This guide will help you get started and understand the key steps for managing your onboarding and using the platform effectively. Below are two short videos explaining the onboarding process and an overview of the platform’s functionalities.
Completing Your Onboarding Form
When you’re invited to the Oyster Platform, you’ll receive an email with instructions. Follow these steps to get started:
- Create Your Account: Use the invitation email to log in and set up your account.
- Complete Your Onboarding Form:
- The form includes 4-5 steps depending on your country.
- Fill in the required information and upload mandatory documents.
- You can pause and return later if you don’t have all the details ready.
- Once completed, submit the form for payroll setup.
Platform Overview and Key Features
Once onboarded, the platform offers tools to manage your payroll-related activities:
- Dashboard: Access quick links to time off, expenses, and payslips.
- Expenses Management:
- Submit claims by uploading receipts and filling in details.
- Track the approval process and payout dates.
- Time Off (PTO):
- Request and track time off for vacation, sick leave, or other absences.
- Inform your employer if your PTO balance is incorrect so they can liaise with us.
- Time Tracking:
- Submit your working hours (mandatory in certain countries).
- Check with your employer if this feature applies to you.
- Documents: Access payslips and other payroll-related documents.
- Help Center: Browse articles, announcements, and submit queries through your employer.
Key Reminders for Global Payroll Team Members
- Support Requests: Always contact your employer with questions or issues. They will liaise with us for resolution.
- Optional Features: Use the platform’s time tracking and PTO tools only if required by your employer or country-specific regulations.
With these resources, you’ll be set up for success on the Oyster Platform. For any additional assistance, refer to the videos or reach out to your employer.