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How to add a new employee to the system?

Learn how to easily add new employees to the system with this step-by-step guide for location managers. Make the process smooth and clear!

Jelle Heisen avatar
Written by Jelle Heisen
Updated over 7 months ago

As a location manager, you have the important task of adding new employees to the system. In this article, we’ll explain step by step how to do this easily. Follow the instructions and make the process simpler! 🌟

Steps to invite a new employee πŸ‘₯

Step 1: Go to the menu

Click on "Employees" in the menu. This is the first step to adding a new colleague.

Step 2: Invite employee

Select the "Invite Employees" button. You are now ready to enter the new employee's details.

Step 3: Fill in the details

Fill in the following information:

  • First name

  • Possible middle name

  • Last name

  • Email address of the employee
    Make sure all details are correct! βœ‰οΈ

Step 4: Choose the role

Choose the right role for the employee. This is important for their access and responsibilities within the system.

Step 5: Send invitation

Click the "Send Invitation" button. The employee will now receive an invitation via email. πŸŽ‰

What happens after the invitation? πŸ“§

Step 1: Receiving the invitation

The employee receives an invitation via email. This is the first step for their access to the system.

Step 2: Overview of invited employees

You can view an overview of invited employees by clicking on "Employees" in the menu and then selecting "Invited." Here you can see who you have invited.

Step 3: Confirming and filling profile

The employee confirms the invitation via email and fills in their profile details. This creates the account. πŸ”‘

Step 4: Employee in the system

After the account is created, the employee appears in the menu under "Employees" and then "Active." They are now ready to get to work!

Conclusion 🎊

Adding new employees to the system is a simple and clear process. By following these steps, you ensure everything runs smoothly.

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