Add a New Employee

This guide will walk you through the steps to create, edit, and update employee records within the system, ensuring that all relevant details are accurately recorded and easily accessible. Whether adding a new hire or updating an existing employee's status, this process helps you optimize your HR tasks.

To understand how to edit an existing employee, see Edit an Employee.

To add a new employee to your team:

1. Go to the left menu and select Settings > Employees.

2. Select + New Employee.

Alternatively, you can go to Settings > Other > Roles and Permissions. Next, select the numbers under each Employee category.

1. In the New Employee, fill in the following information:

• First Name

• M.I. (Middle Initial)

• Last Name

• Email

• Hire Date

• Role (Employee, Supervisor, Accountant, Project Manager)

You can manage roles and permissions by clicking the info icon next to Role.

By keeping employee details complete and accurate from the start, you ensure smoother onboarding, clearer role assignments, and more efficient team management across the system.

See also

You can check more options on how to manage employees here:

• Add a New Employee:

• How to Terminate an Employee: