Set up a New Employee

Created by Daniel Price, Modified on Tue, 21 Jan at 4:49 PM by Daniel Price


Objective:

To guide administrators through the process of setting up a new employee in the HR system, ensuring all necessary details are accurately inputted and necessary steps are taken.

Key Steps:

  1. Click on "Add New Employee" in the lower right-hand side of the page.

  2. Fill in employee details including name, department, and email address.

  3. Proceed to the login details page and create a login for the employee.

  4. Choose whether to generate a system password or create a custom one.

  5. Decide whether to email the login details to the employee.

  6. Be cautious when assigning administrator privileges.

  7. Assign relevant assets to the employee.

  8. Review the summary page to ensure all details are correct.

  9. Click on "Create Employee" to confirm the setup.

  10. Be aware that adding a new employee may incur extra costs depending on the subscription.

Cautionary Notes:

  • Avoid assigning administrator privileges unless necessary.

  • Double-check all details before confirming the setup.

  • Be mindful of potential extra costs associated with adding a new employee.

Tips for Efficiency:

  • Populate the minimal required information first and return later to fill in additional details.

  • Use system-generated passwords for simplicity and security.

  • Utilize the summary page to verify all details before finalizing the setup.

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