How to Create Employee ID & Accounts

🎯 Objective:

To ensure all new employees have their necessary accounts created and credentials shared before Day 1, enabling a smooth and productive onboarding.

👥 Roles & Responsibilities:

Role	Responsibility
HR	Creates Petpooja profile, email ID, Slack access, and shares credentials with the new employee

🛠️ Tools Required:

Petpooja HRMS – Employee ID & onboarding
Gmail (GSuite) – Email account creation
Slack – Team communication
Google Sheets – Internal access tracker

📅 Step-by-Step Process:

✅ Step 1: Collect Details Post Offer Acceptance

Gather the following details from the candidate (usually via pre-joining documents):

Full Name
Joining Date
Role / Department
Personal Email (for sharing credentials)

✅ Step 2: Create Employee Email ID

Format: firstname.lastname@cashkr.com
Set a default password and enable 2FA if required
Add to appropriate Google Groups or access levels (if used)

✅ Step 3: Register in Petpooja HRMS

Log in to the Petpooja HR dashboard
Add new employee profile:
- Name
- Email (company ID)
- Role/Designation
- Department
- Joining Date
Assign access based on their role

✅ Step 4: Add to Slack

Invite the new email ID to Slack workspace
Add to appropriate channels (e.g., #general, #team-ops, #marketing, etc.)

✅ Step 5: Track in Access Sheet

Maintain a row in the internal Account Access Tracker:

Name	Role	Email ID	Petpooja	Slack	Status
A. Singh	Ops Exec	a.singh@cashkr.com	✅	✅	Sent

✅ Step 6: Email Credentials to the Employee

Subject: Your Cashkr Account Credentials

Email Body Example:

python

CopyEdit

Hi [Name], Welcome to Cashkr! Below are your login credentials for company platforms. Please log in and set your passwords before Day 1. 📧 Email: firstname.lastname@cashkr.com 🔑 Temporary Password: [shared here] 🛠️ Tools You'll Need: - Petpooja HRMS - Slack - Gmail Please confirm once you've successfully logged in. Best, HR Team – Cashkr

✅ Notes:

All accounts must be ready at least 1 working day before joining
If tools beyond the standard set are needed (e.g., Canva, Robin Reach), HR will request access from the respective owner
Default passwords must be changed by the employee within 24 hours