We strongly recommend completing the various setup steps in order. For things like departments, sites, job roles and so on this is not important. However, to add an employee you need to have all those things already set up as the employee file needs to contain the employee's job role, status, department, site, and manager.

Employees can be added by going to:

People > Employees

From here, you have access to adding new employees to the system as well as accessing all of your employees' information.

If you then scroll down to the bottom of the screen below the employee card (or table), you will see two options for adding an employee:

The quick add module allows you to enter the main information about your employees to enable you to use the system. There is also a "full" add form which allows you to enter much more information. There is also the ability to bulk upload your employees via CSV file.

Most of the fields are pretty self-explanatory, however, a few necessitate some additional comments:

• Active status - Active depicts a current employee, while Archived depicts one who is no longer in your employment but whose details you still need remains in the system;
• Works ID - This is any sort of identifier which you use within your organization to differentiate between individual employees such as employee number or payroll ID, for example;
• Social Insurance Number (SIN) - In most countries, the government issues a unique number to every employee which identifies them as a unique individual usually for tax purposes. We use this number as a way to prevent you from entering duplicate employees, as this number is truly unique at a government level. If your employees do not have one or you do not want to store this information, then you can enter anything in this box as long as it is unique within your company (you could enter their Works ID, for example);
• Work email address - If you want to use Self Service, then it is vital that you enter a valid work email address for each employee as this is used to send notifications etc.

Job information

• Start Date - When did the employee start with the business?
• Contract End Date - If the employee is working on a contract basis, when does this end?
• What is the 'Add' next to Job title, Job status, and Department? - If you are entering an employee and you realize that they are in a department which you have not yet entered into the system, then you can simply click the 'Add' button to add the department and the list will automatically update itself to include your latest addition.
• Manager - This field is self-explanatory, but it is worth noting that there should only ever be one employee in the company who has no manager (i.e. the person at the top of the hierarchy). Hence, we recommend entering this person first and working down from the top. This way you create the hierarchy assigning manager level roles first so when you get to your next level of managers or employees, the correct list of managers will be available in the drop-down list.
• Head of Department?/Super Approver? - These options will allow the employee to be selected as head of the department or a super approver.
• Currency - What currency is used to pay this employee?
• Salary - What is the employee's salary?

Time Off Allowances

• Holidays per year - If you have not yet set up your time off settings, this will then give you the option to enter a value and then choose either days or hours. If your company has more than one time off type attributed to paid time off, you should set those up first by going to time off settings and then entering time off types.

User Account

Within the quick add page, there is the option to create a user account for this employee. If selected, the following rules which will apply:

• The work email address which has been entered will become the login name for this user account.
• If the employee is assigned to a manager-level job role, the user group for this employee will be set as Manager. If the job role is not a manager-level role, this user account will be set to Employee. 
• The User account will be set to Enabled.
• No emails will be sent to the employee regarding the user account - this will need to be completed via People > Users. 

Workflows

This option will allow you to trigger a workflow once this employee has been created. To set up an onboarding workflow, please click here.

Please Note - Custom employee fields will appear in full add but not in quick add. If you wish for these fields to appear in quick add, you will need to enable the 'Show custom fields on Quick add function found by going to

 Administration > Company > Settings > Company Settings.

From this screen, you are also able to disable full add using the option 'Show Full add' if you wish to restrict the add employee's function.

Top tip: If you enter an employee and choose a manager role as their job title then this will remove two items from the getting started walk-through.