Add a New Employee

If you have administrative access, you will be able to add new employees to the platform. Navigate to the Employees feature, and click on the All Employees tab. Click New Employee, and you will be guided through a 3-step process.

Step 1: Employee Details

Select between two setup options: 

Send a Request to the Employee

1. Enter the following information for the employee: (1) First Name, (2) Last Name, (3) Work Email, (4) Department, (5) Job Title, (6) Reports To, and (7) Hire Date. For the Job Information categories (4-6), you can choose labels that have already been applied to other employees or create new ones by selecting Add New from the dropdown menu.
2. Click Continue

Complete the Profile Yourself

The same employee information is required, but you will also be able to add much more personal information. If you do not want to enter any additional information, send a request to the employee instead. 

Step 2: Welcome Email

1. Compose an email to your new employee to welcome them to the team and to offer any instructions or expectations
2. Use the Send Date dropdown to schedule a time to send the email. The default is Right Now. 
3. When you are finished drafting, click Preview Welcome Email

Step 3: Preview & Send 

1. Review the way your email will appear to your new employee
2. Click Back to revise or click Send to finish

The employee will receive the registration email when you have scheduled it, and they will be able to register on the HRIS. Their name will also immediately appear under the All Employees tab when you click Send.