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  5. When You Receive an Invitation from SmartHR

When You Receive an Invitation from SmartHR

For:
Employees
Plans:
Simple HRHR Essentials0 YenTalent ManagementHR Strategy

When you receive an invitation from SmartHR, follow the steps below to set your password and complete other tasks.

1. Open the link in the email

Press the link shown in the email from SmartHR to open the initial account setup screen.

  • The link usually looks like this:https://app.smarthr.jp/invitation/accept?invitation_token={random letters and numbers}

Opening the link on a smartphone

When opening the link on a smartphone, copy the link from the email and paste it into a browser such as Safari or Chrome before opening it.

Opening the link with an in-app browser built into an email app such as the default iPhone Mail app, Gmail app, or Yahoo! Mail app are not supported for SmartHR and may not function correctly.

If you see the SmartHR login screen

If you see the SmartHR login screen when you open the link, refer to the following help page. Q. 招待メール内のリンクを開いて、ログイン画面が表示されたら?

2. Enter Your Account Password and Press [Register]

Enter a password in the [Password] field on the initial account setup screen, then enter the same password again in the [Password (confirmation)] field.

The password you set here will be required when you log in to SmartHR in the future. For information on the number and types of characters allowed in passwords, refer to パスワードポリシー.

Then, press [Register] to complete the initial account setup. Screenshot of the initial account setup screen画像を表示する

Login link to use after setting your password

Once you complete the initial account setup (password setting), the link in the invitation email will become invalid.

After setting your password, use the login link. If you decide to pause the invitation tasks after setting your password and then come back later, log in using the following steps.

  1. Open the SmartHR login link
  2. Enter the following information and log in
    • The email address where you received the invitation email
    • The password you set

3. Set up two-factor authentication (2FA)

If the administrator has made two-factor authentication (2FA) mandatory, the 2FA setup screen will appear after you complete the password setup.In this case, you won't be able to access other SmartHR features until you complete the 2FA setup.

Follow the on-screen instructions to set up 2FA using an authenticator app.

For detailed setup instructions, refer to アカウントの初期設定時、ログイン時に2要素認証を設定する.

4. Review and enter your information

If the administrator who sent the invitation has requested that you review documents or register information along with the invitation, you will be directed to those pages after the initial account setup.Please follow the on-screen instructions.

Once you complete all requested tasks, the SmartHR home page will appear.

4-1. Document review and agreement

If you see a page that says "You received a request to review and agree to documents" (or similar), follow the on-screen instructions to complete the document review or agreement.

Screenshot of the document review page画像を表示する

4-2. Enter your personal information

If you see a page asking for employee information, follow the on-screen instructions to review and enter your personal information. Screenshot of the employee information registration screen画像を表示する

After filling in all fields in the form, press the button at the bottom of the screen.

Files You Can Upload

For information on files that can be uploaded to attachment fields, such as photos of identification documents, refer to 【一覧】アップロードできるファイル形式とサイズ.

Adding Family Information

If the [Family Information] section is displayed, press [+ Add Family Member] to add a form for entering family member information.

Add forms for each family member you want to register. Screenshot of the add family information button画像を表示する

Dependents under 16 years old are not eligible for dependent deductions under the Income Tax Act, but they still need to be registered. For details, refer to Q. 16歳未満の扶養家族は、どのように登録すればいい?.

4-3. Enter My Number Information

When the My Number information entry screen appears, enter and select the required fields as shown on screen, then press [Submit]. For information on verification documents, refer to the following page. What are the verification documents for My Number

Screenshot of the My Number information entry screen画像を表示する

4-4. Review and Enter Information Required for Onboarding

If a screen saying "We will proceed with the onboarding process using the information below" appears, follow the on-screen instructions to review and enter your information, then press [Next].

Screenshot of the onboarding review and entry screen画像を表示する

A confirmation screen showing the onboarding information to be submitted to the administrator will appear. Press [Submit].

Screenshot of the onboarding submission confirmation screen画像を表示する

5. Confirm That the SmartHR Home Screen Appears

When the SmartHR home screen (URL: https://{subdomain}.smarthr.jp/) appears, the invitation tasks are complete. Screenshot of the SmartHR home screen画像を表示する

6. Check How to Log In Next Time

After completing the invitation tasks, log in from the following URL.

Log in with the email address where you received the invitation email and the password you set, and start using SmartHR.

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