Employees


 

Create an Employee

Who can use this feature?

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Overview

This article will show you how to create a new employee.

Instructions

  1. Navigate to the Employees tab
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  2. Select Create New Employee
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  3. Complete Employee Information fields
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    • Employee Personal
      • First, Middle, Last Name: Name of your employee.
      • Email: Employee's username and password when they first log in
        • Note: This email will also be used to send a system generated email.
      • Phone: Employee's phone number
      • AddressAddress 2, City, State, Zip: Employee's personal address
    • Job Information
      • Location: Where the employee works
      • Supervisor: Person the employee reports to
      • Job Title: Determines what boarding forms and sections are pre-aligned when a new plan is made for this employee 
      • Hire Date and Start Date: Used for reporting purposes 
    • Roles
      • Select appropriate check boxes for System Admin, Supervisor, Confidential Appraiser, and/or Hiring Manager
  4. Save Employee Information fields
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Resources




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