This article explains how to create a new employee in the system.
Note: It is also possible to create multiple employees at once by importing data. This procedure focuses on manually creating a single employee.
Steps to Follow
Go to Employees > Employee List.
Add an Employee
Click Add Employee in the upper-right corner of the page.-
Fill in the Basic Required Information
Enter the following information:First name
Last name
Corporate information, if available (except supervisor, see tip below)
Save or Continue Profile Creation
After entering the basic information, you can:
- Finish the addition and complete the profile later,
or
- Continue editing to access the edit profile mode.
Required Information for Payroll Connection
Important:
If your organization is connected to a payroll system, certain personal and corporate information must be completed to allow data synchronization.
Warning icons will appear if these fields are not filled in; hover over them for more information.
Managing the Organizational Structure
Tip: If you have already assigned department supervisors in your organizational structure, there is no need to assign them manually to each employee. The system will default to the supervisor of the department by itself. To learn more about this feature click here.
Adding Documents or Additional Information
Once the profile is created, you can add:
documents (e.g., contracts, certificates, supporting files), or
other complementary information, directly from the tab bar within the employee profile.