Add Employee/s via Add Single Person
The People tab is where you can add new employees and maintain/update existing employee records. It displays the Employee List where you can see a preview of each employee’s employee information. Clicking on an employee’s name allows you to view and edit individual employee records.
To Add Employees via Add Single Person:
1. From the Top Navigation Bar, click on Employees and you will land on the People page.
2. Click on the Add People button, and choose Add Single Person.
3. Complete the required details including:
- Employee ID
- First Name
- Middle Name (optional)
- Last Name
- Email Address
- Primary Location (optional)
- User-Role
1. The options you can choose for the Primary Location are based on the Locations added in the Company Settings.
2. If the toggle for the "Auto-invite and Set to active" is switched ON, the employee will automatically receive an email to verify the account. If switched OFF, the employee will not receive an email yet and is still considered Inactive. The employee's status can later be changed to Active via Control Panel > Users, for him/her to receive the verification e-mail.
3. The User-Role options are:
a. Admin - Only the admin dashboard can be accessed.
b. Admin with ESS - Both the admin and ESS can be accessed.
c. Non-Admin - Only the ESS can be accessed.
4. After completing the details, click on the Add button.
5. The employee is now part of the employee list and must then verify his/her account.
6. You may edit the employee's 201 records via Manual Update or Mass Update.
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