Link an Employee Record to a User with an Admin Access

Link an Employee Record to a User with an Admin Access

Linking of employee records happens when a user was initially added to the system as an Account Owner that is eventually assigned as an employee. Using the same email address, a non-employee user can be both an Admin and an Employee after creating an employee record. After doing this step, the user should be able to access Employee Self-Service.


To link employee records:



  1. Create the employee record > Admin Dashboard > Employees > Add Employee

  2. Fill out the employee record fields and click Create.

    • A prompt will appear that a user with the same email address and name already exists.

  3. Click Proceed to link an employee record to the user with the same details.

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