A Step-by-Step Guide on How to Add a New Employee.
Adding Employees Individually
ADMIN HELP CENTER · TEAM SUMMARY
Adding Employees Individually
Walk through the three-step Add Employee wizard — from Personal Info to Finalize — to onboard a new hire one record at a time.
📍 Navigation Path:My Team → Team Summary → +Add Employee
Before You Start
To add employees individually, click on +Add Employee from the Team Summary submenu. The Add Employee wizard opens.
The Wizard at a Glance
This wizard has 3 steps — plus 3 optional sections you can fill in later.
STEP 1
👤
Personal Info
STEP 2
💼
Job Info
STEP 3
📞
Contact Info
Career Info
Optional
Document / Accreditations
Optional
Other
Optional
1
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
2
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.
Automation:Based on the details added here, leave plan, shift, weekly off, holiday list etc. would be assigned to the employee.
Fig: Job Info
3
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.
⚠ Finalize or lose them
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
Draft vs. Active — Know the Difference
DRAFT
Finalize skipped
Not visible in other modules. No application access.
ACTIVE
Finalize clicked
Fully onboarded — appears in every module and can log in.
💡 Tip
Job Info drives automatic assignment of leave plan, shift, weekly off and holiday list — double-check Designation and Location before saving to avoid fix-ups later.
📌 Note
Career Info, Document/Accreditations, and Other sections are optional at creation — you can return to the profile and fill them in any time later.