When you have the HR Pro add-on, their settings will be available in the Settings menu.
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Approved signers
This option indicates who can sign on behalf of the company. The users selected in this field, are to be selected whenever a contract is about to be sent in step 3 of HR Pro: Hiring, re-hiring & extending contracts.
Make sure that the approved signers have an e-address in their profile. If not, a warning is given.
Payroll tax form (loonheffing)
In most cases, the Dutch loonheffing is relevant for the employment of a new hire. In this setting, you decide whether the information on the form will be prefilled for the employee and should be signed in conjunction with the employment contract.
- Yes, send for digital signing: We will pre-fill the form with the new hire's details and include it alongside the contract for digital signing.
- No, let the employee handle it: We will still ask new hires whether they want to apply the payroll tax credit, but will not send the form for signature.
Sensitive information
This option is about the sharing of sensitive information. Sensitive information entails all data regarding bank account numbers, social security numbers, ID documents & signed contracts.
Sharing options: Decide which information is saved to the employee profile, once they are hired and converted to Employee. Select which data specifically is stored in the employee profile
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- Bank account
- SSN
- ID documents
- Signed contracts
📝 Note: This will be the global default for saving all new employee info. Individual data visibility is still controlled by user-level permissions: view all info, add/view/edit/remove files. Managers without the required permissions can still complete the hiring process — they just won't see the transferred data on the employee profile.
Expiring documents
With the Files menu in Shiftbase, you can manage documents of employees. With this setting, you can manage when a reminder is sent about documents that are marked to expire.
- Send reminders automatically: Send a notification to the uploader of the file.
- First reminder: Set the amount of days, weeks or months for the initial reminder.
- Second reminder: Set the amount of days, weeks or months for an additional reminder. It is advised to have the time period set in a smaller period as the first reminder.
Branding
It's possible to add the branding of your company to the invitation and the signature emails to give the hiring process a more tailored experience. In this menu, you can upload the company logo and branding colours.
To make text on clickable buttons readable, select whether the text on your colour should be light or dark. Use the Preview to see how buttons will appear.
