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.

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.

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.

What's Next

👤

Updating Individual Employee Details

Edit an employee's profile field-by-field.

📊

Bulk Import (Job Info)

Update many employees at once via Excel.

🎯

Actions In Team Summary

Career movements, probation, manager changes.

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