Depending on the configuration of your access role, you may or may not have access to this feature. Please check with your Admin for the access control.

You can add new employees using the quick action button or in the Employee module.

Quick Access button

  1. Find the plus (+) icon on the navigation bar and click on it

  2. Select Create New Employee

  3. Fill out the new employee's name, email, and join date

  4. Tick the box if you wish to send invites to the new employee

  5. Click Create when finishing


Employee module

  1. In the Employees > Manage Employees

  2. Click on New profile

  3. Fill out the new employee's name, email, and join date

  4. Tick the box if you wish to send invites to the new employee

  5. Click Create when finishing

After the profile is created, it will still be missing some information. You can open the new profile and fill it out, or ask employees to fill it out via Onboarding. Learn how to create an information acquisition task here.

If an employee activates their account before the official join date, they can only access the Checklists' To-dos tab, Documents module, and their own profile. Learn more about Pre-boarding Data Access.

📌 NOTE:

  • (*) indicate required fields.

  • By ticking the box "Send email invitation", you authorize the system to send invitations to your new employees after you click Create.

  • The "Onboarding" status would immediately be given to newly added employees. To modify, click on the status and select another status from the dropdown box.

  • To import bulk employees, please refer to the article Import Employee.

Related:

Did this answer your question?