The option to add a new employee is accessible from your dashboard at any time.
To add a new employee:
- Click “Add employee” (1). A new page will open.
- Enter your employee’s personal information (2). This is required to create the employee’s account.
- Decide if your employee will undergo the onboarding process by toggling the "Onboard new hire" slider (3).
- The onboarding process includes any onboarding tasks you've created as well as an optional contact on the first day (4) for the new hire. Use this option to inform a new employee of who to contact, where to find them, and other important instructions they may need. Click the i icon (5) to see your onboarding tasks and their details.
- Include information related to your employee’s job or compensation, if applicable (6). Information about the employee’s job and/or compensation can be added later as well, by the Admin or any HR manager in your organization.
- You can choose “Don't send invitation email” (7) to disable the initial system invite. You can always send the invitation later by following these steps.