Step 1
Select the Organization section from the side menu, and then click on the Add employee button in the upper right corner.
Step 2
Enter employee details. The First Name, Last Name and Department fields are required. The other fields can be left blank.
Remember, however, that if you do not enter e-mail address, the employee will not receive e-mail notifications about changes in the status of requests. After filling out the form, click Add employee.
Step 3
A message will appear confirming that the Employee’s account has been created. You should then click the Complete user profile button.
Step 4
If you want to appoint a supervisor who will accept this employee’s leave requests, select the appropriate name from the drop-down list in the Supervisor field. If you do not want to appoint a supervisor – leave the Needs manager field empty.
If this employee is to be the manager for others, select Yes in the Is a manager? field – the employee’s name will appear in the drop-down list on other employees profiles.
Remember to indicate the type of contract for your employee at the end of the form.
Step 4
If the form has been correctly completed you will be taken to the employee’s account details view.
In addition to the entered data, you will also see the login that has been assigned to the employee.
Below, you will find the Employment section, where you can view the employment details. This section also contains configuration options for individual modules in the system.