Employees

Add an employee

2 min read Updated 6 June 2026

Adding an employee creates a new profile in your Employee Directory. You can optionally give the new person a login account at the same time.

Steps

Go to Employees and click Add Employee.
Enter the required details: First Name, Last Name, Email, and Employment Type (Full Time, Part Time, Contractor, or Intern).
Fill in any optional information you have, such as Department, Manager, Job Title, phone, hire date, and a photo.
Under Employment Details and the personal sections, add address, date of birth, and identification details as needed.
In Emergency Contact, add the contact name and phone if you have them.
In Compensation, optionally enter the salary amount and choose a pay frequency (hourly, weekly, bi-weekly, monthly, or annually).
Under Work Schedule, set the work start and end times, late grace minutes, work days, and timezone if you want attendance tracked against a schedule.
Click the save button to create the employee.

If you want this person to sign in, turn on Create User Account and choose one of the options:

New account – assign a role, then either send a welcome email with a password setup link (recommended) or set a password manually.
Link existing user – connect the employee to an existing login account that is not already linked to someone else.

Tip: If you choose the welcome-email option, the new employee receives an email with instructions to set their own password.

After saving, you land on the new employee’s profile. Leave balances are set up automatically for the new employee.

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