How to create an employee profile

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

1. Go to Employees > Employee List.

2. Add an Employee
   Click Add Employee in the upper-right corner of the page.

3. Fill in the Basic Required Information
   Enter the following information:

   First name

   Last name

   Corporate information, if available (except supervisor, see tip below) 

4. 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.