
Select the desired employee by clicking on the record.
Click on the three dots menu and select the Remove employee option.
In the dialog that opens, confirm your choice and click on Remove.
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