To create a new employee record, you must enter:
First name
Last name
Email address
You can add other details now or later.
Steps to add a new employee
Go to the Home area within the Employee Manager module, accessible from the left-hand menu.
Click the green Create New button located at the bottom-right corner of the screen.
Enter the required fields:
First name
Last name
Email address
Set the Manager field to the appropriate manager.
Optionally complete additional fields:
Address
Telephone
Date of birth
Gender
Job details
Emergency contact
Leave the username field blank. The system will automatically generate a username for the employee.
Click Save.
Note If you need to unlock a licence - Licences aren’t unlocked in the system by yourself - they’re released by our support team.
You can request the licence to be unlocked here in this conversation.
Gender field options
The Gender field currently only offers Male and Female.
If this does not meet your needs, please contact us via the chat icon
Tip
You can add or update Job details and Emergency contact information at any time.
You do not need to complete these fields when you first create the employee.- Ensure the email address provided is accurate, as it may be used for communication and login purposes.
Double-check the Manager field to ensure the employee is assigned to the correct supervisor.