Employees


 

Create an Employee

Overview

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

Instructions

  1. Navigate to the Employees tab
    employees.png
  2. Select Create New Employee
    create_new_employees.png
  3. Complete Employee Information fields
    employee_information.png
    • 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 
      • Custom Id#: Add a custom ID number
    • Roles
      • System Admin: Full rights to Onboarding
      • Supervisor: Add as supervisor
      • Confidential Appraiser: Add as a confidential appraiser
      • Hiring Manager: Add as a hiring manager
  4. Save Employee Information fields
    save_new_employee.png

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