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Add New Employee

The Employees section of the Humans/Projects or the Settings>>Users and Priviliges module stores the personal information of employees in the system. Only administrators, directors and HR managers are eligible to add a new employee to the system.

To add a new employee, go to Humans or Projects or Settings>>Users and Privileges and then Employees section and click add.

First Name  – Employee’s first name

Last Name – Employee’s last name

E-mail – Employee’s email address (Since an activation link will be sent to an employee’s email address, it is recommended to provide a valid email address)

Role Employee’s position at the company

To assign a role to the person, select the roles from the existing list. Following roles are available in the system by default:

  • Employee
  • Administrator
  • Director
  • Accountant
  • HR Manager
  • Sales Manager
  • Customer Service Representative
  • Sales Person

Then choose a department and a location if needed.

No Access  – If this box is checked, the employee will not receive an activation email and they will not have access to the system. You will just keep employee information in the application, however, you will be able to generate payruns for them.

ESS User  – Employee Self-Service User. If this box is checked, the user will have very limited access to the application and their user access level cannot be changed.

In the new user interface, you need to add your employee first and then go to edit employee form and add more details.

 

 

 

See also