Adding Employees Individually

My Team → Team Summary

To add employees individually, click on +Add Employee from the Team Summary submenu. The Add Employee wizard opens.

This wizard has 3 steps:

1. Personal Info
   
2. Job Info
   
3. Contact Info
   
4. Career Info(Optional)
   
5. Document/Accreditations(Optional)
   
6. Other(Optional)
   

Employee Personal Info

In the first step - Personal Info, as name suggests, HR can add personal details of the employees like First Name, Middle Name, Last Name, Date of Birth, Martial Status, Salutation, Personal Email Id etc.Once you have entered the details, click on Save to go to the next step.

Fig: Personal Info

Employee Job Info

In the Job Info section, you can add details like Designation, Department, Location, Employee Type, Work Schedule, Work Email, Reporting Manager, Date of Joining etc. Once details are added, you can proceed to the Contact Info step by Clicking Save button.

Based on the details added here, leave plan, shift, weekly off, holiday list etc. would be assigned to the employee.

Fig: Job Info

Employee Contact Info

In the Contact Info section, you can add details like employee permanent address, current address, office address, mobile number, emergency contact number etc. Once the details are added, you can save the details by clicking on the Save button.

After saving, a pop-up window at the footer will appear to finalize the details. You must click the Finalize button to set the employee's status to Active. If the finalize step is skipped, the employee will be added with a Draft status, and their name will not appear in any other modules. Additionally, the employee will not have application access granted.

Fig: Employee Finalize

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