Step 1
From the side menu, go to Organization, then click Add Employee.
Step 2
Enter the Employee’s details. First name, Last name, and Department are required fields. The remaining fields can be left empty. Once you complete the form, click Add employee.
⚠️ No email address? No email notifications. The Employee won’t receive updates about their request statuses, won’t be able to reset their account access on their own or receive an invitation with their login details.
Step 3
You will see a confirmation that the Employee account has been created. Click Complete user profile.
To send the Employee’s requests to a Supervisor for approval, select Needs manager?, then choose the relevant person in the Supervisor field.
💡 If you want to assign a Supervisor for informational purposes only, leave Needs manager? unchecked. The Employee’s requests will then be sent directly to the HR department rather than to the assigned Supervisor.
If this Employee should be available as a Supervisor for other people, select the Is manager? checkbox. Their name will then appear on the list of Supervisors in other Employees’ profiles.
See also:
Step 4
If the form has been completed correctly, you will be taken to the Employee account details view.
You'll find tabs like Basic information and Employment in the center of the page, where you can quickly access the Employee’s account information and employment details.
❗ Before the Employee can start using their account, assign their leave limits and send them an invitation with their login details (if an email address has been added to their profile).